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4 OKR examples for Account Growth

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What are Account Growth OKRs?

The Objective and Key Results (OKR) framework is a simple goal-setting methodology that was introduced at Intel by Andy Grove in the 70s. It became popular after John Doerr introduced it to Google in the 90s, and it's now used by teams of all sizes to set and track ambitious goals at scale.

Creating impactful OKRs can be a daunting task, especially for newcomers. Shifting your focus from projects to outcomes is key to successful planning.

We have curated a selection of OKR examples specifically for Account Growth to assist you. Feel free to explore the templates below for inspiration in setting your own goals.

If you want to learn more about the framework, you can read our OKR guide online.

The best tools for writing perfect Account Growth OKRs

Here are 2 tools that can help you draft your OKRs in no time.

Tability AI: to generate OKRs based on a prompt

Tability AI allows you to describe your goals in a prompt, and generate a fully editable OKR template in seconds.

Watch the video below to see it in action 👇

Tability Feedback: to improve existing OKRs

You can use Tability's AI feedback to improve your OKRs if you already have existing goals.

AI feedback for OKRs in Tability

Tability will scan your OKRs and offer different suggestions to improve them. This can range from a small rewrite of a statement to make it clearer to a complete rewrite of the entire OKR.

Account Growth OKRs examples

You'll find below a list of Objectives and Key Results templates for Account Growth. We also included strategic projects for each template to make it easier to understand the difference between key results and projects.

Hope you'll find this helpful!

OKRs to enhance a culture emphasizing accountability, resourcefulness, and growth

  • ObjectiveEnhance a culture emphasizing accountability, resourcefulness, and growth
  • KRImprove individual team member accountability by 20% as measured by project completions
  • TaskImplement a transparent tracking system for project progress
  • TaskEncourage peer reviews upon project completion
  • TaskSet clear personal deadlines for individual tasks
  • KRAchieve a 25% increase in workflow efficiency through training and resource allocation
  • TaskInvest in upgrading work-related equipment and software
  • TaskImplement ongoing skills training for all team members
  • TaskReassign tasks based on individual strengths and skills
  • KRElevate professional growth by implementing one educational seminar per department
  • TaskSelect suitable topics for each department's educational seminar
  • TaskSchedule the seminars for all departments
  • TaskIdentify industry experts to facilitate the seminars

OKRs to enhance account growth and customer retention

  • ObjectiveEnhance account growth and customer retention
  • KRIncrease customer base by 20% by introducing two new promotion strategies
  • TaskDevelop, and finalize plans for two strategic promotions
  • TaskTrack and analyze the promotion's response rates
  • TaskImplement the promotions across all pertinent channels
  • KRInvigorate account activity by 15% through the implementation of new user engagement tactics
  • TaskDevelop new features to enhance user engagement on platform
  • TaskInitiate user-focused campaigns promoting platform usage
  • TaskImplement a reward system to stimulate account activity
  • KRAchieve a 10% reduction in customer churn through improved product offerings
  • TaskAnalyze customer feedback to identify issues with current offerings
  • TaskDevelop improved, competitive product or service features
  • TaskImplement targeted marketing campaign for revamped offerings

OKRs to strengthen relationships with key accounts and identifying opportunities for growth

  • ObjectiveIncrease revenue through strategic account management
  • KRDevelop and execute personalized account plans for top 3 accounts
  • KRConduct 5 in-person meetings with key accounts to strengthen relationships
  • KRIdentify 3 new growth opportunities within key accounts
  • KRIncrease key account revenue by 10% through cross-selling and upselling

OKRs to grow revenue from existing accounts through upselling and cross-selling initiatives

  • ObjectiveIncrease revenue from existing accounts through upselling and cross-selling
  • KRAchieve a 15% increase in revenue from cross-selling
  • KRConduct at least 3 effective cross-selling presentations per month
  • KRAchieve a 10% increase in revenue from upselling
  • KRSecure repeat business from 80% of existing clients

Account Growth OKR best practices

Generally speaking, your objectives should be ambitious yet achievable, and your key results should be measurable and time-bound (using the SMART framework can be helpful). It is also recommended to list strategic initiatives under your key results, as it'll help you avoid the common mistake of listing projects in your KRs.

Here are a couple of best practices extracted from our OKR implementation guide 👇

Tip #1: Limit the number of key results

Focus can only be achieve by limiting the number of competing priorities. It is crucial that you take the time to identify where you need to move the needle, and avoid adding business-as-usual activities to your OKRs.

We recommend having 3-4 objectives, and 3-4 key results per objective. A platform like Tability can run audits on your data to help you identify the plans that have too many goals.

Tip #2: Commit to weekly OKR check-ins

Having good goals is only half the effort. You'll get significant more value from your OKRs if you commit to a weekly check-in process.

Being able to see trends for your key results will also keep yourself honest.

Tip #3: No more than 2 yellow statuses in a row

Yes, this is another tip for goal-tracking instead of goal-setting (but you'll get plenty of OKR examples above). But, once you have your goals defined, it will be your ability to keep the right sense of urgency that will make the difference.

As a rule of thumb, it's best to avoid having more than 2 yellow/at risk statuses in a row.

Make a call on the 3rd update. You should be either back on track, or off track. This sounds harsh but it's the best way to signal risks early enough to fix things.

Save hours with automated OKR dashboards

AI feedback for OKRs in Tability

OKRs without regular progress updates are just KPIs. You'll need to update progress on your OKRs every week to get the full benefits from the framework. Reviewing progress periodically has several advantages:

We recommend using a spreadsheet for your first OKRs cycle. You'll need to get familiar with the scoring and tracking first. Then, you can scale your OKRs process by using Tability to save time with automated OKR dashboards, data connectors, and actionable insights.

How to get Tability dashboards:

That's it! Tability will instantly get access to 10+ dashboards to monitor progress, visualise trends, and identify risks early.

More Account Growth OKR templates

We have more templates to help you draft your team goals and OKRs.

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