OKR template to secure two contracts with value at least $300,000

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 focuses on acquiring high-value contracts, with a target of securing two contracts valued at at least $150,000 each. A specific strategy is outlined, such as researching potential clients and customizing proposals specifically for their needs. Additionally, there will be an effort to conduct persuasive negotiation with these potential clients.

The second component of this OKR is to conduct 30 business proposal presentations. The aim here is not just to secure clients, but to ensure these potential clients understand the value and relevance of what you are proposing. Presentations will be well-prepared and targeted specifically towards prospective clients.

Identifying and contacting prospective clients is the third element of this OKR. A goal has been set to reach out to 50 potential clients by the end of the quarter. The use of personalized outreach messages indicates a focus on building relationships, rather than simply trying to secure a contract.

Overall, this OKR is about nurturing a process - researching clients, building relationships, presenting proposals and making that final push to secure the contract. It places focus on growth and innovation through not just acquiring clients but also understanding their needs and meeting them.

ObjectiveSecure two contracts with value at least $300,000
KRSuccessfully negotiate and close at least two contracts valued above $150,000 each
Research and identify potential high-value clients
Develop customized proposals for each client
Conduct persuasive negotiation meetings
KRConduct 30 business proposal presentations for potential clients
Schedule and execute 30 presentations
Create and refine business proposal presentations
Identify and research 30 potential clients for proposals
KRIdentify and reach out to 50 potential clients by the end of the quarter
Send outreach messages to each potential client
Draft a personalized outreach message for each contact
Create a list of 50 potential clients relevant to our business

Use in Tability

Make these OKRs fit your team

Treat this template as a starting point. Keep the outcomes that match your priorities, adjust the targets and deadlines to reflect your baseline, and remove anything your team cannot influence directly.

Adapt the template or create a plan with AI

You can copy this example into Tability and refine it with your team. If you would rather start from your own context, use embedded AI Mode: describe what your team needs to achieve in a simple prompt and Tability will automatically create a structured OKR plan with objectives, measurable outcomes, and initiatives.

Before publishing, review the AI-generated plan with the people responsible for delivering it:

Replace generic outcomes with measures your team can update consistently
Set ambitious but credible targets using current performance as the baseline
Assign an owner to every outcome and agree on what success looks like
Remove duplicate or activity-based key results that do not prove meaningful progress

The best OKR platform for AI-bullish teams

Tability brings AI into the goal-setting and execution workflow instead of treating it as a separate writing assistant.

Fully agentic: use an OKR agent to review plans, suggest improvements, and monitor execution
Embedded AI Mode: create and refine goals without leaving the planning workflow
MCP server: talk to your OKRs from Claude, ChatGPT, and other MCP-compatible LLM clients

You have a plan. Now what?

Publishing the plan is the beginning of the work. Tability gives teams a simple weekly rhythm for updating outcomes, discussing confidence, and acting on problems while there is still time to change the result.

Track progress: collect focused weekly check-ins and sync updates from tools such as Jira, ClickUp, Linear, and Asana
Detect problems early: use confidence, status, and agent monitoring to surface stalled or at-risk outcomes before the end of the quarter
Communicate clearly: share dashboards and reports that explain what changed, where help is needed, and what happens next

Create a free Tability account to turn this template into a plan your team can execute. Still choosing a tool? Use the best OKR software ranking to compare verified pricing, feature coverage, and rollout fit.