Graders help individuals and teams decide which Actions to take for every record in their pipeline. When creating or updating a Grader, it’s important to consider who will use it and how it impacts decision-making.
When Teammates Should Use the Same Grader
Teammates in the same role should use the same Grader for:
- Better Team Alignment – Ensures consistency by using the same questions, responses, and grading criteria, leading to more reliable decision-making.
- Faster Improvement – Shared Graders evolve with use. Every run generates insights, and when a Grader is improved, the entire team benefits.
- New Ideas & Experimentation – Even with a shared Grader, teammates may see different results. Analyzing differences can uncover valuable insights and opportunities to refine grading criteria.
When Teammates Should Use Different Graders
Teammates in different roles should NOT use the same Grader. Here’s why:
- Increased Complexity & Poor UX – Different roles work with different Pipe Types and decision-making criteria.
- Example: A Sales Development Rep (SDR) qualifies leads, while an Account Executive (AE) closes deals.
- A shared Grader might include irrelevant details, reducing clarity and efficiency.
- Lack of Control – Shared Graders are often built for specific teams, making it difficult to accommodate different needs. This can lead to conflicts over updates and a slower iteration process.
Bottom line: Keep Graders consistent within roles but tailored for different teams to maximize effectiveness.
