OKR template to accelerate the growth of Gross New ARR

This sales OKR template is a strong starting point for teams that need better alignment, clearer priorities, and more disciplined goal tracking.

Use it to turn a business priority into a measurable objective, then review progress weekly so your team can adjust execution before the quarter gets away from you.

Your OKR template

This OKR is centered on the broad objective of accelerating the growth of Gross New ARR (Annual Recurring Revenue). To facilitate this, three key outcomes have been strategized. The first outcome focuses on increasing upsell opportunities by 25% to tap into the existing customer base's value. This will be achieved by identifying key upsell products, implementing targeted marketing campaigns, and effective upsell training for the sales team.

The second outcome is to enhance the number of sales demos by 20% to create more revenue opportunities. This target seems to be a mixture of improving skill and increasing outreach. The initiatives include training the sales team on better demonstration techniques and improving marketing efforts. A unique initiative is incentivizing more demo scheduling.

The third outcome is about improving the conversion rate from trial users to paid subscribers by 15%. To accomplish this, a systematic and personalized approach is employed. Initiatives range from implementing targeted follow-up email campaigns and improving the trial onboarding process to tempting potential customers with personalized pricing packages post-trial.

All the three outcomes are aimed at increasing revenue in different ways; by leveraging existing customers, by reaching out to potential customers more effectively, and by bettering the utilization of trial periods. Measurement is based on a numerical scale from 0 to 100, indicating the percentage progress toward the outcome.

ObjectiveAccelerate the growth of Gross New ARR
KRBoost upsell opportunities by 25% to enhance existing customer value
Identify key products for upsell opportunities
Implement targeted marketing campaigns for existing customers
Train sales team in effective upselling techniques
KRIncrease the number of sales demo by 20% to generate new revenue opportunities
Train sales team on effective demo presentation techniques
Improve marketing efforts to attract potential clients
Create incentive program for scheduling more demos
KRImprove conversion rate from trial to paid subscriptions by 15%
Implement targeted follow-up email campaigns
Enhance trial onboarding process to emphasize product benefits
Offer personalized pricing packages after the trial

Use in Tability

Tability: the best OKR software for results-driven teams

OKRs should be tracked weekly to be effective, and Tability is the perfect tool for that.

Tability is the best OKR software that embraces modern principles to help teams set better goals, monitor execution, and get help to achieve their objectives faster.

With Tability you can:

Get an OKR agent that can review existing OKRs, suggest improvements, and monitor execution
Connect your OKRs and team goals to Jira, ClickUp, Linear, Asana, and more
Automate reporting with integrations and built-in dashboard

You can import OKRs in seconds with the magic importer, and start executing your goals in no time.

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