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OKR template to boost asset growth from new and existing customers

public-lib · Published 7 months ago

Your OKR template

The OKR's main title suggests a focus on increasing the growth of assets from both new and old customers. It intimates a need to augment the customer pool and maintain a strong relationship with existing ones, all to ensure a steady flow and increase in asset acquisition.

The first outcome's primary goal is to increase new customers and asset acquisition by 30%. Initiatives to help achieve this include streamlining the onboarding process for better customer retention, implementing targeted marketing campaigns to draw in new customers, and promoting special offers to attract large asset acquisitions.

The second outcome targets reducing asset churn rate to less than 5%. Efforts to accomplish this entail enhancing customer engagement to foster loyalty, implementing strategies to improve asset longevity, and identifying causes for high asset churn rate to enable prompt rectification and planning.

The third outcome is aimed at amplifying asset growth in existing customers by 40%. This will necessitate the enhancement of the brand loyalty program to encourage more purchases, improvement of customer service and relationship management to foster satisfaction and loyalty, and implementation of cross-selling strategies to promote more products.
  • ObjectiveObjectiveBoost asset growth from new and existing customers
  • Key ResultKRIncrease new customer along with asset acquisition by 30%
  • TaskStreamline onboarding process to increase customer retention
  • TaskImplement targeted marketing campaigns to attract new customers
  • TaskPromote special offers and incentives for large asset acquisition
  • Key ResultKRReduce asset churn rate to less than 5%
  • TaskEnhance customer engagement to foster loyalty
  • TaskImplement strategies to improve asset longevity
  • TaskIdentify key causes for high asset churn rate
  • Key ResultKRImprove existing customer assets growth by 40%
  • TaskEnhance brand loyalty program to encourage more purchases
  • TaskImprove customer service and relationship management
  • TaskImplement cross-selling strategies to promote additional products
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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