Tability is a cheatcode for goal-driven teams. Set perfect OKRs with AI, stay focused on the work that matters.
What are Pre Sales OKRs?
The Objective and Key Results (OKR) framework is a simple goal-setting methodology that was introduced at Intel by Andy Grove in the 70s. It became popular after John Doerr introduced it to Google in the 90s, and it's now used by teams of all sizes to set and track ambitious goals at scale.
Creating impactful OKRs can be a daunting task, especially for newcomers. Shifting your focus from projects to outcomes is key to successful planning.
We've tailored a list of OKRs examples for Pre Sales 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 Pre Sales 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.
Pre Sales OKRs examples
You will find in the next section many different Pre Sales 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 successfully launch and break-even via pre-sales
ObjectiveSuccessfully launch and break-even via pre-sales
KRAttain 100% of cost recovery through initial sales
Track and control operational expenses efficiently- Implement effective sales and marketing strategies
- Develop a competitive pricing strategy to cover production costs
- KRGenerate a minimum of 300 pre-sale orders
- Collaborate with influencers to promote and pre-sell
- Implement a referral discount program for pre-orders
- Develop a compelling marketing campaign targeting potential customers
- KRAchieve 100% completion of product testing and fixes
- Execute testing plan and document all findings
- Develop a comprehensive plan for product testing
- Implement necessary fixes based on test results
OKRs to accelerate sales and amplify social media presence
- ObjectiveAccelerate sales and amplify social media presence
- KRConvert 10% of followers into customers enhancing website's conversion funnel
- Redesign website layout for intuitive, user-friendly navigation
- Offer exclusive discounts or promotions to followers
- Implement targeted marketing strategies towards followers
- KRBoost sales to reach $15k without compromising margins
- Strengthen marketing activities to attract new customers
- Develop enticing upsell strategies to increase average order value
- Implement targeted emailing campaigns for existing customers
- KRIncrease social media followers to 5k through strategic engagements and networking
- Interact consistently with followers to build loyalty and online community
- Develop engaging content to attract new followers daily
- Collaborate with influential personalities for shout-outs or endorsements
OKRs to expand the company's market presence
- ObjectiveExpand the company's market presence
- KRSecure 15 productive meetings with potential strategic partners
- Schedule 15 productive meetings
- Identify and research 30 potential strategic partners
- Develop and execute personalized outreach strategies
- KRClose deals worth $1M in new business sales
- Negotiate and finalize sales contracts
- Develop and present personalized sales pitches
- Identify and reach out to potential high-value clients
- KRIncrease lead generation rate by 25%
- Optimize website's landing page for conversions
- Improve SEO strategy for higher online visibility
- Initiate a targeted email marketing campaign
OKRs to secure two contracts with value at least $300,000
- ObjectiveSecure two contracts with value at least $300,000
- KRSuccessfully negotiate and close at least two contracts valued above $150,000 each
- Research and identify potential high-value clients
- Develop customized proposals for each client
- Conduct persuasive negotiation meetings
- KRConduct 30 business proposal presentations for potential clients
- Schedule and execute 30 presentations
- Create and refine business proposal presentations
- Identify and research 30 potential clients for proposals
- KRIdentify and reach out to 50 potential clients by the end of the quarter
- Send outreach messages to each potential client
- Draft a personalized outreach message for each contact
- Create a list of 50 potential clients relevant to our business
OKRs to drive two new revenue streams via food delivery app advertising
- ObjectiveDrive two new revenue streams via food delivery app advertising
- KRCollaborate with top 10 local restaurants for exclusive ad partnerships
- Initiate contact and pitch to targeted restaurants
- Develop pitch for exclusive ad partnership proposal
- Compile list of top 10 local restaurants for partnership
- KRIncrease app ad sales by 20% by introducing fresh ad schemes
- Initiate outreach and sales meetings with prospective clients
- Identify potential new advertisers interested in mobile app marketing
- Develop compelling, innovative ad scheme options
- KRConvert at least 15% of free users to premium subscription by specific campaigns
- Monitor conversion rates and adjust campaigns accordingly
- Develop an engaging premium promotional campaign
