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OKR template to establish a successful digital marketing agency

public-lib · Published about 2 months ago

Your OKR template

The overall goal of this OKR is to establish a successful digital marketing agency. The first objective involves securing ten long-term contracts with different business clients. This would be accomplished by creating persuasive contract proposals for each company, initiating meetings for presenting and negotiating these contracts, and identifying businesses that require these services.

Secondly, for expansion and skill enhancement, the agency aims to hire three qualified digital marketing professionals. The process will involve sourcing and shortlisting professionals, conducting interviews and selecting top three candidates, and initiating the onboarding process for these selected candidates.

Thirdly, the agency seeks to increase its revenue and thereby firmly establish its presence in the booming digital marketing sphere. They aim for a minimum of 15% quarter over quarter growth in revenue. To achieve this, they plan to implement strategies to increase the sales volume, optimize operational efficiency for cost reduction, and develop targeted marketing campaigns to attract new customers.

In conclusion, the goal of this OKR is to help the agency transform from a start-up into a successful player in the digital marketing field by securing clients, expanding the team, and boosting revenue.
  • ObjectiveObjectiveEstablish a successful digital marketing agency
  • Key ResultKRSecure 10 long-term contracts with business clients by the end of next quarter
  • TaskCreate a persuasive contract proposal for each company
  • TaskInitiate meetings to present and negotiate contracts
  • TaskIdentify potential businesses in need of our services
  • Key ResultKRHire and onboard 3 qualified digital marketing professionals for team expansion
  • TaskSource and shortlist digital marketing professionals based on qualification criteria
  • TaskConduct interviews and select top 3 candidates
  • TaskInitiate onboarding process for chosen professionals
  • Key ResultKRAchieve a minimum of 15% quarter over quarter growth in revenue
  • TaskImplement strategies for increasing sales volume and average transaction size
  • TaskOptimize operational efficiency to reduce costs and increase profit margins
  • TaskDevelop targeted marketing campaigns to capture new customers
Use in Tability

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.

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.

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