Every Grader in PipeAI is built to answer an important question after record quality is graded. A well-defined purpose keeps responses, actions, and settings focused on the right outcomes.
Grader Name & Purpose
When you create a Grader, you’ll give it a name and a purpose. These remind you and your team what the Grader is built to do.
Every Grader is designed to empower you to:
- Assess record quality
- Uncover insights to make smart decisions
- Take action to achieve specific goals
The question is: Which insights or possible actions is your Grader uniquely built to uncover?
This clarity shapes your Grader’s name and purpose. For example:
- Grader Purpose: Assess lead quality to determine opportunity qualification and route to the right Closer.
- Grader Name: Lead Qualification Grader
Your Grader’s name should be short (1-3 words) and clearly reflect its job. With the purpose defined, you’re ready to add questions that guide decision-making.
Examples of Grader Purposes
Graders help with a wide range of decisions in sales, hiring, and beyond. Examples include:
- Lead Qualification: Identifying which leads should become opportunities.
- Opportunity Routing: Assigning new opportunities to the right teammate based on expertise.
- Nurturing Decisions: Assigning leads and opportunities to different “buckets”, each with a different follow-up cadence based on dealmaking readiness and attractiveness.
- Nurture-Exit Decisions: Determining when a potential customer is ready to exit a nurture bucket and re-enter your dealmaking stages.
- Investment Decisions: Deciding if a record qualifies for major resource investment (e.g., a detailed proposal or offer).
- Raising Money: Managing prospective investors by grading interest and fit.
- Hiring & Recruiting: Evaluating potential hires to find the best candidates.
- Supplier & Vendor Selection: Grading potential suppliers to choose the best fit.
- Filtering Many to Few (or The One): Choosing the best option from a large pool, whether deals, partnerships, or candidates.
Choosing Which Graders to Create
To decide if you need a new Grader, ask:
- What important decision does this help answer?
- Do we need to sort, qualify, or prioritize records?
- Would structured evaluation improve consistency and speed?
If the answer is yes, a Grader can help refine decisions and improve outcomes.
Keeping Your Grader Effective
Regularly revisit the Grader Purpose to ensure:
- Questions and response methods remain relevant.
- Actions drive the intended outcomes.
- Grading criteria reflect the right priorities.
By staying focused on the Grader’s purpose, you can refine it over time to make better, faster decisions.
