15 customisable 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 our OKR guide online.

Building your own Sales Conversion 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:

Our customisable Sales Conversion OKRs examples

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!

1OKRs 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

2OKRs to establish effective sales training for new recruits

  • ObjectiveEstablish effective sales training for new recruits
  • Key ResultImplement the training program, ensuring 80% of participants pass the post-training evaluation
  • TaskConduct training sessions for all program participants
  • TaskDevelop comprehensive training materials for program participants
  • TaskAdminister post-training evaluation and analyze results
  • Key ResultDesign a comprehensive sales training curriculum for new joiners within 1 month
  • TaskSchedule expert-led training sessions on essential sales techniques
  • TaskDevelop practical exercises for real-life sales scenarios
  • TaskIdentify key skills and knowledge needed for successful sales performance
  • Key ResultPost training, increase new joiners' sales conversion rates by 25%
  • TaskDevelop mentoring program for new joiners
  • TaskReview and optimize the onboarding process
  • TaskImplement weekly coaching sessions focused on sales techniques

3OKRs 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

4OKRs 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

5OKRs 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

6OKRs 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

7OKRs to drive significant growth in sales volume next quarter

  • ObjectiveDrive significant growth in sales volume next quarter
  • Key ResultIncrease monthly sales by a minimum of 15% each month
  • TaskTrain sales team on advanced selling techniques
  • TaskImprove post-sales customer services to ensure repeat purchases
  • TaskImplement aggressive promotional campaigns targeting potential clients
  • Key ResultMinimize sales cycle length by 10%
  • TaskTrain staff on efficient customer communication and sales tactics
  • TaskImplement customer relationship management software for streamlining sales processes
  • TaskImprove lead qualification practices to focus on high-conversion prospects
  • Key ResultAchieve 20% conversion rate on sales leads
  • TaskEnhance site design for optimal user experience
  • TaskTrain sales team on effective closing strategies
  • TaskImplement creative and personalized email marketing campaigns

8OKRs to increase effectiveness and efficiency of sales pipeline management

  • ObjectiveIncrease effectiveness and efficiency of sales pipeline management
  • Key ResultImprove conversion rate of leads to sales by 10%
  • TaskEnhance product descriptions and sales copy
  • TaskTrain sales team in effective conversion techniques
  • TaskImplement a follow-up system for engaging and nurturing leads
  • Key ResultShorten sales cycle duration by 15% through process optimization
  • TaskReview and streamline existing sales process stages
  • TaskImplement an efficient CRM system for sales
  • TaskTrain sales team on optimized process
  • Key ResultIncrease the number of qualified leads in the pipeline by 20%
  • TaskImplement targeted marketing campaigns
  • TaskImprove website's SEO to drive organic leads
  • TaskOptimize our lead qualification process

9OKRs to enhance productivity and effectiveness of the advertising sales team

  • ObjectiveEnhance productivity and effectiveness of the advertising sales team
  • Key ResultIncrease sales team's lead conversion rate by 25%
  • TaskImplement a more refined lead scoring system
  • TaskConduct regular training sessions to improve sales techniques
  • TaskImprove follow-up processes for potential leads
  • Key ResultImplement training sessions to improve product knowledge by 100%
  • TaskSchedule and conduct product knowledge training sessions
  • TaskDevelop detailed training agenda and materials
  • TaskIdentify key product knowledge areas needing improvement
  • Key ResultReduce average sale-cycle length by 15%
  • TaskProvide regular training on closing sales techniques
  • TaskImplement more efficient customer follow-up procedures
  • TaskStreamline the sales process with automation tools

10OKRs to amplify lead generation for increased pipeline activity

  • ObjectiveAmplify lead generation for increased pipeline activity
  • Key ResultBoost marketing efforts to result in a 30% rise in qualified leads
  • TaskInvest in targeted social media advertising to reach potential clients
  • TaskImplement SEO strategies to enhance website visibility
  • TaskDevelop engaging email marketing campaigns
  • Key ResultEnhance follow-up strategies to increase sales conversion rates by 25%
  • TaskImplement personalized email campaigns for all engaged prospects
  • TaskKeep track and analyze the effectiveness of follow-up strategies
  • TaskSchedule immediate follow-ups with potentially interested customers
  • Key ResultImplement new networking strategies to forge 15 new B2B partnerships
  • TaskInitiate meetings to discuss potential partnership opportunities
  • TaskDevelop customised networking approach for each potential partner
  • TaskResearch and identify potential B2B partners in target industries

11OKRs to acquire new clients providing a security deposit

  • ObjectiveAcquire new clients providing a security deposit
  • Key ResultImprove sales conversion rate by 15% through targeted follow-ups and demonstrations
  • TaskMonitor and analyze sales conversion rates regularly
  • TaskIdentify potential customers for targeted follow-ups
  • TaskPlan and execute effective product demonstrations
  • Key ResultSecure 30% of new clients providing a security deposit by optimizing our proposal strategy
  • TaskTrain team on optimized proposal strategy
  • TaskRevise proposals highlighting security deposit benefits
  • TaskImplement personalized follow-up for each proposal
  • Key ResultExpand marketing outreach to gain 20% more inquiries about our services
  • TaskDevelop and launch a targeted social media advertising campaign
  • TaskImplement a referral reward program for existing clients
  • TaskCollaborate with influencers related to our niche for promotional campaigns

12OKRs to drive a 25% increase in total sales

  • ObjectiveDrive a 25% increase in total sales
  • Key ResultExpand client base by 20% by amplifying lead generation efforts
  • TaskBoost referral programs to incentivize current clients
  • TaskImplement effective SEO strategies to reach more potential clients
  • TaskIncrease content marketing efforts to engage wider audiences
  • Key ResultImprove conversion rate by 15% through development of sales team skills
  • TaskDevelop individual coaching for sales staff
  • TaskEvaluate and adjust sales strategies regularly
  • TaskImplement ongoing sales training workshops
  • Key ResultRaise average purchase value by 10% via upselling and cross-selling initiatives
  • TaskImplement product bundles or packages at discounted rates
  • TaskDevelop training for sales team on upselling and cross-selling techniques
  • TaskIntroduce premium products or service tiers

13OKRs 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

14OKRs 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

15OKRs to amplify sales output in small design studio

  • ObjectiveAmplify sales output in small design studio
  • Key ResultAchieve a 15% improvement in conversion rates
  • TaskEnhance customer service through live chat and prompt responses
  • TaskCreate persuasive call-to-action statements on landing pages
  • TaskImplement A/B testing to optimize website content and layout
  • Key ResultIncrease lead generation by 25%
  • TaskLaunch targeted social media advertising campaigns
  • TaskImprove content marketing to engage potential clients
  • TaskEnhance SEO strategies to boost website visibility
  • Key ResultExpand existing client project frequency by 10%
  • TaskDevelop action plan to increase project scope and deliverables
  • TaskIdentify highest yielding projects for potential expansion opportunities
  • TaskMeet with clients to propose increased project frequency

Sales Conversion 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

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 weekly OKR 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 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 Sales Conversion OKRs in a strategy map

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.

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.

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.

Signup1 Create your workspace
Signup2 Build plans in seconds with AI
Signup3Track your progress
Quick nav