US 11,983,732 B2
System and method for developing a growth strategy
Parthiv Shah, Germantown, MD (US)
Assigned to Parthiv Shah, Germantown, MD (US)
Filed by Parthiv Shah, Germantown, MD (US)
Filed on Nov. 3, 2022, as Appl. No. 17/980,013.
Application 17/980,013 is a continuation of application No. 17/712,567, filed on Apr. 4, 2022, granted, now 11,507,967.
Prior Publication US 2023/0316313 A1, Oct. 5, 2023
This patent is subject to a terminal disclaimer.
Int. Cl. G06Q 10/00 (2023.01); G06Q 30/0201 (2023.01); G06Q 30/0203 (2023.01); G06Q 30/0204 (2023.01)
CPC G06Q 30/0206 (2013.01) [G06Q 30/0201 (2013.01); G06Q 30/0203 (2013.01); G06Q 30/0204 (2013.01)] 20 Claims
OG exemplary drawing
 
1. A method comprising:
extracting, by a system using a data extraction technique, data comprising a historical data, a revenue data, and a customer data from one or more data sources over a past period;
accessing, by the system, the data in the data sources to build an interactive diagnostic tree automatically using an artificial intelligence and a machine learning technique and providing an analysis of revenue of an entity based on individual revenue stream; wherein the interactive diagnostic tree is displayed on a display, and the analysis of the interactive diagnostic tree assists a user to target the revenue stream for an average revenue per customer boosting and assessing marketing campaign results based on the average revenue per customer trends;
developing, an ideal customer profile (ICP) from the customer data using the artificial intelligence and the machine learning technique to personify an ideal customer wherein the ICP comprises a plurality of ICP business attribute fields and a plurality of ICP persona attribute fields comprising a customer characteristics;
identifying, by the system executing a data mining module, target market segments, and a target list of customers;
receiving an input in real-time, by the system, comprising a current revenue of the entity, an average lifetime value of the customer, an attrition factor from an output of processing and analyzing of the historical data, and a target revenue goal of the entity through an input device;
generating realizable leads to reach the target revenue goal;
generating automatically, by the system using the artificial intelligence and the machine learning technique, a required actual leads from lead data sources, wherein each of the required actual leads are matched and compared to the ICP business attribute fields and ICP persona attribute fields to generate a match rate signal;
estimating automatically, a marketing budget, by the system, working backward from the target revenue goal using a customer value matrix, wherein the customer value matrix is a customer acquisition cost divided with a factor to reach the realizable leads to required actual leads;
automatically creating a marketing plan based on the marketing budget using the artificial intelligence and the machine learning technique, wherein the marketing plan comprises marketing activities and a timeline for the marketing activities for a future period;
wherein the method comprises conducting a Strengths, Weaknesses, Opportunities, and Threats (SWOT) analysis by the system to take an inventory of current situation of the entity and to identify the target market segments that are in alignment with the strengths of the entity;
ranking the marketing plan periodically by the system using the artificial intelligence and the machine learning technique, wherein the artificial intelligence and the machine learning technique ranks the marketing plan by receiving a feedback based upon the historical data of a set of parameters over the past period and the marketing plan to provide an insight to modify the marketing plan to reach the target revenue goal in a given time period; and
wherein the method is for generating automatically, a growth master plan for the future period.