15 customisable OKR examples for New Sales
What are New Sales 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 Sales. 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.
Building your own New Sales OKRs with AI
While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here. You can use our free AI generator below or our more complete goal-setting system to generate your own OKRs.
Our customisable New Sales OKRs examples
You'll find below a list of Objectives and Key Results templates for New Sales. 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!
1. OKRs to establish effective sales training for new recruits
Establish effective sales training for new recruits
Implement the training program, ensuring 80% of participants pass the post-training evaluation
Conduct training sessions for all program participants
Develop comprehensive training materials for program participants
Administer post-training evaluation and analyze results
Design a comprehensive sales training curriculum for new joiners within 1 month
Schedule expert-led training sessions on essential sales techniques
Develop practical exercises for real-life sales scenarios
Identify key skills and knowledge needed for successful sales performance
Post training, increase new joiners' sales conversion rates by 25%
Develop mentoring program for new joiners
Review and optimize the onboarding process
Implement weekly coaching sessions focused on sales techniques
2. OKRs to successfully migrate and train team on the new sales CRM system
Successfully migrate and train team on the new sales CRM system
Achieve a 10% sales increase after full adoption of the new CRM system
Implement customer targeting strategies using CRM analytics
Conduct comprehensive training for staff on the new CRM system
Regularly review sales data and adjust strategies as needed
Migrate all existing customer data to the new CRM system without errors
Confirm successful migration and rectify any errors
Transfer the verified data to the new CRM system
Validate the accuracy and completeness of existing customer data
Train 100% of the sales team to proficiently use the new CRM system
Monitor and evaluate sales team's proficiency post-training
Conduct regular hands-on training sessions with the sales team
Establish a comprehensive training plan for the new CRM system
3. OKRs to expand Sales to a new region
Expand revenue in Europe
Recruit 10 resellers in Europe
10% of new sales are coming from EU customers
Generate a pipeline of $500K in Europe
4. OKRs to grow sales effort in new markets
Develop a strong presence in <country>
Achieve 25K MRR in <country>
25% of new sales come from <country>
10 of top 100 companies in <country> are customers
5. OKRs to successfully migrate and train Sales Team on the new CRM
Successfully migrate and train Sales Team on the new CRM
Complete data migration from current CRM to new CRM without loss by 100%
Validate post-migration data for completeness and accuracy
Backup existing CRM data before initiating the migration process
Execute careful, monitored migration to the new CRM system
Conduct comprehensive training for 100% of the Sales Team on the new CRM
Monitor the sales team's progress and application of CRM training
Schedule mandatory training sessions for all sales team members
Develop a detailed CRM training curriculum for the sales team
Achieve 90% proficiency among Sales Team members on new CRM usage within the quarter
Provide ongoing feedback and support to improve CRM proficiency
Perform regular skills assessments to identify knowledge gaps
Implement comprehensive CRM training for all sales team members
6. OKRs to acquire new clients providing a security deposit
Acquire new clients providing a security deposit
Improve sales conversion rate by 15% through targeted follow-ups and demonstrations
Monitor and analyze sales conversion rates regularly
Identify potential customers for targeted follow-ups
Plan and execute effective product demonstrations
Secure 30% of new clients providing a security deposit by optimizing our proposal strategy
Train team on optimized proposal strategy
Revise proposals highlighting security deposit benefits
Implement personalized follow-up for each proposal
Expand marketing outreach to gain 20% more inquiries about our services
Develop and launch a targeted social media advertising campaign
Implement a referral reward program for existing clients
Collaborate with influencers related to our niche for promotional campaigns
7. OKRs to accelerate the growth of Gross New ARR
Accelerate the growth of Gross New ARR
Boost upsell opportunities by 25% to enhance existing customer value
Identify key products for upsell opportunities
Implement targeted marketing campaigns for existing customers
Train sales team in effective upselling techniques
Increase the number of sales demo by 20% to generate new revenue opportunities
Train sales team on effective demo presentation techniques
Improve marketing efforts to attract potential clients
Create incentive program for scheduling more demos
Improve conversion rate from trial to paid subscriptions by 15%
Implement targeted follow-up email campaigns
Enhance trial onboarding process to emphasize product benefits
Offer personalized pricing packages after the trial
8. OKRs to secure a new project contract with a new client
Secure a new project contract with a new client
Identify and establish contact with 50 potential new clients within the industry
Research to compile a list of 50 potential clients within the industry
Send emails to identified potential clients
Draft a personalized introductory email to establish contact
Submit high-quality proposals to at least 20 new prospective clients
Develop robust, customized proposals for each client
Submit the proposals and follow up promptly
Identify 20 potential new clients and research their needs
Successfully negotiate and finalize at least one contract with a new client
Identify and research potential new clients
Craft and send personalized business proposals
Arrange negotiation meetings to finalize contract
9. OKRs to expand BDR prospecting efforts into new target markets or industry segments
Increase BDR prospecting in untapped markets/segments
Develop customized messaging for each target market/segment
Identify 3 new markets/segments to target
Secure at least 2 new clients from the targeted markets/segments
Increase qualified leads generated from new markets/segments by 20%
10. OKRs to acquire new potential customers
Acquire new potential customers
Increase website traffic by 40% through targeted digital marketing campaigns
Develop engaging SEO-driven content to increase visibility
