IP Library Granted Patent US 8,831,965
Granted Patent B2
US 8,831,965 · App. 12/270,460 · Granted Sep 9, 2014

Apparatus and method for online advice customer relationship management

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Quick Facts
Patent No.
US 8,831,965
App. No.
12/270,460
Granted
Sep 9, 2014
Kind
B2
Abstract

An apparatus and method for online advice customer relationship management are described. The method includes the determination of a service provider ID code from a requesting service provider. Once a service provider ID code is determined, a list of service seekers that have received advice regarding a field of service from a service provider corresponding to the service provider ID code is generated. Once generated, the listing of service seekers is displayed via a customer management screen. As such, system administrators, as well as the service providers themselves, may view listings of service seekers in order to provide relationship management of the service seekers, such as for example, providing incentives to service seekers for follow-up advice, as well as blocking undesired service seekers from further contact with the service provider.

Claims (58)

1. A method, comprising:

identifying, via a computing device, a list of a plurality of service seekers, each respective service seeker of the service seekers having previously received a service from a particular service provider, as identified from at least one service transaction record stored in a service transaction record database for at least one service transaction between the respective service seeker and the particular service provider;

presenting a single user interface to the particular service provider, the single user interface including:

the list of the service seekers;

first user interface elements to select a subset of the service seekers; and

at least one second user interface element selectable to activate at least one command;

receiving, from the particular service provider using the first user interface elements in the single user interface, a selection of at least one service seeker having previously received a service from the particular service provider; and

in response to receiving an activation of the command, processing the at least one service seeker to manage communications between the at least one service seeker and the particular service provider according to the command.

2. The method of claim 1 , wherein the processing of the at least one service seeker comprises blocking the at least one service seeker from contacting the service provider.

3. The method of claim 1 , wherein the processing of the at least one service seeker comprises providing the service provider a process to contact the at least one service seeker.

4. The method of claim 1 , wherein the at least one service seeker includes a plurality of service seekers; and services received from the particular service provider comprise advice.

5. The method of claim 1 , further comprising:

presenting a listing of the particular service provider to service seekers;

in response to a first service seeker selecting the listing, providing a communication connection between the first service seeker and the particular service provider; and

charging the first service seeker on behalf of the particular service provider for a service provided by the particular service provider over the communication connection.

6. The method of claim 5 , wherein the providing of the communication connection comprises:

establishing a first phone connection to the first service seeker;

establishing a second phone connection to the particular service provider; and

connecting the first phone connection and the second phone connection to connect the first service seeker and the particular service provider.

7. The method of claim 6 , wherein the first phone connection comprises a first phone call; the second phone connection comprises a second phone call; and connecting the first phone connection and the second phone connection comprises conferencing the first phone call and the second phone call.

8. The method of claim 6 , further comprising:

keeping track of time spent on the communication connection between the first service seeker and the particular service provider.

9. The method of claim 1 , further comprising:

determining an identification of the particular service provider based on a request received from the service provider;

wherein the user interface is presented based on the identification of the particular service provider determined based on the request received from the particular service provider.

10. The method of claim 9 , wherein the determining of the identification of the particular service provider comprises:

receiving a selection of a link from the service provider, after authentication of the service provider.

11. The method of claim 1 , wherein services provided by the particular service provider are at least one of: live advice provided over a phone, recorded audio advice provided over a phone, and written advice provided via electronic mail.

12. The method of claim 1 , further comprising:

sorting the list of service seekers according to a date of contact with the particular service provider.

13. The method of claim 12 , wherein the at least one second user interface element includes at least one link associated with the at least one command.

14. The method of claim 13 , further comprising:

identifying at least one of the service seekers as a potential repeat customer according to pre-determined criteria.

15. The method of claim 14 , further comprising:

providing an alert to the particular service provider for the potential repeat customer.

16. The method of claim 14 , further comprising:

notifying the particular service provider to initiate contact with the potential repeat customer.

17. The method of claim 16 , further comprising:

assigning the at least one service seeker to a category.

18. A non-transitory computer readable storage medium storing instructions configured to instruct a computing device to perform a method, the method comprising:

identifying a list of a plurality of service seekers of a particular service provider based on records stored in a transaction database, wherein the transaction database stores records of service transactions between respective service seekers and respective service providers, including the particular service provider;

presenting a single user interface to the particular service provider, the single user interface including:

the list of the plurality of service seekers of the particular service provider;

first user interface elements to select a subset of the service seekers; and

at least one second user interface element selectable to activate at least one command;

receiving, from the particular service provider using the first user interface elements in the single user interface, a selection of at least one service seeker;

in response to receiving an activation of the command using the second user interface element, processing the at least one service seeker to manage communications between the at least one service seeker and the particular service provider according to the command.

