OKR template to accumulate 3 million rand in total quote value
Secondly, they aim to widen their reach by offering quotes to 50 new prospects on a weekly basis. Their initiatives in achieving this target include diligent follow-ups on quotes and consistent identification and gathering of fresh leads and contacts every week. Personalization of quotes to targeted individuals is also an important initiative.
Thirdly, they want to secure pre-commitments from 10 high potential clients that can bring significant business. This involves crafting compelling business proposals for each client, targeted identification of such high-value potential clients and communicating the proposal directly to these clients, with the aim of securing a pre-commitment.
These strategies work together to bring in more prospects, enlarge the value of each transaction, and secure high value businesses – all contributing to the attainment of the 3 million rand target.
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
How to edit and track OKRs with Tability
You'll probably want to edit the examples in this post, and Tability is the perfect tool for it.
Tability is an AI-powered platform that helps teams set better goals, monitor execution, and get help to achieve their objectives faster.
With Tability you can:
- Use AI to draft a complete set of OKRs in seconds
- Connect your OKRs and team goals to your project
- Automate reporting with integrations and built-in dashboard
Instead of having to copy the content of the OKR examples in a doc or spreadsheet, you can use Tability’s magic importer to start using any of the examples in this page.
The import process can be done in seconds, allowing you to edit OKRs directly in a platform that knows how to manage and track goals.
Step 1. Sign up for a free Tability account
Go tohttps://tability.app/signup and create your account (it's free!)
Step 2. Create a plan
Follow the steps after your onboarding to create your first plan, you should get to a page that looks like the picture below.
Step 3. Use the magic importer
Click on Use magic import to open up the Magic Import modal.
Now, go back to the OKR examples, and click on Copy on the example that you’d like to use.
Paste the content in the text import section. Don’t worry about the formatting, Tability’s AI will be able to parse it!
Now, just click on Import from text and let the magic happen.
Once your example is in the plan editor, you will be able to:
- Edit the objectives, key results, and tasks
- Click on the target 0 → 100% to set better target
- Use the tips and the AI to refine your goals
Step 4. Publish your plan
Once you’re done editing, you can publish your plan to switch to the goal-tracking mode.
From there you will have access to all the features that will help you and your team save hours with OKR reporting.
- 10+ built-in dashboards to visualise progress on your goals
- Weekly reminders, data connectors, and smart notifications
- 9 views to map OKRs to strategic projects
- Strategy map to align teams at scale