15 customisable OKR examples for Sales Development
What are Sales Development 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 Development 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 Development 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 Sales Development OKRs examples
You will find in the next section many different Sales Development 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 increase the conversion rate of BDR-generated leads into sales opportunities by 25%
Boost BDR-generated lead conversion rate by 25%
Implement personalized and timely follow-up for all leads- Increase the number of demos by BDRs for better lead nurturing
- Optimize landing pages to ensure an easy and quick conversion process
- Improve sales pitch training to increase lead engagement and closing rate
2. OKRs to establish new, attractive OKR Consultancy firm for businesses
- Establish new, attractive OKR Consultancy firm for businesses
- Generate a minimum of $50,000 in revenue within the first quarter of operations
Secure partnerships with high-return clients- Implement effective marketing and sales strategies
- Develop a comprehensive business plan highlighting revenue targets
- Identify and target 150 potential clients within the medium to large businesses sector
- Research and compile a list of 150 medium to large businesses
- Develop a custom pitch for each potential client
- Initiate contact with these businesses via email
- Secure 10 successful contracts with businesses seeking OKR consultancy services
- Develop and present customized consultancy proposals to businesses
- Identify potential businesses seeking OKR consultancy services
- Conduct follow-ups to secure contracts
3. OKRs to secure a new project contract with a new client
- Secure a new project contract with a new client
- Identify and establish contact with 50 potential new clients within the industry
- Research to compile a list of 50 potential clients within the industry
- Send emails to identified potential clients
- Draft a personalized introductory email to establish contact
- Submit high-quality proposals to at least 20 new prospective clients
- Develop robust, customized proposals for each client
- Submit the proposals and follow up promptly
- Identify 20 potential new clients and research their needs
- Successfully negotiate and finalize at least one contract with a new client
- Identify and research potential new clients
- Craft and send personalized business proposals
- Arrange negotiation meetings to finalize contract
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 drive Business Expansion in Saudi Arabia's school sector
- Drive Business Expansion in Saudi Arabia's school sector
- Obtain 10 new client contracts from GCC school sector
- Research potential GCC school sector clients
- Develop and send proposals to identified schools
- Follow-up meetings, negotiate, and finalize contracts
- Secure 30 new successful B2B interactions with GCC schools
- Follow-up with proposals to close on agreements
- Send tailored partnership proposals to identified schools
- Identify 50 GCC schools as potential B2B partners
- Increase lead generation by 40% through tailored marketing and sales outreach
- Develop personalized marketing campaigns targeting potential leads
- Intensify sales outreach efforts with tailored proposals
- Enhance data analysis to identify and reach untapped markets
6. OKRs to establish effective sales training for new recruits
- Establish effective sales training for new recruits
- Implement the training program, ensuring 80% of participants pass the post-training evaluation
- Conduct training sessions for all program participants
- Develop comprehensive training materials for program participants
- Administer post-training evaluation and analyze results
- Design a comprehensive sales training curriculum for new joiners within 1 month
- Schedule expert-led training sessions on essential sales techniques
- Develop practical exercises for real-life sales scenarios
- Identify key skills and knowledge needed for successful sales performance
- Post training, increase new joiners' sales conversion rates by 25%
- Develop mentoring program for new joiners
- Review and optimize the onboarding process
- Implement weekly coaching sessions focused on sales techniques
7. OKRs to increase value proposition for a staff training videogame development company
- Increase value proposition for a staff training videogame development company
- Increase revenue from sales of training videogames by 15%
- Enhance product features and user experience to boost customer satisfaction and loyalty
- Develop partnerships with industry influencers or organizations to expand sales reach
- Improve marketing strategies to create greater awareness and interest in training videogames
- Analyze current market trends and identify target audience for training videogames
- Increase customer satisfaction rating for training videogames by 10%
- Implement gamification elements to increase engagement and enjoyment
- Conduct regular surveys to gather feedback and address customer concerns efficiently
- Improve gameplay mechanics based on customer feedback
- Enhance customer support response time and effectiveness
- Develop and launch at least 2 new interactive and engaging staff training videogames
- Design and develop user-friendly interfaces for seamless gameplay experience
- Test and debug the games thoroughly to ensure optimal performance and functionality
- Research and identify suitable game development platforms and tools
- Collaborate with subject matter experts to create engaging content for the games
- Increase client retention rate by 20% through effective value proposition communication
- Conduct a comprehensive market research on clients' needs and preferences
- Implement regular client feedback surveys to continuously improve value proposition alignment
- Train all sales and customer service teams on effective value proposition communication
- Develop clear and concise value proposition statements for each target client segment
8. OKRs to enhance soft skills proficiency amongst the sales team
- Enhance soft skills proficiency amongst the sales team
- Implement a comprehensive soft skills training program for the entire sales team
- Identify potential trainers experienced in soft skills courses
- Develop a suitable curriculum for the training program
- Schedule the training sessions for the sales team
- Increase sales team's customer satisfaction rate by 15% post-training
- Regularly monitor and evaluate sales team's customer interactions post-training
- Develop comprehensive, customer-focused training program for sales team
- Implement feedback/improvement sessions based on customer interactions evaluation
- Achieve an average post-training evaluation score of 85% or higher
- Organize interactive post-training revision sessions
