12 OKR examples for SaaS

How you write your OKRs can make a huge difference on the impact that your team will have at the end of the quarter. But, it's not always easy to write a quarterly plan that focuses on outcomes instead of projects.

That's why we have created a list of OKRs examples for SaaS to help. You can use any of the templates below as a starting point to write your own goals.

If you want to learn more about the framework, you can read more about the OKR meaning online.

Best practices for OKR

Your objectives should be ambitious, but achievable. Your key results should be measurable and time-bound. It can also be helfpul to list strategic initiatives under your key results, as it'll help you avoid the common mistake of listing projects in your KRs.

Building your own 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

How to track OKRs

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.

Spreadsheets are enough to get started. Then, once you need to scale you can use a proper OKRs-tracking platform to make things easier.

We recommend Tability for an easy way to set and track OKRs with your team.

Check out the 5 best OKR tracking templates to find the best way to monitor progress during the quarter.

SaaS OKRs templates

You'll find below a list of Objectives and Key Results for SaaS.

OKRs to enhance knowledge on marketing and branding for B2B SaaS product optimization

  • ObjectiveEnhance knowledge on marketing and branding for B2B SaaS product optimization
  • Key ResultImprove trial-to-subscription conversion rate by 20% through marketing strategies
  • TaskImplement personalized email marketing campaigns
  • TaskRun targeted social media promotions
  • TaskEnhance product sign-up and onboarding process
  • Key ResultIncrease brand awareness, achieving 15% growth in organic website traffic
  • TaskDevelop engaging social media campaigns
  • TaskCollaborate with influencers for product promotion
  • TaskImplement SEO strategies to improve search engine rankings
  • Key ResultComplete three practical marketing and branding courses focused on B2B SaaS
  • TaskConsistently participate and complete the chosen courses
  • TaskEnroll in three selected marketing and branding courses
  • TaskResearch reputable online platforms offering B2B SaaS marketing courses
Turn OKRs into a Strategy Map

OKRs to increase adoption of our SaaS platform in the mid-tier market segment

  • ObjectiveIncrease adoption of our SaaS platform in the mid-tier market segment
  • Key ResultGenerate $200,000 in revenue from mid-tier company subscriptions
  • TaskConduct market research to identify potential mid-tier companies interested in subscriptions
  • TaskProvide exceptional customer service and support to ensure retention and satisfaction of mid-tier company subscribers
  • TaskImplement targeted marketing campaigns to attract mid-tier companies and promote the subscription package
  • TaskDevelop a compelling subscription package tailored for mid-tier companies' needs
  • Key ResultAcquire 4 new mid-tier company clients by the end of the quarter
  • TaskCreate a compelling pitch highlighting our services' benefits for mid-tier companies
  • TaskReach out to identified companies through email or phone call to schedule meetings
  • TaskProvide tailored solutions and negotiate contracts with interested mid-tier companies
  • TaskIdentify potential mid-tier companies in target industry
  • Key ResultIncrease the average number of platform users per mid-tier company to 25
  • TaskCollaborate with marketing team to create targeted advertising campaigns for mid-tier companies
  • TaskOffer tailored onboarding sessions to guide new mid-tier company users through platform features
  • TaskAnalyze and optimize user experience to make platform more attractive and user-friendly for mid-tier companies
  • TaskImplement referral system that rewards existing mid-tier company users for inviting others
  • Key ResultAchieve a 60% conversion rate from initial demos to signed contracts

OKRs 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

OKRs to accelerate user growth for SaaS product

  • ObjectiveAccelerate user growth for SaaS product
  • Key ResultGrow active user base by 20%
  • TaskEnhance product features based on user feedback
  • TaskImprove user experience to increase retention rates
  • TaskImplement targeted marketing campaigns to attract new users
  • Key ResultIncrease monthly recurring revenue by 25%
  • TaskImplement a customer referral program
  • TaskDevelop upselling strategies for existing customers
  • TaskImprove product or service pricing strategies
  • Key ResultDecrease user churn rate by 15%
  • TaskImplement a user feedback system to identify common issues
  • TaskEnhance product features based on user preferences
  • TaskDevelop a personalized customer engagement strategy

OKRs to drastically improve onboarding and activation

  • ObjectiveGet amazing improvements in our onboarding process
  • Key ResultIncrease the number of trials/week from 20 to 35
  • TaskDisplay clear CTAs to help non-admins request upgrades
  • TaskAdd 5 clear upgrade paths for users
  • Key ResultIncrease week-1 activation rate from 55% to 65%
  • TaskIdentify drop-offs
  • TaskInstrument activation funnel in Amplitude
  • TaskTackle top 5 low-hanging fruits to improve onboarding
  • Key ResultReduce trials churn from 46% to 30%
  • TaskImplement fixes following feedback
  • TaskTalk to 20 churned customers to understand what went wrong

OKRs to get a solid growth engine

  • ObjectiveCreate a solid growth engine
  • Key ResultIncrease weekly leads by 30%
  • Key ResultWe're getting 0.1 leads/active customer/week
  • Key Result30% of new leads start a trial

OKRs to build an amazing user experience

  • ObjectiveBuild an amazing user experience
  • Key ResultIncrease the number of weekly active users from 8k to 10k
  • Key ResultImplement the equivalent of 100 votes in features
  • TaskIdentify top voted feature requests
  • Key ResultImprove our NPS from 50 to 75
  • TaskReach out to 10 low NPS scores to understand their frustrations

OKRs to develop paid acquisition channels

  • ObjectivePaid Marketing is a new channel for leads growth
  • Key Result20% of new leads come from paid acquistion
  • Key ResultGenerate $10K MRR from paid acquisition channels
  • Key ResultBring Customer Acquisition Costs (CAC) down to $500

OKRs to develop a new in-product referrals program

  • ObjectiveDevelop a new in-product referrals program
  • Key ResultImprove onboarding of referred users to keep conversion above 40%
  • Key ResultGet 3 referrals per customers on average across all accounts
  • TaskIdentify opportunities for network effects
  • Key ResultGet 60% of new customer accounts to refer at least one other customer
  • TaskAdd referral step in the onboarding drip feed
  • TaskCreate incentive to reward customers for referring users

OKRs to improve user onboarding

  • ObjectiveStreamline onboarding and improve our user journey
  • Key ResultIncrease the number of user invites sent during onboarding by 8%
  • Key ResultReduce trial abandonment from 20% to 12%
  • Key Result90% of new sign-ups get through the entire onboarding flow
  • Key ResultImprove trial to paid conversion by 12%

OKRs to create a successful MVP

  • ObjectiveCreate a successful MVP
  • Key ResultOur NPS is above 40 with early adopters
  • TaskIdentify and solve top 5 improvement requests
  • TaskSign up for Wootric to get NPS feedback
  • Key ResultOur 8-week retention rate is above 30%
  • Key Result60% of users complete their onboarding process

OKRs to encourage user referrals

  • ObjectiveAccelerate momentum with user referrals
  • Key ResultIncrease weekly in-app referrals from 1.5 to 2.5/week
  • TaskAdd referral link in footer of weekly customer comms
  • TaskImprove visibility of referral actions
  • Key ResultPublish 5 case studies from top customers
  • TaskIdentify top 10 customers for case studies
  • TaskSecure 5 interviews
  • Key ResultSecure 20 new G2 reviews score 4+ stars
  • TaskContact 40 users scoring us NPS 9+ and ask for a review

More 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.