OKR template to secure a new project contract with a new client
Your OKR template
The first outcome revolves around identifying and establishing contact with 50 potential new clients within the industry. Initiatives include researching to compile a list of potential clients, sending introductory emails to prospective clients, and drafting personalized messages to establish initial contact.
The second outcome is about submitting high-quality proposals to at least 20 new clients. This involves developing robust, customized proposals for each client, and submitting them promptly. The task also requires researching the needs of 20 new potential clients.
The final outcome focuses on successfully negotiating and finalizing a contract with one new client. For this, the initiatives encapsulate identifying the potential new clients, crafting personalized business proposals for them, and arranging meetings to negotiate and finalize contracts.
ObjectiveSecure a new project contract with a new client
KRIdentify and establish contact with 50 potential new clients within the industry
Research to compile a list of 50 potential clients within the industry- Send emails to identified potential clients
- Draft a personalized introductory email to establish contact
- KRSubmit high-quality proposals to at least 20 new prospective clients
- Develop robust, customized proposals for each client
- Submit the proposals and follow up promptly
- Identify 20 potential new clients and research their needs
- KRSuccessfully negotiate and finalize at least one contract with a new client
- Identify and research potential new clients
- Craft and send personalized business proposals
- Arrange negotiation meetings to finalize contract
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