Tability is a cheatcode for goal-driven teams. Set perfect OKRs with AI, stay focused on the work that matters.
What are Prospects 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.
Creating impactful OKRs can be a daunting task, especially for newcomers. Shifting your focus from projects to outcomes is key to successful planning.
We've tailored a list of OKRs examples for Prospects 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 Prospects 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.
Prospects OKRs examples
You will find in the next section many different Prospects 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 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
OKRs to enhance health, job prospects and personal relationships this summer
- ObjectiveEnhance health, job prospects and personal relationships this summer
- KRInvest 2 hours daily in meaningful conversations with friends and family to nurture relationships
- Select diverse topics to discuss for deeper conversations
- Reflect on conversations to identify relationship growth opportunities
- Schedule 2 hours daily for dedicated family and friend time
- KRApply to minimum 5 jobs each week to diversify employment opportunities
- Tailor resume and cover letter for each job application
- Research and select five suitable job opportunities weekly
- Submit applications and follow up weekly
- KRIncrease weekly workout frequency to 5 days to boost physical health
- Establish a consistent workout schedule that includes 5 days per week
- Incorporate a range of exercises into weekly workout routine
- Regularly monitor progress to remain motivated and on track
OKRs to accumulate 3 million rand in total quote value
- ObjectiveAccumulate 3 million rand in total quote value
- KRImprove average quote value by 5% each month
- Offer premium service packages alongside regular quotes
- Provide training on negotiation skills for sales staff
- Implement upselling techniques during customer interactions
- KRIncrease quote frequency to 50 new prospects weekly
- Follow up with prospects on quotes consistently every week
- Identify and gather contact info for 50 new leads every week
- Send personalized quotes to 50 targeted prospects weekly
- KRSecure pre-commitments from 10 major potential clients
- Develop a compelling business proposal relevant to each client
- Identify and compile a list of 10 potential major clients
- Personally communicate the proposal, seeking pre-commitments from each client
OKRs to expand customer base and enhance sales volume
- ObjectiveExpand customer base and enhance sales volume
- KRConvert at least 30% of prospects into sales
- Create personalized follow-up strategies to engage prospects
- Offer special discounts or incentives to entice prospects
- Develop and conduct persuasive product or service demonstrations
- KRIdentify and engage with 20 potential new customers
- Research to find 20 potential new customers
- Develop a direct contact strategy
- Reach out and introduce our company/services
- KRIncrease overall sales volume by 15%
- Enhance sales team's training and incentives
- Develop and implement an aggressive marketing strategy
- Improve customer service and relationship management
OKRs to improve job prospects, personal relationships, and health this summer
- ObjectiveImprove job prospects, personal relationships, and health this summer
- KRSecure 3 job interviews in related fields
- Reach out to industry connections for potential leads
- Update and tailor resume for related field positions
- Apply for at least 10 jobs in related fields
- KRInvest a minimum of 3 hours weekly into meaningful relationships
- Attend social events or community functions regularly
- Schedule weekly catch-ups with close friends or family
- Initiate meaningful conversations with loved ones
- KRSpend at least 30 minutes daily in physical exercise
- Start and maintain consistency in your daily exercise routine
- Choose preferred exercise types like running, yoga, or strength training
- Schedule 30 minutes daily for physical activity in your planner
OKRs to boost email engagement across all prospect lists
- ObjectiveBoost email engagement across all prospect lists
- KRIncrease overall email open rates by 20%
- Segment email list for more targeted messaging
- Initiate A/B testing to optimize email content
- Implement engaging, attention-grabbing subjects in emails
- KRLower email unsubscribe rate by 10%
- Segment email list for more personalized communication
- Implement an option for email frequency preferences
- Improve email content to make it more engaging and relevant
- KRGrow click-through rates by 15% in emails
- Create engaging email subject lines to boost open rates
- Use striking call-to-action buttons in every email
- Implement A/B testing to improve email design
Prospects 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
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
Most teams should start with a spreadsheet if they're using OKRs for the first time. Then, you can move to 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 Prospects OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to enhance and Sustain High Performances in the EA Pool
- OKRs to enhance ad performance with 10% higher CTR
- OKRs to raise 1 Million US Dollars as seed funding
- OKRs to enhance patient adherence to clinic appointments
- OKRs to enhance the efficiency and effectiveness of administrative support
- OKRs to reconnect with old customers for exciting deals