OKR template to establish new, attractive OKR Consultancy firm for businesses
Your OKR template
The second part of the OKR targets identifying and courting 150 potential clients within the medium to large business sector. Research and compilation of a list of targeted businesses form the first phase. Subsequently, a custom sales pitch for each potential client is to be developed, followed by initiating contact via email.
Thirdly, the OKR outlines the objective of securing ten successful contracts with businesses seeking OKR consultancy services. The initiatives supporting this objective involve developing and presenting personalised consultancy proposals to businesses. Additionally, potential businesses that may require OKR consultancy services should be identified, with follow-up correspondence conducted with them to secure contracts.
Overall, the OKR depicts a focused plan for setting up a profitable OKR consultancy firm. Revenue generation, targeted marketing, business plan development, securing valuable contracts, and partnership development form the backbone of this objective. Following these objectives accurately will set up a stable customer base and a promising future for the firm.
ObjectiveEstablish new, attractive OKR Consultancy firm for businesses
KRGenerate a minimum of $50,000 in revenue within the first quarter of operations
Secure partnerships with high-return clients- Implement effective marketing and sales strategies
- Develop a comprehensive business plan highlighting revenue targets
- KRIdentify and target 150 potential clients within the medium to large businesses sector
- Research and compile a list of 150 medium to large businesses
- Develop a custom pitch for each potential client
- Initiate contact with these businesses via email
- KRSecure 10 successful contracts with businesses seeking OKR consultancy services
- Develop and present customized consultancy proposals to businesses
- Identify potential businesses seeking OKR consultancy services
- Conduct follow-ups to secure contracts
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.
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.
Paste the content in the text import section. Don’t worry about the formatting, Tability’s AI will be able to parse it!
Now, just click on Import from text and let the magic happen.
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.
From there you will have access to all the features that will help you and your team save hours with OKR reporting.
- 10+ built-in dashboards to visualise progress on your goals
- Weekly reminders, data connectors, and smart notifications
- 9 views to map OKRs to strategic projects
- Strategy map to align teams at scale