3 OKR examples for Client Acquisition

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 more about the OKR meaning online.

Best practices for OKR

Your objectives should be ambitious, but achievable. Your key results should be measurable and time-bound. It can also be helfpul to list strategic initiatives under your key results, as it'll help you avoid the common mistake of listing projects in your KRs.

Building your own OKRs with AI

While we have some examples below, it's likely that you'll have specific scenarios that aren't covered here. There are 2 options available to you.

- Use our free OKRs generator
- Use Tability, a complete platform to set and track OKRs and initiatives – including a GPT-4 powered goal generator

How to track OKRs

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.

Spreadsheets are enough to get started. Then, once you need to scale you can use a proper OKRs-tracking platform to make things easier.

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.

Client Acquisition OKRs templates

The examples have Client Acquisition Objectives and Key Results, but they may also include the tasks that can help you get there.

OKRs to increase revenue through client acquisition using technology tools

  • ObjectiveIncrease revenue through client acquisition using technology tools
  • Key ResultAchieve a customer satisfaction score of 90% through improved customer support and service
  • TaskImplement a customer feedback system to continuously gather insights and measure satisfaction
  • TaskStreamline customer support processes and reduce response time to ensure prompt resolution of issues
  • TaskRegularly analyze customer feedback data to identify trends, patterns, and areas of improvement
  • TaskProvide comprehensive training to customer support agents to enhance their communication and problem-solving skills
  • Key ResultIncrease website traffic by 20% through targeted digital marketing campaigns
  • TaskConduct thorough keyword research to identify high-traffic and relevant search terms
  • TaskUtilize targeted online ads and promotions to attract specific demographics and increase conversions
  • TaskOptimize website content and meta tags to improve search engine visibility
  • TaskCreate engaging blog posts and social media content to drive organic traffic
  • Key ResultImprove conversion rate by 15% through UX/UI optimization and A/B testing
  • TaskImplement responsive design to improve user experience across mobile and desktop devices
  • TaskRedesign landing page layout to emphasize key call-to-action elements
  • TaskConduct A/B tests for different color schemes to determine optimal visual appeal
  • TaskAnalyze user behavior and identify pain points in the current UX/UI design
  • Key ResultIncrease average transaction value by 10% through upselling and cross-selling strategies
  • TaskImplement personalized product recommendations based on customer preferences and buying history
  • TaskTrain sales team on effective upselling and cross-selling techniques
  • TaskIncrease visibility of high-margin products by promoting them at checkout or online
  • TaskOffer bundled packages at a discounted price to encourage larger purchases
Turn OKRs into a Strategy Map

OKRs to secure new clientele from three distinct sectors

  • ObjectiveSecure new clientele from three distinct sectors
  • Key ResultIdentify 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 ResultSuccessfully 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 ResultConvert 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

OKRs to contribute proactively to three Atlassian Services proposals

  • ObjectiveContribute proactively to three Atlassian Services proposals
  • Key ResultGain customer acceptance on at least two proposals by the end of the quarter
  • TaskSchedule and conduct presentations of the proposals to customers
  • TaskSecure formal acceptance from at least two customers
  • TaskDevelop clear and persuasive proposals for customer presentation
  • Key ResultDraft and submit one compelling proposal each month for client consideration
  • TaskDevelop a compelling and concise proposal outline
  • TaskIdentify desirable project proposals for the client
  • TaskSubmit the completed proposal to the client
  • Key ResultIdentify and finalize five potential clients needing Atlassian Services by Week 2

More OKR templates

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.