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OKR template to boost sales performance across the company

public-lib · Published about 1 year ago

Your OKR template

The primary objective of the OKR is to boost the sales performance across the company. The outcomes are developed to provide a roadmap to achieve this goal. The first outcome encompasses the development and implementation of three new customer incentive programs. Not only will customer needs be identified and possible incentives discovered, but these newly developed programs will also be launched and their performance will be monitored.

The second outcome, aiming to enhance lead conversion, proposes an increase of 15% in the conversion rate from leads to sales. A personalized customer follow-up process will be enhanced to achieve this. Sales teams will receive trainings with a focus on conversion tools and the sales funnel will be improved to encourage purchases.

The last outcome is focused on repeat customer purchases. To achieve this, the company plans on implementing a loyalty program which includes incentives for more frequent purchases. Additional strategies include implementing personalized customer engagement and running customer satisfaction surveys to identify areas for improvement.

With careful execution of these initiatives around customer incentives, lead conversion, and customer retention, the company aims to achieve a significant improvement in its sales performance.
  • ObjectiveObjectiveBoost sales performance across the company
  • Key ResultKRDevelop and launch 3 new customer incentive programs
  • TaskIdentify customer needs and potential incentives
  • TaskDevelop 3 unique customer incentive programs
  • TaskLaunch incentive programs and monitor performance
  • Key ResultKRIncrease the conversion rate from leads to sales by 15%
  • TaskEnhance customer follow-up process through personalized communication
  • TaskImprove sales team training with focus on lead conversion techniques
  • TaskImplement new strategies in the sales funnel to encourage purchases
  • Key ResultKRAchieve a 20% increase in repeat customer purchases
  • TaskDevelop a loyalty program with incentives for frequent purchases
  • TaskImplement strategies for personalized customer engagement and retention
  • TaskConduct customer satisfaction surveys to identify areas of improvement
Use in Tability

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.

Tability Import Options

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.

Copy from the template

Paste the content in the text import section. Don’t worry about the formatting, Tability’s AI will be able to parse it!

Importing from text

Now, just click on Import from text and let the magic happen.

Tability editor with imported content

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.

Publish import

From there you will have access to all the features that will help you and your team save hours with OKR reporting.

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