Tability is a cheatcode for goal-driven teams. Set perfect OKRs with AI, stay focused on the work that matters.
What are Sales Engagement 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 Engagement 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 Engagement 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.
Sales Engagement OKRs examples
You'll find below a list of Objectives and Key Results templates for Sales Engagement. We also included strategic projects for each template to make it easier to understand the difference between key results and projects.
Hope you'll find this helpful!
OKRs to boost sales performance across the company
ObjectiveBoost sales performance across the company
KRDevelop and launch 3 new customer incentive programs
Identify customer needs and potential incentives
Develop 3 unique customer incentive programs
Launch incentive programs and monitor performance
KRIncrease the conversion rate from leads to sales by 15%
Enhance customer follow-up process through personalized communication
Improve sales team training with focus on lead conversion techniques
Implement new strategies in the sales funnel to encourage purchases
KRAchieve a 20% increase in repeat customer purchases
Develop a loyalty program with incentives for frequent purchases
Implement strategies for personalized customer engagement and retention
Conduct customer satisfaction surveys to identify areas of improvement
OKRs to boost sales performance of KSB pumps and spares
ObjectiveBoost sales performance of KSB pumps and spares
KRSecure 15 new contracts for KSB pumps and spares sales
Follow up and negotiate contract details to finalize sales
Identify and contact potential customers for KSB pumps and spares
Arrange and conduct product demonstrations for potential clients
KRAchieve a 20% quarterly growth in overall KSB pumps and spares sales
Develop a strategic marketing plan targeting potential clients
Implement cross-selling and upselling techniques
Enhance customer service and after-sales support
KRIncrease customer engagements by 30% to improve product visibility
Enhance social media presence and content strategy
Launch targeted email marketing campaigns
Implement a customer referral and reward program
OKRs to enhance compliance and engagement through sales audit
ObjectiveEnhance compliance and engagement through sales audit
KRIdentify and rectify at least 75% of recorded non-compliance issues by week 12
Devise an effective strategy to rectify issues
Implement the strategy before week 12
Review all recorded non-compliance issues
KRConduct and complete 100% sales audit for all departments by week 8
Evaluate, compile and submit audit findings by week 8
Determine essential data points required for sales audit by week 2
Implement a systematic sales audit process starting week 3
KRIncrease staff engagement in compliance initiatives by 30% through training and communication
Implement regular communication channels to discuss compliance matters
Develop a comprehensive compliance training program for all staff members
Utilize incentives to motivate staff participation in compliance initiatives
OKRs to increase client engagement through targeted sales promotion emails
ObjectiveIncrease client engagement through targeted sales promotion emails
KRGenerate 15% more sales from email marketing promotions
Segment email lists for targeted promotions
Test various call-to-action placements within email
Enhance email subject lines to increase open rates
KRReduce the unsubscribe rate of email recipients below 5%
Improve email content to cater to subscriber interests
Incorporate personalized touches to each email
Adjust email frequency to avoid inundation
KRAchieve a 20% increase in email campaign CTR (Click Through Rates)
Include compelling call-to-action cues in every email
Revise email subject lines to spark customer curiosity
Optimize email content to specifically target audiences
OKRs to significantly boost the volume of lead generation
ObjectiveSignificantly boost the volume of lead generation
KRAchieve a 25% increase in website traffic through targeted digital marketing
Implement targeted social media advertising campaigns
Create engaging content to stimulate user sharing
Develop a strategic SEO plan to boost organic website traffic
KRImplement 3 new lead generation strategies to create diverse channels
Identify potential new channels for effective lead generation
Begin implementing these strategies across the channels
Develop and finalize strategies for each chosen channel
KRIncrease lead conversion rate by 15% through improved sales engagement
Enhance sales scripts to better target and engage leads
Implement a personalized follow-up system for potential leads
Provide continuous sales team training on customer engagement techniques
OKRs to enhance client engagement post-representative visit
ObjectiveEnhance client engagement post-representative visit
KRSecure 15% more repeat orders within two weeks of rep visit
