METHOD AND SYSTEM TO EVALUATE CONTACTS

摘要

A system and method of evaluating contacts for an professional service provider is disclosed. The system may create or more network located online communities related to an professional service provider, such as an investment professional service provider. The communities may display information of interest to the members of the community. The manner a contact reaches the online community may be indicative of the level of interest of the contact. The level of interest may be classified or scored. A series of questions may be posed to the contact and the answers to those questions may also be scored or classified. By scoring or classifying the answers to a series of logically arranged questions, a contact classification or score for a contact may be created and evaluated.

主权项

1. A method of evaluating contacts for an professional service provider comprising
Using a processor to receive a sign on from a contact Using a computer processor to evaluate the manner of which the contact signed in; Using a computer processor to adjust a contact classification on the evaluation of the manner of which the contact signed in; Displaying at least one question to the contact related to a purpose of the professional service provider; Receiving an answer from the contact to the question; Using a computer processor to evaluate the answer from the contact to the at least one question related to the purpose of the professional service provider; Using a computer processor to adjust the contact classification based on the evaluation of the answers from the contact related to the purpose of the professional service provider; Using a computer processor to select a logical follow up question based on the answer from the contact related to the purpose of the professional service provider; Displaying the logical follow up question selected to the contact; Receiving a follow up answer from the contact to the follow up question; Using a computer processor to evaluate the follow-up answer from the contact to the follow up question; Using a computer processor to adjust the contact classification based on the evaluation of the follow-up answer to the follow up question; Using a computer processor to evaluate the contact classification; Using a computer processor to determine if the contact classification is over a threshold; and If the contact classification is over the threshold, creating a notification for the professional service provider.