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 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
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