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

public-lib · Published 7 months ago

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.
  • ObjectiveObjectiveIncrease inbound discovery calls through an evergreen funnel test
  • Key ResultKRImprove the conversion rate of the funnel test by 15%
  • TaskImplement A/B testing for improved customer interaction
  • TaskAnalyze current funnel performance and identify weak points
  • TaskTailor content to target audience's needs and interests
  • Key ResultKRAttract 30% more organic traffic to the funnel landing page
  • TaskRegularly publish high-quality, keyword-rich content
  • TaskImplement and optimize SEO strategies on the landing page
  • TaskPromote the landing page through social media platforms
  • Key ResultKRAchieve a 20% increase in inbound discovery calls within the quarter
  • TaskBoost social media advertisements and engagement
  • TaskDevelop and implement nuanced inbound marketing strategies
  • TaskEnhance SEO efforts for increased online visibility
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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