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10 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

Using Tability AI to draft complete strategies in seconds

While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here.

You can use Tability's AI generator to create tailored OKRs based on your specific context. Tability can turn your objective description into a fully editable OKR template -- including tips to help you refine your goals.

See it in action in the video below 👇

Using the AI generator, you can:

  • Chat with an AI to draft your goals
  • Ask questions or provide feedback to refine the OKRs
  • Import the suggestion in an editor designed for goal setting
  • Switch back to a goal-tracking view in 1-click

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Using the free OKR generator to get a quick template

If you're just looking for some quick inspiration, you can also use our free OKR generator to get a template.

Unlike with Tability, you won't be able to iterate on the templates, but this is still a great way to get started.

Our 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
  • KRAttain 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
  • KRGenerate 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
  • KRAchieve 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
Tability

2OKRs to accelerate sales and amplify social media presence

  • ObjectiveAccelerate sales and amplify social media presence
  • KRConvert 10% of followers into customers enhancing website's conversion funnel
  • TaskRedesign website layout for intuitive, user-friendly navigation
  • TaskOffer exclusive discounts or promotions to followers
  • TaskImplement targeted marketing strategies towards followers
  • KRBoost sales to reach $15k without compromising margins
  • TaskStrengthen marketing activities to attract new customers
  • TaskDevelop enticing upsell strategies to increase average order value
  • TaskImplement targeted emailing campaigns for existing customers
  • KRIncrease social media followers to 5k through strategic engagements and networking
  • TaskInteract consistently with followers to build loyalty and online community
  • TaskDevelop engaging content to attract new followers daily
  • TaskCollaborate with influential personalities for shout-outs or endorsements

3OKRs to expand the company's market presence

  • ObjectiveExpand the company's market presence
  • KRSecure 15 productive meetings with potential strategic partners
  • TaskSchedule 15 productive meetings
  • TaskIdentify and research 30 potential strategic partners
  • TaskDevelop and execute personalized outreach strategies
  • KRClose 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
  • KRIncrease 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

4OKRs to secure two contracts with value at least $300,000

  • ObjectiveSecure two contracts with value at least $300,000
  • KRSuccessfully 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
  • KRConduct 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
  • KRIdentify 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

5OKRs to drive two new revenue streams via food delivery app advertising

  • ObjectiveDrive two new revenue streams via food delivery app advertising
  • KRCollaborate with top 10 local restaurants for exclusive ad partnerships
  • TaskInitiate contact and pitch to targeted restaurants
  • TaskDevelop pitch for exclusive ad partnership proposal
  • TaskCompile list of top 10 local restaurants for partnership
  • KRIncrease app ad sales by 20% by introducing fresh ad schemes
  • TaskInitiate outreach and sales meetings with prospective clients
  • TaskIdentify potential new advertisers interested in mobile app marketing
  • TaskDevelop compelling, innovative ad scheme options
  • KRConvert at least 15% of free users to premium subscription by specific campaigns
  • TaskMonitor conversion rates and adjust campaigns accordingly
  • TaskDevelop an engaging premium promotional campaign
  • TaskIdentify targeted audience who frequently uses free features

6OKRs to increase revenue for the SaaS premium subscription

  • ObjectiveIncrease revenue for the SaaS premium subscription
  • KRReduce customer churn rate for premium plan by 15%
  • KRIncrease 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
  • KRAchieve 20% increase in average revenue per user (ARPU)
  • KRAcquire 50 new premium plan customers through targeted marketing campaigns

7OKRs to improve Braze comprehension to boost confidence when presenting to potential clients

  • ObjectiveImprove Braze comprehension to boost confidence when presenting to potential clients
  • KRComplete 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
  • KRSuccessfully 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
  • KRReceive 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

8OKRs to produce and publish an engaging interactive book

  • ObjectiveProduce and publish an engaging interactive book
  • KRSecure a publishing deal with a recognized interactive ebook publisher
  • TaskResearch and shortlist reputable interactive ebook publishers
  • TaskDevelop and polish a compelling book proposal
  • TaskInitiate contact and negotiations with selected publisher
  • KRWrite and finalize 50 interactive pages by next quarter
  • TaskEdit, review and refine written pages
  • TaskComplete and finalize all interactive pages
  • TaskOutline and draft content for 50 interactive pages
  • KRPre-sell 500 copies of the interactive book ahead of the launch date
  • TaskDevelop an engaging marketing campaign for a pre-order incentive
  • TaskLaunch pre-order sales on the website and social media
  • TaskUtilize email newsletters to prime potential buyers
Tability

9OKRs to boost BUMA's dominance as a premier TAN/CN provider

  • ObjectiveBoost BUMA's dominance as a premier TAN/CN provider
  • KRSecure 3 high-profile industry partnerships for TAN/CN supply
  • TaskIdentify potential high-profile industry partners for TAN/CN supply
  • TaskInitiate meetings to present and negotiate proposal terms
  • TaskDevelop a compelling partnership proposal highlighting mutual benefits
  • KRRaise sales revenue from TAN/CN products by 20%
  • TaskProvide sales team with specialized TAN/CN product training
  • TaskDevelop and promote bundled deals involving TAN/CN products
  • TaskImplement a targeted marketing campaign for TAN/CN products
  • KRIncrease the client retention rate by 15%
  • TaskIntroduce incentive schemes for loyal and long-term clients
  • TaskImplement customer-oriented training programs for all client-facing staff
  • TaskEnhance client communication by regularly updating on new services and offers

10OKRs to secure the top position as Europe's preferred functional oat drink brand

  • ObjectiveSecure the top position as Europe's preferred functional oat drink brand
  • KRDrive 30% growth in quarterly revenue through aggressive marketing and promotions
  • TaskTrain sales team to effectively push promotions
  • TaskDevelop high-value promotions to incentivize customer purchases
  • TaskImplement a comprehensive, aggressive marketing campaign across all platforms
  • KRAchieve 25% increase in brand awareness through digital ad campaigns and PR
  • TaskDevelop a compelling digital ad campaign targeting our ideal customers
  • TaskCollaborate with a reputable PR agency to broaden our reach
  • TaskMonitor and adjust campaign metrics based on performance and engagement
  • KRIncrease retail distribution by 50% across key European markets
  • TaskIdentify and secure partnerships with major distributors in key regions
  • TaskAllocate additional resources for inventory and logistics management
  • TaskEnhance promotional activities to boost product visibility

Pre 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.

How to track your Pre Sales OKRs

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.