OKR template to secure a new project contract with a new client

public-lib · Published about 1 month ago

The overarching goal here is to secure a new project contract with a fresh client. The strategies to achieve this goal have been split into three major outcomes which further have been detailed into several initiatives.

The first outcome revolves around identifying and establishing contact with 50 potential new clients within the industry. Initiatives include researching to compile a list of potential clients, sending introductory emails to prospective clients, and drafting personalized messages to establish initial contact.

The second outcome is about submitting high-quality proposals to at least 20 new clients. This involves developing robust, customized proposals for each client, and submitting them promptly. The task also requires researching the needs of 20 new potential clients.

The final outcome focuses on successfully negotiating and finalizing a contract with one new client. For this, the initiatives encapsulate identifying the potential new clients, crafting personalized business proposals for them, and arranging meetings to negotiate and finalize contracts.
  • ObjectiveSecure a new project contract with a new client
  • Key ResultIdentify and establish contact with 50 potential new clients within the industry
  • TaskResearch to compile a list of 50 potential clients within the industry
  • TaskSend emails to identified potential clients
  • TaskDraft a personalized introductory email to establish contact
  • Key ResultSubmit high-quality proposals to at least 20 new prospective clients
  • TaskDevelop robust, customized proposals for each client
  • TaskSubmit the proposals and follow up promptly
  • TaskIdentify 20 potential new clients and research their needs
  • Key ResultSuccessfully negotiate and finalize at least one contract with a new client
  • TaskIdentify and research potential new clients
  • TaskCraft and send personalized business proposals
  • TaskArrange negotiation meetings to finalize contract
Try in Tability

Related OKRs examples

Create more examples in our app

You can use Tability to create OKRs with AI – and keep yourself accountable 👀

Tability is a unique goal-tracking platform built to save hours at work and help teams stay on top of their goals.

Signup1 Create your workspace
Signup2 Build plans in seconds with AI
Signup3Track your progress