5 customisable OKR examples for Account Managers
What are Account Managers OKRs?
The Objective and Key Results (OKR) framework is a simple goal-setting methodology that was introduced at Intel by Andy Grove in the 70s. It became popular after John Doerr introduced it to Google in the 90s, and it's now used by teams of all sizes to set and track ambitious goals at scale.
Creating impactful OKRs can be a daunting task, especially for newcomers. Shifting your focus from projects to outcomes is key to successful planning.
We have curated a selection of OKR examples specifically for Account Managers to assist you. Feel free to explore the templates below for inspiration in setting your own goals.
If you want to learn more about the framework, you can read our OKR guide online.
Building your own Account Managers OKRs with AI
While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here. You can use our free AI generator below or our more complete goal-setting system to generate your own OKRs.
Feel free to explore our tools:
- Use our free OKR generator
- Use Tability, a complete platform to set and track OKRs and initiatives, including a GPT-4 powered goal generator
Our customisable Account Managers OKRs examples
We've added many examples of Account Managers Objectives and Key Results, but we did not stop there. Understanding the difference between OKRs and projects is important, so we also added examples of strategic initiatives that relate to the OKRs.
Hope you'll find this helpful!
1. OKRs to increase account expansion by securing contract renewals for 90% of existing clients
Achieve a high rate of contract renewals for existing clients
Increase customer satisfaction rates by 15% via feedback surveys
Improve account management processes to reduce churn by 10%
Outperform monthly revenue targets by 20% to upsell and cross-sell
Launch a customer referral program to generate 30% new business from existing clients
2. OKRs to increase sales and profitability for sellers in the next quarter
Increase sales and profitability for sellers in the next quarter
Increase the number of new customers acquired by sellers by 20%
Enhance customer referral program to incentivize existing customers to refer new buyers
Develop and implement targeted marketing campaigns to attract new potential customers
Analyze and optimize online presence to increase visibility and attract new customers
Improve sales training program to enhance sellers' prospecting and customer acquisition skills
Achieve a 10% increase in average order value per customer
Analyze customer preferences and identify potential products to upsell
Train sales team to effectively communicate and emphasize the value of additional products
Improve website design and layout to promote cross-selling and product bundling
Implement targeted promotions and discounts to encourage higher order values
Implement and optimize targeted marketing campaigns resulting in 15% higher conversion rates
Continuously test and refine marketing strategies to achieve 15% higher conversion rates
Conduct market research to identify target audience and their preferences
Utilize data analytics to measure campaign effectiveness and make necessary adjustments
Create personalized and tailored content for each target segment
Improve seller satisfaction rating to an average of 4.5 out of 5
Implement a feedback system to gather seller ratings and reviews regularly
Provide comprehensive seller training programs to enhance product knowledge and customer service skills
Analyze seller feedback data to identify recurring issues and proactively resolve them to improve satisfaction
Assign dedicated account managers to build stronger relationships and address seller concerns promptly
3. OKRs to significantly increase MICE revenue and diversify client portfolio
Significantly increase MICE revenue and diversify client portfolio
Generate 900 billion in MICE revenue through new and existing clients
Conduct meetings to negotiate contracts with existing clients
Develop innovative packages and services for MICE clientele
Implement targeted marketing campaigns towards potential customers
Increase average revenue per account by 10% with customized MICE packages
Organize marketing campaigns promoting customized MICE packages
Develop tailor-made MICE packages based on customers' budget and needs
Train sales team to effectively sell customized MICE packages
Secure contracts of at least 20 new MICE accounts
Negotiate and finalize contracts with leads
Develop and implement tailored sales pitches
Identify and research potential MICE account leads
4. OKRs to strengthen relationships with key accounts and identifying opportunities for growth
Increase revenue through strategic account management
Develop and execute personalized account plans for top 3 accounts
Conduct 5 in-person meetings with key accounts to strengthen relationships
Identify 3 new growth opportunities within key accounts
Increase key account revenue by 10% through cross-selling and upselling
5. OKRs to grow revenue from existing accounts through upselling and cross-selling initiatives
Increase revenue from existing accounts through upselling and cross-selling
Achieve a 15% increase in revenue from cross-selling
Conduct at least 3 effective cross-selling presentations per month
Achieve a 10% increase in revenue from upselling
Secure repeat business from 80% of existing clients
Account Managers OKR best practices to boost success
Generally speaking, your objectives should be ambitious yet achievable, and your key results should be measurable and time-bound (using the SMART framework can be helpful). It is also recommended to list strategic initiatives under your key results, as it'll help you avoid the common mistake of listing projects in your KRs.
Here are a couple of best practices extracted from our OKR implementation guide 👇
Tip #1: Limit the number of key results
Having too many OKRs is the #1 mistake that teams make when adopting the framework. The problem with tracking too many competing goals is that it will be hard for your team to know what really matters.
We recommend having 3-4 objectives, and 3-4 key results per objective. A platform like Tability can run audits on your data to help you identify the plans that have too many goals.
![Tability Insights Dashboard](https://tability-templates-v2.vercel.app/_next/static/media/tability-insights-board.e70f9466.png)
Tip #2: Commit to weekly OKR check-ins
Setting good goals can be challenging, but without regular check-ins, your team will struggle to make progress. We recommend that you track your OKRs weekly to get the full benefits from the framework.
Being able to see trends for your key results will also keep yourself honest.
![Tability Insights Dashboard](https://tability-templates-v2.vercel.app/_next/static/media/checkins-graph.b2aec458.png)
Tip #3: No more than 2 yellow statuses in a row
Yes, this is another tip for goal-tracking instead of goal-setting (but you'll get plenty of OKR examples above). But, once you have your goals defined, it will be your ability to keep the right sense of urgency that will make the difference.
As a rule of thumb, it's best to avoid having more than 2 yellow/at risk statuses in a row.
Make a call on the 3rd update. You should be either back on track, or off track. This sounds harsh but it's the best way to signal risks early enough to fix things.
How to turn your Account Managers OKRs in a strategy map
Your quarterly OKRs should be tracked weekly in order to get all the benefits of the OKRs framework. Reviewing progress periodically has several advantages:
- It brings the goals back to the top of the mind
- It will highlight poorly set OKRs
- It will surface execution risks
- It improves transparency and accountability
We recommend using a spreadsheet for your first OKRs cycle. You'll need to get familiar with the scoring and tracking first. Then, you can scale your OKRs process by using a proper OKR-tracking tool for it.
![A strategy map in Tability](https://tability-templates-v2.vercel.app/_next/static/media/tability_strategy_map.2ad25843.png)
If you're not yet set on a tool, you can check out the 5 best OKR tracking templates guide to find the best way to monitor progress during the quarter.
More Account Managers OKR templates
We have more templates to help you draft your team goals and OKRs.
OKRs to establish new, attractive OKR Consultancy firm for businesses
OKRs to amplify lead generation for increased pipeline activity
OKRs to enhance capital management for optimal value creation
OKRs to develop comprehensive responsibility maps for various job roles
OKRs to enhance my teaching effectiveness and student engagement
OKRs to achieve Advanced Proficiency Level in English
OKRs resources
Here are a list of resources to help you adopt the Objectives and Key Results framework.
- To learn: What is the meaning of OKRs
- Blog posts: ODT Blog
- Success metrics: KPIs 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.
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