11 OKR examples for Sales Conversion

What are Sales Conversion 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.

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 Sales Conversion 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 managing your Sales Conversion 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

Focus can only be achieve by limiting the number of competing priorities. It is crucial that you take the time to identify where you need to move the needle, and avoid adding business-as-usual activities to your 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 the weekly check-ins

Having good goals is only half the effort. You'll get significant more value from your OKRs if you commit to a weekly check-in process.

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 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 Sales Conversion 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.

Best way to track your Sales Conversion 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. 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

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

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.

Sales Conversion 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'll find below a list of Objectives and Key Results templates for Sales Conversion. We also included strategic projects for each template to make it easier to understand the difference between key results and projects.

Hope you'll find this helpful!

OKRs to increase the conversion rate of BDR-generated leads into sales opportunities by 25%

  • ObjectiveBoost BDR-generated lead conversion rate by 25%
  • Key ResultImplement personalized and timely follow-up for all leads
  • Key ResultIncrease the number of demos by BDRs for better lead nurturing
  • Key ResultOptimize landing pages to ensure an easy and quick conversion process
  • Key ResultImprove sales pitch training to increase lead engagement and closing rate

OKRs to boost Used Car Sales

  • ObjectiveBoost Used Car Sales
  • Key ResultIncrease the average transaction value for Used Cars by 10%
  • TaskEnhance marketing campaigns highlighting value-added features and benefits of higher-end used cars
  • TaskOffer attractive financing options to increase affordability and willingness to spend more
  • TaskImplement a loyalty program to encourage repeat customers for higher transaction values
  • TaskTrain sales team to upsell additional services and accessories during car purchase
  • Key ResultAchieve a conversion rate of 15% from leads to actual sales
  • TaskOptimize website design and user experience to increase lead conversion rates
  • TaskImplement targeted marketing campaigns to attract qualified leads
  • TaskAnalyze and optimize sales funnel to identify and remove any bottlenecks hindering conversions
  • TaskImprove sales team training and provide effective sales scripts for better conversions
  • Key ResultImprove customer satisfaction ratings related to Used Car purchases by 2 points
  • Key ResultIncrease the number of leads generated from online platforms by 20%
  • TaskOptimize landing pages to improve conversion rates
  • TaskRegularly analyze and adjust online marketing campaigns to improve lead generation
  • TaskImplement SEO strategies to increase organic traffic and website visibility
  • TaskCreate compelling and targeted online advertisements for better audience engagement

OKRs to boost stealth bed and chair pad sales by 20%

  • ObjectiveBoost stealth bed and chair pad sales by 20%
  • Key ResultIncrease average order size of stealth bed and chair pads by 10%
  • TaskIntroduce multi-buy discounts for bigger orders of bed and chair pads
  • TaskImprove product descriptions highlighting stealth pad's unique features
  • TaskUpsell complementary products like covers or cleaners
  • Key ResultImprove conversion rate on stealth bed and chair pads by 15%
  • TaskOptimized product listings for search engine visibility
  • TaskImplement A/B testing for different website layouts
  • TaskIncrease advertisement on popular home decor platforms
  • Key ResultIncrease customer inquiries about stealth bed and chair pads by 30%
  • TaskOffer free samples with purchases and for reviews
  • TaskHighlight benefits and features in email newsletters
  • TaskLaunch a digital marketing campaign targeting potential customers

OKRs to increase sales conversion from YouTube views

  • ObjectiveIncrease sales conversion from YouTube views
  • Key ResultDevelop 3 new customer engagement campaigns on YouTube
  • TaskIdentify target audiences and content they'd be interested in
  • TaskOutline distribution and promotional strategies
  • TaskCraft unique, engaging narratives for each campaign
  • Key ResultImprove YouTube conversion rate by 15% through optimizing video content
  • TaskAdd compelling calls-to-action within the content
  • TaskEnhance video quality with better visuals and clear audio
  • TaskOptimize titles, descriptions, and keywords for SEO
  • Key ResultGenerate a 20% increase in sales from leads originating from YouTube
  • TaskCreate engaging content to increase YouTube subscribers
  • TaskInclude strong call-to-actions in video descriptions
  • TaskOptimize videos for SEO to boost visibility

OKRs to enhance Salesforce Lead and Pipeline Management

  • ObjectiveEnhance Salesforce Lead and Pipeline Management
  • Key ResultImprove lead conversion rate by 25% through effective pipeline management and follow-ups
  • TaskImplement a rigorous pipeline management system for lead tracking
  • TaskContinuously measure and optimize lead conversion rate
  • TaskTrain sales team on best practices for follow-ups
  • Key ResultDecrease pipeline leakage by 15% through process optimization and better lead qualification
  • TaskImplement rigorous lead qualification criteria
  • TaskOptimize lead nurturing workflows
  • TaskEnhance sales team training on deal closing
  • Key ResultIncrease lead generation by 20% using Salesforce's advanced analytics by quarter end
  • TaskImprove segmentation and targeting in Salesforce dashboard
  • TaskImplement Salesforce's lead scoring system to prioritize leads
  • TaskBoost campaign efforts using Salesforce's predictive analytics tools

