Upload a HubSpot company export. The tool protects a set of priority specialties, then scrubs each company name and specialty against a deprioritize exclusion list — and adds recommendation columns to your file.
1Add your CSV
Drop your CSV list from HubSpot. This creates two new columns recommending whether to
deprioritize each row — one based on the Top 3 (tighter exclusion) list and one based on
the Top 13 (looser exclusion) list — so you can compare and pick which to use.
2Results — download your file
How it works
Every row is evaluated the same way, in two stages:
Protect priority specialties. If the row's Main Specialty is on the "included / protected" list (below), it's kept — never deprioritized.
Scrub the exclusion list. The company name and specialty are scanned for deprioritize terms (e.g. dermatology, urology, imaging, urgent care). A match recommends deprioritizing — and a specialty in the company name wins even over a protected specialty.
Disqualified stays disqualified. Rows whose HubSpot Lifecycle Stage is Disqualified are protected — they're left as Disqualified in both columns and never re-scored.
What each list protects (never deprioritized)
The two lists differ only in how much they protect — Top 3 keeps fewer specialties, so it deprioritizes more.
Top 3 · tighter
Protects 3 core specialties — primary care, Neurology, and OB/GYN. Deprioritizes more.