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OKR template to secure new clientele from three distinct sectors

public-lib · Published 7 months ago

This OKR aims to acquire new clientele from three distinct sectors. The first objective is to identify and establish contact with 50 potential clients across different industries. This will involve researching diverse industries, initiating contact with potential clients, and arranging initial client meetings or presentations.

The next objective is to pitch services to at least 30% of these identified potential clients. Scheduled pitch meetings must be efficient and persuasive, a customized service pitch should be refined for each client, and the team needs to understand potential clients' needs and interests thoroughly.

The final objective is to convert at least 15% of the pitched potential clients into signed contracts. This will require having the team trained in negotiation techniques, enhancement of proposals with detailed, custom solutions for each client, and improving follow-up strategies to maintain post-pitch contact.

In summary, the OKR focuses on securing new clients from different sectors. It emphasizes establishing initial contact, effectively pitching services, and converting pitched clients into contracts using various strategic initiatives.
  • ObjectiveObjectiveSecure new clientele from three distinct sectors
  • Key ResultKRIdentify and establish contacts with 50 potential clients from different industries
  • TaskResearch diverse industries to identify 50 potential clients
  • TaskInitiate contact with potential clients via email or phone
  • TaskArrange and conduct initial client meetings or presentations
  • Key ResultKRSuccessfully pitch services to at least 30% of the identified potential clients
  • TaskSchedule and conduct efficient, persuasive pitch meetings
  • TaskDevelop and refine customized service pitch for each client
  • TaskIdentify and research potential clients' needs and interests
  • Key ResultKRConvert 15% of pitched potential clients into signed contracts
  • TaskTrain team in negotiation techniques to secure contracts
  • TaskEnhance proposals with detailed, customized solutions for each client
  • TaskImprove follow-up strategies to maintain contact post-pitch
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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