Increase customer engagement through personalized service
Incorporate follow-up procedures after each rep visit
Implement incentive programs for repeat orders
KRIncrease client satisfaction surveys response rate by 20% after rep visits
Improve clarity and brevity of survey questions
Offer incentives for completing satisfaction surveys
Implement follow-up emails after rep visits
KRReduce outstanding client issues by 30% within a month of rep visit
Provide solutions for 30% of those concerns
Follow-up with clients post solution implementation
Identify all current unresolved client issues
OKRs to improve Braze comprehension to boost confidence when presenting to potential clients
ObjectiveImprove Braze comprehension to boost confidence when presenting to potential clients
KRComplete all Braze training modules and quizzes
Identify all required Braze training modules and quizzes
Dedicate specific time daily to study and complete modules
Complete and pass all associated quizzes
KRSuccessfully pitch Braze to at least 5 test prospects
Conduct the Braze product pitch to each prospect
Analyze Braze features and benefits for effective pitching
Identify and contact 5 potential test prospects
KRReceive positive feedback from internal team on Braze knowledge improvement
Request regular feedback on Braze usage from the team
Apply learned Braze functionalities in daily tasks
Attend regular training sessions on Braze software
OKRs to strengthen revenue streams for Flying Training Academy
ObjectiveStrengthen revenue streams for Flying Training Academy
KRGenerate 20% more upsell and cross-sell revenue via targeted sales strategies
KRIncrease enrollment rates by 25%
Strengthen outreach programs through open-house events or webinars
Implement a compelling marketing strategy targeting potential enrollees
Offer exclusive discounts or scholarships to new enrollees
KRBoost course completion rate by 15% through improved student engagement
Implement interactive activities within the coursework layout
Conduct personalized follow-ups on student progress
Regularly gather and apply student feedback on course structure
OKRs to boost invoice value for slurry pumps and spares to $800,000
ObjectiveBoost invoice value for slurry pumps and spares to $800,000
KRImprove sales closure rate by 20% through targeted sales initiatives
Develop specific proposals tailored for each potential customer's needs
Utilize data analytics to identify and target high conversion rate customers
Implement a continuous training program to sharpen sales team's closing skills
KRIncrease average order value to $4,000 by upselling related products
Train sales team on effective upselling techniques
Develop recommendations for related, higher-priced products
Implement upselling strategies during post-sale follow-up
KRAchieve 200 customer orders for slurry pumps and spare parts
Develop a detailed marketing plan targeting potential customers
Boost online presence via SEO and social media advertising
Initiate contact with relevant industry influencers for partnerships
OKRs to successfully execute a dynamic and effective promotional campaign
ObjectiveSuccessfully execute a dynamic and effective promotional campaign
KRIncrease social media engagement by 30% through promotional content
Run social media competitions that encourage consumer interaction
Utilize targeted ads to increase visibility towards core customers
Create valuable, engaging content tailored to the audience's interests
KRBoost product sales by a minimum of 15% due to the promotional campaign
Track, analyze, and adjust strategy based on sales metrics
Launch a robust online and offline promotional campaign
Develop incentives like discounts to attract customers
KRGain 20% more leads from promotional campaign outreach efforts
Identify and engage with prospective influencers
Increase frequency of email marketing campaigns
Enhance digital strategy with targeted SEO and PPC campaigns
Sales Engagement 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
Focus can only be achieve by limiting the number of competing priorities. It is crucial that you take the time to identify where you need to move the needle, and avoid adding business-as-usual activities to your 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
Having good goals is only half the effort. You'll get significant more value from your OKRs if you commit to a weekly check-in process.
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
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 Engagement OKR templates
We have more templates to help you draft your team goals and OKRs.
OKRs to uncover and articulate the 'as-is' process accurately
OKRs to attract €1m for SAFE investment funding
OKRs to boost engagement levels of current supporters
OKRs to improve management of hourly budget per work order
OKRs to collaboratively enhance the robustness of ILT with M&E manager
OKRs to develop and launch a successful 3rd alternative mediation player for mobile advertising