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OKR template to boost customer acquisition

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

In this template, you'll find a set of objectives and key results that are specifically designed to help your team focus on attracting and converting new customers for your business.

By setting clear and measurable goals, you can track your progress, hold yourself accountable, and ensure that your efforts are having the desired impact.

  • ObjectiveObjectiveIncrease customer acquisition
  • Key ResultKRIncrease number of customer sign-ups by 30%
  • TaskDevelop content to engage potential customers.
  • TaskOffer incentives for customers to sign up.
  • TaskIncrease visibility of sign-up process on website.
  • TaskCreate an email marketing campaign to target potential customers.
  • Key ResultKRIncrease customer lifetime value by 20%
  • TaskCreate targeted email campaigns with personalized content.
  • TaskDevelop a loyalty program for existing customers.
  • TaskOffer special discounts and promotions to existing customers.
  • TaskIncrease customer service response times.
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.

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.

Made for Tability

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Related OKRs examples

You can also explore more templates for Sales, Marketing, Customer Success to find examples that match your team's goals.

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