IP Library Granted Patent US 9,471,949
Granted Patent B1
US 9,471,949 · App. 15/008,198 · Granted Oct 18, 2016

Systems and methods for providing leads and appointments

Inventors: Roberto Milian (Boynton Beach, FL); Richard Capezzali (Boca Raton, FL)
Assignee: EDUCATIONDYNAMICS LLC
G06Q50/2053G06Q10/1095
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Quick Facts
Patent No.
US 9,471,949
App. No.
15/008,198
Granted
Oct 18, 2016
Kind
B1
Abstract

Methods disclosed for lead generation relate to matching prospective applicants with educational institutions. Prospective applicants provide personal information and educational background information which are used to find matching educational institutions. Methods include enhancing connections between education institutions and prospective applicants by setting up mutually agree appointments. Systems and apparatuses are also disclosed to implement the disclosed methods.

Claims (88)

1. A method comprising:

(a) receiving, at one or more computers from a requestor device, a request for one or more educational institution matches;

(b) obtaining, at the one or more computers via an interface, user information associated with a user of the requestor device, the user information comprising:

(1) user identification data including information identifying the user;

(2) demographic data including information identifying demographic data related to the user;

(3) location data including information indicating one or more addresses associated with the user;

(4) education data including information indicating educational background of the user;

(5) education preference data including information indicating educational preferences for the user; and

(6) contact data including information indicating contact information for the user;

(c) accessing, by the one or more computers, one or more electronic databases stored on one or more non-transitory computer-readable storage media and operatively connected to the one or more computers, the one or more databases comprising information for a plurality of educational institutions, including for the respective institutions:

(1) user educational identification data including information identifying the user;

(2) education location data including information identifying one or more locations associated with the respective educational institution;

(3) education program data including information related to education programs associated with the respective educational institution;

(4) education requirements data including information indicating admission requirements and admission preferences for respective educational institution;

(5) representative data including information indicating representatives for the respective educational institution; and

(6) appointment data including information indicating scheduled and available times;

(d) determining, by the one or more computers, based at least in part on the obtained user information, one or more educational institutions as matches;

(e) providing, by the one or more computers, the one or more education institution matches as selectable options to the requestor device via the interface;

(f) transmitting, by the one or more computers to one or more computers associated with each of the matched educational institutions, a notification to each of the educational institution matches, the notification including a message indicating that the educational institution matches a prospect;

(g) obtaining, at the one or more computers from the requestor device via the interface, a selection of an educational institution;

(h) determining, by the one or more computers, one or more available appointment times for the selected educational institution;

(i) determining, at the one or more computers, whether an appointment time has been selected from the one or more available appointment times for the selected educational institution;

(j) upon the condition that an appointment time has not been selected:

(1) obtaining, at the one or more computers from the requestor device via the interface, a request to communicate with the selected educational institution;

(2) determining, by the one or more computers, a contact of the selected educational institution;

(3) providing, by the one or more computers, connection between the requestor device and the contact of the selected educational institution;

(k) upon the condition that an appointment time has been selected:

(1) transmitting, by the one or more computers to one or more computers associated with the selected educational institution, a confirmation-seeking message requesting confirmation of the selected appointment time with a designated representative of the selected educational institution;

(2) obtaining, at the one or more computers, a message indicating confirmation of the appointment time by selected educational institution with a designated representative;

(3) transmitting, by the one or more computers, a confirmation message to the requestor device confirming the date, time, location;

(4) transmitting, by the one or more computers to the requestor device via the interface, directions to the selected educational institution; and

(5) transmitting, by the one or more computers, a request to a third party service to cause a map illustrating the directions to be displayed on the interface on the requestor device.

2. The method of claim 1 , wherein the step of providing connection comprises connecting the requestor device with the contact of the selected educational institution via at least one of the following: text message, instant message, phone call and video chat.

3. The method of claim 1 , further comprising:

(l) transmitting, by the one or more computer's to the requestor device, a reminder notification regarding the confirmed appointment.

4. The method of claim 1 , wherein the obtained user's education data comprises at least one of a high school, college, or postgraduate school attendance dates.

5. The method of claim 1 , the education data further comprises one or more degrees completed by the user to the extent they exist.

6. The method of claim 4 , the education data further comprises the user's grade point average in at least one of high school, college, or postgraduate school.

7. The method of claim 1 , wherein at least one of the provided matches is a sponsored match.

8. The method of claim 1 , further comprising:

(m) generating, by the one or more computers, a report that includes data associated with user information associated with one or more users that have selected the educational institution.

9. The method of claim 8 , further comprising:

(n) providing, by the one or more computers, the report to the selected educational facility.

