Tability is a cheatcode for goal-driven teams. Set perfect OKRs with AI, stay focused on the work that matters.
What are New Leads 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.
OKRs are quickly gaining popularity as a goal-setting framework. But, it's not always easy to know how to write your goals, especially if it's your first time using OKRs.
To aid you in setting your goals, we have compiled a collection of OKR examples customized for New Leads. Take a look at the templates below for inspiration and guidance.
If you want to learn more about the framework, you can read our OKR guide online.
The best tools for writing perfect New Leads 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.
New Leads OKRs examples
You'll find below a list of Objectives and Key Results templates for New Leads. 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 accelerate initiation of new business quotes
ObjectiveAccelerate initiation of new business quotes
KRConvert 10% of these new leads into initiated quotes
Initiate conversations and provide customized quotes- Develop personalized outreach approaches for specific leads
- Identify the 10% of leads most likely to convert
- KRIncrease weekly outreach to potential clients by 25%
- Incorporate 25% additional time in weekly schedule for outreach
- Increase follow-up frequency to foster potential client relationships
- Identify 25% more prospects for potential outreach activities
- KRGenerate at least two new leads per week from the expanded outreach
- Develop personalized messages for outreach
- Research prospective clients in new market segments
- Schedule and execute follow-up calls weekly
OKRs to enhance our overall communication effectiveness
- ObjectiveEnhance our overall communication effectiveness
- KRImplement a weekly all-hands communication meeting improving participation by 25%
- Offer incentives for active participation
- Schedule consistent weekly all-hands meetings
- Develop engaging and participatory meeting agendas
- KRIncrease internal newsletter open rates by 10%, ensuring better information dissemination
- Integrate more engaging, relevant content within newsletters
- Improve subject lines to capture employee interest
- Implement succinct, visual-rich layout for emails
- KRReduce email response time by 15% boosting operational efficiency
- Prioritize incoming emails based on urgency and relevance
- Implement an email management tool to automate responses
- Dedicate specific time slots for checking and responding to emails
OKRs to build a comprehensive new customer CRM database
- ObjectiveBuild a comprehensive new customer CRM database
- KRIdentify and categorize 1000 potential leads for inclusion in the CRM system
- Categorize leads based on industry and potential value
- Compile a list of potential leads from business directories
- Input leads information into the CRM system
- KREnsure the database is fully functional and free of errors upon final review
- Conduct regular system checks for database errors
- Validate data integrity and database security protocols
- Perform final database functionality testing
- KRInput detailed contact and profile information for 90% of identified leads
- Input collected data for 90% of these leads
- Gather detailed contact details for identified leads
- Collect comprehensive profile information for leads
OKRs to boost new businesses by converting top-tier leads through strategic outreach
- ObjectiveBoost new businesses by converting top-tier leads through strategic outreach
- KRIncrease lead generation by 40% through optimized marketing campaigns
- Implement SEO strategies in content creation
- Initiate targeted email marketing campaigns
- Optimize social media platforms for customer engagement
- KRAchieve 30% conversion rate of high-quality leads into viable business opportunities
- Implement targeted marketing strategies for high-quality leads
- Improve follow-up tactics with potential customers
- Personalize business proposals for prospective clients
- KRExpand outreach effectiveness by 50% to drive lead engagement
- Develop and implement a targeted social media marketing strategy
- Launch referral program to incentivise current customers for word-of-mouth promotion
- Increase frequency of engaging email newsletters to potential leads
New Leads 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
Spreadsheets are enough to get started. Then, once you need to scale you can use 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 New Leads OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to position Nordstrom as the ultimate hub for brand discovery
- OKRs to boost CEO's efficiency and effectiveness
- OKRs to implement the 1 million e-invoicing project successfully
- OKRs to expand expertise and productivity as a Shopify theme developer
- OKRs to enhance productivity and proactivity as a VA and document specialist
- OKRs to develop an LLM chat bot