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8 OKR examples for Client Acquisition Team

What are Client Acquisition Team OKRs?

The OKR acronym stands for Objectives and Key Results. It's a goal-setting framework that was introduced at Intel by Andy Grove in the 70s, and it became popular after John Doerr introduced it to Google in the 90s. OKRs helps teams has a shared language to set ambitious goals and track progress towards them.

Crafting effective OKRs can be challenging, particularly for beginners. Emphasizing outcomes rather than projects should be the core of your planning.

We've tailored a list of OKRs examples for Client Acquisition Team to help you. You can look at any of the templates below to get some inspiration for your own goals.

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

How to write your own Client Acquisition Team OKRs

Option 1. Turn ideas into OKRs with Tability AI

While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here.

You can use Tability's AI generator to create tailored OKRs based on your specific context. Tability can turn your objective description into a fully editable OKR template -- including tips to help you refine your goals.

Tability will then use your prompt to generate a fully editable OKR template.

Watch the video below to see it in action 👇

Option 2. Optimise existing OKRs with Tability Feedback tool

If you already have existing goals, and you want to improve them. You can use Tability's AI feedback to help you.

AI feedback for OKRs in TabilityTability's Strategy Map makes it easy to see all your org's OKRs

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.

You can then decide to accept the suggestions or dismiss them if you don't agree.

Option 3. Use the free OKR generator

If you're just looking for some quick inspiration, you can also use our free OKR generator to get a template.

Unlike with Tability, you won't be able to iterate on the templates, but this is still a great way to get started.

Client Acquisition Team OKRs examples

You will find in the next section many different Client Acquisition Team Objectives and Key Results. We've included strategic initiatives in our templates to give you a better idea of the different between the key results (how we measure progress), and the initiatives (what we do to achieve the results).

Hope you'll find this helpful!

OKRs to increase revenue through client acquisition using technology tools

  • ObjectiveIncrease revenue through client acquisition using technology tools
  • KRAchieve a customer satisfaction score of 90% through improved customer support and service
  • TaskImplement a customer feedback system to continuously gather insights and measure satisfaction
  • TaskStreamline customer support processes and reduce response time to ensure prompt resolution of issues
  • TaskRegularly analyze customer feedback data to identify trends, patterns, and areas of improvement
  • TaskProvide comprehensive training to customer support agents to enhance their communication and problem-solving skills
  • KRIncrease website traffic by 20% through targeted digital marketing campaigns
  • TaskConduct thorough keyword research to identify high-traffic and relevant search terms
  • TaskUtilize targeted online ads and promotions to attract specific demographics and increase conversions
  • TaskOptimize website content and meta tags to improve search engine visibility
  • TaskCreate engaging blog posts and social media content to drive organic traffic
  • KRImprove conversion rate by 15% through UX/UI optimization and A/B testing
  • TaskImplement responsive design to improve user experience across mobile and desktop devices
  • TaskRedesign landing page layout to emphasize key call-to-action elements
  • TaskConduct A/B tests for different color schemes to determine optimal visual appeal
  • TaskAnalyze user behavior and identify pain points in the current UX/UI design
  • KRIncrease average transaction value by 10% through upselling and cross-selling strategies
  • TaskImplement personalized product recommendations based on customer preferences and buying history
  • TaskTrain sales team on effective upselling and cross-selling techniques
  • TaskIncrease visibility of high-margin products by promoting them at checkout or online
  • TaskOffer bundled packages at a discounted price to encourage larger purchases

OKRs to contribute proactively to three Atlassian Services proposals

  • ObjectiveContribute proactively to three Atlassian Services proposals
  • KRGain customer acceptance on at least two proposals by the end of the quarter
  • TaskSchedule and conduct presentations of the proposals to customers
  • TaskSecure formal acceptance from at least two customers
  • TaskDevelop clear and persuasive proposals for customer presentation
  • KRDraft and submit one compelling proposal each month for client consideration
  • TaskDevelop a compelling and concise proposal outline
  • TaskIdentify desirable project proposals for the client
  • TaskSubmit the completed proposal to the client
  • KRIdentify and finalize five potential clients needing Atlassian Services by Week 2

OKRs to successfully launch MVP of new module suite

  • ObjectiveSuccessfully launch MVP of new module suite
  • KRSecure 5 confirmed clients adopting the new module suite within its debut quarter
  • TaskSecure commitments through contracts or agreements
  • TaskIdentify potential clients interested in new module suite
  • TaskDemonstrate module suite benefits via personalized presentations
  • KRAttain user satisfaction rate of 85% through effective product testing and user feedback
  • TaskImplement rigorous product testing protocols before release
  • TaskUse feedback to improve product design and functionality
  • TaskDevelop a user feedback collection and evaluation system
  • KRComplete development of MVP features with zero critical defects by week 6
  • TaskImplement strict quality assurance checks for each feature
  • TaskAllocate resources and plan week-by-week development tasks
  • TaskPrioritize and finalize the list of MVP features by end of week 1

