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tability.ioWhat are Outbound Sales Team OKRs?
The Objective and Key Results (OKR) framework is a simple goal-setting methodology that was introduced at Intel by Andy Grove in the 70s. It became popular after John Doerr introduced it to Google in the 90s, and it's now used by teams of all sizes to set and track ambitious goals at scale.
Writing good OKRs can be hard, especially if it's your first time doing it. You'll need to center the focus of your plans around outcomes instead of projects.
We have curated a selection of OKR examples specifically for Outbound Sales Team to assist you. Feel free to explore the templates below for inspiration in setting your own goals.
If you want to learn more about the framework, you can read our OKR guide online.
Outbound Sales Team OKRs examples
You will find in the next section many different Outbound Sales 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 boost qualified meetings booked by outbound SDR team
ObjectiveBoost qualified meetings booked by outbound SDR team
KRImprove SDR team's qualification rate to 15% from current rate
Review and revise the current qualification criteria- Incorporate regular feedback sessions for SDR team
- Implement specialized training for better lead generation
- KRIncrease outbound calls volume by 20% to drive more conversations
- Train staff on efficient call techniques to improve speed
- Implement an automated dialing system
- Allocate more working hours for making calls
- KRImplement a new outreach strategy to increase response rate by 10%
- Identify potential channels for increased outreach engagement
- Analyze and adjust strategy based on response rates
- Develop relevant and engaging content for outreach
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 enhance outbound lead generation for NHS prospects
- ObjectiveEnhance outbound lead generation for NHS prospects
- KRImplement 3 new lead generation strategies targeting NHS prospects specifically
- Begin executing strategies and monitor initial results
- Develop detailed plans for implementing each strategy
- Research and identify 3 relevant lead generation strategies for NHS prospects
- KRIncrease the number of NHS prospect contacts by 25%
- Enhance outreach efforts on social media platforms
- Conduct engaging networking events
- Implement a membership referral program
- KRAchieve a lead conversion rate of 10% on NHS prospects
- Develop targeted marketing content for NHS prospects
- Optimize sales pitch for NHS demographic
- Implement an effective follow-up system
How to write your own Outbound Sales Team OKRs
1. Get tailored OKRs with an AI
You'll find some examples below, but it's likely that you have very specific needs that won't be covered.
You can use Tability's AI generator to create tailored OKRs based on your specific context. Tability can turn your objective description into a fully editable OKR template -- including tips to help you refine your goals.
- 1. Go to Tability's plan editor
- 2. Click on the "Generate goals using AI" button
- 3. Use natural language to describe your goals
Tability will then use your prompt to generate a fully editable OKR template.
Watch the video below to see it in action 👇
Option 2. Optimise existing OKRs with Tability Feedback tool
If you already have existing goals, and you want to improve them. You can use Tability's AI feedback to help you.
- 1. Go to Tability's plan editor
- 2. Add your existing OKRs (you can import them from a spreadsheet)
- 3. Click on "Generate analysis"
Tability's Strategy Map makes it easy to see all your org's OKRsTability 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.
You can then decide to accept the suggestions or dismiss them if you don't agree.
Option 3. Use the free OKR generator
If you're just looking for some quick inspiration, you can also use our free OKR generator to get a template.
Unlike with Tability, you won't be able to iterate on the templates, but this is still a great way to get started.
Outbound Sales 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.
How to track your Outbound Sales Team OKRs
Quarterly OKRs should have weekly updates to get all the 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 a proper OKR platform to make things easier.
If you're not yet set on a tool, you can check out the 5 best OKR tracking templates guide to find the best way to monitor progress during the quarter.
More Outbound Sales Team OKR templates
We have more templates to help you draft your team goals and OKRs.
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