Lead management platform for targeted output generation

A computing platform comprising:

• at least one processor;
• a communication interface communicatively coupled to the at least one processor;
• and
• memory storing computer-readable instructions that, when executed by the at least one processor, cause the computing platform to:
• receive lead information from an enterprise user device, wherein the lead information indicates a stage of an individual in a client lifecycle, and the stage indicates the individual as a prospective client, a former client, or a current client of an agent;
• generate, by applying machine learning, lead management information based on an amount of time that the individual has been in the stage of the client lifecycle, the lead management information indicating a plurality of communications that should be sent to the individual corresponding to the lead information, wherein the plurality of communications correspond to a plurality of communication types;
• predict, by applying machine learning, the plurality of communications effective in generating a shift in the client lifecycle of the individual, the plurality of communications further corresponding to a plurality of communication content, wherein predicting the plurality of communications effective in generating the shift in the client lifecycle further involves identifying the plurality of communications effective for generating the shift in the client lifecycle and ranking the plurality of communications based on a likelihood of generating the shift in the client lifecycle;
• sequence, by applying machine learning, the predicted plurality of communications effective in generating the shift in the client lifecycle of the individual to create a schedule for providing the predicted plurality of communications to the individual on a particular date indicated in the lead management information;
• send the lead management information and one or more commands directing a communication storage system to select and send each of the plurality of communications to the individual on the particular date corresponding to each of the plurality of communications, wherein sending the lead management information and the one or more commands directing the communication storage system to select and send each of the plurality of communications to the individual on the particular date corresponding to each of the plurality of communications causes a client device corresponding to the individual to display each of the plurality of communications on the particular date corresponding to each of the plurality of communications, wherein the plurality of communications are automatically sent on behalf of the agent to the individual;
• receive updated lead information, wherein the updated lead information indicates that the individual is in a changed stage of the client lifecycle;
• generate, based on the updated lead information, updated lead management information indicating a second plurality of communications that should be sent to the individual, wherein the second plurality of communications corresponds to the plurality of communication types and are each sent on a particular date indicated in the updated lead management information;
• and
• send the updated lead management information and one or more commands directing the communication storage system to select and send each of the second plurality of communications to the individual on the particular date corresponding to each of the second plurality of communications, wherein sending the updated lead management information and the one or more commands directing the communication storage system to select and send each of the second plurality of communications to the individual on the particular date corresponding to each of the second plurality of communications causes the client device to display each of the second plurality of communications on the particular date corresponding to each of the second plurality of communications.

A method comprising:

• receiving, via a processor of a computing platform, lead information from an enterprise user device communicatively coupled to the processor of the computing platform;
• determining a stage of a client lifecycle of an individual based on the lead information received by the enterprise user device;
• generating, by applying machine learning, lead management information based on an amount of time that the individual has been in the stage of the client lifecycle, the lead management information indicating a plurality of communications that should be sent to an individual corresponding to the lead information, wherein the plurality of communications correspond to a plurality of communication types;
• predicting, by applying machine learning, the plurality of communications effective in generating a shift in the client lifecycle of the individual, the plurality of communications further corresponding to a plurality of communication content, wherein predicting the plurality of communications effective in generating the shift in the client lifecycle further involves identifying the plurality of communications effective for generating the shift in the client lifecycle and ranking the plurality of communications based on a likelihood of generating the shift in the client lifecycle;
• sequencing, by applying machine learning, the predicted plurality of communications effective in generating the shift in the client lifecycle of the individual to create a schedule for providing the predicted plurality of communications to the individual on a particular date indicated in the lead management information;
• sending, via the processor, the lead management information and one or more commands directing a communication storage system to select and send each of the plurality of communications to the individual on the particular date corresponding to each of the plurality of communications, wherein sending the lead management information and the one or more commands directing the communication storage system to select and send each of the plurality of communications to the individual on the particular date corresponding to each of the plurality of communications causes a client device communicatively coupled to the processor and corresponding to the individual to display each of the plurality of communications on the particular date corresponding to each of the plurality of communications;
• wherein the stage of the client lifecycle identifies the individual as a prospective client, a current client, or a former client;
• receiving updated lead information, wherein the updated lead information indicates that the individual is in a changed stage of the client lifecycle;
• generating, based on the updated lead information, updated lead management information indicating a second plurality of communications that should be sent to the individual, wherein the second plurality of communications corresponds to the plurality of communication types and are each sent on a particular date indicated in the updated lead management information;
• and
• sending the updated lead management information and one or more commands directing the communication storage system to select and send each of the second plurality of communications to the individual on the particular date corresponding to each of the second plurality of communications, wherein sending the updated lead management information and the one or more commands directing the communication storage system to select and send each of the second plurality of communications to the individual on the particular date corresponding to each of the second plurality of communications causes the client device to display each of the second plurality of communications on the particular date corresponding to each of the second plurality of communications.