Table of content

15 OKR examples for Sales Strategist

What are Sales Strategist 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 Strategist 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.

Our Sales Strategist OKRs examples

You'll find below a list of Objectives and Key Results templates for Sales Strategist. 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 enhance customer satisfaction and drive innovation in sales operations

  • ObjectiveEnhance customer satisfaction and drive innovation in sales operations
  • Key ResultLaunch 2 innovative sales strategies that increase sales by at least 15%
  • TaskImplement and track these sales strategies
  • TaskDevelop two innovative, targeted sales strategies
  • TaskAdjust strategies as needed to ensure 15% sales increase
  • Key ResultImprove customer satisfaction scores by 20% through enhanced customer service
  • TaskDevelop a consistent, efficient customer feedback system
  • TaskImplement comprehensive training for customer service representatives
  • TaskPromote quick and effective problem resolution
  • Key ResultImplement 1 new technological solution to streamline sales operations and processes
  • TaskImplement selected technological solution effectively
  • TaskResearch and evaluate potential IT solutions for identified issues
  • TaskIdentify inefficiencies in current sales operations and processes

OKRs to boost eCommerce sales performance

  • ObjectiveBoost eCommerce sales performance
  • Key ResultIncrease average order value by 15% through upselling and cross-selling strategies
  • TaskLaunch bundle deals with a higher combined price
  • TaskImplement product recommendation algorithms for personalized upselling
  • TaskTrain staff in effective cross-selling techniques
  • Key ResultGrow return customer rate by 10% by improving post-purchase experience
  • TaskImprove customer service response time
  • TaskLaunch a customer loyalty rewards program
  • TaskImplement personalized thank you notes in all shipped orders
  • Key ResultReduce cart abandonment rate by 20% through optimizing checkout process
  • TaskIncorporate guest checkout option to avoid forcing registration
  • TaskProvide transparent pricing to eliminate unexpected fees at checkout
  • TaskSimplify checkout process by minimizing the number of steps involved

OKRs to boost the sales performance to reach 1.44 million

  • ObjectiveBoost the sales performance to reach 1.44 million
  • Key ResultAttract 10% more new customers through competitive pricing and advertising
  • TaskImplement customer referral incentives to drive growth
  • TaskResearch competitors' pricing to offer more attractive rates
  • TaskDevelop comprehensive advertising campaign targeting new customers
  • Key ResultImprove conversion rate by at least 5% via targeted marketing
  • TaskDevelop personalized customer journeys based on behavior
  • TaskImplement data tracking on marketing campaigns for improved targeting
  • TaskOptimize landing pages for better customer engagement
  • Key ResultLaunch a loyalty customer program to boost return customer rate by 8%
  • TaskTrain staff to promote the loyalty program effectively
  • TaskDesign a customer loyalty program with attractive benefits
  • TaskMonitor and adjust the program based on customer feedback

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 establish monitor arm distribution via furniture dealers

  • ObjectiveEstablish monitor arm distribution via furniture dealers
  • Key ResultIdentify and partner with 20 top-performing furniture dealers in the target region
  • TaskResearch top furniture dealers in the target region
  • TaskAnalyze dealers' performance through data and customer reviews
  • TaskInitiate partnership discussions with top 20 dealers
  • Key ResultAchieve 25% of monitor arm sales through new dealer channel by quarter end
  • TaskImplement marketing strategies targeting new channel
  • TaskIdentify potential dealers for the monitor arm sales
  • TaskNegotiate partnership deals with selected dealers
  • Key ResultTrain 100% of partnered dealer sales teams on monitor arm product features and benefits
  • TaskSet up training sessions with all partnered dealer sales teams
  • TaskTrack and report on completion of product training sessions
  • TaskDevelop comprehensive training materials on monitor arm products

