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The document outlines a 7-step process for patent research and identifying relevant decision-makers at companies: 1) Determine client needs, 2) Search patents and source data, 3) Manually select interesting companies, 4) Find relevant patents and decision-makers via LinkedIn, 5) Extract LinkedIn data, 6) Connect LinkedIn and patent data, 7) Integrate data into a marketing system for automated outreach.

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samyuktha.basam
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19 views

Wireframe 2 1

The document outlines a 7-step process for patent research and identifying relevant decision-makers at companies: 1) Determine client needs, 2) Search patents and source data, 3) Manually select interesting companies, 4) Find relevant patents and decision-makers via LinkedIn, 5) Extract LinkedIn data, 6) Connect LinkedIn and patent data, 7) Integrate data into a marketing system for automated outreach.

Uploaded by

samyuktha.basam
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Step 1 - What the customer wants

Example:
Search criteria

The first step is to translate what the


client is looking for to a patent search
Client input:

“ I want to find companies that designs


Client input:
bipolar plates for the fuel cell industry”.
Explanation of what they are looking for
and potential search criterias, eg
nationality of company.
3 example companies:

3 example companies, “optimal


Thyssenkrupp Gmbh
companies”
Schunk Group
Dana International

© 2023 Nowle Sweden AB. All rights reserved.


Step 2 - Search and source data
Example:
Translating search
criterias into a search

When I know what the client is looking


for, I analyze the input provided in step 1
to create a patent search.

I mainly use the CPC classification system


to filter the global patent database to look
for, in this case, bipolar plate technology.

The CPC class system is a technology


labeling method that is used on all
patents.

© 2023 Nowle Sweden AB. All rights reserved.


Step 3 - Manually select the interesting
companies
Example:

Since a lot of the companies from a given


search will be not fulfill all criterias given
by a customer, for example not being
Patent
commercially active or being a current
search
customer, a manual selection process is through
necessary, with the output being a list of www.lens.org

companies that both are relevant from a


commercial perspective and have the
right patent data to conduct further work.
This list is reviewed by the client.

© 2023 Nowle Sweden AB. All rights reserved.


Step 4 - Find the most appropriate decision-
Patent save and management
through IAMIP Platform
maker Patent search

Patent
Once I know exactly which companies are
relevant, I proceed to find the most
relevant patents and the most relevant
decision-maker. This is a manual process,
which start with conducting a search on
each company name together with the google search for linkedin profile
relevant CPC classes from step 2 - the
goal is to find out if a relevant inventor of
a patent is also on linkedin. I google
“Company name + Inventor name” to find
their linkedin profile.

This needs to be done in order to make


sure the person is still working at the
company.
© 2023 Nowle Sweden AB. All rights reserved.
Step 5 - extracting linkedin data
Now I have a list of patents + list of
Example:
linkedin titles. I use Amplemarket to
gather data from the linkedin title, with
the output in csv format

© 2023 Nowle Sweden AB. All rights reserved.


Step 6 - Connecting linkedin + patent data
I export the selected patents from which I
Example:
found the inventors linkedin titles into
CSV format, then proceed to link the right
linkedin profile with the right patent.

After this step, I have a list of 20+ data


points about a decision maker, including
linkedin data and patent info.

© 2023 Nowle Sweden AB. All rights reserved.


Step 7 - Integrating data into Marketing
system

The data is uploaded into a system that


can send out automated communication
Example:
through linkedin and e-mail from my
clients. The datapoints are used as
“Dynamic fields”, or variables, in the
market communication so that every
sendout references the recievers patents.

© 2023 Nowle Sweden AB. All rights reserved.

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