Job title normalization

Turn the free-text job titles in a CRM or event list into department and seniority fields you can filter on.

Run this on your file Download the template CSV

Columns to upload

Name the columns in your CSV like this. Extra columns are fine: every column of the row is sent with the questions.

Column	What it holds
`name`	Contact name
`title`	Job title as entered

Questions

Each question adds a column to your file. The answer is one of the listed values, or Unsure when the model's confidence is below the cutoff: 70% for pick-one and scale questions, 80% for yes or no.

New column	Question	Possible answers
`department`Pick one	Which department does this job title belong to?	sales Sales, business development, account management marketing Marketing, brand, growth, content engineering Engineering, IT, product, data finance Finance, accounting, purchasing operations Operations, logistics, supply chain executive Owner, founder, CEO, general manager other Any other department
`seniority`Scale	How senior is this job title?	entry individual contributor manager director executive Lowest to highest
`decision_maker`Yes or no	Would a person with this title usually sign off on a purchase for their team?	yes The title is a budget owner: head, director, VP, owner or C-level no The title is not a budget owner

Example row

Column	Value
`name`	Priya Shah
`title`	Sr. Mgr, Growth Mktg

Answers from a test run on this row

Column	Answer	Confidence
`department`	marketing	100%
`seniority`	manager	99%
`decision_maker`	Unsure	64%

More sales use cases

Use case	What it does	New columns
Inbound lead qualification	Score the leads from your contact or demo form so sales calls the right ones first.	`request` `seniority` `fit` `timeline`
Cold email replies	Sort replies to an outbound sequence so interested prospects and referrals get a follow-up the same day.	`reply_type` `referral` `date_given`
Deal notes risk review	Read the notes on open deals and flag the ones at risk before the forecast call.	`risk` `objection` `next_step` `competitor_named`
Company list segmentation	Segment a list of prospect companies by business model and industry from their descriptions.	`business_model` `sells_to_businesses` `sells_alcohol`
Lost deal reasons	Code the notes on lost deals into loss reasons and find the ones worth another try.	`reason` `win_back` `competitor_named`