10. A system comprising:

one or more data processing apparatus; and

a non-transitory computer-readable medium coupled to the one or more data processing apparatus having instructions stored thereon which, when executed by the one or more data processing apparatus, cause the one or more data processing apparatus to perform a method comprising:

(a) receiving, at one or more computers from a requestor device, a request for one or more educational institution matches;

(b) obtaining, at the one or more computers via an interface, user information associated with a user of the requestor device, the user information comprising:

(1) user identification data including information identifying the user;

(2) demographic data including information identifying demographic data related to the user;

(3) location data including information indicating one or more addresses associated with the user;

(4) education data including information indicating educational background of the user;

(5) education preference data including information indicating educational preferences for the user; and

(6) contact data including information indicating contact information for the user;

(c) accessing, by the one or more computers, one or more electronic databases stored on one or more non-transitory computer-readable storage media and operatively connected to the one or more computers, the one or more databases comprising information for a plurality of educational institutions, including for the respective institutions:

(1) user educational identification data including information identifying the user;

(2) education location data including information identifying one or more locations associated with the respective educational institution;

(3) education program data including information related to education programs associated with the respective educational institution;

(4) education requirements data including information indicating admission requirements and admission preferences for respective educational institution;

(5) representative data including information indicating representatives for the respective educational institution; and

(6) appointment data including information indicating scheduled and available times;

(d) determining, by the one or more computers, based at least in part on the obtained user information, one or more educational institutions as matches;

(e) providing, by the one or more computers, the one or more education institution matches as selectable options to the requestor device via the interface;

(f) transmitting, by the one or more computers to one or more computers associated with each of the matched educational institutions, a notification to each of the educational institution matches, the notification including a message indicating that the educational institution matches a prospect;

(g) obtaining, at the one or more computers from the requestor device via the interface, a selection of an educational institution;

(h) determining, by the one or more computers, one or more available appointment times for the selected educational institution;

(i) determining, at the one or more computers, whether an appointment time has been selected from the one or more available appointment times for the selected educational institution;

(j) upon the condition that an appointment time has not been selected:

(1) obtaining, at the one or more computers from the requestor device via the interface, a request to communicate with the selected educational institution;

(2) determining, by the one or more computers, a contact of the selected educational institution;

(3) providing, by the one or more computers, connection between the requestor device and the contact of the selected educational institution;

(k) upon the condition that an appointment time has been selected:

(1) transmitting, by the one or more computers to one or more computers associated with the selected educational institution, a confirmation-seeking message requesting confirmation of the selected appointment time with a designated representative of the selected educational institution;

(2) obtaining, at the one or more computers, a message indicating confirmation of the appointment time by selected educational institution with a designated representative;

(3) transmitting, by the one or more computers, a confirmation message to the requestor device confirming the date, time, location;

(4) transmitting, by the one or more computers to the requestor device via the interface, directions to the selected educational institution; and

(5) transmitting, by the one or more computers, a request to a third party service to cause a map illustrating the directions to be displayed on the interface on the requestor device.

11. The method of claim 10 , wherein the step of providing connection comprises connecting the requestor device with the contact of the selected educational institution via at least one of the following: text message, instant message, phone call and video chat.

12. The method of claim 10 , further comprising:

(l) transmitting, by the one or more computer's to the requestor device, a reminder notification regarding the confirmed appointment.

13. The method of claim 10 , wherein the obtained user's education data comprises at least one of a high school, college, or postgraduate school attendance dates.

14. The method of claim 10 , the education data further comprises one or more degrees completed by the user to the extent they exist.

15. The method of claim 13 , the education data further comprises the user's grade point average in at least one of high school, college, or postgraduate school.

16. The method of claim 10 , wherein at least one of the provided matches is a sponsored match.

17. The method of claim 10 , further comprising:

(m) generating, by the one or more computers, a report that includes data associated with user information associated with one or more users that have selected the educational institution.

18. The method of claim 17 , further comprising:

(n) providing, by the one or more computers, the report to the selected educational facility.

Assignments (7)
CHANGE OF ADDRESS Recorded Feb 7, 2023
From: EDUCATIONDYNAMICS, LLC
To: EDUCATIONDYNAMICS, LLC
Reel/Frame 062666/0070 →
RELEASE OF SECURITY INTEREST Recorded Oct 1, 2021
From: ECLIPSE BUSINESS CAPITAL LLC F/K/A ENCINA BUSINESS CREDIT, LLC
To: EDUCATIONDYNAMICS, LLC
Reel/Frame 057670/0471 →
RELEASE OF SECURITY INTEREST Recorded Sep 15, 2021
From: WHITEHORSE CAPITAL MANAGEMENT, LLC, AS COLLATERAL AGENT
To: EDUCATIONDYNAMICS, LLC
Reel/Frame 057493/0337 →
SECURITY INTEREST Recorded Sep 15, 2021
From: EDUCATIONDYNAMICS, LLC
To: WHITEHORSE CAPITAL MANAGEMENT, LLC, AS ADMINISTRATIVE AGENT
Reel/Frame 057487/0319 →
SECURITY INTEREST Recorded Jul 29, 2020
From: EDUCATIONDYNAMICS, LLC
To: ENCINA BUSINESS CREDIT, LLC
Reel/Frame 053341/0053 →
SECURITY INTEREST Recorded Nov 27, 2019
From: EDUCATIONDYNAMICS, LLC
To: WHITEHORSE CAPITAL MANAGEMENT, LLC, AS COLLATERAL AGENT
Reel/Frame 051125/0966 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jan 27, 2016
From: MILIAN, ROBERTO; CAPEZZALI, RICHARD
To: EDUCATIONDYNAMICS LLC
Reel/Frame 037601/0113 →
Continuity (3)
Continuation 14842334 · Sep 1, 2015
Continuation 13837797 · Mar 15, 2013
Provisional Application 61762442 · Feb 8, 2013