The workflow that turns search results into pipeline — build it, export it, and run it against what you already have.
⏱ 90 seconds · export on Solo+
What you'll need: any search result — from Smart Search, Provider Lookup, or Org Search.
1
Run your search
Any of the three search tools works. Refine until the result set is the list you'd actually work.
2
Export to CSV
Click Export CSV. Every column you see comes with it — names, NPIs, specialties, addresses, and the intelligence fields. Big exports process in the background; we email you when the file's ready.
3
Run it against your database
Import the CSV into your ATS/CRM (match on NPI — it's the unique key). Now you can see, precisely: who's already in your system, who's new, and whose info went stale.
4
Work the gap
The names not in your database are the opportunity — a net-new target list your competitors haven't touched. Enrich the rest with the fresh specialty, address, and affiliation data.
What you get: your database, upgraded — net-new targets identified, stale records refreshed, and your marketing pointed at exactly the right people.
About record quotas: each exported/enriched record counts toward your monthly allotment (Solo 2,000 · Pro 10,000 · Team 25,000 — CSV export lives on paid plans). Your running usage is always visible in the account menu, so you can see the cap coming.
Pro tip: re-run the same search after each monthly CMS data refresh and export it again. The diff between exports shows you exactly who entered the market — new enrollments are your warmest cold calls.