15 customisable OKR examples for Email

What are Email 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.

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 understand that setting OKRs can be challenging, so we have prepared a set of examples tailored for Email. Take a peek at the templates below to find inspiration and kickstart your goal-setting process.

If you want to learn more about the framework, you can read our OKR guide online.

Building your own Email 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.

Our customisable Email OKRs examples

You'll find below a list of Objectives and Key Results templates for Email. We also included strategic projects for each template to make it easier to understand the difference between key results and projects.

Hope you'll find this helpful!

1OKRs to boost promotion conversions from Hubspot marketing emails

  • ObjectiveBoost promotion conversions from Hubspot marketing emails
  • Key ResultDecrease email bounce rate to less than 2% by refining recipient list
  • TaskAnalyze and segment email recipient list based on engagement
  • TaskImplement a double opt-in subscription process
  • TaskRemove inactive and invalid email addresses periodically
  • Key ResultDeploy A/B testing on emails to improve engagement by 5%
  • TaskIdentify key metrics to measure improved engagement
  • TaskCreate two distinct email variations for testing
  • TaskAnalyze A/B test data, determine successful strategy
  • Key ResultAchieve a 15% increase in conversion rates from marketing emails by quarter end
  • TaskPersonalize email content to engage recipients better
  • TaskImprove email subject lines for increased open rates
  • TaskImplement A/B tests to optimize click-through rates

2OKRs to improve responsiveness to residents' emails

  • ObjectiveImprove responsiveness to residents' emails
  • Key ResultCreate an organized system to track received and replied emails effectively
  • TaskRegularly update and maintain your email tracking system
  • TaskImplement a priority tagging system for urgent mails
  • TaskSetup categorization labels within your email client
  • Key ResultDecrease average email response time to under 24 hours for 90% of emails
  • TaskSchedule dedicated hours for responding to emails
  • TaskSet up notifications to alert on received emails
  • TaskImplement an email management system
  • Key ResultReceive positive feedback on communication from 80% of the residents
  • TaskDraft and distribute clear and concise communication to residents
  • TaskProvide response to feedback and adjust communication methods accordingly
  • TaskRegularly solicit feedback on communication methods

3OKRs to automate approval emails integration into Salesforce

  • ObjectiveAutomate approval emails integration into Salesforce
  • Key ResultDevelop a prototype for automated approval emails by week 4
  • TaskTest prototype and refine details
  • TaskIdentify key features for the automated approval emails
  • TaskDesign a structural prototype layout
  • Key ResultSuccessfully integrate automated approval emails system into Salesforce by week 8
  • TaskConduct a technical feasibility test with Salesforce
  • TaskImplement the chosen automated system by week 8
  • TaskInitiate research on appropriate automated approval emails system
  • Key ResultAchieve 100% approval of automated emails from department managers by week 6
  • TaskDevelop a proposal showcasing the benefits of automated emails
  • TaskSchedule meetings with each department manager for feedback
  • TaskImplement suggested changes and finalize automated emails

4OKRs to increase client engagement through targeted sales promotion emails

  • ObjectiveIncrease client engagement through targeted sales promotion emails
  • Key ResultGenerate 15% more sales from email marketing promotions
  • TaskSegment email lists for targeted promotions
  • TaskTest various call-to-action placements within email
  • TaskEnhance email subject lines to increase open rates
  • Key ResultReduce the unsubscribe rate of email recipients below 5%
  • TaskImprove email content to cater to subscriber interests
  • TaskIncorporate personalized touches to each email
  • TaskAdjust email frequency to avoid inundation
  • Key ResultAchieve a 20% increase in email campaign CTR (Click Through Rates)
  • TaskInclude compelling call-to-action cues in every email
  • TaskRevise email subject lines to spark customer curiosity
  • TaskOptimize email content to specifically target audiences

5OKRs to boost email engagement across all prospect lists

  • ObjectiveBoost email engagement across all prospect lists
  • Key ResultIncrease overall email open rates by 20%
  • TaskSegment email list for more targeted messaging
  • TaskInitiate A/B testing to optimize email content
  • TaskImplement engaging, attention-grabbing subjects in emails
  • Key ResultLower email unsubscribe rate by 10%
  • TaskSegment email list for more personalized communication
  • TaskImplement an option for email frequency preferences
  • TaskImprove email content to make it more engaging and relevant
  • Key ResultGrow click-through rates by 15% in emails
  • TaskCreate engaging email subject lines to boost open rates
  • TaskUse striking call-to-action buttons in every email
  • TaskImplement A/B testing to improve email design

