OKR template to increase inbound discovery calls through an evergreen funnel test

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 seeks to increase lead generation in the form of inbound discovery calls via an evergreen funnel test. It plans to implement A/B testing, scrutinize current funnel performance, and customize content to suit the stakeholders' areas of interest. This approach aims at optimizing interactions and targeting potential customer concerns directly.

The second venture is to draw in 30% more organic traffic to the funnel landing page. To achieve this, it proposes the frequent release of quality, keyword-rich editorial, alongside execution and optimization of precise SEO practices on the landing page. Aggressive promotion of the landing page via various social media platforms is also included in the strategy.

Next, the initiative aims to achieve a 20% boost in inbound discovery calls within three months. This goal will be executed through amplified social media advertisements and interaction. An overhaul of inbound marketing strategies with a more nuanced approach is also included in the plan along with ramping up SEO efforts for improved online visibility.

The overall objective is to bolster the conversion rate of the site's funnel test by 15%. This undertaking will be assessed based on a number format score, where a change from 0.0 to 100.0 will signify successful completion. The desired outcomes will be drawn from strategic actioning on the listed initiatives.

ObjectiveIncrease inbound discovery calls through an evergreen funnel test
KRImprove the conversion rate of the funnel test by 15%
Implement A/B testing for improved customer interaction
Analyze current funnel performance and identify weak points
Tailor content to target audience's needs and interests
KRAttract 30% more organic traffic to the funnel landing page
Regularly publish high-quality, keyword-rich content
Implement and optimize SEO strategies on the landing page
Promote the landing page through social media platforms
KRAchieve a 20% increase in inbound discovery calls within the quarter
Boost social media advertisements and engagement
Develop and implement nuanced inbound marketing strategies
Enhance SEO efforts for increased online visibility

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.

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.

Paste the content in the text import section. Don’t worry about the formatting, Tability’s AI will be able to parse it!

Now, just click on Import from text and let the magic happen.

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.

From there you will have access to all the features that will help you and your team save hours with OKR reporting.

10+ built-in dashboards to visualise progress on your goals
Weekly reminders, data connectors, and smart notifications
9 views to map OKRs to strategic projects
Strategy map to align teams at scale