IP Library Granted Patent US 9,280,799
Granted Patent B1
US 9,280,799 · App. 14/842,334 · Granted Mar 8, 2016

Systems and methods for providing leads and appointments

Inventors: Roberto Milian (Boynton Beach, FL); Richard Capezzali (Boca Raton, FL)
Assignee: EDUCATIONDYNAMICS LLC
G06Q50/2053G06F17/30867
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Quick Facts
Patent No.
US 9,280,799
App. No.
14/842,334
Granted
Mar 8, 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 (75)

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) providing, by the one or more computers to the requestor device, an option to schedule an appointment with a third party representative that is not affiliated with the selected educational institution;

(i) receiving, at the one or more computers from the requestor device, a request to schedule an appointment with the third party representative;

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

(k) transmitting, by the one or more computers, a request to select one or more appointment times for the selected educational institution;

(l) upon the condition that an appointment time is selected, 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;

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

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

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

(p) 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 , further comprising:

(q) transmitting, by the one or more computers to the requestor device, a reminder notification regarding the confirmed appointment.

3. 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.

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

5. The method of claim 3 , the education data further comprises the user's grade point average in at least one of high school, college, or postgraduate school.

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

7. The method of claim 1 , wherein the third party representative is an educational advisor.

8. The method of claim 1 , further comprising the steps of:

(r) upon the condition that an appointment time is not selected, receiving, at the one or more computers from the requestor device, a request to contact a representative of the selected educational institution;

(s) determining, at the one or more computers, the representative of the selected educational institution;

(t) connecting, by the one or more computers, the determined representative with the requestor device.

9. 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, from a requestor device, a request for one or more educational institution matches;

(b) obtaining, 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 one or more electronic databases stored on the one or more non-transitory computer-readable storage media, 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, based at least in part on the obtained user information, one or more educational institutions as matches;

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

(f) transmitting 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, from the requestor device via the interface, a selection of an educational institution;

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

(i) obtaining a selection of one or more appointment times for the selected educational institution;

(j) transmitting, 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;

(k) obtaining a message indicating confirmation of the appointment time by selected educational institution with a designated representative;

(l) transmitting a confirmation message to the requestor device confirming the date, time, location;

(m) transmitting, to the requestor device via the interface, directions to the selected educational institution; and

(n) transmitting a request to a third party service to cause a map illustrating the directions to be displayed on the interface on the requestor device.

10. The system of claim 9 , further comprising:

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

11. The system of claim 9 , wherein the obtained user's education data comprises at least one of a high school, college, or postgraduate school attendance dates.

12. The system of claim 9 , wherein the education data further comprises one or more degrees completed by the user to the extent they exist.

13. The system of claim 11 , wherein the education data further comprises the user's grade point average in at least one of high school, college, or postgraduate school.

14. The system of claim 9 , wherein at least one of the provided matches is a sponsored match.

Assignments (9)
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 →
SECURITY INTEREST Recorded Sep 15, 2021
From: EDUCATIONDYNAMICS, LLC
To: WHITEHORSE CAPITAL MANAGEMENT, LLC, AS ADMINISTRATIVE AGENT
Reel/Frame 057487/0319 →
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 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 →
TERMINATION AND RELEASE OF PATENT SECURITY AGREEMENT Recorded Nov 27, 2019
From: THE PRUDENTIAL INSURANCE COMPANY OF AMERICA, AS COLLATERAL AGENT
To: EDUCATIONDYNAMICS, LLC
Reel/Frame 051143/0968 →
PATENT SECURITY AGREEMENT Recorded Jan 12, 2016
From: EDUCATIONDYNAMICS, LLC
To: THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
Reel/Frame 037485/0504 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Sep 2, 2015
From: MILIAN, ROBERT; CAPEZZALI, RICHARD
To: EDUCATIONDYNAMICS LLC
Reel/Frame 036480/0705 →
Continuity (2)
Continuation 13837797 · Mar 15, 2013
Provisional Application 61762442 · Feb 8, 2013