19. A system, comprising:

a processor configured to identify a list of a plurality of service seekers, each respective service seeker of the service seekers having previously received a service from a service provider, as identified from at least one service transaction record stored in a service transaction record database for at least one service transaction between the respective service seeker and the particular service provider; and

a communication device configured to present a single user interface to the particular service provider, the single user interface including:

the list of the service seekers;

first user interface elements to select a subset of the service seekers; and

at least one second user interface element selectable to activate at least one command;

wherein the communication device is further configured to receive, from the particular service provider using the first user interface elements in the single user interface, a selection of at least one service seeker; and

wherein the processor is further configured to, in response to receiving an activation of the command, process the at least one service seeker to manage communications between the at least one service seeker and the particular service provider according to the command.

20. The system of claim 19 , wherein the processor is further configured to identify at least one service seeker as a potential repeat customer; and the communication device is further configured to provide an alert to the particular service provider for the potential repeat customer.

21. The system of claim 19 , further comprising:

the service transaction record database storing records of service transactions between respective service seekers and respective service providers, including the particular service provider.

Assignments (38)
RELEASE OF SECURITY INTEREST Recorded Jan 7, 2025
From: PNC BANK, NATIONAL ASSOCIATION, AS COLLATERAL AGENT
To: UTBK LLC
Reel/Frame 069764/0965 →
RELEASE OF SECURITY INTEREST Recorded Jan 7, 2025
From: PNC BANK, NATIONAL ASSOCIATION, AS AGENT
To: YELLOWPAGES.COM LLC
Reel/Frame 069830/0826 →
RELEASE OF SECURITY INTEREST Recorded May 10, 2024
From: WELLS FARGO BANK, NATIONAL ASSOCIATION
To: PRINT MEDIA LLC; DEX MEDIA, INC.; YP LLC; YELLOWPAGES.COM LLC; YP ADVERTISING & PUBLISHING LLC; CERBERUS YP DIGITAL BLOCKER LLC; CERBERUS YP BLOCKER LLC; YP HOLDINGS LLC; PRINT MEDIA HOLDINGS LLC; YP INTERMEDIATE HOLDINGS CORP.; YP WESTERN HOLDINGS CORP.; YP SOUTHEAST HOLDINGS CORP.; YP MIDWEST HOLDINGS CORP.; YP CONNECTICUT HOLDINGS CORP.; PLUSMO HOLDINGS CORP.; INGENIO HOLDINGS CORP.
Reel/Frame 067381/0745 →
RELEASE OF SECURITY INTEREST Recorded May 7, 2024
From: WELLS FARGO BANK, NATIONAL ASSOCIATION
To: THRYV, INC.
Reel/Frame 067341/0434 →
SECURITY INTEREST Recorded May 3, 2024
From: THRYV, INC.
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Reel/Frame 067310/0627 →
SECURITY INTEREST Recorded May 1, 2024
From: THRYV, INC.
To: CITIZENS BANK, N.A.
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SECURITY INTEREST Recorded Aug 3, 2021
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RELEASE OF SECURITY INTEREST IN INTELLECTUAL PROPERTY Recorded Mar 2, 2021
From: WILMINGTON TRUST, NATIONAL ASSOCIATION., AS ADMINISTRATIVE AGENT
To: THRYV, INC. (FORMERLY KNOWN AS DEX MEDIA, INC.); THRYV HOLDINGS, INC. (FORMERLY KNOWN AS DEX MEDIA HOLDINGS, INC.)
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SECURITY INTEREST Recorded Mar 1, 2021
From: THRYV, INC.
To: WELLS FARGO BANK, NATIONAL ASSOCIATION, AS ADMINISTRATIVE AGENT
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ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Feb 25, 2020
From: YELLOWPAGES.COM, LLC
To: THRYV, INC.
Reel/Frame 052071/0589 →
CORRECTIVE ASSIGNMENT TO CORRECT THE NATURE OF CONVEYANCE PREVIOUSLY RECORDED AT REEL: 043194 FRAME: 0505. ASSIGNOR(S) HEREBY CONFIRMS THE SECURITY INTEREST. Recorded Aug 14, 2017
From: PNC BANK, NATIONAL ASSOCIATION
To: YP INTERACTIVE LLC
Reel/Frame 043544/0720 →
CORRECTIVE ASSIGNMENT TO CORRECT THE NATURE OF CONVEYANCE PREVIOUSLY RECORDED AT REEL: 043170 FRAME: 0318. ASSIGNOR(S) HEREBY CONFIRMS THE SECURITY INTEREST. Recorded Aug 10, 2017
