OKR template to develop a comprehensive new customer database
Your OKR template
The second outcome aims at identifying 500 potential customers for the new database by gathering detailed information about decision-makers at potential companies, researching relevant industries, and compiling a list of companies within these sectors.
The final outcome seeks to collect accurate contact and preference information from all identified customers. This is to be achieved by implementing a system to regularly update customer data, training staff on preference elicitation techniques, and creating a standardized customer information collection form.
The overall goal is to form a comprehensive and accurate new customer database through meticulous data entry and thorough research into potential customers and their preferences, providing a robust foundation for future business engagements.
ObjectiveDevelop a comprehensive new customer database
KRAchieve 100% data entry accuracy for new customer database
Train team on high-standard data entry protocols- Implement stringent data verification processes
- Use software to identify and correct errors
- KRIdentify 500 potential customers for inclusion in new customer database
- Gather contact details for decision-makers at these companies
- Research industries relevant to our product/service
- Compile a list of companies within these industries
- KRCollect accurate contact and preference information from 100% of identified customers
- Implement a system to regularly update customer data
- Train staff on preference elicitation techniques
- Develop a standardized customer information collection form
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.
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.
Paste the content in the text import section. Don’t worry about the formatting, Tability’s AI will be able to parse it!
Now, just click on Import from text and let the magic happen.
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.
From there you will have access to all the features that will help you and your team save hours with OKR reporting.
- 10+ built-in dashboards to visualise progress on your goals
- Weekly reminders, data connectors, and smart notifications
- 9 views to map OKRs to strategic projects
- Strategy map to align teams at scale