OKRs to boost the count of medium and large business accounts

  • ObjectiveBoost the count of medium and large business accounts
  • KRSecure 20 new medium business accounts by improving client acquisition strategies
  • TaskTrain sales team on improved client acquisition strategies
  • TaskDevelop a clear, targeted marketing campaign for medium businesses
  • TaskAttend networking events to connect with potential medium business contacts
  • KRConvert 10 small business accounts into large accounts through upselling techniques
  • TaskIdentify the needs and potential interests of small business accounts
  • TaskDevelop tailored upselling strategies to increase account sizes
  • TaskExecute strategies through persuasive solutions-oriented selling
  • KRReduce churn rate of large accounts to below 5% by enhancing customer relationships
  • TaskSolicit customer feedback for improvement and satisfaction tracking
  • TaskImplement personalized communication with large accounts regularly
  • TaskDevelop a reward or loyalty program for retained customers

OKRs to secure a new project contract with a new client

  • ObjectiveSecure a new project contract with a new client
  • KRIdentify and establish contact with 50 potential new clients within the industry
  • TaskResearch to compile a list of 50 potential clients within the industry
  • TaskSend emails to identified potential clients
  • TaskDraft a personalized introductory email to establish contact
  • KRSubmit high-quality proposals to at least 20 new prospective clients
  • TaskDevelop robust, customized proposals for each client
  • TaskSubmit the proposals and follow up promptly
  • TaskIdentify 20 potential new clients and research their needs
  • KRSuccessfully negotiate and finalize at least one contract with a new client
  • TaskIdentify and research potential new clients
  • TaskCraft and send personalized business proposals
  • TaskArrange negotiation meetings to finalize contract

OKRs to increase the client base significantly

  • ObjectiveIncrease the client base significantly
  • KRAcquire 20% more new clients through enhanced marketing strategies
  • TaskInitiate referral incentives for existing clients
  • TaskDevelop targeted social media advertising campaigns
  • TaskImplement SEO strategies to boost online visibility
  • KRRetain at least 95% of existing clients through improved customer service
  • TaskDevelop a personalized customer appreciation program
  • TaskImplement a client feedback system to identify service improvements
  • TaskTrain staff on advanced customer service techniques
  • KRUpsell to 15% of existing clientele to increase their investment
  • TaskCommunicate proposals through one-on-one consultations
  • TaskIdentify top 15% customers and evaluate their investment habits
  • TaskDevelop individually tailored investment increase proposals

OKRs to secure new clientele from three distinct sectors

  • ObjectiveSecure new clientele from three distinct sectors
  • KRIdentify and establish contacts with 50 potential clients from different industries
  • TaskResearch diverse industries to identify 50 potential clients
  • TaskInitiate contact with potential clients via email or phone
  • TaskArrange and conduct initial client meetings or presentations
  • KRSuccessfully pitch services to at least 30% of the identified potential clients
  • TaskSchedule and conduct efficient, persuasive pitch meetings
  • TaskDevelop and refine customized service pitch for each client
  • TaskIdentify and research potential clients' needs and interests
  • KRConvert 15% of pitched potential clients into signed contracts
  • TaskTrain team in negotiation techniques to secure contracts
  • TaskEnhance proposals with detailed, customized solutions for each client
  • TaskImprove follow-up strategies to maintain contact post-pitch

OKRs to establish new, attractive OKR Consultancy firm for businesses

  • ObjectiveEstablish new, attractive OKR Consultancy firm for businesses
  • KRGenerate a minimum of $50,000 in revenue within the first quarter of operations
  • TaskSecure partnerships with high-return clients
  • TaskImplement effective marketing and sales strategies
  • TaskDevelop a comprehensive business plan highlighting revenue targets
  • KRIdentify and target 150 potential clients within the medium to large businesses sector
  • TaskResearch and compile a list of 150 medium to large businesses
  • TaskDevelop a custom pitch for each potential client
  • TaskInitiate contact with these businesses via email
  • KRSecure 10 successful contracts with businesses seeking OKR consultancy services
  • TaskDevelop and present customized consultancy proposals to businesses
  • TaskIdentify potential businesses seeking OKR consultancy services
  • TaskConduct follow-ups to secure contracts

Client Acquisition Team 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

The #1 role of OKRs is to help you and your team focus on what really matters. Business-as-usual activities will still be happening, but you do not need to track your entire roadmap in the 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

Don't fall into the set-and-forget trap. It is important to adopt a weekly check-in process to get the full value of your OKRs and make your strategy agile – otherwise this is nothing more than a reporting exercise.

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.

How to track your Client Acquisition Team OKRs

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:

Spreadsheets are enough to get started. Then, once you need to scale you can use a proper OKR platform to make things easier.

If you're not yet set on a tool, you can check out the 5 best OKR tracking templates guide to find the best way to monitor progress during the quarter.

More Client Acquisition Team OKR templates

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

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