Tability is a cheatcode for goal-driven teams. Set perfect OKRs with AI, stay focused on the work that matters.
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.
The best tools for writing perfect New Sales OKRs
Here are 2 tools that can help you draft your OKRs in no time.
Tability AI: to generate OKRs based on a prompt
Tability AI allows you to describe your goals in a prompt, and generate a fully editable OKR template in seconds.
- 1. Create a Tability account
- 2. Click on the Generate goals using AI
- 3. Describe your goals in a prompt
- 4. Get your fully editable OKR template
- 5. Publish to start tracking progress and get automated OKR dashboards
Watch the video below to see it in action 👇
Tability Feedback: to improve existing OKRs
You can use Tability's AI feedback to improve your OKRs if you already have existing goals.
- 1. Create your Tability account
- 2. Add your existing OKRs (you can import them from a spreadsheet)
- 3. Click on Generate analysis
- 4. Review the suggestions and decide to accept or dismiss them
- 5. Publish to start tracking progress and get automated OKR dashboards
Tability will scan your OKRs and offer different suggestions to improve them. This can range from a small rewrite of a statement to make it clearer to a complete rewrite of the entire OKR.
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!
OKRs to establish effective sales training for new recruits
ObjectiveEstablish effective sales training for new recruits
KRImplement 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
- KRDesign 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
- KRPost 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
OKRs to successfully migrate and train team on the new sales CRM system
- ObjectiveSuccessfully migrate and train team on the new sales CRM system
- KRAchieve 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
- KRMigrate 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
- KRTrain 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
OKRs to expand Sales to a new region
- ObjectiveExpand revenue in Europe
- KRRecruit 10 resellers in Europe
- KR10% of new sales are coming from EU customers
- KRGenerate a pipeline of $500K in Europe
OKRs to grow sales effort in new markets
- ObjectiveDevelop a strong presence in <country>
- KRAchieve 25K MRR in <country>
- KR25% of new sales come from <country>
- KR10 of top 100 companies in <country> are customers
OKRs to successfully migrate and train Sales Team on the new CRM
- ObjectiveSuccessfully migrate and train Sales Team on the new CRM
- KRComplete 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
- KRConduct 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
- KRAchieve 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
OKRs to drive $150k in new revenue for next quarter
- ObjectiveDrive $150k in new revenue for next quarter
- KRLaunch 2 new successful marketing campaigns to attract potential clients
- Implement, monitor and tweak campaigns based on feedback
- Design unique and engaging content for each campaign
- Identify and analyze target audience for each campaign
- KRImprove the sales conversion rate by 15%
- Identify and address common objections during sales process
- Optimize sales funnel for better lead qualification
- Train team on advanced sales techniques and strategies
- KRIncrease customer base by 10% to boost sales
- Initiate marketing campaigns targeting new demographics
- Maximize social media for advertising and promotions
- Implement an effective customer referral reward system
OKRs to penetrate new market segments for increased sales
- ObjectivePenetrate new market segments for increased sales
- KRIdentify and select 3 untapped market categories by analyzing market trends
- Analyze current market trends for potential untapped categories
- Choose three most promising categories for further exploration
- Evaluate identified categories for profitability and feasibility
- KRDevelop tailor-made marketing strategies for each identified market category
- Create unique marketing strategies for identified categories
- Analyze each market category's specific needs and preferences
- Identify target market categories through market research
- KRAchieve a 1% increase in total sales from these new market categories
- Develop a targeted marketing campaign for these specific categories
- Optimize product or service pricing based on market demand
- Identify potential high-value customers within these new market categories
OKRs to accelerate initiation of new business quotes
- ObjectiveAccelerate initiation of new business quotes
- KRConvert 10% of these new leads into initiated quotes
- Initiate conversations and provide customized quotes
- Develop personalized outreach approaches for specific leads
- Identify the 10% of leads most likely to convert
- KRIncrease weekly outreach to potential clients by 25%
- Incorporate 25% additional time in weekly schedule for outreach
- Increase follow-up frequency to foster potential client relationships
- Identify 25% more prospects for potential outreach activities
- KRGenerate at least two new leads per week from the expanded outreach
- Develop personalized messages for outreach
- Research prospective clients in new market segments
- Schedule and execute follow-up calls weekly
OKRs to acquire new clients providing a security deposit
- ObjectiveAcquire new clients providing a security deposit
- KRImprove 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
- KRSecure 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
- KRExpand 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
OKRs to accelerate the growth of Gross New ARR
- ObjectiveAccelerate the growth of Gross New ARR
- KRBoost upsell opportunities by 25% to enhance existing customer value
- Identify key products for upsell opportunities
- Implement targeted marketing campaigns for existing customers
- Train sales team in effective upselling techniques
- KRIncrease the number of sales demo by 20% to generate new revenue opportunities
- Train sales team on effective demo presentation techniques
- Improve marketing efforts to attract potential clients
- Create incentive program for scheduling more demos
- KRImprove conversion rate from trial to paid subscriptions by 15%
- Implement targeted follow-up email campaigns
- Enhance trial onboarding process to emphasize product benefits
- Offer personalized pricing packages after the trial
New Sales OKR best practices
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.
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.
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.
Save hours with automated New Sales OKR dashboards
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, you can move to Tability to save time with automated OKR dashboards, data connectors, and actionable insights.
How to get Tability dashboards:
- 1. Create a Tability account
- 2. Use the importers to add your OKRs (works with any spreadsheet or doc)
- 3. Publish your OKR plan
That's it! Tability will instantly get access to 10+ dashboards to monitor progress, visualise trends, and identify risks early.
More New Sales OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to increase Domain authority score to 35
- OKRs to increase revenue efficiency across all business units
- OKRs to enhance auditing of homeowner communication and calls
- OKRs to ensure effective management of EUC assets
- OKRs to enhance Product Service Management Efficiency
- OKRs to enhance and streamline security governance framework