Tability is a cheatcode for goal-driven teams. Set perfect OKRs with AI, stay focused on the work that matters.
What are Lead Strategist 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.
Formulating strong OKRs can be a complex endeavor, particularly for first-timers. Prioritizing outcomes over projects is crucial when developing your plans.
We've tailored a list of OKRs examples for Lead Strategist 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.
The best tools for writing perfect Lead Strategist 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.
- 1. Create a Tability account
- 2. Click on the Generate goals using AI
- 3. Describe your goals in a prompt
- 4. Get your fully editable OKR template
- 5. Publish to start tracking progress and get automated OKR dashboards
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.
- 1. Create your Tability account
- 2. Add your existing OKRs (you can import them from a spreadsheet)
- 3. Click on Generate analysis
- 4. Review the suggestions and decide to accept or dismiss them
- 5. Publish to start tracking progress and get automated OKR dashboards
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.
Lead Strategist OKRs examples
You'll find below a list of Objectives and Key Results templates for Lead Strategist. 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 outbound lead generation for NHS prospects
ObjectiveEnhance outbound lead generation for NHS prospects
KRImplement 3 new lead generation strategies targeting NHS prospects specifically
Begin executing strategies and monitor initial results- Develop detailed plans for implementing each strategy
- Research and identify 3 relevant lead generation strategies for NHS prospects
- KRIncrease the number of NHS prospect contacts by 25%
- Enhance outreach efforts on social media platforms
- Conduct engaging networking events
- Implement a membership referral program
- KRAchieve a lead conversion rate of 10% on NHS prospects
- Develop targeted marketing content for NHS prospects
- Optimize sales pitch for NHS demographic
- Implement an effective follow-up system
OKRs to develop and implement a global lead generation strategy with banks
- ObjectiveDevelop and implement a global lead generation strategy with banks
- KRGenerate 30% increase in quality leads sourced via global banks
- Tailor marketing strategies to target bank-based clienteles
- Develop partnerships with global banking institutions for lead generation
- Improve lead qualification process between banks and our company
- KRSecure 5 partnerships agreements with global banks to facilitate lead generation
- Identify and research potential global bank partners
- Initiate meetings to present partnership proposals
- Develop tailored partnership proposals for each bank
- KRIdentify and engage with 20 potential global banking partners by quarter-end
- Reach out to each bank for initial potential partnership discussion
- Compile a list of 20 potential global banking partners
- Set and maintain follow-up meetings to build relationships
OKRs to accelerate client acquisition through our lead magnet
- ObjectiveAccelerate client acquisition through our lead magnet
- KREnhance lead magnet content to trigger a 15% uptick in tie-ups
- Promote lead magnet through multiple marketing channels
- Design engaging, relevant content around these trends
- Conduct research to identify popular industry trends
- KRIncrease lead magnet downloads by 20%
- Develop appealing social media promotional content
- Offer exclusive content for the downloaders
- Optimize the website for better search engine visibility
- KRConvert 10% of downloaders into paying clients
- Offer introductory discounts to new downloaders
- Implement effective in-app purchase promotions
- Enhance product features requiring premium access
OKRs to maximize data enrichment and lead generation capabilities
- ObjectiveMaximize data enrichment and lead generation capabilities
- KRImplement 2 new strategies for optimizing lead generation process each month
- Research innovative lead generation strategies and techniques
- Develop and implement two new lead generation methods
- Monitor and evaluate the effectiveness of new strategies
- KRIncrease the number of accurately enriched data by 25%
- Train staff in accurate data capture and processing
- Implement advanced data enrichment tools and strategies
- Regularly monitor and evaluate data quality
- KRSuccessfully convert 15% of newly generated leads into active customers
- Offer special promotions to encourage conversion
- Develop engaging email follow-up sequences for new leads
- Launch customized ad campaigns targeting new leads
OKRs to establish thought leadership in the B2B software product industry
- ObjectiveEstablish thought leadership in the B2B software product industry
- KRIncrease blog traffic by 30% through engagement with relevant topics and discussion
- Develop engaging, well-researched blog posts on these relevant topics
- Identify popular topics among target audience for relevant blog content
- Promote posts and engage in discussions on various social media platforms
- KRSecure 3 speaking engagements at industry leading software conferences or webinars
- Prepare and finalize unique, engaging presentation materials
- Identify and research top software conferences or webinars in the industry
- Reach out to event organizers about speaking opportunities
- KRPublish 4 insightful whitepapers on critical B2B software product needs and solutions