From: PNC BANK, NATIONAL ASSOCIATION
To: UTBK LLC
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CORRECTIVE ASSIGNMENT TO CORRECT THE NATURE OF CONVEYANCE PREVIOUSLY RECORDED AT REEL: 043183 FRAME: 0734. ASSIGNOR(S) HEREBY CONFIRMS THE RELEASE OF SECURITY INTEREST. Recorded Aug 9, 2017
From: PNC BANK, NATIONAL ASSOCIATION
To: YELLOWPAGES.COM LLC
Reel/Frame 043493/0648 →
SECURITY INTEREST Recorded Jul 28, 2017
From: YELLOWPAGES.COM LLC
To: WILMINGTON TRUST, NATIONAL ASSOCIATION
Reel/Frame 043363/0518 →
RELEASE OF SECURITY INTEREST Recorded Jul 17, 2017
From: JPMORGAN CHASE BANK, N.A.
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Reel/Frame 043217/0875 →
SECURITY INTEREST Recorded Jul 14, 2017
From: PNC BANK, NATIONAL ASSOCIATION
To: YP INTERACTIVE LLC
Reel/Frame 043194/0585 →
SECURITY INTEREST Recorded Jul 13, 2017
From: PNC BANK, NATIONAL ASSOCIATION
To: YELLOWPAGES.COM LLC
Reel/Frame 043183/0734 →
SECURITY INTEREST Recorded Jul 12, 2017
From: PNC BANK, NATIONAL ASSOCIATION
To: UTBK LLC
Reel/Frame 043170/0318 →
SECURITY AGREEMENT Recorded Jul 3, 2017
From: YP LLC; YELLOWPAGES.COM LLC; YP ADVERTISING & PUBLISHING LLC; PRINT MEDIA LLC; DEX MEDIA HOLDINGS, INC.; CERBERUS YP DIGITAL BLOCKER LLC; CERBERUS YP BLOCKER LLC; YP HOLDINGS LLC; PRINT MEDIA HOLDINGS LLC; YP INTERMEDIATE HOLDINGS CORP.; YP WESTERN HOLDINGS CORP.; YP SOUTHEAST HOLDINGS CORP.; YP MIDWEST HOLDINGS CORP.; YP CONNECTICUT HOLDINGS CORP.; PLUSMO HOLDINGS CORP.; INGENIO HOLDINGS CORP.
To: WELLS FARGO BANK, NATIONAL ASSOCIATION
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SECURITY AGREEMENT Recorded Dec 1, 2016
From: YELLOWPAGES.COM LLC
To: PNC BANK, NATIONAL ASSOCIATION, AS AGENT
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RELEASE OF SECURITY AGREEMENT Recorded Apr 1, 2015
From: MEDLEY CAPITAL CORPORATION
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MERGER Recorded Jan 9, 2015
From: YP INTERACTIVE LLC
To: YELLOWPAGES.COM LLC
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CHANGE OF NAME Recorded Jun 4, 2014
From: INGENIO LLC
To: YP INTERACTIVE LLC
Reel/Frame 033085/0126 →
GRANT OF SECURITY INTEREST -- PATENTS Recorded Feb 28, 2014
From: YP INTERACTIVE LLC (FORMERLY KNOWN AS INGENIO LLC)
To: PNC BANK, NATIONAL ASSOCIATION, AS ADMINISTRATIVE AGENT
Reel/Frame 032372/0639 →
SECURITY AGREEMENT Recorded Jul 2, 2013
From: INGENIO LLC
To: JPMORGAN CHASE BANK, N.A., AS ADMINISTRATIVE AGENT
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RELEASE OF GRANT OF SECURITY INTEREST -- PATENTS Recorded Jun 5, 2013
From: CERBERUS YP ARRANGER, LLC
To: INGENIO LLC (FORMERLY KNOWN AS INGENIO, INC.)
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RELEASE OF SECURITY INTEREST Recorded May 10, 2013
From: PNC BANK, NATIONAL ASSOCIATION
To: INGENIO LLC
Reel/Frame 030389/0746 →
RELEASE OF SECURITY INTEREST Recorded May 10, 2013
From: CERBERUS YP ARRANGER, LLC
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LICENSE Recorded May 10, 2013
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SECURITY AGREEMENT Recorded May 10, 2013
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ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded May 3, 2013
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SECURITY INTEREST Recorded Dec 3, 2012
From: UTBK LLC
To: PNC BANK, NATIONAL ASSOCIATION, AS COLLATERAL AGENT
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RELEASE OF SECURITY INTEREST Recorded Nov 16, 2012
From: FORTRESS CREDIT CO LLC., AS COLLATERAL AGENT
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CHANGE OF NAME Recorded Nov 9, 2012
From: UTBK, INC.
To: UTBK LLC
Reel/Frame 029275/0129 →
GRANT OF SECURITY INTEREST - PATENTS Recorded May 8, 2012
From: INGENIO, INC.
To: CERBERUS YP ARRANGER, LLC, AS COLLATERAL AGENT
Reel/Frame 028177/0081 →
GRANT OF SECURITY INTEREST - PATENTS Recorded May 8, 2012
From: INGENIO, INC.
To: FORTRESS CREDIT CO LLC, AS COLLATERAL AGENT
Reel/Frame 028177/0004 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Nov 13, 2008
From: KEEN.COM
To: UTBK, INC.
Reel/Frame 021830/0912 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Nov 13, 2008
From: LURIE, STEVEN
To: KEEN.COM
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