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tability.ioWhat are Sales Development Representative 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 Representative 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.
Sales Development Representative OKRs examples
You will find in the next section many different Sales Development Representative 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 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 strengthen sales representatives' client relationships
- ObjectiveStrengthen sales representatives' client relationships
- KRRaise average client satisfaction score by 20% in customer surveys
- Provide enhanced training on customer service for all staff members
- Implement more frequent, personalized follow-ups for client feedback
- Develop programs and incentives to boost client satisfaction
- KRConduct weekly training sessions on relationship-building strategies for sales reps
- Evaluate and adjust the training materials based on feedback
- Schedule weekly training sessions for sales reps
- Develop curriculum focused on relationship-building strategies
- KRIncrease client retention rate by 15% through enhanced client engagement activities
- Improve personalized client communication efforts
- Implement a regular client feedback and response strategy
- Develop upgraded loyalty or reward programs
OKRs to finalize and launch our product
- ObjectiveFinalize and launch our product
- KRSecure two client pre-orders for the new product before launch
- Initiate contact and secure pre-orders
- Develop an enticing pre-order sales pitch for the new product
- Identify two potential high-value clients for outreach
- KRAssemble dedicated project team for streamlined product finishing tasks
- Delegate specific tasks within the project to each team member
- Formulate a communication and collaboration system for the team
- Identify individuals with necessary skills for product finishing
- KRAchieve at least 96% completion of the product's testing by next quarter
- Create a detailed testing schedule and assign responsible team members
- Implement any necessary corrective actions promptly
- Conduct regular check-ins to monitor testing progress
How to write your own Sales Development Representative 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.
Sales Development Representative 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.
How to track your Sales Development Representative OKRs
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
Most teams should start with a spreadsheet if they're using OKRs for the first time. Then, once you get comfortable you can graduate to a proper OKRs-tracking tool.
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 Sales Development Representative OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to boost sales operations by advancing customer satisfaction, innovation, and operational excellence
- OKRs to improve Transparency of Customs Statistics
- OKRs to significantly reduce Customer Acquisition Cost (CAC) for our mobile app
- OKRs to develop personal and professional growth
- OKRs to create a robust Social Media Volunteer Team for improved visibility and donor awareness
- OKRs to to incorporate all team members' perspectives in decision-making processes