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OKR template to increase contract bookings significantly

public-lib · Published 6 months ago

Your OKR template

The OKR titled "Increase contract bookings significantly" is dedicated to amplifying contract leads and final readings through targeted marketing, client acquisition initiatives, and enhanced contract execution. This first objective focuses on generating more qualified leads by tailoring marketing strategies across platforms, identifying customer demographics for personalized ads, and evaluating campaigns based on lead generation metrics.

The second objective is to secure a higher percentage of contract bookings compared to the previous quarter. This will be achieved by boosting marketing efforts towards client acquisition, promoting contract discount incentives and targeting new potential clients for bookings.

Improving contract completion rates is the third objective in this OKR. It focuses on hitting an 85% completion rate without escalating any issues. Initiatives to hit this target include a thorough review of contracts to identify potential obstacles, conducting training for continuous improvement, and providing timely support to the contracting team.

Ultimately, the central goal aims to attain a significant increase in contract bookings. It hopes to do this through coordinated efforts in marketing, client acquisition, and improving contract completion rates.
  • ObjectiveObjectiveIncrease contract bookings significantly
  • Key ResultKRGenerate 10% more qualified leads through targeted marketing campaigns
  • TaskImplement targeted marketing strategies across various platforms
  • TaskIdentify customer demographics for highly personalized ads
  • TaskEvaluate and optimize campaigns based on lead generation metrics
  • Key ResultKRSecure 15% more contract bookings compared to last quarter over the next quarter
  • TaskIncrease marketing efforts towards client acquisition
  • TaskImprove and promote contract discount incentives
  • TaskIdentify and target new potential clients for contract bookings
  • Key ResultKRImprove contract completion rate to 85% with no escalation or issues
  • TaskImplement thorough contract review to find potential obstacles
  • TaskConduct continuous improvement training for better contract execution
  • TaskProvide timely support and guidance to the contracting team
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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