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OKR template to accelerate the expansion of our service offering

public-lib · Published 5 months ago

Your OKR template

The objective in this OKR is to accelerate the expansion of the company's service offering. The first key result is to increase service offering sales by 25% through initiatives like providing training for the sales team, implementing targeted marketing, and enhancing customer service.

The second key result aims to improve customer satisfaction rate with the service offering to 90%. This can be achieved by regularly reviewing and improving service policies, implementing a reliable customer feedback system, and training staff in customer service skills.

The third and final key result is to enroll 50 new clients into the service offering. Initiatives to achieve this goal include creating a compelling marketing campaign, offering incentives for referrals from current clients, and conducting follow-ups with promising leads.

The OKR puts priority on sales growth, customer service improvement, and gaining new clients, focusing on training, marketing, customer satisfaction, and client acquisition strategies to achieve the expansion goal.
  • ObjectiveObjectiveAccelerate the expansion of our service offering
  • Key ResultKRIncrease service offering sales by 25%
  • TaskProvide additional training for sales team
  • TaskImplement targeted marketing for our service offerings
  • TaskEnhance customer service for greater client satisfaction
  • Key ResultKRImprove customer satisfaction rate on the service offering to 90%
  • TaskRegularly review and improve service policies
  • TaskImplement a reliable customer feedback system
  • TaskTrain staff in customer service skills
  • Key ResultKREnroll 50 new clients into the service offering
  • TaskCreate a compelling marketing campaign to attract potential clients
  • TaskOffer incentives for referrals from current clients
  • TaskConduct follow-ups with promising 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.

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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