5 customisable OKR examples for Pre Sales

What are Pre Sales 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.

Creating impactful OKRs can be a daunting task, especially for newcomers. Shifting your focus from projects to outcomes is key to successful planning.

We've tailored a list of OKRs examples for Pre Sales 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 our OKR guide online.

Building your own Pre 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:

Our customisable Pre Sales OKRs examples

You will find in the next section many different Pre Sales Objectives and Key Results. We've included strategic initiatives in our templates to give you a better idea of the different between the key results (how we measure progress), and the initiatives (what we do to achieve the results).

Hope you'll find this helpful!

1OKRs to successfully launch and break-even via pre-sales

  • ObjectiveSuccessfully launch and break-even via pre-sales
  • Key ResultAttain 100% of cost recovery through initial sales
  • TaskTrack and control operational expenses efficiently
  • TaskImplement effective sales and marketing strategies
  • TaskDevelop a competitive pricing strategy to cover production costs
  • Key ResultGenerate a minimum of 300 pre-sale orders
  • TaskCollaborate with influencers to promote and pre-sell
  • TaskImplement a referral discount program for pre-orders
  • TaskDevelop a compelling marketing campaign targeting potential customers
  • Key ResultAchieve 100% completion of product testing and fixes
  • TaskExecute testing plan and document all findings
  • TaskDevelop a comprehensive plan for product testing
  • TaskImplement necessary fixes based on test results

2OKRs to expand the company's market presence

  • ObjectiveExpand the company's market presence
  • Key ResultSecure 15 productive meetings with potential strategic partners
  • TaskSchedule 15 productive meetings
  • TaskIdentify and research 30 potential strategic partners
  • TaskDevelop and execute personalized outreach strategies
  • Key ResultClose deals worth $1M in new business sales
  • TaskNegotiate and finalize sales contracts
  • TaskDevelop and present personalized sales pitches
  • TaskIdentify and reach out to potential high-value clients
  • Key ResultIncrease lead generation rate by 25%
  • TaskOptimize website's landing page for conversions
  • TaskImprove SEO strategy for higher online visibility
  • TaskInitiate a targeted email marketing campaign

3OKRs to secure two contracts with value at least $300,000

  • ObjectiveSecure two contracts with value at least $300,000
  • Key ResultSuccessfully negotiate and close at least two contracts valued above $150,000 each
  • TaskResearch and identify potential high-value clients
  • TaskDevelop customized proposals for each client
  • TaskConduct persuasive negotiation meetings
  • Key ResultConduct 30 business proposal presentations for potential clients
  • TaskSchedule and execute 30 presentations
  • TaskCreate and refine business proposal presentations
  • TaskIdentify and research 30 potential clients for proposals
  • Key ResultIdentify and reach out to 50 potential clients by the end of the quarter
  • TaskSend outreach messages to each potential client
  • TaskDraft a personalized outreach message for each contact
  • TaskCreate a list of 50 potential clients relevant to our business

4OKRs to increase revenue for the SaaS premium subscription

  • ObjectiveIncrease revenue for the SaaS premium subscription
  • Key ResultReduce customer churn rate for premium plan by 15%
  • Key ResultIncrease upsell conversion rate by 10%
  • TaskImplement personalized product recommendations on the checkout page
  • TaskOptimize website layout and design to highlight upsell opportunities throughout the customer journey
  • TaskTrain sales team on effective upselling techniques and product knowledge
  • TaskOffer limited-time promotions for related products during the purchase process
  • Key ResultAchieve 20% increase in average revenue per user (ARPU)
  • Key ResultAcquire 50 new premium plan customers through targeted marketing campaigns

5OKRs to improve Braze comprehension to boost confidence when presenting to potential clients

  • ObjectiveImprove Braze comprehension to boost confidence when presenting to potential clients
  • Key ResultComplete all Braze training modules and quizzes
  • TaskIdentify all required Braze training modules and quizzes
  • TaskDedicate specific time daily to study and complete modules
  • TaskComplete and pass all associated quizzes
  • Key ResultSuccessfully pitch Braze to at least 5 test prospects
  • TaskConduct the Braze product pitch to each prospect
  • TaskAnalyze Braze features and benefits for effective pitching
  • TaskIdentify and contact 5 potential test prospects
  • Key ResultReceive positive feedback from internal team on Braze knowledge improvement
  • TaskRequest regular feedback on Braze usage from the team
  • TaskApply learned Braze functionalities in daily tasks
  • TaskAttend regular training sessions on Braze software

Pre 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 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 Pre Sales 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 Pre Sales 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.

Create more examples in our app

You can use Tability to create OKRs with AI – and keep yourself accountable 👀

Tability is a unique goal-tracking platform built to save hours at work and help teams stay on top of their goals.

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