OKR template to secure a new project contract with a new client

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

The overarching goal here is to secure a new project contract with a fresh client. The strategies to achieve this goal have been split into three major outcomes which further have been detailed into several initiatives.

The first outcome revolves around identifying and establishing contact with 50 potential new clients within the industry. Initiatives include researching to compile a list of potential clients, sending introductory emails to prospective clients, and drafting personalized messages to establish initial contact.

The second outcome is about submitting high-quality proposals to at least 20 new clients. This involves developing robust, customized proposals for each client, and submitting them promptly. The task also requires researching the needs of 20 new potential clients.

The final outcome focuses on successfully negotiating and finalizing a contract with one new client. For this, the initiatives encapsulate identifying the potential new clients, crafting personalized business proposals for them, and arranging meetings to negotiate and finalize contracts.

ObjectiveSecure a new project contract with a new client
KRIdentify and establish contact with 50 potential new clients within the industry
Research to compile a list of 50 potential clients within the industry
Send emails to identified potential clients
Draft a personalized introductory email to establish contact
KRSubmit high-quality proposals to at least 20 new prospective clients
Develop robust, customized proposals for each client
Submit the proposals and follow up promptly
Identify 20 potential new clients and research their needs
KRSuccessfully negotiate and finalize at least one contract with a new client
Identify and research potential new clients
Craft and send personalized business proposals
Arrange negotiation meetings to finalize contract

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.