4 customisable OKR examples for Sales Strategists

What are Sales Strategists 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.

How you write your OKRs can make a huge difference on the impact that your team will have at the end of the quarter. But, it's not always easy to write a quarterly plan that focuses on outcomes instead of projects.

That's why we have created a list of OKRs examples for Sales Strategists to help. You can use any of the templates below as a starting point to write your own goals.

If you want to learn more about the framework, you can read our OKR guide online.

Building your own Sales Strategists 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 Sales Strategists OKRs examples

You will find in the next section many different Sales Strategists 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!

1OKRs to drive R2 million in monthly sales

  • ObjectiveDrive R2 million in monthly sales
  • Key ResultUpsell to existing customers, boosting average order value by 10%
  • TaskTrain sales team on effective upselling techniques
  • TaskAnalyze purchase history to identify potential products for upselling
  • TaskImplement a reward scheme for larger purchases
  • Key ResultIncrease weekly lead generation by 20%
  • TaskEnhance SEO on our company website
  • TaskPersonalize email marketing strategy
  • TaskImplement a daily social media advertising campaign
  • Key ResultImprove conversion rate to 15% from current baseline
  • TaskImplement A/B testing to optimize landing page
  • TaskDevelop more targeted marketing campaigns
  • TaskEnhance product descriptions and visuals

2OKRs to amplify sales of IT services and staff augmentation

  • ObjectiveAmplify sales of IT services and staff augmentation
  • Key ResultImprove lead conversion rates by 10% through targeted sales initiatives
  • Key ResultUpscale IT staff augmentation sales by 20%
  • TaskInitiate upselling and cross-selling training for sales team
  • TaskDevelop specialized sales pitch and strategies for upscale clients
  • TaskIdentify potential markets for higher-end IT staff augmentation
  • Key ResultAchieve a 15% increase in new contract signings for IT services
  • TaskEnhance sales strategies to attract potential customers
  • TaskDevelop and implement targeted marketing campaigns for IT services
  • TaskImprove service offerings based on customer feedback

3OKRs to strengthen revenue streams for Flying Training Academy

  • ObjectiveStrengthen revenue streams for Flying Training Academy
  • Key ResultGenerate 20% more upsell and cross-sell revenue via targeted sales strategies
  • Key ResultIncrease enrollment rates by 25%
  • TaskStrengthen outreach programs through open-house events or webinars
  • TaskImplement a compelling marketing strategy targeting potential enrollees
  • TaskOffer exclusive discounts or scholarships to new enrollees
  • Key ResultBoost course completion rate by 15% through improved student engagement
  • TaskImplement interactive activities within the coursework layout
  • TaskConduct personalized follow-ups on student progress
  • TaskRegularly gather and apply student feedback on course structure

4OKRs to accelerate growth to reach a $33 mln yearly revenue target

  • ObjectiveAccelerate growth to reach a $33 mln yearly revenue target
  • Key ResultImprove upselling strategies to boost average order value by 10%
  • TaskTrain staff on effective upselling and cross-selling techniques
  • TaskDevelop limited-time promotional offers to encourage larger purchases
  • TaskImplement product recommendation algorithms on the website
  • Key ResultAcquire 15 new high-value customers
  • TaskDevelop a targeted marketing strategy for potential high-value customers
  • TaskImplement a customer referral program with enticing incentives
  • TaskEnhance sales presentations to highlight value and benefits
  • Key ResultIncrease monthly sales revenue by 20%
  • TaskImplement an upselling strategy into daily sales efforts
  • TaskEnhance marketing efforts to broaden customer reach
  • TaskImprove customer retention through loyalty programs

Sales Strategists 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

Having too many OKRs is the #1 mistake that teams make when adopting the framework. The problem with tracking too many competing goals is that it will be hard for your team to know what really matters.

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 DashboardTability's audit dashboard will highlight opportunities to improve OKRs

Tip #2: Commit to weekly OKR check-ins

Setting good goals can be challenging, but without regular check-ins, your team will struggle to make progress. We recommend that you track your OKRs weekly to get the full benefits from the framework.

Being able to see trends for your key results will also keep yourself honest.

Tability Insights DashboardTability's check-ins will save you hours and increase transparency

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 Sales Strategists OKRs in a strategy map

The rules of OKRs are simple. Quarterly OKRs should be tracked weekly, and yearly OKRs should be tracked monthly. 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 TabilityTability's Strategy Map makes it easy to see all your org's OKRs

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 Sales Strategists OKR templates

We have more templates to help you draft your team goals and OKRs.

OKRs resources

Here are a list of resources to help you adopt the Objectives and Key Results framework.

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.

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