Identify target audience for effective demographic-focused marketing
Launch paid search and social media ads to drive traffic
Convert 20% of inbound leads into sales with effective sales strategies
Develop a well-structured sales pitch targeting specific customer needs
Train sales team on effective closing techniques
Implement a follow-up system to re-engage potential customers
Increase customer engagement on social media platforms by 30%
Amplify user-generated content sharing
Expand social media promotions and giveaways
Develop and implement an interactive content strategy
11. OKRs to expand market reach by establishing partnerships with five new distributors or resellers
Increase distribution partnerships to expand market reach
Secure agreements with 5 new distributors
Increase brand visibility in new markets through joint marketing efforts with distribution partners
Develop and implement a comprehensive onboarding plan for new distribution partners
Increase sales revenue from new distribution partnerships by 30%
12. OKRs to implement the new onboarding program to speed up deal closure time
Implement the new onboarding program to speed up deal closure time
Reduce the average time to first deal by 25% by week 12
Train team in aggressive prospecting strategies
Implement sales acceleration software for efficiency
Optimize pitch to better engage and convert leads
Train 80% of the sales team on the new onboarding program by week 8
Complete training and assess understanding by week 8
Schedule training sessions for sales team by week 3
Identify key elements for the onboarding program by week 1
Develop program curriculum and necessary resources by week 4
Establish a timeline and assign topics to each week
Identify necessary topics and learning outcomes for the program curriculum
Gather and organize needed resources for curriculum content
13. OKRs to secure 10 new request for proposals
Secure 10 new request for proposals
Identify and initiate outreach to 30 potential leads for RFPs each week
Create a compelling outreach message
Research and identify 30 potential leads for RFPs
Initiate contact with each lead weekly
Conduct at least 20 successful meetings with decision-makers for RFPs per month
Reach out and schedule meetings with the identified individuals
Plan and conduct effective presentations for each meeting
Research and identify potential decision-makers for RFPs
Achieve a conversion rate of 50% in moving leads to submitting RFPs
Improve lead targeting with data analysis techniques
Train sales team on persuasive communication strategies
Implement captivating and informative proposal templates
14. OKRs to drive 110% growth in MRR for our new product
Drive 110% growth in MRR for our new product
Enhance customer retention rate for the new product by 15%
Achieve a 10% increase in average revenue per customer for the new product
Analyze pricing strategy and competitive landscape to optimize product pricing for maximum revenue
Conduct market research to identify key customer segments and their willingness to pay
Develop targeted marketing campaigns to increase product adoption and upsell opportunities
Provide additional training and resources to sales team to effectively communicate product value
Generate a 30% growth in upsell and cross-sell revenue from the new product
Develop targeted marketing campaigns to promote the upsell and cross-sell options of the new product
Implement customer feedback mechanisms to continuously improve upsell and cross-sell strategies for the new product
Train sales teams on effectively presenting and selling the upsell and cross-sell options for the new product
Conduct thorough market research to identify potential upsell and cross-sell opportunities for the new product
Increase the number of paying customers for the new product by 20%
Implement targeted online advertising to reach a wider audience
Offer enticing promotional discounts to encourage immediate purchase
Leverage social media platforms for customer engagement and word-of-mouth marketing
Enhance product features and benefits to increase perceived value
15. OKRs to boost new customer revenue on Amazon by 50%
Boost new customer revenue on Amazon by 50%
Elevate average customer transaction amount by 15% via upselling techniques
Introduce loyalty programs incentivizing larger transactions
Train staff in persuasive upselling and cross-selling techniques
Implement product bundles to encourage higher-priced purchases
Increase advertising campaign conversion rate by 30%
Design and implement new conversion-focused ad content
Analyze conversion data to identify improvement areas
Review and refine existing ad targeting strategy
Grow new customer base by 20% through targeted marketing strategies
Implement and monitor marketing efforts regularly
Develop tailored marketing strategies for identified audience
Identify target audience for the product or service
New Sales OKR best practices to boost success
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.
![Tability Insights Dashboard](https://tability-templates-v2.vercel.app/_next/static/media/tability-insights-board.e70f9466.png)
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.
![Tability Insights Dashboard](https://tability-templates-v2.vercel.app/_next/static/media/checkins-graph.b2aec458.png)
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 turn your New Sales OKRs in a strategy map
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, once you get comfortable you can graduate to a proper OKRs-tracking tool.
![A strategy map in Tability](https://tability-templates-v2.vercel.app/_next/static/media/tability_strategy_map.2ad25843.png)
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 New Sales OKR templates
We have more templates to help you draft your team goals and OKRs.
OKRs to boost organic customer engagement and reach on social media
OKRs to become the top marketing agency in Paraguay
OKRs to enhance expertise in customer success strategies and methodologies
OKRs to establish and launch an AI team for OTA operations
OKRs to increase sales of our branded products to achieve 60% of total sales
OKRs to develop 2025's innovative digital strategy and planning framework
OKRs resources
Here are a list of resources to help you adopt the Objectives and Key Results framework.
- To learn: What is the meaning of OKRs
- Blog posts: ODT Blog
- Success metrics: KPIs examples
What's next? Try Tability's goal-setting AI
You can create an iterate on your OKRs using Tability's unique goal-setting AI.
Watch the demo below, then hop on the platform for a free trial.