7 customisable OKR examples for Client Acquisition
What are Client Acquisition 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.
Crafting effective OKRs can be challenging, particularly for beginners. Emphasizing outcomes rather than projects should be the core of your planning.
We've tailored a list of OKRs examples for Client Acquisition to help you. You can look at any of the templates below to get some inspiration for your own goals.
If you want to learn more about the framework, you can read our OKR guide online.
Building your own Client Acquisition 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 Client Acquisition OKRs examples
You will find in the next section many different Client Acquisition Objectives and Key Results. We've included strategic initiatives in our templates to give you a better idea of the different between the key results (how we measure progress), and the initiatives (what we do to achieve the results).
Hope you'll find this helpful!
1. OKRs to increase revenue through client acquisition using technology tools
Increase revenue through client acquisition using technology tools
Achieve a customer satisfaction score of 90% through improved customer support and service
Implement a customer feedback system to continuously gather insights and measure satisfaction
Streamline customer support processes and reduce response time to ensure prompt resolution of issues
Regularly analyze customer feedback data to identify trends, patterns, and areas of improvement
Provide comprehensive training to customer support agents to enhance their communication and problem-solving skills
Increase website traffic by 20% through targeted digital marketing campaigns
Conduct thorough keyword research to identify high-traffic and relevant search terms
Utilize targeted online ads and promotions to attract specific demographics and increase conversions
Optimize website content and meta tags to improve search engine visibility
Create engaging blog posts and social media content to drive organic traffic
Improve conversion rate by 15% through UX/UI optimization and A/B testing
Implement responsive design to improve user experience across mobile and desktop devices
Redesign landing page layout to emphasize key call-to-action elements
Conduct A/B tests for different color schemes to determine optimal visual appeal
Analyze user behavior and identify pain points in the current UX/UI design
Increase average transaction value by 10% through upselling and cross-selling strategies
Implement personalized product recommendations based on customer preferences and buying history
Train sales team on effective upselling and cross-selling techniques
Increase visibility of high-margin products by promoting them at checkout or online
Offer bundled packages at a discounted price to encourage larger purchases
2. OKRs to secure new clientele from three distinct sectors
Secure new clientele from three distinct sectors
Identify and establish contacts with 50 potential clients from different industries
Research diverse industries to identify 50 potential clients
Initiate contact with potential clients via email or phone
Arrange and conduct initial client meetings or presentations
Successfully pitch services to at least 30% of the identified potential clients
Schedule and conduct efficient, persuasive pitch meetings
Develop and refine customized service pitch for each client
Identify and research potential clients' needs and interests
Convert 15% of pitched potential clients into signed contracts
Train team in negotiation techniques to secure contracts
Enhance proposals with detailed, customized solutions for each client
Improve follow-up strategies to maintain contact post-pitch
3. OKRs to contribute proactively to three Atlassian Services proposals
Contribute proactively to three Atlassian Services proposals
Gain customer acceptance on at least two proposals by the end of the quarter
Schedule and conduct presentations of the proposals to customers
Secure formal acceptance from at least two customers
Develop clear and persuasive proposals for customer presentation
Draft and submit one compelling proposal each month for client consideration
Develop a compelling and concise proposal outline
Identify desirable project proposals for the client
Submit the completed proposal to the client
Identify and finalize five potential clients needing Atlassian Services by Week 2
4. OKRs to secure a new project contract with a new client
Secure a new project contract with a new client
Identify and establish contact with 50 potential new clients within the industry
Research to compile a list of 50 potential clients within the industry
Send emails to identified potential clients
Draft a personalized introductory email to establish contact
Submit high-quality proposals to at least 20 new prospective clients
Develop robust, customized proposals for each client
Submit the proposals and follow up promptly
Identify 20 potential new clients and research their needs
Successfully negotiate and finalize at least one contract with a new client
Identify and research potential new clients
Craft and send personalized business proposals
Arrange negotiation meetings to finalize contract
5. OKRs to increase the client base significantly
Increase the client base significantly
Acquire 20% more new clients through enhanced marketing strategies
Initiate referral incentives for existing clients
Develop targeted social media advertising campaigns
Implement SEO strategies to boost online visibility
Retain at least 95% of existing clients through improved customer service
Develop a personalized customer appreciation program
Implement a client feedback system to identify service improvements
Train staff on advanced customer service techniques
Upsell to 15% of existing clientele to increase their investment
Communicate proposals through one-on-one consultations
Identify top 15% customers and evaluate their investment habits
Develop individually tailored investment increase proposals
6. OKRs to successfully launch MVP of new module suite
Successfully launch MVP of new module suite
Secure 5 confirmed clients adopting the new module suite within its debut quarter
Secure commitments through contracts or agreements
Identify potential clients interested in new module suite
Demonstrate module suite benefits via personalized presentations
Attain user satisfaction rate of 85% through effective product testing and user feedback
Implement rigorous product testing protocols before release
Use feedback to improve product design and functionality
Develop a user feedback collection and evaluation system
Complete development of MVP features with zero critical defects by week 6
Implement strict quality assurance checks for each feature
Allocate resources and plan week-by-week development tasks
Prioritize and finalize the list of MVP features by end of week 1
7. OKRs to establish new, attractive OKR Consultancy firm for businesses
Establish new, attractive OKR Consultancy firm for businesses
Generate a minimum of $50,000 in revenue within the first quarter of operations
Secure partnerships with high-return clients
Implement effective marketing and sales strategies
Develop a comprehensive business plan highlighting revenue targets
Identify and target 150 potential clients within the medium to large businesses sector
Research and compile a list of 150 medium to large businesses
Develop a custom pitch for each potential client
Initiate contact with these businesses via email
Secure 10 successful contracts with businesses seeking OKR consultancy services
Develop and present customized consultancy proposals to businesses
Identify potential businesses seeking OKR consultancy services
Conduct follow-ups to secure contracts
Client Acquisition 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
The #1 role of OKRs is to help you and your team focus on what really matters. Business-as-usual activities will still be happening, but you do not need to track your entire roadmap in the OKRs.
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
Don't fall into the set-and-forget trap. It is important to adopt a weekly check-in process to get the full value of your OKRs and make your strategy agile – otherwise this is nothing more than a reporting exercise.
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 Client Acquisition OKRs in a strategy map
OKRs without regular progress updates are just KPIs. You'll need to update progress on your OKRs every week to get the full benefits from the 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
Spreadsheets are enough to get started. Then, once you need to scale you can use a proper OKR platform to make things easier.
![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 Client Acquisition OKR templates
We have more templates to help you draft your team goals and OKRs.
OKRs to amplify brand visibility of our SaaS technology through an Account-Based Marketing strategy
OKRs to enhance effectiveness of industrial training through comprehensive need analysis
OKRs to attract 400 new members to our community
OKRs to efficiently migrate services and databases to Google Cloud
OKRs to streamline vendor management for efficient cost savings and digitalized P2P process
OKRs to successfully implement innovative solutions similar to Proxmox XNG
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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