OKR template to increase customer acquisition and boost account productivity

public-lib · Published about 8 hours ago

Your OKR template

The OKR aims to enhance client procurement and improve account productivity. The plan aims for a 20% increase in new customer sign-ups. This will be achieved in responding to new initiatives such as offering incentives to new account holders, refining website interface for quick sign-ups, and implementing social media campaigns.

The second outcome targets reducing unproductive or "sleeping" accounts by 10% by deploying more engaging strategies. Introducing personalized email campaigns for inactive users, providing exclusive incentives to dormant account holders, and improving user experience to promote re-engagement are listed as main initiatives.

The final outcome in this OKR is to amplify the weekly usage rate of active accounts by 15%. The key initiatives include enhancing user experience to promote account engagement, introducing attractive week-by-week features or content, and motivating regular logins with weekly bonuses or rewards.

Essentially, the objective is to grow the customer base, boost the activity of dormant accounts and increase the usage rate of active accounts with strategic initiatives.

ObjectiveIncrease customer acquisition and boost account productivity
KRAchieve 20% rise in new customer sign-ups
Introduce incentives for new signups
Improve website interface for easy and quick signups
Launch social media marketing campaigns
KRDecrease inactive accounts by 10% through engagement strategies
Implement personalized email campaigns targeting inactive users
Offer exclusive incentives to reactivate dormant accounts
Enhance user experience to encourage re-engagement
KRImprove the weekly usage rate of active accounts by 15%
Improve user experience to enhance account engagement
Introduce compelling weekly content or features
Incentivize more frequent logins with weekly bonuses or rewards

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.

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