Tability is a cheatcode for goal-driven teams. Set perfect OKRs with AI, stay focused on the work that matters.
What are Sales Development 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.
How you write your OKRs can make a huge difference on the impact that your team will have at the end of the quarter. But, it's not always easy to write a quarterly plan that focuses on outcomes instead of projects.
That's why we have created a list of OKRs examples for Sales Development to help. You can use any of the templates below as a starting point to write 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 Sales Development 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.
Sales Development OKRs examples
You will find in the next section many different Sales Development 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 develop an encompassing sales program to boost teams' target attainment
ObjectiveDevelop an encompassing sales program to boost teams' target attainment
KRFinalize development and improvement of sales program within 15% resource budget
Finalize edits on sales program within budget constraints
Implement improvements to maximize resource efficiency
Review and validate program functionality and effectiveness
KRIncrease sales team's productivity by 20% through established sales program
Implement regular coaching and training with sales program strategies
Reward and recognize top performers to encourage productivity
Monitor and analyze individual sales team's performance weekly
KREnsure 80% of sales team meets or exceeds sales target via sales program implementation
Implement incentive schemes for meeting targets
Regularly monitor and adjust team's sales strategies
Develop a results-focused sales training program
OKRs to increase the conversion rate of BDR-generated leads into sales opportunities by 25%
ObjectiveBoost BDR-generated lead conversion rate by 25%
KRImplement personalized and timely follow-up for all leads
KRIncrease the number of demos by BDRs for better lead nurturing
KROptimize landing pages to ensure an easy and quick conversion process
KRImprove sales pitch training to increase lead engagement and closing rate
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
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 accelerate initiation of new business quotes
ObjectiveAccelerate initiation of new business quotes
KRConvert 10% of these new leads into initiated quotes
Initiate conversations and provide customized quotes
Develop personalized outreach approaches for specific leads
Identify the 10% of leads most likely to convert
KRIncrease weekly outreach to potential clients by 25%
Incorporate 25% additional time in weekly schedule for outreach
Increase follow-up frequency to foster potential client relationships
Identify 25% more prospects for potential outreach activities
KRGenerate at least two new leads per week from the expanded outreach
Develop personalized messages for outreach
Research prospective clients in new market segments
Schedule and execute follow-up calls weekly
OKRs to secure two contracts with value at least $300,000
ObjectiveSecure two contracts with value at least $300,000
KRSuccessfully negotiate and close at least two contracts valued above $150,000 each
Research and identify potential high-value clients
Develop customized proposals for each client
Conduct persuasive negotiation meetings
KRConduct 30 business proposal presentations for potential clients
Schedule and execute 30 presentations
Create and refine business proposal presentations
Identify and research 30 potential clients for proposals
KRIdentify and reach out to 50 potential clients by the end of the quarter
Send outreach messages to each potential client
Draft a personalized outreach message for each contact
Create a list of 50 potential clients relevant to our business
OKRs to achieve a 2.4X boost in revenue growth for the year
ObjectiveAchieve a 2.4X boost in revenue growth for the year
KRImprove lead conversion rate by 25%
Implement effective CRM tools to manage leads efficiently
Enhance follow-up strategies targeting prospective clients
Provide comprehensive training to sales team on conversion tactics
KRIncrease customer retention rate by 20%
Improve customer service responsiveness and excellence
Conduct regular customer satisfaction surveys and act on feedback
Implement a customer loyalty program with incentives
KRLaunch 2 new revenue-generating product features
Implement marketing strategy to promote new features
Identify potential product features that will generate revenue
Develop and test these revenue-generating features
OKRs to boost SDR's quota attainment through personalized training
ObjectiveBoost SDR's quota attainment through personalized training
KRAchieve 20% more SDRs meeting their quota for booked demos
Execute more advanced sales training for SDRs
Introduce better tracking tools for performance
Implement incentive program for meeting quota
KRIncrease SDR's average demo bookings by 15%
Improve lead qualification processes to target potential clients
Provide comprehensive training on effective demo booking strategies
Implement a bonus system for exceeding demo booking goals
KRDevelop and implement a personalized training program for each SDR by 10%
Identify individual strengths and weaknesses of each SDR
Implement and monitor progress of these training programs
Develop tailored training programs improving identified areas
OKRs to drive Business Expansion in Saudi Arabia's school sector
ObjectiveDrive Business Expansion in Saudi Arabia's school sector
KRObtain 10 new client contracts from GCC school sector
Research potential GCC school sector clients
Develop and send proposals to identified schools
Follow-up meetings, negotiate, and finalize contracts
KRSecure 30 new successful B2B interactions with GCC schools
Follow-up with proposals to close on agreements
Send tailored partnership proposals to identified schools
Identify 50 GCC schools as potential B2B partners
KRIncrease lead generation by 40% through tailored marketing and sales outreach
Develop personalized marketing campaigns targeting potential leads
Intensify sales outreach efforts with tailored proposals
Enhance data analysis to identify and reach untapped markets
Sales Development 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
Having too many OKRs is the #1 mistake that teams make when adopting the framework. The problem with tracking too many competing goals is that it will be hard for your team to know what really matters.
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
Setting good goals can be challenging, but without regular check-ins, your team will struggle to make progress. We recommend that you track your OKRs weekly to get the full benefits from the framework.
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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The rules of OKRs are simple. Quarterly OKRs should be tracked weekly, and yearly OKRs should be tracked monthly. 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
We recommend using a spreadsheet for your first OKRs cycle. You'll need to get familiar with the scoring and tracking first. Then, you can scale your OKRs process by using 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 Sales Development OKR templates
We have more templates to help you draft your team goals and OKRs.