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10 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.

How to write your own New Sales 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.

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!

OKRs to establish effective sales training for new recruits

  • ObjectiveEstablish effective sales training for new recruits
  • KRImplement the training program, ensuring 80% of participants pass the post-training evaluation
  • TaskConduct training sessions for all program participants
  • TaskDevelop comprehensive training materials for program participants
  • TaskAdminister post-training evaluation and analyze results
  • KRDesign a comprehensive sales training curriculum for new joiners within 1 month
  • TaskSchedule expert-led training sessions on essential sales techniques
  • TaskDevelop practical exercises for real-life sales scenarios
  • TaskIdentify key skills and knowledge needed for successful sales performance
  • KRPost training, increase new joiners' sales conversion rates by 25%
  • TaskDevelop mentoring program for new joiners
  • TaskReview and optimize the onboarding process
  • TaskImplement weekly coaching sessions focused on sales techniques

OKRs to successfully migrate and train team on the new sales CRM system

  • ObjectiveSuccessfully migrate and train team on the new sales CRM system
  • KRAchieve a 10% sales increase after full adoption of the new CRM system
  • TaskImplement customer targeting strategies using CRM analytics
  • TaskConduct comprehensive training for staff on the new CRM system
  • TaskRegularly review sales data and adjust strategies as needed
  • KRMigrate all existing customer data to the new CRM system without errors
  • TaskConfirm successful migration and rectify any errors
  • TaskTransfer the verified data to the new CRM system
  • TaskValidate the accuracy and completeness of existing customer data
  • KRTrain 100% of the sales team to proficiently use the new CRM system
  • TaskMonitor and evaluate sales team's proficiency post-training
  • TaskConduct regular hands-on training sessions with the sales team
  • TaskEstablish a comprehensive training plan for the new CRM system

OKRs to expand Sales to a new region

  • ObjectiveExpand revenue in Europe
  • KRRecruit 10 resellers in Europe
  • KR10% of new sales are coming from EU customers
  • KRGenerate a pipeline of $500K in Europe

OKRs to grow sales effort in new markets

  • ObjectiveDevelop a strong presence in <country>
  • KRAchieve 25K MRR in <country>
  • KR25% of new sales come from <country>
  • KR10 of top 100 companies in <country> are customers

OKRs to successfully migrate and train Sales Team on the new CRM

  • ObjectiveSuccessfully migrate and train Sales Team on the new CRM
  • KRComplete data migration from current CRM to new CRM without loss by 100%
  • TaskValidate post-migration data for completeness and accuracy
  • TaskBackup existing CRM data before initiating the migration process
  • TaskExecute careful, monitored migration to the new CRM system
  • KRConduct comprehensive training for 100% of the Sales Team on the new CRM
  • TaskMonitor the sales team's progress and application of CRM training
  • TaskSchedule mandatory training sessions for all sales team members
  • TaskDevelop a detailed CRM training curriculum for the sales team
  • KRAchieve 90% proficiency among Sales Team members on new CRM usage within the quarter
  • TaskProvide ongoing feedback and support to improve CRM proficiency
  • TaskPerform regular skills assessments to identify knowledge gaps
  • TaskImplement comprehensive CRM training for all sales team members

OKRs to acquire new clients providing a security deposit

  • ObjectiveAcquire new clients providing a security deposit
  • KRImprove sales conversion rate by 15% through targeted follow-ups and demonstrations
  • TaskMonitor and analyze sales conversion rates regularly
  • TaskIdentify potential customers for targeted follow-ups
  • TaskPlan and execute effective product demonstrations
  • KRSecure 30% of new clients providing a security deposit by optimizing our proposal strategy
  • TaskTrain team on optimized proposal strategy
  • TaskRevise proposals highlighting security deposit benefits
  • TaskImplement personalized follow-up for each proposal
  • KRExpand marketing outreach to gain 20% more inquiries about our services
  • TaskDevelop and launch a targeted social media advertising campaign
  • TaskImplement a referral reward program for existing clients
  • TaskCollaborate with influencers related to our niche for promotional campaigns

OKRs to accelerate the growth of Gross New ARR

  • ObjectiveAccelerate the growth of Gross New ARR
  • KRBoost upsell opportunities by 25% to enhance existing customer value
  • TaskIdentify key products for upsell opportunities
  • TaskImplement targeted marketing campaigns for existing customers
  • TaskTrain sales team in effective upselling techniques
  • KRIncrease the number of sales demo by 20% to generate new revenue opportunities
  • TaskTrain sales team on effective demo presentation techniques
  • TaskImprove marketing efforts to attract potential clients
  • TaskCreate incentive program for scheduling more demos
  • KRImprove conversion rate from trial to paid subscriptions by 15%
  • TaskImplement targeted follow-up email campaigns
  • TaskEnhance trial onboarding process to emphasize product benefits
  • TaskOffer personalized pricing packages after the trial

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 expand BDR prospecting efforts into new target markets or industry segments

  • ObjectiveIncrease BDR prospecting in untapped markets/segments
  • KRDevelop customized messaging for each target market/segment
  • KRIdentify 3 new markets/segments to target
  • KRSecure at least 2 new clients from the targeted markets/segments
  • KRIncrease qualified leads generated from new markets/segments by 20%

OKRs to acquire new potential customers

  • ObjectiveAcquire new potential customers
  • KRIncrease website traffic by 40% through targeted digital marketing campaigns
  • TaskDevelop engaging SEO-driven content to increase visibility
  • TaskIdentify target audience for effective demographic-focused marketing
  • TaskLaunch paid search and social media ads to drive traffic
  • KRConvert 20% of inbound leads into sales with effective sales strategies
  • TaskDevelop a well-structured sales pitch targeting specific customer needs
  • TaskTrain sales team on effective closing techniques
  • TaskImplement a follow-up system to re-engage potential customers
  • KRIncrease customer engagement on social media platforms by 30%
  • TaskAmplify user-generated content sharing
  • TaskExpand social media promotions and giveaways
  • TaskDevelop and implement an interactive content strategy

New Sales 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 New Sales 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:

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.

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.

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