3 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 more about the OKR meaning online.

Best practices for managing your Pre Sales OKRs

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 OKRs

Tip #2: Commit to the weekly 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 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 below). 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.

Building your own Pre Sales OKRs with AI

While we have some examples below, it's likely that you'll have specific scenarios that aren't covered here. There are 2 options available to you.

Use our free OKRs generator
Use Tability, a complete platform to set and track OKRs and initiatives
including a GPT-4 powered goal generator

Best way 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.

Tability'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.

Pre Sales OKRs templates

We've covered most of the things that you need to know about setting good OKRs and tracking them effectively. It's now time to give you a series of templates that you can use for inspiration!

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!

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

Track these OKRs

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

churn-rate-reduction effective-upselling sales-team marketing-team sales-department marketing-department

Track these OKRs

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

braze-comprehension client-engagement salesperson trainer sales-team training-and-development-team

Track these OKRs

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.

To learn: Complete 2024 OKR cheat sheet
Blog posts: ODT Blog
Success metrics: KPIs examples