6 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:
- 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 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!
1. OKRs to successfully launch and break-even via pre-sales
Successfully launch and break-even via pre-sales
Attain 100% of cost recovery through initial sales
Track and control operational expenses efficiently- Implement effective sales and marketing strategies
- Develop a competitive pricing strategy to cover production costs
- Generate a minimum of 300 pre-sale orders
- Collaborate with influencers to promote and pre-sell
- Implement a referral discount program for pre-orders
- Develop a compelling marketing campaign targeting potential customers
- Achieve 100% completion of product testing and fixes
- Execute testing plan and document all findings
- Develop a comprehensive plan for product testing
- Implement necessary fixes based on test results
2. OKRs to accelerate sales and amplify social media presence
- Accelerate sales and amplify social media presence
- Convert 10% of followers into customers enhancing website's conversion funnel
- Redesign website layout for intuitive, user-friendly navigation
- Offer exclusive discounts or promotions to followers
- Implement targeted marketing strategies towards followers
- Boost sales to reach $15k without compromising margins
- Strengthen marketing activities to attract new customers
- Develop enticing upsell strategies to increase average order value
- Implement targeted emailing campaigns for existing customers
- Increase social media followers to 5k through strategic engagements and networking
- Interact consistently with followers to build loyalty and online community
- Develop engaging content to attract new followers daily
- Collaborate with influential personalities for shout-outs or endorsements
3. OKRs to expand the company's market presence
- Expand the company's market presence
- Secure 15 productive meetings with potential strategic partners
- Schedule 15 productive meetings
- Identify and research 30 potential strategic partners
- Develop and execute personalized outreach strategies
- Close deals worth $1M in new business sales
- Negotiate and finalize sales contracts
- Develop and present personalized sales pitches
- Identify and reach out to potential high-value clients
- Increase lead generation rate by 25%
- Optimize website's landing page for conversions
- Improve SEO strategy for higher online visibility
- Initiate a targeted email marketing campaign
4. OKRs to secure two contracts with value at least $300,000
- Secure two contracts with value at least $300,000
- Successfully negotiate and close at least two contracts valued above $150,000 each
- Research and identify potential high-value clients
- Develop customized proposals for each client
- Conduct persuasive negotiation meetings
- Conduct 30 business proposal presentations for potential clients
- Schedule and execute 30 presentations
- Create and refine business proposal presentations
- Identify and research 30 potential clients for proposals
- Identify and reach out to 50 potential clients by the end of the quarter
- Send outreach messages to each potential client
- Draft a personalized outreach message for each contact
- Create a list of 50 potential clients relevant to our business
5. OKRs to increase revenue for the SaaS premium subscription
- Increase revenue for the SaaS premium subscription
- Reduce customer churn rate for premium plan by 15%
- Increase upsell conversion rate by 10%
- Implement personalized product recommendations on the checkout page
- Optimize website layout and design to highlight upsell opportunities throughout the customer journey
- Train sales team on effective upselling techniques and product knowledge
- Offer limited-time promotions for related products during the purchase process
- Achieve 20% increase in average revenue per user (ARPU)
- Acquire 50 new premium plan customers through targeted marketing campaigns
6. OKRs to improve Braze comprehension to boost confidence when presenting to potential clients
- Improve Braze comprehension to boost confidence when presenting to potential clients
- Complete all Braze training modules and quizzes
- Identify all required Braze training modules and quizzes
- Dedicate specific time daily to study and complete modules
- Complete and pass all associated quizzes
- Successfully pitch Braze to at least 5 test prospects
- Conduct the Braze product pitch to each prospect
- Analyze Braze features and benefits for effective pitching
- Identify and contact 5 potential test prospects
- Receive positive feedback from internal team on Braze knowledge improvement
- Request regular feedback on Braze usage from the team
- Apply learned Braze functionalities in daily tasks
- Attend 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'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 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.
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 Pre Sales OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to enhance analytical thinking and problem-solving skills
- OKRs to boost brand recognition and awareness in desired market
- OKRs to acquire GCP certification with strong knowledge and skills
- OKRs to develop an accurate and efficient face recognition system
- OKRs to boost CPM revenue significantly
- OKRs to ensure compliance and adaptability of Finance department for long-term success
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 👀
Tability is a unique goal-tracking platform built to save hours at work and help teams stay on top of their goals.
1 Create your workspace
2 Build plans in seconds with AI
3Track your progress