Client review management system for multiple independent parties

A system for multiple parties of managing multiple parties in a client review process, the system comprising:

• a computer memory capable of storing machine instructions;
• and
• a hardware processor in communication with the computer memory, the hardware processor configured to access the computer memory, the hardware processor performing
• retrieving from a record from a database at least a first script based on a combination of combination of 1) a client review campaign of a first party, 2) an attribute indicating whether the third party is a contact with no previous relationship with the first party, a contact with a current relationship with the first party but has not yet purchased a good or a service from the first party, or a client, 3) one or more time periods expiring, 4) the third party is not part of an active sales campaign governed by the first party, and 5) at least one of three predefined tiers of a third party for which the first script is for use during an initial telephonic communications carried out by a second party with a third party to schedule a client review between the third party and the first party, in which the second party and the third party are different parties;
• storing answers received from the third party by the second party during the initial telephonic communications, using a hierarchical tree structure that summarizes answers in a predefined format, into the record in the database associated with the third party, wherein the hierarchical tree structure includes a plurality of branch nodes, each branch node linked directly by paths to a parent node and at least one child node, and whereby an answer received at a branch node defines a path to a child node;
• classifying, based on the answers received, the third party into one of at least three categories wherein each of the categories represents a probability that the third party is ready to schedule a client review;
• retrieving from the record in the database associated with the third party, based on a combination of the client review campaign and a category representing the classification of the third party, at least a second script for use by the second party to schedule a meeting between the third party and the first party, during a subsequent communication with the third party;
• storing answers received from the third party by the second party during the subsequent communications into the record in the database associated with the third party, using the hierarchical tree structure that summarizes answers in a predefined format, into the record in the database associated with the third party;
• and
• in response to one or more of the answers received during the subsequent communications indicating that a client review process is continuing, updating at least one of the category used for the third party, the client attribute, or a combination thereof.

A non-transitory computer program product tangibly embodying computer readable instructions which, when implemented, cause a computer to carry out the steps of a method managing multiple parties in a client review process in a client relationship process on a storage media, comprising:

• retrieving from a record from a database at least a first script based on a combination of combination of 1) a client review campaign of a first party, 2) an attribute indicating whether the third party is a contact with no previous relationship with the first party, a contact with a current relationship with the first party but has not yet purchased a good or a service from the first party, or a client, 3) one or more time periods expiring, 4) the third party is not part of an active sales campaign governed by the first party, and 5) at least one of three predefined tiers of a third party for which the first script is for use during an initial telephonic communications carried out by a second party with a third party to schedule a client review between the third party and the first party, in which the second party and the third party are different parties;
• storing answers received from the third party by the second party during the initial telephonic communications, using a hierarchical tree structure that summarizes answers in a predefined format, into the record in the database associated with the third party, wherein the hierarchical tree structure includes a plurality of branch nodes, each branch node linked directly by paths to a parent node and at least one child node, and whereby an answer received at a branch node defines a path to a child node;
• classifying, based on the answers received, the third party into one of at least three categories wherein each of the categories represents a probability that the third party is ready to schedule a client review;
• retrieving from the record in the database associated with the third party, based on a combination of the client review campaign and a category representing the classification of the third party, at least a second script for use by the second party to schedule a meeting between the third party and the first party, during a subsequent communication with the third party;
• storing answers received from the third party by the second party during the subsequent communications into the record in the database associated with the third party, using the hierarchical tree structure that summarizes answers in a predefined format, into the record in the database associated with the third party;
• and
• in response to one or more of the answers received during the subsequent communications indicating that a client review process is continuing, updating at least one of the category used for the third party, the client attribute, or a combination thereof.