OKRs examples for Account Managers

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 more about the meaning of OKRs online.

How to use these templates?

Your quarterly OKRs should be tracked weekly in order to get all the benefits of the OKRs framework.

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 OKRs-tracking tool for it.

We recommend Tability for an easy way to set and track OKRs with your team.

Check out the 5 best OKR tracking templates to find the best way to monitor progress during the quarter.

Account Managers OKRs templates

We've added Account Managers Objectives and Key Results, but also the initiatives that relate to the OKRs.

OKRs to increase Atlassian licensing sales by 50%

  • ObjectiveIncrease Atlassian licensing sales by 50%
  • Key ResultIncrease the average purchase value of Atlassian licenses by 10%
  • Key ResultAcquire 20% more new customers for Atlassian licensing
  • TaskConduct market research to identify potential target industries for Atlassian licensing
  • TaskCollaborate with sales team to offer personalized solutions and competitive pricing packages
  • TaskDevelop targeted marketing campaigns to promote the benefits of Atlassian licensing
  • TaskImprove lead generation strategies by utilizing digital advertising and content marketing
  • Key ResultIncrease the number of Atlassian license sales by 25%
  • TaskStrengthen partnerships with resellers and distributors to expand the reach of Atlassian licenses
  • TaskProvide additional training and resources to sales teams to effectively pitch and sell Atlassian licenses
  • TaskOffer discounts or promotional offers to incentivize customers to purchase Atlassian licenses
  • TaskImplement targeted marketing campaigns to reach potential customers interested in Atlassian licenses
  • Key ResultIncrease customer retention rate for Atlassian licenses by 15%
  • TaskImplement a loyalty rewards program for customers with Atlassian licenses
  • TaskOffer exclusive discounts and promotions to encourage subscription renewals for Atlassian licenses
  • TaskEnhance customer support resources, such as self-help guides and FAQ sections
  • TaskConduct customer satisfaction surveys to gather feedback and address pain points
sales-growthatlassian-licensingsales-teamaccount-managerscustomer-success-team
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Reclaim your productivity with AI-powered OKR trackingAutomate the boring part of OKRs to cut the waste and spend more time doing what really matters.
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OKRs to increase account expansion by securing contract renewals for 90% of existing clients

  • ObjectiveAchieve a high rate of contract renewals for existing clients
  • Key ResultIncrease customer satisfaction rates by 15% via feedback surveys
  • Key ResultImprove account management processes to reduce churn by 10%
  • Key ResultOutperform monthly revenue targets by 20% to upsell and cross-sell
  • Key ResultLaunch a customer referral program to generate 30% new business from existing clients
account-expansioncontract-renewalsaccount-managerscustomer-success-specialistssalescustomer-success
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OKRs to strengthen relationships with key accounts and identifying opportunities for growth

  • ObjectiveIncrease revenue through strategic account management
  • Key ResultDevelop and execute personalized account plans for top 3 accounts
  • Key ResultConduct 5 in-person meetings with key accounts to strengthen relationships
  • Key ResultIdentify 3 new growth opportunities within key accounts
  • Key ResultIncrease key account revenue by 10% through cross-selling and upselling
relationshipsgrowthaccount-managersbusiness-development-managerssalescustomer-success
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OKRs to grow revenue from existing accounts through upselling and cross-selling initiatives

  • ObjectiveIncrease revenue from existing accounts through upselling and cross-selling
  • Key ResultAchieve a 15% increase in revenue from cross-selling
  • Key ResultConduct at least 3 effective cross-selling presentations per month
  • Key ResultAchieve a 10% increase in revenue from upselling
  • Key ResultSecure repeat business from 80% of existing clients
revenue-growthupsellingcross-sellingsales-representativesaccount-managerssales-teamcustomer-success-team
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Need more OKR examples?

Option 1: Use AI to generate OKRs

Try our OKRs generator, or use a goal-setting AI to generate great OKRs for you based on a description of your objectives.

Option 2: Check out other examples

We have more templates to help you draft your team goals and OKRs.

OKRs resources

Here are a list of resources to help you adopt the Objectives and Key Results framework.

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