Tability is a cheatcode for goal-driven teams. Set perfect OKRs with AI, stay focused on the work that matters.
What are Client Acquisition Team 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.
Crafting effective OKRs can be challenging, particularly for beginners. Emphasizing outcomes rather than projects should be the core of your planning.
We've tailored a list of OKRs examples for Client Acquisition Team 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 Client Acquisition Team 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
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.
Client Acquisition Team OKRs examples
You will find in the next section many different Client Acquisition Team Objectives and Key Results. We've included strategic initiatives in our templates to give you a better idea of the different between the key results (how we measure progress), and the initiatives (what we do to achieve the results).
Hope you'll find this helpful!
OKRs to increase revenue through client acquisition using technology tools
ObjectiveIncrease revenue through client acquisition using technology tools
KRAchieve a customer satisfaction score of 90% through improved customer support and service
Implement a customer feedback system to continuously gather insights and measure satisfaction- Streamline customer support processes and reduce response time to ensure prompt resolution of issues
- Regularly analyze customer feedback data to identify trends, patterns, and areas of improvement
- Provide comprehensive training to customer support agents to enhance their communication and problem-solving skills
- KRIncrease website traffic by 20% through targeted digital marketing campaigns
- Conduct thorough keyword research to identify high-traffic and relevant search terms
- Utilize targeted online ads and promotions to attract specific demographics and increase conversions
- Optimize website content and meta tags to improve search engine visibility
- Create engaging blog posts and social media content to drive organic traffic
- KRImprove conversion rate by 15% through UX/UI optimization and A/B testing
- Implement responsive design to improve user experience across mobile and desktop devices
- Redesign landing page layout to emphasize key call-to-action elements
- Conduct A/B tests for different color schemes to determine optimal visual appeal
- Analyze user behavior and identify pain points in the current UX/UI design
- KRIncrease average transaction value by 10% through upselling and cross-selling strategies
- Implement personalized product recommendations based on customer preferences and buying history
- Train sales team on effective upselling and cross-selling techniques
- Increase visibility of high-margin products by promoting them at checkout or online
- Offer bundled packages at a discounted price to encourage larger purchases
OKRs to contribute proactively to three Atlassian Services proposals
- ObjectiveContribute proactively to three Atlassian Services proposals
- KRGain customer acceptance on at least two proposals by the end of the quarter
- Schedule and conduct presentations of the proposals to customers
- Secure formal acceptance from at least two customers
- Develop clear and persuasive proposals for customer presentation
- KRDraft and submit one compelling proposal each month for client consideration
- Develop a compelling and concise proposal outline
- Identify desirable project proposals for the client
- Submit the completed proposal to the client
- KRIdentify and finalize five potential clients needing Atlassian Services by Week 2
OKRs to successfully launch MVP of new module suite
- ObjectiveSuccessfully launch MVP of new module suite
- KRSecure 5 confirmed clients adopting the new module suite within its debut quarter
- Secure commitments through contracts or agreements
- Identify potential clients interested in new module suite
- Demonstrate module suite benefits via personalized presentations
- KRAttain user satisfaction rate of 85% through effective product testing and user feedback
- Implement rigorous product testing protocols before release
- Use feedback to improve product design and functionality
- Develop a user feedback collection and evaluation system
- KRComplete development of MVP features with zero critical defects by week 6
- Implement strict quality assurance checks for each feature
- Allocate resources and plan week-by-week development tasks
- Prioritize and finalize the list of MVP features by end of week 1
OKRs to boost the count of medium and large business accounts
- ObjectiveBoost the count of medium and large business accounts
- KRSecure 20 new medium business accounts by improving client acquisition strategies
- Train sales team on improved client acquisition strategies
- Develop a clear, targeted marketing campaign for medium businesses
- Attend networking events to connect with potential medium business contacts
- KRConvert 10 small business accounts into large accounts through upselling techniques
- Identify the needs and potential interests of small business accounts
