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OKR template to increase review volume on G2 and Capterra

public-lib · Published 6 months ago

Your OKR template

This OKR aims to increase the volume of reviews on G2 and Capterra. Initiated with a reward program, the aim is to boost reviews on Capterra by at least 20%. This plan involves developing an appealing rewards scheme, promoting it via various marketing channels, and closely monitoring the increase in reviews.

The OKR also focuses on achieving a 15% rise in total reviews on G2 by utilizing customer testimonials. This includes the integration of testimonials into email marketing campaigns, encouraging customers to leave reviews post-purchase, and sharing these testimonials across all social media platforms.

Another key feature of this OKR is to collaborate with three influencers within the industry to enhance reviews on both platforms. This necessitates forming a review-boosting strategy with the influencers, reaching out for potential collaborations and identifying the top three influencers that are relevant to our industry.

The overall goal of these initiatives is to understand a wider array of customer perspectives, boost our online presence, and drive up user satisfaction levels. Achieving these targets will involve a mix of inventive marketing techniques, integrating customer feedback and establishing influential industry partnerships.
  • ObjectiveObjectiveIncrease review volume on G2 and Capterra
  • Key ResultKRIntroduce a reward program leading to at least 20% more reviews on Capterra
  • TaskDevelop an attractive rewards program for submitting reviews
  • TaskPromote this rewards program through marketing channels
  • TaskMonitor and measure the increase in reviews
  • Key ResultKRAchieve a 15% rise in total reviews on G2 by promoting customer testimonials
  • TaskIncorporate testimonials into email marketing efforts
  • TaskEncourage customers to leave reviews after purchase
  • TaskShare customer testimonials on all social media platforms
  • Key ResultKRPartner with 3 influencers in our industry to boost reviews across both platforms
  • TaskDevelop a review boosting strategy with influencers
  • TaskReach out for potential collaboration or partnership
  • TaskIdentify top 3 influencers relevant to our industry
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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