IP Library Patent Application 18541696
Patent Application
App. No. 18/541,696

METHOD FOR IDENTIFYING PROSPECTS BASED ON A PROSPECT MODEL

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Quick Facts
Patent No.
US None
App. No.
18/541,696
Filed
Dec 15, 2023
Art Unit
3625
USPC
705/7.31
Abstract

Systems and methods are provided for identifying prospects based on a prospect model. A set of primary features are extracted from historical data for an opportunity between an organization and an entity. A data container is generated to represent the set of primary features and a set of secondary features associated with the entity. Neighboring data containers, within a set of data containers that includes the data container, are grouped into data container groups. A data container group is selected to represent a combination of features of the entity predicted to yield the opportunity for the organization. The combination of features are used to generate and transmit content to the entity.

Claims (54)

1 . A method, comprising:

extracting a set of primary features from historical data for an opportunity between an organization and an entity;

generating a data container to represent the set of primary features and a set of secondary features associated with the entity;

grouping neighboring data containers, within a set of data containers that includes the data container, into data container groups;

selecting a data container group representing a combination of features of the entity predicted to yield with opportunity for the organization; and

utilizing the combination of features to generate and transmit content to the entity.

2 . The method of claim 1 , comprising:

generating the data container as a vector that represents the set of primary features and the second of secondary features in a multi-dimensional feature space.

3 . The method of claim 1 , comprising:

grouping the neighboring data containers in a multi-dimensional feature space into the set of data container groups.

4 . The method of claim 1 , comprising:

generating a notification for a prospect identified from traffic data associated with a set of page views of a website, wherein the prospect is selected based upon a fit score corresponding to a similarity between the data container group and the data container associated with the prospect.

5 . The method of claim 1 , comprising:

generating a model characterizing attributes of a target prospect for the organization, wherein a fit score is used to select the entity as corresponding to the target prospect.

6 . The method of claim 1 , comprising:

generating, utilizing a prospect model, a target prospect profile specifying a list of attributes and entities that exhibit attributes associated with the opportunity to occur, wherein the target prospect profile is utilized to create the content.

7 . The method of claim 1 , comprising:

characterizing and recommending, utilizing a prospect model, attributes and entities that exhibit the attributes.

8 . The method of claim 1 , comprising:

utilizing fit scores assigned to entities to generate and provide notifications identifying prospects that exhibit an interest in the organization.

9 . The method of claim 1 , comprising:

utilizing fit scores assigned to entities to generate a first type of notification for a first subset of prospect and a second type of notification for a second subset of prospect.

10 . A computing device comprising:

a memory comprising machine executable code; and

a processor coupled to the memory, the processor configured to execute the machine executable code to cause the processor to:

extract a set of primary features from historical data for an opportunity between an organization and an entity;

generate a data container to represent the set of primary features and a set of secondary features associated with the entity;

group neighboring data containers, within a set of data containers that includes the data container, into data container groups;

select a data container group representing a combination of features of the entity predicted to yield with opportunity for the organization; and

utilize the combination of features to generate and transmit content to the entity.

11 . The computing device of claim 10 , wherein the machine executable code causes the processor to:

utilize fit scores assigned to entities to generate a first type of notification for a first subset of prospect and a second type of notification for a second subset of prospect.

12 . The computing device of claim 10 , wherein the machine executable code causes the processor to:

generate the data container as a vector that represents the set of primary features and the second of secondary features in a multi-dimensional feature space.

13 . The computing device of claim 10 , wherein the machine executable code causes the processor to:

group the neighboring data containers in a multi-dimensional feature space into the set of data container groups.

14 . The computing device of claim 10 , wherein the machine executable code causes the processor to:

generate a notification for a prospect identified from traffic data associated with a set of page views of a website, wherein the prospect is selected based upon a fit score corresponding to a similarity between the data container group and the data container associated with the prospect.

15 . The computing device of claim 10 , wherein the machine executable code causes the processor to:

generate a model characterizing attributes of a target prospect for the organization, wherein a fit score is used to select the entity as corresponding to the target prospect.

16 . The computing device of claim 10 , wherein the machine executable code causes the processor to:

generate, utilizing a prospect model, a target prospect profile specifying a list of attributes and entities that exhibit attributes associated with the opportunity to occur, wherein the target prospect profile is utilized to create the content.

17 . A non-transitory machine readable medium comprising instructions for performing a method, which when executed by a machine, causes the machine to:

extract a set of primary features from historical data for an opportunity between an organization and an entity;

generate a data container to represent the set of primary features and a set of secondary features associated with the entity;

group neighboring data containers, within a set of data containers that includes the data container, into data container groups;

select a data container group representing a combination of features of the entity predicted to yield with opportunity for the organization; and

utilize the combination of features to generate and transmit content to the entity.

18 . The non-transitory machine readable medium of claim 17 , wherein the instructions cause the machine to:

generate, utilizing a prospect model, a target prospect profile specifying a list of attributes and entities that exhibit attributes associated with the opportunity to occur, wherein the target prospect profile is utilized to create the content.

19 . The non-transitory machine readable medium of claim 17 , wherein the instructions cause the machine to:

characterize and recommend, utilizing a prospect model, attributes and entities that exhibit the attributes.

20 . The non-transitory machine readable medium of claim 17 , wherein the instructions cause the machine to:

utilize fit scores assigned to entities to generate and provide notifications identifying prospects that exhibit an interest in the organization.

Assignments (2)
SECURITY INTEREST Recorded Feb 12, 2026
From: HUBSPOT, INC.
To: BANK OF AMERICA, N.A.
Reel/Frame 074818/0036 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Aug 28, 2025
From: TANDY, WADE; VIEIRA, GUILHERME; WARD, HARLOW; SWETZ, ZACHARY; O'NEAL, ANDREW; GUPTA, SAAGAR
To: HUBSPOT, INC.
Reel/Frame 072685/0091 →