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OKR template to boost SaaS product activation rates

public-lib · Published 6 months ago

Your OKR template

The objective of this OKR is to improve Software-as-a-Service (SaaS) product activation rates. This involves reducing the time taken for activation through optimization of the user journey. The method to attain this includes simplifying the onboarding process, improving the user interface and eliminating irrelevant steps in the user journey.

Another significant outcome would be conversion of trial users. The objective is to have at least 90% of all trial users convert to full activations. This would involve implementing steps such as follow-up emails after the trial period, user-friendly tutorials, and enhanced customer service.

The third expectation from this OKR is to increase new user activations by 15%. The strategy to achieve this increase involves streamlining the user onboarding process further, offering incentives to new users, and developing a comprehensive marketing strategy.

This OKR overall focuses on improving user experience by simplifying various phases of engagement. It prioritizes onboarding and assistance during the trial period. Ultimately, the aim is to convert trial users to full activation and increase the overall number of new user activations.
  • ObjectiveObjectiveBoost SaaS product activation rates
  • Key ResultKRReduce time to activation by 30% through user journey optimization
  • TaskSimplify onboarding process with clear, step-by-step instructions
  • TaskImprove user interface for easy and quick navigation
  • TaskEliminate non-essential steps in the user journey
  • Key ResultKREnsure 90% of all trials convert to full activations
  • TaskAdminister follow-up emails post-trial period
  • TaskImplement user-friendly tutorials for trial products
  • TaskEnhance customer service for trial users
  • Key ResultKRAchieve a 15% increase in new user activations
  • TaskStreamline the user onboarding process
  • TaskOffer incentives for new user sign-ups
  • TaskDevelop and implement a comprehensive marketing strategy
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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