OKR template to maximize pipeline generation from partner channels
Your OKR template
The OKR also outlines the plan to implement two joint marketing campaigns to achieve a 30% upsurge in qualified leads. Performance measures for lead generation will be established, partners suitable for joint marketing campaigns identified, and unique joint-marketing strategies will be developed and employed to boost lead generation.
This particular OKR includes the plan to empower partner sales teams by providing full-fledged training on the product portfolio. This training will, hopefully, increase referral opportunities. To ensure this, mandatory sessions will be scheduled, participation will be tracked until completion, and a detailed module on product offering will be developed.
To sum up, this OKR focuses on leveraging partnerships to optimize pipeline generation. It outlines the process of securing new partnerships, launching joint marketing campaigns, and upskilling partner sales teams to augment referral chances, with clear measurable outcomes and supporting initiatives.
ObjectiveMaximize pipeline generation from partner channels
KRSecure 5 new strategic partnerships delivering at least 20% of total leads
Identify potential partners in the industry- Approach and negotiate partnership agreements
- Implement and monitor partner-driven lead generation tactics
- KRImplement 2 joint marketing campaigns resulting in 30% increase in qualified leads
- Track and optimize campaign performance for lead generation
- Identify suitable partners for joint marketing campaigns
- Develop unique marketing strategies involving both companies
- KRTrain 100% of partner sales teams on product portfolio to boost referral opportunities
- Schedule mandatory training sessions for partner sales teams
- Monitor and track participation until 100% completion
- Create a comprehensive training module on product portfolio
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