- Implement regular feedback and improvement methods
- Develop an engaging and comprehensive training program
9. OKRs to boost revenue by fostering lucrative partnerships with OOH agencies
- Boost revenue by fostering lucrative partnerships with OOH agencies
- Implement 3 new sales initiatives specifically aimed at improving OOH partnership revenues
- Develop strategies tailored to selected partners to increase sale revenues
- Identify potential partners for out-of-home (OOH) advertising initiatives
- Review and refine these initiatives based on feedback and performance data
- Increase average deal size with existing OOH agencies by 20%
- Strengthen relationships with agencies through tailored services
- Implement upselling strategies with current advertising packages
- Develop and pitch higher-value proposition packages
- Secure 10 new partnerships with top-tier OOH advertising agencies
- Develop personal pitches tailored to each agency
- Facilitate partnership meetings with agency representatives
- Research potential top-tier OOH advertising agencies
10. OKRs to successfully launch an online POD store on Shopify using Printify
- Successfully launch an online POD store on Shopify using Printify
- Choose and customize an attractive Shopify theme for the POD store by week 2
- Purchase and install the chosen Shopify theme
- Customize the selected theme to match the store's branding
- Research and select a suitable Shopify theme for the POD store
- Add at least 50 unique Printify products to the store by week 4
- Research and select 50 unique Printify products for store inventory
- Input product details into the store management system
- Schedule product launches for each item before week 4
- Achieve initial sales target of 100 units sold by week 8
- Initiate an aggressive advertising campaign via social media
- Develop and implement a comprehensive sales strategy
- Conduct regular follow-ups with potential clients
11. OKRs to finalize and launch our product
- Finalize and launch our product
- Secure two client pre-orders for the new product before launch
- Initiate contact and secure pre-orders
- Develop an enticing pre-order sales pitch for the new product
- Identify two potential high-value clients for outreach
- Assemble dedicated project team for streamlined product finishing tasks
- Delegate specific tasks within the project to each team member
- Formulate a communication and collaboration system for the team
- Identify individuals with necessary skills for product finishing
- Achieve at least 96% completion of the product's testing by next quarter
- Create a detailed testing schedule and assign responsible team members
- Implement any necessary corrective actions promptly
- Conduct regular check-ins to monitor testing progress
12. 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
13. OKRs to strengthen sales representatives' client relationships
- Strengthen sales representatives' client relationships
- Raise average client satisfaction score by 20% in customer surveys
- Provide enhanced training on customer service for all staff members
- Implement more frequent, personalized follow-ups for client feedback
- Develop programs and incentives to boost client satisfaction
- Conduct weekly training sessions on relationship-building strategies for sales reps
- Evaluate and adjust the training materials based on feedback
- Schedule weekly training sessions for sales reps
- Develop curriculum focused on relationship-building strategies
- Increase client retention rate by 15% through enhanced client engagement activities
- Improve personalized client communication efforts
- Implement a regular client feedback and response strategy
- Develop upgraded loyalty or reward programs
14. OKRs to accumulate 3 million rand in total quote value
- Accumulate 3 million rand in total quote value
- Improve average quote value by 5% each month
- Offer premium service packages alongside regular quotes
- Provide training on negotiation skills for sales staff
- Implement upselling techniques during customer interactions
- Increase quote frequency to 50 new prospects weekly
- Follow up with prospects on quotes consistently every week
- Identify and gather contact info for 50 new leads every week
- Send personalized quotes to 50 targeted prospects weekly
- Secure pre-commitments from 10 major potential clients
- Develop a compelling business proposal relevant to each client
- Identify and compile a list of 10 potential major clients
- Personally communicate the proposal, seeking pre-commitments from each client
15. OKRs to strengthen revenue streams for Flying Training Academy
- Strengthen revenue streams for Flying Training Academy
- Generate 20% more upsell and cross-sell revenue via targeted sales strategies
- Increase enrollment rates by 25%
- Strengthen outreach programs through open-house events or webinars
- Implement a compelling marketing strategy targeting potential enrollees
- Offer exclusive discounts or scholarships to new enrollees
- Boost course completion rate by 15% through improved student engagement
- Implement interactive activities within the coursework layout
- Conduct personalized follow-ups on student progress
- Regularly gather and apply student feedback on course structure
Sales Development 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
Having too many OKRs is the #1 mistake that teams make when adopting the framework. The problem with tracking too many competing goals is that it will be hard for your team to know what really matters.
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
Setting good goals can be challenging, but without regular check-ins, your team will struggle to make progress. We recommend that you track your OKRs weekly to get the full benefits from the framework.
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 Sales Development OKRs in a strategy map
The rules of OKRs are simple. Quarterly OKRs should be tracked weekly, and yearly OKRs should be tracked monthly. 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
We recommend using a spreadsheet for your first OKRs cycle. You'll need to get familiar with the scoring and tracking first. Then, you can scale your OKRs process by using a proper OKR-tracking tool for it.
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 Sales Development OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to streamline quality control process
- OKRs to increase savings towards the 10k annual goal
- OKRs to increase automation and drive continuous improvement
- OKRs to improve the efficiency of the chargeback recovery process
- OKRs to ensure precision in financial statement generation
- OKRs to successfully transition to platform x with an upgraded redemption flow
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 👀
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