OKR template to boost the count of medium and large business accounts
Your OKR template
The OKR also aims to convert 10 small business accounts into large accounts using effective upselling techniques. This process involves thorough identification of interests and needs of small businesses, developing strategies tailored towards upscaling, and executing solutions-oriented selling.
In addition to that, the OKR wants to enhance customer relationships to reduce the churn rate of large accounts to below 5%. This includes soliciting customer feedback for improvements, regularly communicating personally with large accounts, and creating a reward or loyalty program for customer retention.
In summary, the OKR is focused on account growth, customer satisfaction, and retention. The primary strategies to achieve this involve improving acquisition techniques, utilizing effective upselling strategies, and strengthening customer relationships.
ObjectiveBoost the count of medium and large business accounts
KRSecure 20 new medium business accounts by improving client acquisition strategies
Train sales team on improved client acquisition strategies- Develop a clear, targeted marketing campaign for medium businesses
- Attend networking events to connect with potential medium business contacts
- KRConvert 10 small business accounts into large accounts through upselling techniques
- Identify the needs and potential interests of small business accounts
- Develop tailored upselling strategies to increase account sizes
- Execute strategies through persuasive solutions-oriented selling
- KRReduce churn rate of large accounts to below 5% by enhancing customer relationships
- Solicit customer feedback for improvement and satisfaction tracking
- Implement personalized communication with large accounts regularly
- Develop a reward or loyalty program for retained customers
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