A starting point for clearer priorities and measurable progress. Make the targets your own.
Suggested timeframe: Set with your team1 objective · 3 key results
YOUR STARTING POINTTeam OKRs
OBJECTIVE
Boost annual sales figures by 15%
KR 1
Acquire 15 new B2B clients through focused marketing and sales pitches
KR 2
Develop and launch an effective upselling strategy by the end of next quarter
KR 3
Increase customer retention rate by 10% through improved customer service
Ideas to get you moving
Develop engaging, personalized sales pitches for target clients
Execute targeted outreach and following up regularly
Create a focused marketing plan targeting potential B2B clients
Identify potential upsell opportunities in current product or service offerings
Train sales team on effective upselling techniques
Design and implement a compelling upsell promotion campaign
Develop a loyalty program to incentivize repeat business
Implement a customer feedback system to identify service improvement areas
Train all staff in high-standard customer service practices
Example targets. Adapt to your baseline before you start.
About this template
The OKR aims to increase annual sales by 15%. The first objective is to acquire 15 new B2B clients through a customised marketing strategy and persuasive sales outreach. Effective follow-ups and a targeted marketing plan are key strategies designed to accomplish this objective.
The second portion of this OKR focuses on developing and initiating a powerful strategy for upselling within the next quarter. This strategy includes identifying potential upsell opportunities within current product offerings, training the sales team in effective upselling techniques, and launching a compelling promotion campaign.
A noted objective also includes a 10% increase in customer retention through improved customer service. This is targeted to be achieved through the development of a customer loyalty program, the incorporation of a customer feedback system and ensuring all staff are skilled in providing high-standard customer service.
All three objectives are aimed at boosting sales—a direct acquisition of new clients, an internal upselling strategy, and a customer retention plan. Each objective uses a percentage score format, making it easy to measure progress and ascertain goal accomplishment.
Make it work for your team
01
Set your baseline. Check where you are today, then choose targets that stretch your team.
02
Agree on ownership. Give each key result a clear owner and a source of data.
03
Check in every week. Review the numbers, share confidence, and decide what needs attention.
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---
title: Boost annual sales figures by 15%
objectives:
- title: Boost annual sales figures by 15%
outcomes:
- title: Acquire 15 new B2B clients through focused marketing and sales pitches
from: 0.0
to: 100.0
score_format: _number_%
initiatives:
- title: Develop engaging, personalized sales pitches for target clients
- title: Execute targeted outreach and following up regularly
- title: Create a focused marketing plan targeting potential B2B clients
- title: Develop and launch an effective upselling strategy by the end of next quarter
from: 0.0
to: 100.0
score_format: _number_%
initiatives:
- title: Identify potential upsell opportunities in current product or service
offerings
- title: Train sales team on effective upselling techniques
- title: Design and implement a compelling upsell promotion campaign
- title: Increase customer retention rate by 10% through improved customer service
from: 0.0
to: 100.0
score_format: _number_%
initiatives:
- title: Develop a loyalty program to incentivize repeat business
- title: Implement a customer feedback system to identify service improvement
areas
- title: Train all staff in high-standard customer service practices
Team OKR example
Suggested timeframe: Set with your team
1 objective · 3 key results
Example targets. Adapt to your baseline before you start.