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What are Business Conversion OKRs?
The OKR acronym stands for Objectives and Key Results. It's a goal-setting framework that was introduced at Intel by Andy Grove in the 70s, and it became popular after John Doerr introduced it to Google in the 90s. OKRs helps teams has a shared language to set ambitious goals and track progress towards them.
Formulating strong OKRs can be a complex endeavor, particularly for first-timers. Prioritizing outcomes over projects is crucial when developing your plans.
We've tailored a list of OKRs examples for Business Conversion to help you. You can look at any of the templates below to get some inspiration for your own goals.
If you want to learn more about the framework, you can read our OKR guide online.
The best tools for writing perfect Business Conversion OKRs
Here are 2 tools that can help you draft your OKRs in no time.
Tability AI: to generate OKRs based on a prompt
Tability AI allows you to describe your goals in a prompt, and generate a fully editable OKR template in seconds.
- 1. Create a Tability account
- 2. Click on the Generate goals using AI
- 3. Describe your goals in a prompt
- 4. Get your fully editable OKR template
- 5. Publish to start tracking progress and get automated OKR dashboards
Watch the video below to see it in action 👇
Tability Feedback: to improve existing OKRs
You can use Tability's AI feedback to improve your OKRs if you already have existing goals.
- 1. Create your Tability account
- 2. Add your existing OKRs (you can import them from a spreadsheet)
- 3. Click on Generate analysis
- 4. Review the suggestions and decide to accept or dismiss them
- 5. Publish to start tracking progress and get automated OKR dashboards
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Tability will scan your OKRs and offer different suggestions to improve them. This can range from a small rewrite of a statement to make it clearer to a complete rewrite of the entire OKR.
Business Conversion OKRs examples
You'll find below a list of Objectives and Key Results templates for Business Conversion. We also included strategic projects for each template to make it easier to understand the difference between key results and projects.
Hope you'll find this helpful!
OKRs to augment lead generation and business opportunity conversion
ObjectiveAugment lead generation and business opportunity conversion
KRSecure 10 new business opportunities from high-quality leads
Craft tailored proposals for potential leads
Negotiate deals with 10 successful leads
Identify and reach out to 20 potential high-quality leads
KRAchieve a 15% higher lead conversion rate through optimizing sales funnel
Improve targeting techniques for quality lead generation
Invest in training to enhance sales team skillsets
Conduct comprehensive A/B testing on sales funnel stages
KRIncrease website traffic by 25% via targeted content marketing and SEO strategies
Develop engaging, SEO-optimized content for site
Utilize relevant keywords in content creation
Implement targeted content promotion strategies
OKRs to implement a robust outbound strategy for enhanced recruitment and service provision
ObjectiveImplement a robust outbound strategy for enhanced recruitment and service provision
KREstablish partnerships with 10 new businesses for mutual referrals
Initiate contact and propose mutual referral partnerships
Identify potential businesses for partnership opportunities
Formalize partnerships through written agreements
KRIncrease conversion rate by 20% through targeted follow-up communications
Identify target audience for follow-up communications
Design personalized, engaging follow-up messages
Analyze and optimize follow-up communication effectiveness
KRGenerate 15% increase in qualified leads via cold emails and calls
Schedule regular cold calls to the leads, tracking responses
Draft personalized cold emails based on leads' interests and needs
Develop a targeted list of potential leads from industry-specific sources
OKRs to boost customer acquisition for consultancy business
ObjectiveBoost customer acquisition for consultancy business
KRConvert 20% of website visitors into leads with an optimized conversion strategy
Implement robust SEO to increase website visibility and traffic
Create appealing, clear call-to-actions for visitor engagement
Install analytics to track and improve conversion rates
KRIncrease website traffic by 30% through SEO and content marketing strategies
Utilize SEO analytics tools to monitor results and optimize strategies
Create shareable, high-quality content for increased backlinks
Implement targeted SEO keywords in blog posts and website content
KRAttain a close rate of 15% by improving sales outreach and follow-up processes
Streamline follow-up process to ensure timely communication
Implement efficient CRM system for effective sales tracking
Provide team with progressive sales training and workshops
OKRs to enhance the quality of prospective business leads
ObjectiveEnhance the quality of prospective business leads
KRIncrease conversion rate of leads by 20%
Optimize website for user friendliness and speed
Implement personalized email marketing strategies
Increase quality of lead sourcing efforts
KRImplement a new lead scoring system to better identify quality leads
Train sales team on new lead scoring system
Research and select an effective lead scoring system
Integrate new system with current CRM
KRAchieve a customer satisfaction rate of 85% among converted leads
Develop a responsive and efficient customer service system
Implement a post-purchase satisfaction survey
Offer periodic discounts or loyalty rewards
OKRs to enhance Salesforce Lead and Pipeline Management
ObjectiveEnhance Salesforce Lead and Pipeline Management
KRImprove lead conversion rate by 25% through effective pipeline management and follow-ups
Implement a rigorous pipeline management system for lead tracking
Continuously measure and optimize lead conversion rate
Train sales team on best practices for follow-ups
KRDecrease pipeline leakage by 15% through process optimization and better lead qualification
Implement rigorous lead qualification criteria
Optimize lead nurturing workflows
Enhance sales team training on deal closing
KRIncrease lead generation by 20% using Salesforce's advanced analytics by quarter end
Improve segmentation and targeting in Salesforce dashboard
Implement Salesforce's lead scoring system to prioritize leads
