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OKR template to increase inbound customer opportunities to 11

public-lib · Published 8 months ago

Your OKR template

The OKR aims at escalating inbound customer opportunities to a target of 11. The first method to achieve this is by orchestrating a customer referral program to generate four inbound opportunities. This involves implanting the referral program as part of the customer journey, promoting the program to existing customers, and getting an insight into competent referral program strategies to draft a plan.

The second objective focuses on leveraging SEO strategies to attract an additional three inbound opportunities. This involves refining website content with relevant keywords, conducting research to identify other pertinent keywords that appeal to the target audience. It also includes adopting best practice link-building strategies to increase website visibility and hence opportunities.

The next strategy is the execution of a personalized and engaging targeted email marketing campaign. Expected to yield four inbound customer opportunities, the initiatives to achieve this include developing engaging, personalized email content. There is also a spotlight on identifying target customer segments through thorough market research, alongside evaluating, and enhancing the campaign based on obtained metrics.

Overall, the OKR uses three different yet complementary approaches -customer referral program, SEO strategies, and targeted email marketing campaign- to increment inbound customer opportunities. These are all thought-out strategies for enhancing customer outreach and engagement, with process evaluation and optimization running concurrently.
  • ObjectiveObjectiveIncrease inbound customer opportunities to 11
  • Key ResultKRDevelop and launch a customer referral program to generate 4 inbound opportunities
  • TaskImplement the referral program within our customer journey
  • TaskPromote the referral program to current customers
  • TaskResearch effective referral program strategies and develop a plan
  • Key ResultKREnhance SEO strategies to attract 3 new inbound opportunities
  • TaskOptimize website content for selected keywords
  • TaskResearch and identify relevant keywords for target audience
  • TaskImplement best practice link-building strategies
  • Key ResultKRImplement a targeted email marketing campaign that yields 4 inbound customer opportunities
  • TaskDevelop engaging, personalized email content
  • TaskIdentify target customer segments through market research
  • TaskEvaluate and optimize based on campaign metrics
Use in Tability

How to edit and track OKRs with Tability

You'll probably want to edit the examples in this post, and Tability is the perfect tool for it.

Tability is an AI-powered platform that helps teams set better goals, monitor execution, and get help to achieve their objectives faster.

With Tability you can:

  • Use AI to draft a complete set of OKRs in seconds
  • Connect your OKRs and team goals to your project
  • Automate reporting with integrations and built-in dashboard

Instead of having to copy the content of the OKR examples in a doc or spreadsheet, you can use Tability’s magic importer to start using any of the examples in this page.

The import process can be done in seconds, allowing you to edit OKRs directly in a platform that knows how to manage and track goals.

Step 1. Sign up for a free Tability account

Go tohttps://tability.app/signup and create your account (it's free!)

Step 2. Create a plan

Follow the steps after your onboarding to create your first plan, you should get to a page that looks like the picture below.

Tability Import Options

Step 3. Use the magic importer

Click on Use magic import to open up the Magic Import modal.

Now, go back to the OKR examples, and click on Copy on the example that you’d like to use.

Copy from the template

Paste the content in the text import section. Don’t worry about the formatting, Tability’s AI will be able to parse it!

Importing from text

Now, just click on Import from text and let the magic happen.

Tability editor with imported content

Once your example is in the plan editor, you will be able to:

  • Edit the objectives, key results, and tasks
  • Click on the target 0 → 100% to set better target
  • Use the tips and the AI to refine your goals

Step 4. Publish your plan

Once you’re done editing, you can publish your plan to switch to the goal-tracking mode.

Publish import

From there you will have access to all the features that will help you and your team save hours with OKR reporting.

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