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OKR template to boost inbound sales performance

public-lib · Published 22 days ago

The OKR in focus is titled "Boost inbound sales performance" and has three primary objectives to be achieved. The first one is a 20% increase in the conversion rate of inbound sales calls. To achieve this, strategies like revision and enhancement of call scripts, implementation of systems to monitor failed conversions, and extensive training for the customer service team on sales techniques are planned.

The second objective targets a 10% reduction in the sales cycle timeframe. To achieve this feat, the sales team will be trained in swift decision-making methods, the sales funnel stages will be analyzed and optimized, and sales process management software with high efficiency will be implemented.

The third task is to acquire 15% of new clients through inbound sales. Optimizing the company website to increase inbound traffic, training the sales team on effective strategies for inbound sales conversion, and developing as well as implementing a targeted marketing strategy to attract new clients are some initiatives set to achieve this objective.

Overall, the OKR aims to enhance the capability of the inbound sales process through improvement in call conversion rates, reduction in sales cycle timeframes, and the addition of new clients. It requires systematic changes in scripts, training, software, and marketing strategy to achieve these objectives.
  • ObjectiveObjectiveBoost inbound sales performance
  • Key ResultKRIncrease inbound sales calls conversion rate by 20%
  • TaskReview and improve call scripts to highlight product benefits
  • TaskImplement a system to track and analyze failed conversions
  • TaskProvide comprehensive training on sales techniques to the customer service team
  • Key ResultKRReduce sales cycle timeframe by 10%
  • TaskTrain sales team in rapid decision-making techniques
  • TaskAnalyze and streamline sales funnel stages
  • TaskImplement efficient sales process management software
  • Key ResultKRAcquire 15% new clients through inbound sales
  • TaskOptimize the company website to increase inbound traffic
  • TaskTrain sales team on effective strategies for inbound sales conversion
  • TaskDevelop and implement a targeted marketing strategy to attract new clients
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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