OKR template to expand customer base and enhance sales volume
Your OKR template
The second objective aims to unearth and connect with 20 potential new clients. The initiatives to meet this target include conducting research to identify these potential clients, developing a efficient direct contact strategy, and initiating introductions to our company and services provided.
Furthermore, the OKR focuses on enhancing the overall sales volume by at least 15%. This goal will employ various strategies such as bolstering sales team training and offering appealing incentives, creating and implementing aggressive marketing strategies, and improving the quality of customer service and management of client relationships.
All in all, this OKR is a comprehensive strategy that leverages multiple initiatives to increase customer base and raise sales volume, with a special emphasis on customer relationship management, aggressive marketing, and staff training and incentives.
ObjectiveExpand customer base and enhance sales volume
KRConvert at least 30% of prospects into sales
Create personalized follow-up strategies to engage prospects- Offer special discounts or incentives to entice prospects
- Develop and conduct persuasive product or service demonstrations
- KRIdentify and engage with 20 potential new customers
- Research to find 20 potential new customers
- Develop a direct contact strategy
- Reach out and introduce our company/services
- KRIncrease overall sales volume by 15%
- Enhance sales team's training and incentives
- Develop and implement an aggressive marketing strategy
- Improve customer service and relationship management
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