OKR template to acquire new clients providing a security deposit

public-lib · Published 2 months ago

This OKR aims to acquire new clients willing to provide a security deposit. It proposes various means of achieving this, including increasing the sales conversion rate, secure commitments from a specified percentage of the said clients, and expanding marketing outreach.

To increase the sales conversion rate, the plan is to regularly monitor and analyze sales conversion rates, identify potential customers for targeted follow-ups, and plan and execute effective product demonstrations. These processes will improve the sales conversion rate by up to 15%.

For securing 30% of new clients, the strategy involves training the team on an optimized proposal strategy and revising proposals to highlight security deposit benefits. A personalized follow-up for each proposal is to be implemented for effectiveness.

The widening of marketing outreach to garner a 20% rise in inquiries about services involves the development and launch of a targeted social media ad-campaign, a referral reward program implementation, and collaboration with influencers within our niche for promotional campaigns.
  • ObjectiveAcquire new clients providing a security deposit
  • Key ResultImprove sales conversion rate by 15% through targeted follow-ups and demonstrations
  • TaskMonitor and analyze sales conversion rates regularly
  • TaskIdentify potential customers for targeted follow-ups
  • TaskPlan and execute effective product demonstrations
  • Key ResultSecure 30% of new clients providing a security deposit by optimizing our proposal strategy
  • TaskTrain team on optimized proposal strategy
  • TaskRevise proposals highlighting security deposit benefits
  • TaskImplement personalized follow-up for each proposal
  • Key ResultExpand marketing outreach to gain 20% more inquiries about our services
  • TaskDevelop and launch a targeted social media advertising campaign
  • TaskImplement a referral reward program for existing clients
  • TaskCollaborate with influencers related to our niche for promotional campaigns
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