15 customisable OKR examples for New Sales
What are New Sales OKRs?
The OKR acronym stands for Objectives and Key Results. It's a goal-setting framework that was introduced at Intel by Andy Grove in the 70s, and it became popular after John Doerr introduced it to Google in the 90s. OKRs helps teams has a shared language to set ambitious goals and track progress towards them.
OKRs are quickly gaining popularity as a goal-setting framework. But, it's not always easy to know how to write your goals, especially if it's your first time using OKRs.
To aid you in setting your goals, we have compiled a collection of OKR examples customized for New Sales. Take a look at the templates below for inspiration and guidance.
If you want to learn more about the framework, you can read our OKR guide online.
Building your own New Sales 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 New Sales OKRs examples
You'll find below a list of Objectives and Key Results templates for New Sales. 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!
1. OKRs to establish effective sales training for new recruits
Establish effective sales training for new recruits
Implement the training program, ensuring 80% of participants pass the post-training evaluation
Conduct training sessions for all program participants- Develop comprehensive training materials for program participants
- Administer post-training evaluation and analyze results
- Design a comprehensive sales training curriculum for new joiners within 1 month
- Schedule expert-led training sessions on essential sales techniques
- Develop practical exercises for real-life sales scenarios
- Identify key skills and knowledge needed for successful sales performance
- Post training, increase new joiners' sales conversion rates by 25%
- Develop mentoring program for new joiners
- Review and optimize the onboarding process
- Implement weekly coaching sessions focused on sales techniques
2. OKRs to successfully migrate and train team on the new sales CRM system
- Successfully migrate and train team on the new sales CRM system
- Achieve a 10% sales increase after full adoption of the new CRM system
- Implement customer targeting strategies using CRM analytics
- Conduct comprehensive training for staff on the new CRM system
- Regularly review sales data and adjust strategies as needed
- Migrate all existing customer data to the new CRM system without errors
- Confirm successful migration and rectify any errors
- Transfer the verified data to the new CRM system
- Validate the accuracy and completeness of existing customer data
- Train 100% of the sales team to proficiently use the new CRM system
- Monitor and evaluate sales team's proficiency post-training
- Conduct regular hands-on training sessions with the sales team
- Establish a comprehensive training plan for the new CRM system
3. OKRs to expand Sales to a new region
- Expand revenue in Europe
- Recruit 10 resellers in Europe
- 10% of new sales are coming from EU customers
- Generate a pipeline of $500K in Europe
4. OKRs to grow sales effort in new markets
- Develop a strong presence in <country>
- Achieve 25K MRR in <country>
- 25% of new sales come from <country>
- 10 of top 100 companies in <country> are customers
5. OKRs to successfully migrate and train Sales Team on the new CRM
- Successfully migrate and train Sales Team on the new CRM
- Complete data migration from current CRM to new CRM without loss by 100%
- Validate post-migration data for completeness and accuracy
- Backup existing CRM data before initiating the migration process
- Execute careful, monitored migration to the new CRM system
- Conduct comprehensive training for 100% of the Sales Team on the new CRM
- Monitor the sales team's progress and application of CRM training
- Schedule mandatory training sessions for all sales team members
- Develop a detailed CRM training curriculum for the sales team
- Achieve 90% proficiency among Sales Team members on new CRM usage within the quarter
- Provide ongoing feedback and support to improve CRM proficiency
- Perform regular skills assessments to identify knowledge gaps
- Implement comprehensive CRM training for all sales team members
6. OKRs to acquire new clients providing a security deposit
- Acquire new clients providing a security deposit
- Improve sales conversion rate by 15% through targeted follow-ups and demonstrations
- Monitor and analyze sales conversion rates regularly
- Identify potential customers for targeted follow-ups
- Plan and execute effective product demonstrations
- Secure 30% of new clients providing a security deposit by optimizing our proposal strategy
- Train team on optimized proposal strategy
- Revise proposals highlighting security deposit benefits
- Implement personalized follow-up for each proposal
- Expand marketing outreach to gain 20% more inquiries about our services
- Develop and launch a targeted social media advertising campaign
- Implement a referral reward program for existing clients
- Collaborate with influencers related to our niche for promotional campaigns
7. 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
8. OKRs to expand BDR prospecting efforts into new target markets or industry segments
- Increase BDR prospecting in untapped markets/segments
- Develop customized messaging for each target market/segment
- Identify 3 new markets/segments to target
- Secure at least 2 new clients from the targeted markets/segments
- Increase qualified leads generated from new markets/segments by 20%
9. OKRs to acquire new potential customers
- Acquire new potential customers
- Increase website traffic by 40% through targeted digital marketing campaigns
- Develop engaging SEO-driven content to increase visibility
- Identify target audience for effective demographic-focused marketing
- Launch paid search and social media ads to drive traffic
- Convert 20% of inbound leads into sales with effective sales strategies
- Develop a well-structured sales pitch targeting specific customer needs
- Train sales team on effective closing techniques
- Implement a follow-up system to re-engage potential customers