OKRs to boost sales performance across the company

  • ObjectiveBoost sales performance across the company
  • Key ResultDevelop and launch 3 new customer incentive programs
  • TaskIdentify customer needs and potential incentives
  • TaskDevelop 3 unique customer incentive programs
  • TaskLaunch incentive programs and monitor performance
  • Key ResultIncrease the conversion rate from leads to sales by 15%
  • TaskEnhance customer follow-up process through personalized communication
  • TaskImprove sales team training with focus on lead conversion techniques
  • TaskImplement new strategies in the sales funnel to encourage purchases
  • Key ResultAchieve a 20% increase in repeat customer purchases
  • TaskDevelop a loyalty program with incentives for frequent purchases
  • TaskImplement strategies for personalized customer engagement and retention
  • TaskConduct customer satisfaction surveys to identify areas of improvement

OKRs to boost sales performance significantly

  • ObjectiveBoost sales performance significantly
  • Key ResultImprove product demonstration conversions by 10%
  • TaskTrain staff on persuasive presentation and selling techniques
  • TaskResearch audience needs for personalized product demonstrations
  • TaskIncorporate a compelling call-to-action in all demos
  • Key ResultDrive repeat business higher by improving client retention by 20%
  • TaskPersonalize client communications to enhance engagement
  • TaskImplement a loyalty program to reward frequent customers
  • TaskImprove customer service response times by 15%
  • Key ResultIncrease the number of customer contacts by 15%
  • TaskEnhance social media engagement strategies
  • TaskImplement a new customer outreach campaign
  • TaskOffer incentives for customer referrals

OKRs to increase sales of our branded products to achieve 60% of total sales

  • ObjectiveIncrease sales of our branded products to achieve 60% of total sales
  • Key ResultImprove conversion rate of leads interested in our branded products by 15%
  • TaskEnhance product descriptions for clearer understanding and appeal
  • TaskDevelop targeted marketing strategies for interested leads
  • TaskImplement effective follow-up process to ensure lead conversion
  • Key ResultGenerate 30% more leads interested in our branded products
  • TaskOptimize our website for better SEO rankings
  • TaskIncrease visibility through social media advertising
  • TaskImplement referral programs to encourage word-of-mouth
  • Key ResultIncrease inventory of our branded products by 20%
  • TaskAnalyze current inventory of branded products
  • TaskOrder additional 20% of current inventory from suppliers
  • TaskOrganize and stock received products

OKRs to double Accelerator's demo call volume

  • ObjectiveDouble Accelerator's demo call volume
  • Key ResultIncrease leads pipeline by 40% through targeted marketing campaigns
  • TaskIdentify key demographics for targeted marketing campaigns
  • TaskImplement campaigns and track conversion rates
  • TaskDevelop compelling and personalized advertising content
  • Key ResultImprove demo call schedule efficiency by 20% to host more calls
  • TaskPrioritize and batch similar demo calls together
  • TaskImplement time-saving tools to automate the scheduling process
  • TaskReduce unnecessary call duration by streamlining demo content
  • Key ResultElevate conversion rate of leads to demo calls by 30%
  • TaskEnhance demo call scripts to better engage leads
  • TaskImplement a targeted follow-up strategy for all leads
  • TaskInvest in additional conversion rate optimization tools

OKRs to boost sign-ups conversion to reach a 50% paying customer rate

  • ObjectiveBoost sign-ups conversion to reach a 50% paying customer rate
  • Key ResultImplement 2 high-converting strategies targeted at sign-ups each month
  • TaskMonitor and measure strategy performance
  • TaskResearch and select effective strategies for sign-ups
  • TaskOutline a plan for strategy implementation
  • Key ResultIncrease the website conversion rate by 10% each month
  • TaskOptimize website layout for easier navigation and usability
  • TaskImplement effective call-to-action buttons on web pages
  • TaskRun A/B tests to improve landing pages performance
  • Key ResultReduce the signup to paying customer cycle by 15%
  • TaskImprove onboarding to highlight product benefits
  • TaskImplement immediate upsell strategies post-signup
  • TaskSimplify the sign-up process to minimize hurdles

OKRs to generate quality leads via data mining

  • ObjectiveGenerate quality leads via data mining
  • Key ResultAchieve a 20% lift in sales-qualified leads conversion rate
  • TaskIntensify sales team training on lead conversion techniques
  • TaskImplement personalized follow-ups for sales-qualified leads
  • TaskOptimize landing pages for higher lead-to-sale conversion
  • Key ResultIncrease database size by 30% to enhance data mining efforts
  • TaskAllocate resources for 30% database expansion
  • TaskAnalyze current database capacity and needs
  • TaskImplement database enlargement strategy
  • Key ResultDeploy data mining software to generate 15% more leads
  • TaskTrain staff members to effectively use the software
  • TaskInstall and configure the software on company systems
  • TaskSelect appropriate data mining software for lead generation

More Sales Conversion 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.