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2 OKR examples for Secure Leads

Turn your spreadsheets into OKR dashboards with Tability

Tability is a cheatcode for goal-driven teams. Set perfect OKRs with AI, stay focused on the work that matters.

What are Secure Leads 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.

Writing good OKRs can be hard, especially if it's your first time doing it. You'll need to center the focus of your plans around outcomes instead of projects.

We understand that setting OKRs can be challenging, so we have prepared a set of examples tailored for Secure Leads. Take a peek at the templates below to find inspiration and kickstart your goal-setting process.

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

The best tools for writing perfect Secure Leads 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.

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.

AI feedback for OKRs in Tability

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.

Secure Leads OKRs examples

You'll find below a list of Objectives and Key Results templates for Secure Leads. 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 displace Salesforce in 10 business deals

  • ObjectiveDisplace Salesforce in 10 business deals
  • KRSecure 15 qualified leads currently using Salesforce
  • TaskIdentify 15 potential leads currently utilizing Salesforce
  • TaskContact all identified leads and verify qualification
  • TaskSecure commitment from the qualified leads
  • KRClose 10 deals with businesses currently using Salesforce
  • TaskInitiate negotiations with interested businesses
  • TaskIdentify businesses using Salesforce for targeted outreach
  • TaskDevelop persuasive pitch showing benefits of our solution
  • KRDemonstrate our product's superior features to 20 potential clients
  • TaskIdentify 20 potential clients for targeted outreach
  • TaskPrepare engaging, informative product demonstration presentations
  • TaskSchedule and conduct product demonstrations with each client

OKRs to foster promotional activities to secure 10 quality leads

  • ObjectiveFoster promotional activities to secure 10 quality leads
  • KREngage and expand social media audience to increase lead generation by 20%
  • TaskImplement targeted social media advertising campaigns
  • TaskDevelop engaging content promoting products or services
  • TaskIncrease frequency of social media posts
  • KRHost 3 industry-specific webinars to identify and engage potential leads
  • TaskOrganize and schedule the webinars with qualified presenters
  • TaskResearch and select relevant topics for the three industry-specific webinars
  • TaskPromote webinars to the target audience to generate leads
  • KRInitiate a strategic email marketing campaign incorporating 300 targeted contacts
  • TaskDevelop an engaging, strategic email template
  • TaskInitiate the email marketing campaign using the segmented list
  • TaskIdentify and segment 300 targeted contacts for the campaign

Secure Leads 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

AI feedback for OKRs in Tability

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:

Spreadsheets are enough to get started. Then, once you need to scale you can use Tability to save time with automated OKR dashboards, data connectors, and actionable insights.

How to get Tability dashboards:

That's it! Tability will instantly get access to 10+ dashboards to monitor progress, visualise trends, and identify risks early.

More Secure Leads OKR templates

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

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