- Increase customer engagement on social media platforms by 30%
- Amplify user-generated content sharing
- Expand social media promotions and giveaways
- Develop and implement an interactive content strategy
10. OKRs to expand market reach by establishing partnerships with five new distributors or resellers
- Increase distribution partnerships to expand market reach
- Secure agreements with 5 new distributors
- Increase brand visibility in new markets through joint marketing efforts with distribution partners
- Develop and implement a comprehensive onboarding plan for new distribution partners
- Increase sales revenue from new distribution partnerships by 30%
11. OKRs to implement the new onboarding program to speed up deal closure time
- Implement the new onboarding program to speed up deal closure time
- Reduce the average time to first deal by 25% by week 12
- Train team in aggressive prospecting strategies
- Implement sales acceleration software for efficiency
- Optimize pitch to better engage and convert leads
- Train 80% of the sales team on the new onboarding program by week 8
- Complete training and assess understanding by week 8
- Schedule training sessions for sales team by week 3
- Identify key elements for the onboarding program by week 1
- Develop program curriculum and necessary resources by week 4
- Establish a timeline and assign topics to each week
- Identify necessary topics and learning outcomes for the program curriculum
- Gather and organize needed resources for curriculum content
12. OKRs to secure 10 new request for proposals
- Secure 10 new request for proposals
- Identify and initiate outreach to 30 potential leads for RFPs each week
- Create a compelling outreach message
- Research and identify 30 potential leads for RFPs
- Initiate contact with each lead weekly
- Conduct at least 20 successful meetings with decision-makers for RFPs per month
- Reach out and schedule meetings with the identified individuals
- Plan and conduct effective presentations for each meeting
- Research and identify potential decision-makers for RFPs
- Achieve a conversion rate of 50% in moving leads to submitting RFPs
- Improve lead targeting with data analysis techniques
- Train sales team on persuasive communication strategies
- Implement captivating and informative proposal templates
13. OKRs to drive 110% growth in MRR for our new product
- Drive 110% growth in MRR for our new product
- Enhance customer retention rate for the new product by 15%
- Achieve a 10% increase in average revenue per customer for the new product
- Analyze pricing strategy and competitive landscape to optimize product pricing for maximum revenue
- Conduct market research to identify key customer segments and their willingness to pay
- Develop targeted marketing campaigns to increase product adoption and upsell opportunities
- Provide additional training and resources to sales team to effectively communicate product value
- Generate a 30% growth in upsell and cross-sell revenue from the new product
- Develop targeted marketing campaigns to promote the upsell and cross-sell options of the new product
- Implement customer feedback mechanisms to continuously improve upsell and cross-sell strategies for the new product
- Train sales teams on effectively presenting and selling the upsell and cross-sell options for the new product
- Conduct thorough market research to identify potential upsell and cross-sell opportunities for the new product
- Increase the number of paying customers for the new product by 20%
- Implement targeted online advertising to reach a wider audience
- Offer enticing promotional discounts to encourage immediate purchase
- Leverage social media platforms for customer engagement and word-of-mouth marketing
- Enhance product features and benefits to increase perceived value
14. OKRs to boost new customer revenue on Amazon by 50%
- Boost new customer revenue on Amazon by 50%
- Elevate average customer transaction amount by 15% via upselling techniques
- Introduce loyalty programs incentivizing larger transactions
- Train staff in persuasive upselling and cross-selling techniques
- Implement product bundles to encourage higher-priced purchases
- Increase advertising campaign conversion rate by 30%
- Design and implement new conversion-focused ad content
- Analyze conversion data to identify improvement areas
- Review and refine existing ad targeting strategy
- Grow new customer base by 20% through targeted marketing strategies
- Implement and monitor marketing efforts regularly
- Develop tailored marketing strategies for identified audience
- Identify target audience for the product or service
15. OKRs to build strategic partnerships to reach new audiences and drive customer acquisition
- Expand customer acquisition through strategic partnerships
- Achieve a 20% increase in revenue from converted partnership leads
- Establish 5 new partnerships with relevant brands in our industry
- Increase website traffic by 30% through partnership-driven promotions
- Generate 100 new leads by leveraging partner networks and referrals
New Sales 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's audit dashboard will highlight opportunities to improve OKRsTip #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's check-ins will save you hours and increase transparencyTip #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 New Sales 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
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.
Tability's Strategy Map makes it easy to see all your org's OKRsIf 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 New Sales OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to triple our revenue growth
- OKRs to reduce turnover rate through retention strategies
- OKRs to improve Kubernetes monitoring efficiency and effectiveness
- OKRs to boost sustainable growth and profitability of the business
- OKRs to execute Seamless Transition to Cloud Infrastructure
- OKRs to successfully redesign and enhance the website's user experience
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 👀
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