6 OKR examples for Consulting

Writing good OKRs can be hard, especially if it's your first time doing it. You'll need to center the focus of your plans around outcomes instead of projects.

We have curated a selection of OKR examples specifically for Consulting 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 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

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

Most teams should start with a spreadsheet if they're using OKRs for the first time. Then, once you get comfortable you can graduate to a proper OKRs-tracking tool.

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.

Consulting OKRs templates

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

OKRs to improve consulting services

  • ObjectiveDeliver an amazing experience to customers
  • Key ResultReduce time-to-completion of documentation projects by 30%
  • Key ResultReduce the number of documentation defects by 25%
  • Key ResultIncrease NPS from 0 to 30
  • ObjectiveCreate an incredible growth funnel
  • Key ResultBuild a pipeline of $200K
  • Key ResultIncrease average contract value by 20%
  • Key ResultIncrease win/rate percentage by 30%
Turn OKRs into a Strategy Map

OKRs to establish a consulting business

  • ObjectiveEstablish a consulting business
  • Key ResultAttain a net profit margin of 25% or higher
  • TaskIncrease sales revenue through targeted marketing campaigns and customer acquisition strategies
  • TaskAnalyze pricing structures and adjust product or service pricing to maximize profitability
  • TaskStreamline business operations to reduce overhead costs and improve efficiency
  • TaskImplement cost-cutting measures and negotiate better supplier contracts to boost net profit margin
  • Key ResultDevelop and implement a marketing strategy to generate consistent leads
  • TaskImplement email marketing campaigns to nurture leads and drive conversions
  • TaskCreate engaging content and optimize website for search engine visibility
  • TaskConduct market research to identify target audience and their preferences
  • TaskUtilize social media platforms to reach and engage with potential leads
  • Key ResultSecure at least 3 clients within the target industry
  • TaskDevelop a compelling value proposition to effectively pitch to potential clients
  • TaskIdentify potential clients within the target industry through market research
  • TaskOffer a limited-time discount or incentive to encourage clients to sign up
  • TaskReach out to potential clients through personalized emails or phone calls
  • Key ResultAchieve a 90% satisfaction rate in client feedback surveys
  • TaskStreamline survey process for clients
  • TaskImplement necessary changes based on client feedback to improve overall satisfaction
  • TaskIdentify and address common issues highlighted in client feedback
  • TaskActively seek feedback from clients through various channels

OKRs to maximize AI consulting services revenue

  • ObjectiveMaximize AI consulting services revenue
  • Key ResultAchieve a 20% increase in the conversion rate from leads to paying clients
  • TaskProvide personalized follow-up communications to address specific client needs and enhance conversion rates
  • TaskAnalyze the current lead nurturing process and identify areas for improvement
  • TaskImplement targeted email marketing campaigns to engage leads and drive conversions
  • TaskOptimize website landing pages to enhance user experience and encourage conversions
  • Key ResultReduce customer churn rate by 10% by improving customer satisfaction and retention strategies
  • TaskOffer loyalty programs and incentives to encourage customer loyalty and reduce churn rate
  • TaskEnhance product/service quality through constant monitoring and prompt resolution of customer feedback
  • TaskImplement personalized customer support strategies to enhance engagement and build stronger relationships
  • TaskConduct customer satisfaction surveys to identify pain points and areas for improvement
  • Key ResultIncrease the average contract value by 15% through upselling and cross-selling
  • TaskIdentify top-selling products/services and create bundled packages to increase cross-selling opportunities
  • TaskAnalyze customer purchase history and behavior to develop personalized upsell/cross-sell recommendations
  • TaskTrain sales team on effective upselling techniques and provide them with updated product knowledge
  • TaskImplement targeted marketing campaigns to educate customers on the benefits of upselling and cross-selling
  • Key ResultAcquire 10 new clients by implementing targeted marketing campaigns and referrals
  • TaskEncourage existing clients to refer new clients by offering incentives or rewards
  • TaskDesign and launch a social media ad campaign to attract new clients
  • TaskCreate a list of potential clients by analyzing the target market demographics
  • TaskDevelop personalized email campaigns to reach out to potential clients

OKRs to improve your career path

  • ObjectiveProvide comprehensive, quality career path advice to our customers
  • Key ResultIncrease the number of customers returning for repeat career path advice by 30%
  • Key ResultIncrease customer satisfaction ratings for career path advice by 20%
  • TaskMonitor customer satisfaction ratings and adjust strategies to reach desired 20% increase.
  • TaskAnalyze customer feedback data to identify areas of improvement.
  • TaskCreate a customer satisfaction survey for career path advice.
  • TaskImplement changes based on customer feedback to improve career path advice.
  • Key ResultIncrease the number of customers receiving career path advice by 50%
  • TaskMonitor and evaluate customer feedback to ensure career path advice services are meeting customer needs.
  • TaskAnalyze customer survey results to determine areas of opportunity for career path advice.
  • TaskDevelop and implement a customer survey to assess current needs related to career path advice.
  • TaskCreate targeted campaigns to promote career path advice services to existing customers.

OKRs to accelerate the delivery of consulting projects

  • ObjectiveAccelerate the delivery of consulting projects
  • Key ResultReduce project delays by 15% through enhanced resource allocation
  • TaskAssess and optimize team efficiency regularly
  • TaskProvide resource allocation training to project managers
  • TaskImplement a robust resource management software system
  • Key ResultImplement new project management tool and train all project members by week 6
  • TaskSchedule comprehensive tool training for all project members
  • TaskImplement the new tool and complete training by week 6
  • TaskSelect suitable project management tool for our needs
  • Key ResultAchieve a 10% improvement in project completion speed by the end of the quarter
  • TaskImplement efficient project management tools and strategies
  • TaskProvide training for enhanced team productivity
  • TaskRegularly monitor and adjust timelines as needed

OKRs to increase revenue in my AI consulting service business

  • ObjectiveIncrease revenue in my AI consulting service business
  • Key ResultIncrease the number of new clients by 20%
  • TaskImprove online marketing efforts to enhance client reach and conversion rates
  • TaskUtilize social media platforms to promote services and attract potential clients
  • TaskEnhance customer satisfaction and loyalty to generate positive word-of-mouth testimonials
  • TaskImplement referral programs to encourage existing clients to refer new ones
  • Key ResultDecrease customer churn rate by 10%
  • TaskImprove onboarding process to enhance customer experience and minimize confusion or frustration
  • TaskOffer personalized incentives or discounts based on customer preferences and behavior
  • TaskImplement proactive communication strategies to address customer concerns and provide timely support
  • TaskConduct regular customer feedback surveys to identify pain points and areas for improvement
  • Key ResultIncrease the average contract value by 15%
  • TaskUpsell existing customers with higher-value product or service options
  • TaskOffer bundled packages or add-ons to increase the overall value of each contract
  • TaskProvide personalized and relevant recommendations to drive customers towards premium offerings
  • TaskImplement targeted pricing strategies to encourage customers to upgrade their purchases
  • Key ResultLaunch two new AI consulting service packages to attract new customers
  • TaskDevelop and design the two new AI consulting service packages with clear pricing and deliverables
  • TaskConduct market research to identify niches and determine their specific AI consulting needs
  • TaskCreate a comprehensive marketing strategy to promote the new AI consulting service packages
  • TaskLaunch the new AI consulting service packages through various digital channels and platforms

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.