Automated Lead Grading via Benchmark Conversion

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Solution Overview

Problem

Conventional lead grading methods are time-consuming, subjective, and lack scalability, relying on manual human evaluation, which limits their ability to efficiently distinguish between high and low-quality leads, especially as the number of leads increases.

Innovation Solution

A lead grading platform that automatically classifies leads by converting attribute values into benchmark values, assigning them to pre-determined clusters and sub-clusters based on historical data, and delivering leads with grades above a threshold to consumers, leveraging historical lead data for predictive conversion probability analysis.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Measurement precision

If manual evaluation of leads is performed using conventional approaches, then lead quality assessment can be conducted, but the process becomes time-consuming and lacks scalability

Engineering Contradiction:
Improvelead quality assessment accuracyVSAvoidlead processing speed
Core Design Contradiction:
Measurement precisionVSProductivity

Solution Approach 1:

The patent replaces manual human evaluation (mechanical system) with an automated machine learning system that uses trained models to assess lead quality. The system converts lead attribute values to benchmark values, compares them against trained models, and automatically determines lead grades without human intervention, thereby eliminating the time-consuming nature of manual evaluation while maintaining assessment accuracy.

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

Solution Approach 2:

The system enables self-service by allowing lead quality assessment to be performed automatically without requiring human evaluators. The trained machine learning models independently evaluate incoming leads by comparing their attributes against benchmark values and conversion event records, making the system self-sufficient and scalable to handle any volume of leads without additional human resources.

Inventive Principle:
Principle #25Self-service

2Adaptability or versatility

If manual human evaluation is used for lead grading, then subjective assessments can be made, but the method lacks objectivity and consistency

Engineering Contradiction:
Improveassessment flexibilityVSAvoidassessment consistency
Core Design Contradiction:
Adaptability or versatilityVSReliability

Solution Approach 1:

The patent transforms subjective human assessments into objective parameter-based evaluations by converting lead attribute values to standardized benchmark values. The system uses quantifiable parameters such as conversion event records, attribute value comparisons, and model-predicted conversion probabilities to objectively determine lead grades, eliminating subjectivity and ensuring consistent assessment across all leads.

Inventive Principle:
Principle #35Parameter changes

Solution Approach 2:

The system incorporates feedback mechanisms by using historical conversion event records to train machine learning models. These models learn from past conversion outcomes and continuously improve their ability to objectively assess lead quality. The feedback loop ensures that assessments are based on proven patterns rather than subjective human judgment, enhancing both reliability and consistency.

Inventive Principle:
Principle #23Feedback

3Quantity of substance

If the number of leads increases, then more leads are available for conversion, but manual evaluation requires proportional increase in human evaluators

Engineering Contradiction:
Improvenumber of leadsVSAvoidevaluation system complexity
Core Design Contradiction:
Quantity of substanceVSDevice complexity

Solution Approach 1:

The patent creates a universal evaluation system using machine learning models that can handle any volume of leads with the same infrastructure. The trained models serve multiple functions: they evaluate individual leads, learn from historical data, and scale automatically without requiring additional human evaluators. This multi-functional system eliminates the need to proportionally increase evaluation resources as lead volume grows.

Inventive Principle:
Principle #6Universality (Multi-functionality)

Solution Approach 2:

The system introduces machine learning models as intermediaries between incoming leads and human reviewers. These models act as a filter that pre-evaluates all leads, converting them to benchmark values and assigning grades before human intervention is needed. This intermediary layer handles the complexity of evaluating large lead volumes automatically, allowing the system to scale without increasing overall system complexity.

Inventive Principle:
Principle #24Intermediary (Mediator)

4Ease of manufacture

If conventional lead grading methods are used, then basic lead classification can be achieved, but the system cannot efficiently distinguish high-quality from low-quality leads

Engineering Contradiction:
Improveimplementation simplicityVSAvoidlead quality differentiation
Core Design Contradiction:
Ease of manufactureVSMeasurement precision

Solution Approach 1:

The patent applies preliminary action by pre-training machine learning models using historical lead data and conversion event records before actual lead evaluation begins. The models are pre-equipped with knowledge of what constitutes high-quality versus low-quality leads based on past performance patterns. This preliminary training enables the system to efficiently differentiate lead quality from the start without requiring complex manual classification rules.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The system replaces simple manual classification mechanics with sophisticated machine learning-based assessment. The trained models automatically differentiate lead quality by comparing attribute values against benchmark values and analyzing patterns in conversion event records, providing precise quality differentiation that far exceeds the capability of conventional manual methods while maintaining ease of implementation through automated processing.

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

Data Source

PatentUS11775912B2Systems and methods for real-time lead grading
Publication Date: 2023.10.03 LEADSCORZ INC
  • US11775912B2 patent drawing
  • US11775912B2 patent drawing
  • US11775912B2 patent drawing

AI summary

A method for a lead grading platform can include, 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. In this way, a conversion rate of leads delivered to a lead consumer may be greater than an overall conversion rate of an unfiltered population of leads.