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OKR template to maximize pipeline generation from partner channels

public-lib · Published 6 months ago

The OKR describes a strategy to amplify pipeline generation through partner channels. The main objective is to build and utilize partnerships for lead generation, aiming for 5 strategic new partnerships contributing to at least 20% of total leads. To achieve this, potential partners must be identified, approached, and negotiated with, and partner-based lead tactics have to be put into action and monitored.

The OKR also outlines the plan to implement two joint marketing campaigns to achieve a 30% upsurge in qualified leads. Performance measures for lead generation will be established, partners suitable for joint marketing campaigns identified, and unique joint-marketing strategies will be developed and employed to boost lead generation.

This particular OKR includes the plan to empower partner sales teams by providing full-fledged training on the product portfolio. This training will, hopefully, increase referral opportunities. To ensure this, mandatory sessions will be scheduled, participation will be tracked until completion, and a detailed module on product offering will be developed.

To sum up, this OKR focuses on leveraging partnerships to optimize pipeline generation. It outlines the process of securing new partnerships, launching joint marketing campaigns, and upskilling partner sales teams to augment referral chances, with clear measurable outcomes and supporting initiatives.
  • ObjectiveObjectiveMaximize pipeline generation from partner channels
  • Key ResultKRSecure 5 new strategic partnerships delivering at least 20% of total leads
  • TaskIdentify potential partners in the industry
  • TaskApproach and negotiate partnership agreements
  • TaskImplement and monitor partner-driven lead generation tactics
  • Key ResultKRImplement 2 joint marketing campaigns resulting in 30% increase in qualified leads
  • TaskTrack and optimize campaign performance for lead generation
  • TaskIdentify suitable partners for joint marketing campaigns
  • TaskDevelop unique marketing strategies involving both companies
  • Key ResultKRTrain 100% of partner sales teams on product portfolio to boost referral opportunities
  • TaskSchedule mandatory training sessions for partner sales teams
  • TaskMonitor and track participation until 100% completion
  • TaskCreate a comprehensive training module on product portfolio
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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