OKR template to acquire new clients providing a security deposit

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 aims to acquire new clients willing to provide a security deposit. It proposes various means of achieving this, including increasing the sales conversion rate, secure commitments from a specified percentage of the said clients, and expanding marketing outreach.

To increase the sales conversion rate, the plan is to regularly monitor and analyze sales conversion rates, identify potential customers for targeted follow-ups, and plan and execute effective product demonstrations. These processes will improve the sales conversion rate by up to 15%.

For securing 30% of new clients, the strategy involves training the team on an optimized proposal strategy and revising proposals to highlight security deposit benefits. A personalized follow-up for each proposal is to be implemented for effectiveness.

The widening of marketing outreach to garner a 20% rise in inquiries about services involves the development and launch of a targeted social media ad-campaign, a referral reward program implementation, and collaboration with influencers within our niche for promotional campaigns.

ObjectiveAcquire new clients providing a security deposit
KRImprove sales conversion rate by 15% through targeted follow-ups and demonstrations
Monitor and analyze sales conversion rates regularly
Identify potential customers for targeted follow-ups
Plan and execute effective product demonstrations
KRSecure 30% of new clients providing a security deposit by optimizing our proposal strategy
Train team on optimized proposal strategy
Revise proposals highlighting security deposit benefits
Implement personalized follow-up for each proposal
KRExpand marketing outreach to gain 20% more inquiries about our services
Develop and launch a targeted social media advertising campaign
Implement a referral reward program for existing clients
Collaborate with influencers related to our niche for promotional campaigns

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.