5 customisable OKR examples for Prospects
What are Prospects 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 Prospects 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.
Building your own Prospects 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 Prospects OKRs examples
You will find in the next section many different Prospects 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!
1. OKRs to enhance outbound lead generation for NHS prospects
Enhance outbound lead generation for NHS prospects
Implement 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
Increase the number of NHS prospect contacts by 25%
Enhance outreach efforts on social media platforms
Conduct engaging networking events
Implement a membership referral program
Achieve 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
2. OKRs to enhance health, job prospects and personal relationships this summer
Enhance health, job prospects and personal relationships this summer
Invest 2 hours daily in meaningful conversations with friends and family to nurture relationships
Select diverse topics to discuss for deeper conversations
Reflect on conversations to identify relationship growth opportunities
Schedule 2 hours daily for dedicated family and friend time
Apply to minimum 5 jobs each week to diversify employment opportunities
Tailor resume and cover letter for each job application
Research and select five suitable job opportunities weekly
Submit applications and follow up weekly
Increase weekly workout frequency to 5 days to boost physical health
Establish a consistent workout schedule that includes 5 days per week
Incorporate a range of exercises into weekly workout routine
Regularly monitor progress to remain motivated and on track
3. OKRs to accumulate 3 million rand in total quote value
Accumulate 3 million rand in total quote value
Improve average quote value by 5% each month
Offer premium service packages alongside regular quotes
Provide training on negotiation skills for sales staff
Implement upselling techniques during customer interactions
Increase quote frequency to 50 new prospects weekly
Follow up with prospects on quotes consistently every week
Identify and gather contact info for 50 new leads every week
Send personalized quotes to 50 targeted prospects weekly
Secure pre-commitments from 10 major potential clients
Develop a compelling business proposal relevant to each client
Identify and compile a list of 10 potential major clients
Personally communicate the proposal, seeking pre-commitments from each client
4. OKRs to improve job prospects, personal relationships, and health this summer
Improve job prospects, personal relationships, and health this summer
Secure 3 job interviews in related fields
Reach out to industry connections for potential leads
Update and tailor resume for related field positions
Apply for at least 10 jobs in related fields
Invest a minimum of 3 hours weekly into meaningful relationships
Attend social events or community functions regularly
Schedule weekly catch-ups with close friends or family
Initiate meaningful conversations with loved ones
Spend at least 30 minutes daily in physical exercise
Start and maintain consistency in your daily exercise routine
Choose preferred exercise types like running, yoga, or strength training
Schedule 30 minutes daily for physical activity in your planner
5. OKRs to boost email engagement across all prospect lists
Boost email engagement across all prospect lists
Increase overall email open rates by 20%
Segment email list for more targeted messaging
Initiate A/B testing to optimize email content
Implement engaging, attention-grabbing subjects in emails
Lower email unsubscribe rate by 10%
Segment email list for more personalized communication
Implement an option for email frequency preferences
Improve email content to make it more engaging and relevant
Grow click-through rates by 15% in emails
Create engaging email subject lines to boost open rates
Use striking call-to-action buttons in every email
Implement A/B testing to improve email design
Prospects 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 Prospects OKRs in a strategy map
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, 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 Prospects OKR templates
We have more templates to help you draft your team goals and OKRs.
OKRs to amplify enterprise producer engagement
OKRs to drive recruitment via enhanced content marketing for virtual assistant services
OKRs to achieve promotion to an executive position
OKRs to enhance data centralization for data-driven management support
OKRs to enhance Developer Quality
OKRs to improve EV Program outcomes through competitive and strategic data analysis
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.