6OKRs to boost review count on G2 and Capterra platforms

  • ObjectiveBoost review count on G2 and Capterra platforms
  • Key ResultIncentivize 200 users to write a review via rewards program
  • TaskGive exclusive benefits or discounts to users for each review
  • TaskPromote the review/rewards program via email and app notifications
  • TaskEstablish a rewards program for user reviews
  • Key ResultIncrease request email frequency to active users by 50%
  • TaskImplement 50% increase in email distribution
  • TaskDevelop strategy for enhanced engagement emails
  • TaskAnalyze email open rates for active users
  • Key ResultAchieve 25% conversion rate from request emails to completed reviews
  • TaskIncrease email follow-ups for pending requests
  • TaskImplement a rewarding system for completed reviews
  • TaskImprove email content to be more persuasive and personal

7OKRs to boost revenue contribution from email marketing

  • ObjectiveBoost revenue contribution from email marketing
  • Key ResultIncrease email subscriber base by 25%
  • TaskImplement a high-converting pop-up subscription form on the website
  • TaskPromote the email newsletter on all social media platforms
  • TaskOffer exclusive content for subscribers only
  • Key ResultAchieve an open rate of 30% for all marketing emails
  • TaskCraft engaging, personalized subject lines for each email
  • TaskRegularly test and optimize email content
  • TaskSegment email lists for targeted marketing
  • Key ResultIncrease conversion rate from email traffic to 5%
  • TaskImplement personalized email marketing strategies
  • TaskOptimize email design for mobile users
  • TaskA/B test different subject lines and call-to-actions

8OKRs to boost email's contribution to total revenue

  • ObjectiveBoost email's contribution to total revenue
  • Key ResultIncrease email subscription rate by 25%
  • TaskImprove newsletter content to add value for subscribers
  • TaskImplement compelling, clear call-to-actions on website
  • TaskOffer exclusive benefits to email subscribers
  • Key ResultAugment click-through rates from email campaigns by 30%
  • TaskIncorporate strong, clear calls to action in emails
  • TaskPersonalize email content based on recipient's preferences
  • TaskImprove subject lines to increase email open rates
  • Key ResultEnhance conversion rates from email referrals by 15%
  • TaskOptimize referral emails' content and design
  • TaskImplement personalized email marketing strategies
  • TaskAnalyze success metrics, adjust strategies accordingly

9OKRs to enhance efficiency and effectiveness of email content planning

  • ObjectiveEnhance efficiency and effectiveness of email content planning
  • Key ResultIncrease the click-through rate by 10% through optimization of content and layout
  • TaskRedesign website layout for easy navigation
  • TaskImplement compelling call-to-action buttons
  • TaskAnalyze current content for relevance, improve quality and usefulness
  • Key ResultImprove email open rate by 15% through improved subject lines and relevancy
  • TaskPersonalize email subject lines based on recipient interests
  • TaskAnalyze the interests of target email recipients
  • TaskConduct A/B testing on various email subject lines
  • Key ResultDecrease time spent on email content planning by 25%
  • TaskReduce email frequency schedule
  • TaskImplement an email marketing automation tool
  • TaskCreate reusable email templates

10OKRs to improve our email Marketing activities

  • ObjectiveLaunch a weekly newsletter
  • Key ResultReach a click-through rate of 45% for email newsletters
  • Key ResultConvert 15% of newsletter click-through to demo requests
  • ObjectiveMaximize email marketing efforts
  • Key ResultDrive a 150% increase in webinar registrations through targeted emails
  • Key ResultBoost e-book downloads by 25% through an email campaign
  • TaskDesign new email templates

