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OKR template to boost review count on G2 and Capterra platforms

public-lib · Published 6 months ago

Your OKR template

The OKR aims to boost user reviews on G2 and Capterra platforms. The first objective is to mobilize 200 users to write a review by providing them incentives such as special benefits or discounts. This will be encouraged via email notifications and establishment of a program that rewards users for their reviews.

The second objective is to enhance interaction with active users by intensifying request email frequency by 50%. This involves increased email distribution, improving the structure of engaging emails, and evaluating their open rates.

The third objective is to achieve a 25% conversion rate from these request emails to completed reviews. An enhanced email content to ensure it's persuasive and personalized, and a rewarding system for completed reviews similar to the first objective will be employed. Increasing follow-ups for pending requests is another initiative to ensure reviews completion.

Overall, this OKR aims to surge reviews count on G2 and Capterra using a strategic approach of incentivizing users, improving email correspondence, and deliver a high conversion rate of requests to reviews.
  • ObjectiveObjectiveBoost review count on G2 and Capterra platforms
  • Key ResultKRIncentivize 200 users to write a review via rewards program
  • TaskGive exclusive benefits or discounts to users for each review
  • TaskPromote the review/rewards program via email and app notifications
  • TaskEstablish a rewards program for user reviews
  • Key ResultKRIncrease request email frequency to active users by 50%
  • TaskImplement 50% increase in email distribution
  • TaskDevelop strategy for enhanced engagement emails
  • TaskAnalyze email open rates for active users
  • Key ResultKRAchieve 25% conversion rate from request emails to completed reviews
  • TaskIncrease email follow-ups for pending requests
  • TaskImplement a rewarding system for completed reviews
  • TaskImprove email content to be more persuasive and personal
Use in Tability

How to edit and track OKRs with Tability

You'll probably want to edit the examples in this post, and Tability is the perfect tool for it.

Tability is an AI-powered platform that helps teams set better goals, monitor execution, and get help to achieve their objectives faster.

With Tability you can:

  • Use AI to draft a complete set of OKRs in seconds
  • Connect your OKRs and team goals to your project
  • Automate reporting with integrations and built-in dashboard

Instead of having to copy the content of the OKR examples in a doc or spreadsheet, you can use Tability’s magic importer to start using any of the examples in this page.

The import process can be done in seconds, allowing you to edit OKRs directly in a platform that knows how to manage and track goals.

Step 1. Sign up for a free Tability account

Go tohttps://tability.app/signup and create your account (it's free!)

Step 2. Create a plan

Follow the steps after your onboarding to create your first plan, you should get to a page that looks like the picture below.

Tability Import Options

Step 3. Use the magic importer

Click on Use magic import to open up the Magic Import modal.

Now, go back to the OKR examples, and click on Copy on the example that you’d like to use.

Copy from the template

Paste the content in the text import section. Don’t worry about the formatting, Tability’s AI will be able to parse it!

Importing from text

Now, just click on Import from text and let the magic happen.

Tability editor with imported content

Once your example is in the plan editor, you will be able to:

  • Edit the objectives, key results, and tasks
  • Click on the target 0 → 100% to set better target
  • Use the tips and the AI to refine your goals

Step 4. Publish your plan

Once you’re done editing, you can publish your plan to switch to the goal-tracking mode.

Publish import

From there you will have access to all the features that will help you and your team save hours with OKR reporting.

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