- Identify key issues facing B2B software products
- Research potential solutions for these issues
- Write and polish 4 comprehensive whitepapers
OKRs to close 7 successful sales deals
- ObjectiveClose 7 successful sales deals
- KRAchieve a conversion rate of 50% on final negotiations
- Train sales team on advanced negotiation tactics
- Prepare attractive, tailored proposals for potential customers
- Implement an effective follow-up strategy post-negotiation
- KRGenerate a pipeline of 30 qualified leads through strategic prospecting
- Develop an engaging outreach campaign to attract leads
- Identify target audience demographics for optimal strategic prospecting
- Track and analyze campaign effectiveness regularly
- KRExecute 15 high-quality product demonstrations to potential clients
- Identify and strategize 15 potential clients for product demonstrations
- Schedule and conduct product demonstrations for chosen clients
- Prepare tailored, high-quality demonstrations for each product
OKRs to scale product offering with multi-tenant apps
- ObjectiveScale product offering with multi-tenant apps
- KRLaunch 3 new multi-tenant apps to diversify our offer
- Identify potential markets for multi-tenant app development
- Strategize a marketing plan for newly developed apps
- Assemble a dedicated project team for app creation
- KRIncrease customer base using multi-tenant apps by 25%
- Implement referral programs to incentivize app sharing
- Launch marketing campaigns to promote new multi-tenant apps
- Develop multi-tenant apps targeting untapped audience segments
- KRImprove the usage rate of multi-tenant apps by 20%
- Implement user-friendly guided tours within the app
- Provide timely support and efficient problem resolution
- Launch marketing campaigns highlighting app benefits
OKRs to accelerate growth to reach a $33 mln yearly revenue target
- ObjectiveAccelerate growth to reach a $33 mln yearly revenue target
- KRImprove upselling strategies to boost average order value by 10%
- Train staff on effective upselling and cross-selling techniques
- Develop limited-time promotional offers to encourage larger purchases
- Implement product recommendation algorithms on the website
- KRAcquire 15 new high-value customers
- Develop a targeted marketing strategy for potential high-value customers
- Implement a customer referral program with enticing incentives
- Enhance sales presentations to highlight value and benefits
- KRIncrease monthly sales revenue by 20%
- Implement an upselling strategy into daily sales efforts
- Enhance marketing efforts to broaden customer reach
- Improve customer retention through loyalty programs
OKRs to increase gross profit margin to 10% in MICE
- ObjectiveIncrease gross profit margin to 10% in MICE
- KRDecrease overhead expenses in MICE by 10%
- Reduce non-essential business travel
- Implement energy-saving measures for lighting, heating, and cooling
- Negotiate lower prices with suppliers
- KRImprove pricing strategies to enhance per unit profit in MICE by 15%
- Analyze and refine current discounting strategies
- Adopt value-based pricing to maximize profit margins
- Implement dynamic pricing model based on demand and competition
- KRBoost MICE sales revenue by at least 20%
- Train sales team in effective upselling techniques
- Implement aggressive marketing campaigns on digital platforms
- Design lucrative package deals for MICE clients
OKRs to drive Successful Expansion of Orocop Duo in Pakistan
- ObjectiveDrive Successful Expansion of Orocop Duo in Pakistan
- KRGain a 5% market share in the pharmaceutical industry
- Invest in result-driven marketing strategies
- Cultivate strategic partnerships with healthcare providers
- Develop innovative, patient-centric medications
- KRIncrease the number of distribution outlets by 20%
- Establish partnership agreements with new outlets
- Identify potential new distribution outlet locations
- Implement outlet openings and distribution setup
- KRSecure at least $10,000 in Orocop Duo sales per month
- Implement a training program to boost sales team performance
- Develop a targeted marketing campaign for Orocop Duo products
- Cultivate relationships with potential large-scale buyers
Lead Strategist 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.
Save hours with automated OKR dashboards
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:
- It brings the goals back to the top of the mind
- It will highlight poorly set OKRs
- It will surface execution risks
- It improves transparency and accountability
Most teams should start with a spreadsheet if they're using OKRs for the first time. Then, you can move to Tability to save time with automated OKR dashboards, data connectors, and actionable insights.
How to get Tability dashboards:
- 1. Create a Tability account
- 2. Use the importers to add your OKRs (works with any spreadsheet or doc)
- 3. Publish your OKR plan
That's it! Tability will instantly get access to 10+ dashboards to monitor progress, visualise trends, and identify risks early.
More Lead Strategist OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to implement a robust loyalty feature in the banking app
- OKRs to enhance and Sustain High Performances in the EA Pool
- OKRs to develop a comprehensive observability platform that exceeds industry standards
- OKRs to boost product recognition and generate influencer-sourced revenue
- OKRs to improve student attendance and literacy statistics
- OKRs to enhance incident management and outage call bridge creation processes