11OKRs to boost lead generation for the sales team

  • ObjectiveBoost lead generation for the sales team
  • Key ResultIncrease website landing page conversion rate by 20%
  • TaskImplement A/B testing for various landing page designs
  • TaskOptimize call-to-action elements on landing page
  • TaskImprove page load speed & site performance
  • Key ResultDeliver four custom targeted email campaigns with 25% open rate
  • TaskMonitor and optimize campaigns to achieve 25% open rate
  • TaskIdentify key demographics for each targeted email campaign
  • TaskDesign and write engaging, custom content for each campaign
  • Key ResultImprove remarketing ad click-through rate by 15%
  • TaskEnhance ad copy to appeal to viewer emotions
  • TaskImplement A/B testing to improve ad designs
  • TaskRefine target audience selection for more personalized ads

12OKRs to to significantly declutter my email inbox

  • ObjectiveTo significantly declutter my email inbox
  • Key ResultImplement an efficient system of email categorization to streamline future emails
  • TaskRegularly review and adjust categorization rules
  • TaskResearch and select suitable email categorization software
  • TaskTrain team on proper email tagging and filing
  • Key ResultArchive or delete all emails older than 1 year by mid-quarter
  • TaskDecide between archiving or deleting each email
  • TaskComplete the process by mid-quarter deadline
  • TaskSort emails by date, targeting those older than a year
  • Key ResultReduce email inbox count by 50% using organizing tools by end of the quarter
  • TaskUnsubscribe from unwanted mailing lists
  • TaskDelete unnecessary emails daily
  • TaskOrganize important emails using categorizing tools

13OKRs to boost supporter engagement via effective communication and events

  • ObjectiveBoost supporter engagement via effective communication and events
  • Key ResultRaise event attendee feedback scores by 25% for improved experiences
  • TaskImprove event programming based on collected feedback
  • TaskRegularly update and improve event amenities
  • TaskImplement post-event surveys to gather attendee feedback
  • Key ResultIncrease event frequency by 20% to bolster participation
  • TaskIdentify popular past events suitable for repetition
  • TaskDevelop and implement promotion strategy for new events
  • TaskSecure venues and dates for added events
  • Key ResultGrow open rate for engagement emails by 30%
  • TaskIncorporate personalized content to increase relevance
  • TaskReview and improve subject lines for better initial engagement
  • TaskSegment email list for more targeted messaging

14OKRs to enhance triggering and conversion rates through effective marketing strategies

  • ObjectiveEnhance triggering and conversion rates through effective marketing strategies
  • Key ResultElevate conversion rates by 10% via optimizing the website's landing page
  • TaskImprove loading speed of the landing page
  • TaskCreate engaging, relevant content for the audience
  • TaskConduct A/B testing on various landing page designs
  • Key ResultBoost social media engagement by 30% through regular, quality content posting
  • TaskDevelop engaging, relevant content that encourages interaction
  • TaskCreate a consistent posting schedule for all social media platforms
  • TaskImplement promotional strategies to increase post visibility
  • Key ResultIncrease the Open Rate of marketing emails by 25%
  • TaskSegment email list for targeted, personalized content
  • TaskTest different sending times and days
  • TaskImprove subject lines to be more enticing and relevant

15OKRs to increase inbound customer opportunities to 11

  • ObjectiveIncrease inbound customer opportunities to 11
  • Key ResultDevelop and launch a customer referral program to generate 4 inbound opportunities
  • TaskImplement the referral program within our customer journey
  • TaskPromote the referral program to current customers
  • TaskResearch effective referral program strategies and develop a plan
  • Key ResultEnhance SEO strategies to attract 3 new inbound opportunities
  • TaskOptimize website content for selected keywords
  • TaskResearch and identify relevant keywords for target audience
  • TaskImplement best practice link-building strategies
  • Key ResultImplement a targeted email marketing campaign that yields 4 inbound customer opportunities
  • TaskDevelop engaging, personalized email content
  • TaskIdentify target customer segments through market research
  • TaskEvaluate and optimize based on campaign metrics

Email 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 DashboardTability's audit dashboard will highlight opportunities to improve OKRs

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 DashboardTability's check-ins will save you hours and increase transparency

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 Email OKRs in a strategy map

Quarterly OKRs should have weekly updates to get all the 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

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.

A strategy map in TabilityTability's Strategy Map makes it easy to see all your org's OKRs

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 Email 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.

What's next? Try Tability's goal-setting AI

You can create an iterate on your OKRs using Tability's unique goal-setting AI.

Watch the demo below, then hop on the platform for a free trial.

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