OKRs to successfully achieve pipeline target of $10,000,000

  • ObjectiveSuccessfully achieve pipeline target of $10,000,000
  • Key ResultAmplify upsell revenue by 10% through existing customers
  • TaskDevelop personalized offers based on purchase history
  • TaskIncrease communication frequency highlighting premium services
  • TaskImplement targeted marketing campaigns for existing customers
  • Key ResultIncrease qualified leads by 20% to expand sales opportunities
  • TaskOptimize landing pages to boost lead conversion rates
  • TaskEnhance follow-up strategies for better lead nurturing
  • TaskImplement targeted marketing campaigns towards ideal customer profiles
  • Key ResultImprove conversion rate by 15% to drive higher sales
  • TaskImplement A/B testing to refine and optimize the sales funnel
  • TaskEnhance user experience by improving website navigation and design
  • TaskPersonalize marketing communications to target customer interests

OKRs to drive US commercial opportunities expansion

  • ObjectiveDrive US commercial opportunities expansion
  • Key ResultBoost product awareness via promotional activities to achieve a 15% sales increase
  • TaskOrganize product-focused events or webinars for potential customers
  • TaskCollaborate with influencers for a social media product promotion
  • TaskDevelop targeted digital advertising campaigns across multiple platforms
  • Key ResultIncrease outbound sales contacts by 20% to open new markets
  • TaskDevelop a more aggressive outbound sales strategy
  • TaskTrain sales team in advanced outreach techniques
  • TaskIdentify and analyze potential new markets for our products/services
  • Key ResultSecure at least 7 commercial partnerships for enhanced distribution
  • TaskInitiate contact and negotiate terms with selected businesses
  • TaskIdentify and list potential partnerships suitable for our services
  • TaskDevelop tailored pitches highlighting mutual benefits

OKRs to achieve substantial revenue increase through action-result decisions

  • ObjectiveAchieve substantial revenue increase through action-result decisions
  • Key ResultIncrease overall customer base by 30% for higher sales volume
  • TaskOffer competitive pricing or discounts to attract more customers
  • TaskInitiate a comprehensive social media marketing strategy
  • TaskDevelop and implement customer referral programs to attract new clientele
  • Key ResultDevelop and implement 10 new high-profit margin strategies
  • TaskImplement and monitor new strategies for effectiveness
  • TaskDevelop 10 new strategies based on profitable models
  • TaskIdentify current strategies with the highest profit margins
  • Key ResultAchieve an 80% increase in revenue from newly launched products/services
  • TaskImprove sales strategies based on market feedback
  • TaskUpsell these products/services to existing customers
  • TaskDevelop aggressive marketing campaigns for new products/services

OKRs to enhance financial operations for continuous improvement

  • ObjectiveEnhance financial operations for continuous improvement
  • Key ResultMinimize financial waste by identifying and reducing unnecessary expenses by 5%
  • TaskImplement strategies to cut identified expenses by 5%
  • TaskIdentify non-essential expenses across all categories
  • TaskAnalyze all financial statements for last one year
  • Key ResultImplement at least two efficiency-improving process changes in the finance department
  • TaskResearch industry standards for efficient practices
  • TaskIntroduce technology to automate financial processes
  • TaskIdentify inefficiencies in current financial operations
  • Key ResultIncrease quarterly profits by at least 10%
  • TaskImplement cost-saving measures throughout all departments
  • TaskDevelop and execute an aggressive sales strategy
  • TaskExpand product or service offerings to generate revenue

OKRs to boost customer acquisition rates significantly

  • ObjectiveBoost customer acquisition rates significantly
  • Key ResultConvert 5% of website visitors into customers using a refined sales funnel
  • TaskImplement a follow-up email campaign for site visitors
  • TaskImprove website navigation for easy access to product pages
  • TaskOptimize site content for stronger calls to action
  • Key ResultIncrease website traffic by 30% through improved SEO and online advertising
  • TaskAnalyze results regularly, adjust strategies accordingly
  • TaskImplement SEO strategies, focusing on keywords and website optimization
  • TaskInvest in online ads targeting your audience demographic
  • Key ResultDecrease customer churn rate by 10% through enhanced customer retention initiatives
  • TaskDevelop personalized promotional offers for loyal customers
  • TaskEnhance customer service training to improve customer satisfaction
  • TaskImplement a feedback system to understand customer's needs better

