OKR template to increase the count of SQLs

This leadership 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 increase the count of Sales Qualified Leads (SQLs). It's based on three within objectives, each proposing strategies to increase SQLs. The first outcome focuses on enhancing the conversion rate from Marketing Qualified Leads (MQLs) to SQLs by at least 10%.

The initiatives towards this target include developing more personalized engagement strategies for MQLs. A closer alignment between sales and marketing teams on lead management is also proposed. There's a goal to bolster the lead scoring model to ensure a smooth progression from an MQL to an SQL.

The second outcome is to implement a system that can qualify 15% more leads into SQLs. In an effort to achieve this, streamlining the lead scoring to prioritize high-potential candidates is given precedence. Automating follow-up messages to encourage lead engagement and provide sales training for more effective lead conversion are the other initiatives.

The final objective is to improve lead generation efforts that can boost SQLs by 20%. The initiatives include leveraging social media for targeted ad campaigns, implementing SEO strategies to pull more website traffic, and enhancing content marketing to drum up quality leads.

ObjectiveIncrease the count of SQLs
KRIncrease conversion rate from MQL to SQL by at least 10%
Develop more personalized engagement strategies for MQLs
Streamline sales and marketing alignment on lead management
Enhance lead scoring model for better MQL to SQL progression
KRImplement a system to qualify 15% more leads into SQLs
Streamline lead scoring to prioritize high potential candidates
Automate follow-up messages to encourage lead engagement
Provide sales training for more effective lead conversion
KRImprove lead generation efforts to boost SQLs by 20%
Leverage social media for targeted ad campaigns
Implement SEO strategies to attract more website traffic
Enhance content marketing to generate quality leads

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.