US2023410020A1PendingUtilityA1

Systems and methods for real-time lead grading

Assignee: LEADSCORZ INCPriority: Dec 31, 2020Filed: Aug 25, 2023Published: Dec 21, 2023
Est. expiryDec 31, 2040(~14.4 yrs left)· nominal 20-yr term from priority
G06Q 10/06393
48
PatentIndex Score
0
Cited by
0
References
0
Claims

Abstract

A method for a lead grading platform can include: receiving a lead from a lead vendor, wherein the lead comprises lead attribute values; converting the lead attribute values to benchmark values; assigning the lead to a pre-determined cluster and a pre-determined sub-cluster based on the benchmark values; determining a grade for the lead based on the pre-determined cluster and the pre-determined sub-cluster; and responding to the grade being greater than a threshold grade by delivering the lead to a lead consumer.

Claims

exact text as granted — not AI-modified
1 . A method for a lead grading platform, the method comprising:
 receiving a lead from a lead vendor, wherein the lead comprises a plurality of lead attribute values;   converting the plurality of lead attribute values to a plurality of benchmark values;   assigning the lead to a pre-determined cluster and a pre-determined sub-cluster based on the plurality of benchmark values;   determining a grade for the lead based on the pre-determined cluster and the pre-determined sub-cluster; and   responding to the grade being greater than a threshold grade by:
 delivering the lead to a lead consumer. 
   
     
     
         2 . The method of  claim 1 , wherein converting the plurality of lead attribute values to the plurality of benchmark values comprises:
 determining for a lead attribute value, V, a corresponding benchmark value B A=V , according to:   
       
         
           
             
               
                 B 
                 
                   A 
                   = 
                   V 
                 
               
               = 
               
                 
                   CRate 
                   
                     A 
                     = 
                     V 
                   
                 
                 CRate 
               
             
           
         
         wherein CRate A=V  is given by: 
       
       
         
           
             
               
                 CRate 
                 
                   A 
                   = 
                   V 
                 
               
               = 
               
                 
                   Conv 
                   ⁢ 
                   e 
                   ⁢ 
                   r 
                   ⁢ 
                   s 
                   ⁢ 
                   
                     ions 
                     
                       A 
                       = 
                       V 
                     
                   
                 
                 
                   L 
                   ⁢ 
                   e 
                   ⁢ 
                   a 
                   ⁢ 
                   d 
                   ⁢ 
                   
                     s 
                     
                       A 
                       = 
                       V 
                     
                   
                 
               
             
           
         
         wherein Conversions A=V  is a number of conversions of leads with the lead attribute value, V, previously delivered to the lead consumer, and wherein Leads A=V  is a number of leads with the lead attribute value, V, previously delivered to the lead consumer, and wherein CRate is given by: 
       
       
         
           
             
               CRate 
               = 
               
                 
                   C 
                   ⁢ 
                   o 
                   ⁢ 
                   n 
                   ⁢ 
                   v 
                   ⁢ 
                   e 
                   ⁢ 
                   r 
                   ⁢ 
                   s 
                   ⁢ 
                   i 
                   ⁢ 
                   o 
                   ⁢ 
                   n 
                   ⁢ 
                   s 
                 
                 
                   L 
                   ⁢ 
                   e 
                   ⁢ 
                   a 
                   ⁢ 
                   d 
                   ⁢ 
                   s 
                 
               
             
           
         
       
       wherein Leads is a total number of leads previously delivered to the lead consumer, and wherein Conversions is a total number of conversions resulting from the total number of leads previously delivered to the lead consumer. 
     
     
         3 . The method of  claim 1 , wherein assigning the lead to the pre-determined cluster and the pre-determined sub-cluster based on the plurality of benchmark values comprises:
 mapping the plurality of benchmark values to the pre-determined cluster and the pre-determined sub-cluster using a trained neural network.   
     
     
         4 . The method of  claim 1 , the method further comprising:
 responding to the grade being less than the threshold grade by:
 not delivering the lead to the lead consumer. 
   
     
     
         5 . The method of  claim 1 , wherein the plurality of lead attribute values comprise one or more of:
 personal contact information;   lead source information; and   product information.   
     
     
         6 . The method of  claim 5 , wherein the personal contact information includes one or more of:
 first name;   last name;   email address;   phone number;   mailing address; and   residence address.   
     
     
         7 . The method of  claim 5 , wherein the lead source information includes one or more of:
 campaign;   campaign tactic;   and lead provider.   
     
     
         8 . The method of  claim 5 , wherein the product information includes one or more of:
 type of product;   price of product;   product name; and   product characteristics.   
     
     
         9 . A lead grading system, comprising:
 a processor; and   non-transitory memory storing instructions, that when executed cause the processor to:
 receive a plurality of leads and a plurality of conversion event records for the plurality of leads, wherein each of the plurality of leads comprises a plurality of lead attribute values; 
 convert the plurality of lead attribute values into a plurality of benchmark values based on the plurality of conversion event records; 
 filter the plurality of benchmark values to produce a plurality of filtered benchmark values; 
 encode the plurality of leads as a plurality of lead vectors comprising the plurality of filtered benchmark values; 
 cluster the plurality of lead vectors to form a plurality of clusters; 
 determine average conversion probabilities for each of the plurality of clusters; and 
 grade the plurality of clusters based on the average conversion probabilities of each of the plurality of clusters. 
   
     
     
         10 . The lead grading system of  claim 9 , wherein the processor is configured to filter the plurality of benchmark values by:
 determining an average benchmark value for a subset of the plurality of benchmark values corresponding to a first attribute;   determining if the average benchmark value is within a pre-determined range; and   responding to the average benchmark value being within the pre-determined range by:
 filtering out the subset of the plurality of benchmark values from the plurality of benchmark values. 
   
     
     
         11 . The lead grading system of  claim 9 , wherein the processor is configured to filter the plurality of benchmark values by:
 determining a degree of correlation between a first subset of the plurality of benchmark values and a second subset of the plurality of benchmark values, wherein the first subset of the plurality of benchmark values corresponds to a first attribute, and wherein the second subset of the plurality of benchmark values corresponds to a second attribute; and   responding to the degree of correlation being greater than a threshold by removing one of the first subset of the plurality of benchmark values or the second subset of the plurality of benchmark values.   
     
     
         12 . The lead grading system of  claim 9 , wherein the processor, when executing the instructions, is further configured to:
 map the plurality of lead vectors from a first lead vector space to a second lead vector space, wherein the second lead vector space is of lower dimension than the first lead vector space.

Join the waitlist — get patent alerts

Track US2023410020A1 — get alerts on status changes and closely related new filings.

We store only your email — no account needed. See our privacy policy.