OKR template to increase the acquisition of new clients

This sales 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 OKR titled "Increase the acquisition of new clients" sets out actionable steps to boost client growth through sales improvement and referral programs. The first objective aims to convert at least 15% of leads into new clientele by enhancing sales techniques and offerings. This will be achieved by training the sales team on closing techniques, developing a personalized follow-up strategy for leads, and enhancing product or service offerings.

The second objective focuses on increasing client referrals by 20% through the implementation of a client referral program. Existing clients will be encouraged to refer new clients while staff will be trained on the implementation of the program. The structuring of a sound referral program is also part of this objective.

The third objective is to increase website traffic by 25% through the optimization of SEO and content marketing strategies. Web content will be fortified with relevant keywords for SEO optimization, and a higher frequency of blog posts will be used to enhance organic search visibility. A social media promotion strategy will also be developed to drive traffic to the website.

These objectives lay out a clear path towards the main aim of acquiring more clients, with a calculated approach to improving sales, referrals, and website traffic.

ObjectiveIncrease the acquisition of new clients
KRConvert 15% of leads into new clients by improving sales techniques and offerings
Implement advanced training for sales team on closing techniques
Develop personalized follow-up strategy for leads
Review and enhance product or service offerings
KRIncrease client referrals by 20% by implementing a client referral program
Promote referral program to existing clients
Train staff on referral program implementation
Develop a structured client referral program
KRBoost website traffic by 25% through optimizing SEO and content marketing strategies
Research and incorporate relevant keywords into website content for SEO optimization
Increase blog post frequency to improve organic search visibility
Develop a social media promotion strategy to drive traffic

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.