- Identify targeted audience who frequently uses free features
OKRs to validate customer demand and willingness to pay for our new idea
- ObjectiveValidate customer demand and willingness to pay for our new idea
- KRSecure 50 pre-orders to demonstrate customer willingness to pay
- Develop effective marketing strategy to highlight product benefits
- Launch a robust pre-order campaign on social media
- Offer early bird incentives to encourage pre-orders
- KRConvert at least 60% of conducted surveys into successful product demos
- Include a direct invitation to a product demo in the survey
- Develop interactive, engaging survey questions related to the product
- Follow up with survey participants and schedule demos
- KRConduct 200 customer surveys to gauge interest and perceived value by end of period
- Design a comprehensive and engaging customer survey
- Analyze feedback and compile results
- Distribute survey to 200 selected customers
OKRs to increase revenue for the SaaS premium subscription
- ObjectiveIncrease revenue for the SaaS premium subscription
- KRReduce customer churn rate for premium plan by 15%
- KRIncrease upsell conversion rate by 10%
- Implement personalized product recommendations on the checkout page
- Optimize website layout and design to highlight upsell opportunities throughout the customer journey
- Train sales team on effective upselling techniques and product knowledge
- Offer limited-time promotions for related products during the purchase process
- KRAchieve 20% increase in average revenue per user (ARPU)
- KRAcquire 50 new premium plan customers through targeted marketing campaigns
OKRs to improve Braze comprehension to boost confidence when presenting to potential clients
- ObjectiveImprove Braze comprehension to boost confidence when presenting to potential clients
- KRComplete all Braze training modules and quizzes
- Identify all required Braze training modules and quizzes
- Dedicate specific time daily to study and complete modules
- Complete and pass all associated quizzes
- KRSuccessfully pitch Braze to at least 5 test prospects
- Conduct the Braze product pitch to each prospect
- Analyze Braze features and benefits for effective pitching
- Identify and contact 5 potential test prospects
- KRReceive positive feedback from internal team on Braze knowledge improvement
- Request regular feedback on Braze usage from the team
- Apply learned Braze functionalities in daily tasks
- Attend regular training sessions on Braze software
OKRs to produce and publish an engaging interactive book
- ObjectiveProduce and publish an engaging interactive book
- KRSecure a publishing deal with a recognized interactive ebook publisher
- Research and shortlist reputable interactive ebook publishers
- Develop and polish a compelling book proposal
- Initiate contact and negotiations with selected publisher
- KRWrite and finalize 50 interactive pages by next quarter
- Edit, review and refine written pages
- Complete and finalize all interactive pages
- Outline and draft content for 50 interactive pages
- KRPre-sell 500 copies of the interactive book ahead of the launch date
- Develop an engaging marketing campaign for a pre-order incentive
- Launch pre-order sales on the website and social media
- Utilize email newsletters to prime potential buyers
OKRs to boost BUMA's dominance as a premier TAN/CN provider
- ObjectiveBoost BUMA's dominance as a premier TAN/CN provider
- KRSecure 3 high-profile industry partnerships for TAN/CN supply
- Identify potential high-profile industry partners for TAN/CN supply
- Initiate meetings to present and negotiate proposal terms
- Develop a compelling partnership proposal highlighting mutual benefits
- KRRaise sales revenue from TAN/CN products by 20%
- Provide sales team with specialized TAN/CN product training
- Develop and promote bundled deals involving TAN/CN products
- Implement a targeted marketing campaign for TAN/CN products
- KRIncrease the client retention rate by 15%
- Introduce incentive schemes for loyal and long-term clients
- Implement customer-oriented training programs for all client-facing staff
- Enhance client communication by regularly updating on new services and offers
Pre 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.
Save hours with automated OKR dashboards
Quarterly OKRs should have weekly updates to get all the 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 Pre Sales OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to improve financial operations for increased efficiency and effectiveness
- OKRs to enhance satisfaction levels of IT Service Desk
- OKRs to enhance Credatec's internal procedures for superior efficiency
- OKRs to enhance search functionality through AI integration
- OKRs to reduce the frequency of rollbacks following system releases
- OKRs to efficiently streamline the monthly payroll process