OKR template to enhance our SaaS reference base

public-lib · Published 5 months ago

Your OKR template

This OKR is aimed at improving the SaaS reference base. The first objective focuses on increasing the number of onboarded SaaS clients by 20% by enhancing the onboarding process, implementing a targeted marketing drive, and developing personalized approaches for potential clients.

The second objective aims to amp up successful case studies by 30%, focusing on our new SaaS clients. The strategy involves identifying key SaaS clients with feasible experiences, garner testimonials and documenting these success stories, then rolling out a promotional agenda featuring these case studies.

The third objective targets attaining a 95% customer satisfaction rate among the new SaaS clients. To achieve this, regular check-ins for feedback, provision of comprehensive onboarding for all new clients, and swiftly resolving all reported issues within 24 hours are necessary.

Ultimately, the OKR prioritizes boosting client onboarding, enhancing customer satisfaction, and increasing exposure of success stories. By reaching the set objectives, our SaaS reference base will significantly be improved, offering more value to our current and prospective clients.

ObjectiveEnhance our SaaS reference base
KROnboard 20% more SaaS clients by end of next quarter
Improve customer onboarding process and documentation
Implement focused marketing campaign targeting SaaS potential clients
Develop personalized outreach programs for prospective customers
KRIncrease successful case studies by 30% featuring our new SaaS clients
Identify key SaaS clients with successful product experiences
Obtain testimonials and document success stories
Implement a promotional campaign featuring these case studies
KRAchieve a 95% customer satisfaction level among new SaaS clients
Establish regular check-ins for performance feedback
Implement comprehensive onboarding for all new SaaS clients
Resolve reported issues within 24 hours

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