- Develop tailored upselling strategies to increase account sizes
- Execute strategies through persuasive solutions-oriented selling
- KRReduce churn rate of large accounts to below 5% by enhancing customer relationships
- Solicit customer feedback for improvement and satisfaction tracking
- Implement personalized communication with large accounts regularly
- Develop a reward or loyalty program for retained customers
OKRs to secure a new project contract with a new client
- ObjectiveSecure a new project contract with a new client
- KRIdentify and establish contact with 50 potential new clients within the industry
- Research to compile a list of 50 potential clients within the industry
- Send emails to identified potential clients
- Draft a personalized introductory email to establish contact
- KRSubmit high-quality proposals to at least 20 new prospective clients
- Develop robust, customized proposals for each client
- Submit the proposals and follow up promptly
- Identify 20 potential new clients and research their needs
- KRSuccessfully negotiate and finalize at least one contract with a new client
- Identify and research potential new clients
- Craft and send personalized business proposals
- Arrange negotiation meetings to finalize contract
OKRs to increase the client base significantly
- ObjectiveIncrease the client base significantly
- KRAcquire 20% more new clients through enhanced marketing strategies
- Initiate referral incentives for existing clients
- Develop targeted social media advertising campaigns
- Implement SEO strategies to boost online visibility
- KRRetain at least 95% of existing clients through improved customer service
- Develop a personalized customer appreciation program
- Implement a client feedback system to identify service improvements
- Train staff on advanced customer service techniques
- KRUpsell to 15% of existing clientele to increase their investment
- Communicate proposals through one-on-one consultations
- Identify top 15% customers and evaluate their investment habits
- Develop individually tailored investment increase proposals
OKRs to secure new clientele from three distinct sectors
- ObjectiveSecure new clientele from three distinct sectors
- KRIdentify and establish contacts with 50 potential clients from different industries
- Research diverse industries to identify 50 potential clients
- Initiate contact with potential clients via email or phone
- Arrange and conduct initial client meetings or presentations
- KRSuccessfully pitch services to at least 30% of the identified potential clients
- Schedule and conduct efficient, persuasive pitch meetings
- Develop and refine customized service pitch for each client
- Identify and research potential clients' needs and interests
- KRConvert 15% of pitched potential clients into signed contracts
- Train team in negotiation techniques to secure contracts
- Enhance proposals with detailed, customized solutions for each client
- Improve follow-up strategies to maintain contact post-pitch
OKRs to establish new, attractive OKR Consultancy firm for businesses
- ObjectiveEstablish new, attractive OKR Consultancy firm for businesses
- KRGenerate a minimum of $50,000 in revenue within the first quarter of operations
- Secure partnerships with high-return clients
- Implement effective marketing and sales strategies
- Develop a comprehensive business plan highlighting revenue targets
- KRIdentify and target 150 potential clients within the medium to large businesses sector
- Research and compile a list of 150 medium to large businesses
- Develop a custom pitch for each potential client
- Initiate contact with these businesses via email
- KRSecure 10 successful contracts with businesses seeking OKR consultancy services
- Develop and present customized consultancy proposals to businesses
- Identify potential businesses seeking OKR consultancy services
- Conduct follow-ups to secure contracts
Client Acquisition Team 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
The #1 role of OKRs is to help you and your team focus on what really matters. Business-as-usual activities will still be happening, but you do not need to track your entire roadmap in the 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
Don't fall into the set-and-forget trap. It is important to adopt a weekly check-in process to get the full value of your OKRs and make your strategy agile – otherwise this is nothing more than a reporting exercise.
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
OKRs without regular progress updates are just KPIs. You'll need to update progress on your OKRs every week to get the full benefits from the 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 Client Acquisition Team OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to foster a nurturing work environment for employee well-being
- OKRs to boost sales volumes of the specific module
- OKRs to enhance architectural vision and delivery quality
- OKRs to implement IdentityNow for efficient account creation
- OKRs to discover reasons behind human interest in AI
- OKRs to establish robust Master Data needs for TM