Boost campaign efforts using Salesforce's predictive analytics tools
OKRs to enhance visibility and effectiveness of Fintech marketing operations
ObjectiveEnhance visibility and effectiveness of Fintech marketing operations
KRIncrease conversion rates by 25% through optimization of marketing funnels
Analyze current marketing funnel for potential improvements
Implement A/B testing strategies on landing pages
Enhance user experience and navigation on the website
KRSecure 10 new high-value partnerships for cooperative marketing ventures
Develop tailored partnership proposals
Identify potential partners in target market
Initiate engagement and negotiations
KRBoost website traffic by 30% with strategic SEO and content marketing
Develop valuable, SEO-optimized content
Monitor and analyze website traffic data regularly
Research relevant keywords for strategic SEO implementation
OKRs to increase repeat business through timely follow-up and re-quotation
ObjectiveIncrease repeat business through timely follow-up and re-quotation
KRAchieve 40% successful requote conversion from contacted clients
Train team on persuasive sales communication techniques
Improve quality and personalization of requote offers
Implement a follow-up system for all quoted clients
KRReach out to 100% of clients with past orders in the last two years
Send customized messages to each client
Compile list of clients with past orders
Draft effective outreach communication
KRCreate and implement a formalized follow-up process for future sales follow-up
Design a standardized sales follow-up template
Train the sales team on the new process method
Identify key touchpoints for customer follow-up after purchase
OKRs to boost new businesses by converting top-tier leads through strategic outreach
ObjectiveBoost new businesses by converting top-tier leads through strategic outreach
KRIncrease lead generation by 40% through optimized marketing campaigns
Implement SEO strategies in content creation
Initiate targeted email marketing campaigns
Optimize social media platforms for customer engagement
KRAchieve 30% conversion rate of high-quality leads into viable business opportunities
Implement targeted marketing strategies for high-quality leads
Improve follow-up tactics with potential customers
Personalize business proposals for prospective clients
KRExpand outreach effectiveness by 50% to drive lead engagement
Develop and implement a targeted social media marketing strategy
Launch referral program to incentivise current customers for word-of-mouth promotion
Increase frequency of engaging email newsletters to potential leads
OKRs to secure 10 new request for proposals
ObjectiveSecure 10 new request for proposals
KRIdentify and initiate outreach to 30 potential leads for RFPs each week
Create a compelling outreach message
Research and identify 30 potential leads for RFPs
Initiate contact with each lead weekly
KRConduct at least 20 successful meetings with decision-makers for RFPs per month
Reach out and schedule meetings with the identified individuals
Plan and conduct effective presentations for each meeting
Research and identify potential decision-makers for RFPs
KRAchieve a conversion rate of 50% in moving leads to submitting RFPs
Improve lead targeting with data analysis techniques
Train sales team on persuasive communication strategies
Implement captivating and informative proposal templates
Business Conversion OKR best practices
Generally speaking, your objectives should be ambitious yet achievable, and your key results should be measurable and time-bound (using the SMART framework can be helpful). It is also recommended to list strategic initiatives under your key results, as it'll help you avoid the common mistake of listing projects in your KRs.
Here are a couple of best practices extracted from our OKR implementation guide 👇
Tip #1: Limit the number of key results
Focus can only be achieve by limiting the number of competing priorities. It is crucial that you take the time to identify where you need to move the needle, and avoid adding business-as-usual activities to your OKRs.
We recommend having 3-4 objectives, and 3-4 key results per objective. A platform like Tability can run audits on your data to help you identify the plans that have too many goals.
Tip #2: Commit to weekly OKR check-ins
Having good goals is only half the effort. You'll get significant more value from your OKRs if you commit to a weekly check-in process.
Being able to see trends for your key results will also keep yourself honest.
Tip #3: No more than 2 yellow statuses in a row
Yes, this is another tip for goal-tracking instead of goal-setting (but you'll get plenty of OKR examples above). But, once you have your goals defined, it will be your ability to keep the right sense of urgency that will make the difference.
As a rule of thumb, it's best to avoid having more than 2 yellow/at risk statuses in a row.
Make a call on the 3rd update. You should be either back on track, or off track. This sounds harsh but it's the best way to signal risks early enough to fix things.
Save hours with automated OKR dashboards
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Your quarterly OKRs should be tracked weekly if you want to get all the benefits of the OKRs framework. Reviewing progress periodically has several advantages:
- It brings the goals back to the top of the mind
- It will highlight poorly set OKRs
- It will surface execution risks
- It improves transparency and accountability
Spreadsheets are enough to get started. Then, once you need to scale you can use Tability to save time with automated OKR dashboards, data connectors, and actionable insights.
How to get Tability dashboards:
- 1. Create a Tability account
- 2. Use the importers to add your OKRs (works with any spreadsheet or doc)
- 3. Publish your OKR plan
That's it! Tability will instantly get access to 10+ dashboards to monitor progress, visualise trends, and identify risks early.
More Business Conversion OKR templates
We have more templates to help you draft your team goals and OKRs.
OKRs to boost customer inflow to our retail locations
OKRs to successfully hire and onboard an Elementary Coordinator
OKRs to achieve successful leadership and execution of the 12 days project
OKRs to meet or exceed financial and operational milestones for investor confidence
OKRs to attain an 'A' grade for the grading period
OKRs to reshape website to align with updated strategic plan