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OKR template to expand customer base exponentially

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Your OKR template

The OKR outlines how to "Expand customer base exponentially." Key objectives and parameters are set for each objective's success. The first objective is to reduce the shopping cart abandonment rate by 15%. This will be achieved by improving the overall checkout experience via simplifying the checkout process, optimizing for mobile users, and transparent shipping/tax calculations.

The second objective is a 20% increase in sales demonstration bookings. To achieve this, the plan includes targeted promotional activities for potential buyers, a referral system to incentivize existing customers, and increased online advertising for better visibility.

The third objective is a 30% increase in website traffic through an enhanced marketing initiative. They plan to achieve this by developing and distributing captivating email marketing content regularly, running targeted social media ad campaigns focusing on certain demographics, and implementing SEO strategies for better online visibility.

Summarily, the OKR is centered around bettering customer experience, facilitating sales bookings, and boosting website traffic. These objectives are underlined with carefully laid out strategies to ensure their successful execution.
  • ObjectiveObjectiveExpand customer base exponentially
  • Key ResultKRDecrease shopping cart abandonment rate by 15% through improved checkout experience
  • TaskSimplify the checkout process to minimize steps
  • TaskOptimize checkout for mobile users
  • TaskImplement transparent shipping and tax calculations
  • Key ResultKRIncrease sales demonstration bookings by 20%
  • TaskDevelop targeted promotional campaigns for potential buyers
  • TaskImplement a referral system to incentivize current customers
  • TaskIncrease online advertising efforts and visibility
  • Key ResultKRBoost website traffic by 30% via enhanced marketing efforts
  • TaskDevelop and distribute engaging email marketing contents regularly
  • TaskRun targeted social media ad campaigns focusing on the desired demographic
  • TaskImplement search engine optimization strategies to improve online visibility
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.

Tability Import Options

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.

Copy from the template

Paste the content in the text import section. Don’t worry about the formatting, Tability’s AI will be able to parse it!

Importing from text

Now, just click on Import from text and let the magic happen.

Tability editor with imported content

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.

Publish import

From there you will have access to all the features that will help you and your team save hours with OKR reporting.

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