OKR template to increase the count of SQLs

public-lib · Published 6 months ago

Your OKR template

This OKR aims to increase the count of Sales Qualified Leads (SQLs). It's based on three within objectives, each proposing strategies to increase SQLs. The first outcome focuses on enhancing the conversion rate from Marketing Qualified Leads (MQLs) to SQLs by at least 10%.

The initiatives towards this target include developing more personalized engagement strategies for MQLs. A closer alignment between sales and marketing teams on lead management is also proposed. There's a goal to bolster the lead scoring model to ensure a smooth progression from an MQL to an SQL.

The second outcome is to implement a system that can qualify 15% more leads into SQLs. In an effort to achieve this, streamlining the lead scoring to prioritize high-potential candidates is given precedence. Automating follow-up messages to encourage lead engagement and provide sales training for more effective lead conversion are the other initiatives.

The final objective is to improve lead generation efforts that can boost SQLs by 20%. The initiatives include leveraging social media for targeted ad campaigns, implementing SEO strategies to pull more website traffic, and enhancing content marketing to drum up quality leads.

ObjectiveIncrease the count of SQLs
KRIncrease conversion rate from MQL to SQL by at least 10%
Develop more personalized engagement strategies for MQLs
Streamline sales and marketing alignment on lead management
Enhance lead scoring model for better MQL to SQL progression
KRImplement a system to qualify 15% more leads into SQLs
Streamline lead scoring to prioritize high potential candidates
Automate follow-up messages to encourage lead engagement
Provide sales training for more effective lead conversion
KRImprove lead generation efforts to boost SQLs by 20%
Leverage social media for targeted ad campaigns
Implement SEO strategies to attract more website traffic
Enhance content marketing to generate quality leads

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