OKRs to establish a consulting business

  • ObjectiveEstablish a consulting business
  • Key ResultAttain a net profit margin of 25% or higher
  • TaskIncrease sales revenue through targeted marketing campaigns and customer acquisition strategies
  • TaskAnalyze pricing structures and adjust product or service pricing to maximize profitability
  • TaskStreamline business operations to reduce overhead costs and improve efficiency
  • TaskImplement cost-cutting measures and negotiate better supplier contracts to boost net profit margin
  • Key ResultDevelop and implement a marketing strategy to generate consistent leads
  • TaskImplement email marketing campaigns to nurture leads and drive conversions
  • TaskCreate engaging content and optimize website for search engine visibility
  • TaskConduct market research to identify target audience and their preferences
  • TaskUtilize social media platforms to reach and engage with potential leads
  • Key ResultSecure at least 3 clients within the target industry
  • TaskDevelop a compelling value proposition to effectively pitch to potential clients
  • TaskIdentify potential clients within the target industry through market research
  • TaskOffer a limited-time discount or incentive to encourage clients to sign up
  • TaskReach out to potential clients through personalized emails or phone calls
  • Key ResultAchieve a 90% satisfaction rate in client feedback surveys
  • TaskStreamline survey process for clients
  • TaskImplement necessary changes based on client feedback to improve overall satisfaction
  • TaskIdentify and address common issues highlighted in client feedback
  • TaskActively seek feedback from clients through various channels

OKRs to optimize CPA by reducing it by 15%

  • ObjectiveDecrease CPA by 15%
  • Key ResultIdentify and pause underperforming campaigns
  • TaskPause or adjust campaigns that consistently underperform benchmarks
  • TaskReview campaign performance metrics
  • TaskDetermine performance benchmarks for each campaign
  • TaskCompare benchmarks to current campaign performance
  • Key ResultOptimize landing pages for higher conversion rates
  • TaskIncrease page load speed by optimizing images and minimizing text
  • TaskSimplify form fields and reduce the number of required inputs
  • TaskConduct A/B testing to determine optimal page layout
  • TaskCreate clear call-to-action button with contrasting color and placement
  • Key ResultPerform a comprehensive audit of current campaigns
  • TaskReview campaign goals and success metrics
  • TaskEvaluate ad copy and creative effectiveness
  • TaskAnalyze audience targeting and segmentation
  • TaskAssess budget allocation and ROI
  • Key ResultIncrease bids on top-performing campaigns
  • TaskMonitor campaign performance to evaluate the effectiveness of bid increases
  • TaskIdentify top-performing campaigns
  • TaskImplement bid increases on identified campaigns
  • TaskAnalyze performance data to determine bid increase percentage

OKRs to strengthen strategic partnership for maximum business growth

  • ObjectiveStrengthen strategic partnership for maximum business growth
  • Key ResultIncrease partnership revenue by 20% through joint marketing campaigns and collaborative sales efforts
  • TaskIdentify potential partners with complementary products/services for joint marketing campaigns
  • TaskCollaborate with partners to create and implement effective sales strategies and tactics
  • TaskDevelop and execute a targeted marketing strategy to promote joint marketing campaigns
  • TaskRegularly analyze and evaluate the success of joint marketing campaigns and sales efforts
  • Key ResultEstablish three new strategic partnerships with key industry players to expand market reach
  • TaskExecute and implement the partnerships, focusing on expanding market reach and achieving growth objectives
  • TaskIdentify potential industry players that align with our strategic goals and market objectives
  • TaskNegotiate mutually beneficial terms and agreements with the selected strategic partners
  • TaskInitiate contact and engage in conversations to explore partnership opportunities with identified industry players
  • Key ResultImprove customer retention rate by 15% through enhanced partner engagement and support programs
  • TaskLaunch a partner feedback survey to gather insights and identify areas for improvement
  • TaskCreate a dedicated partner portal with resources to enhance collaboration and knowledge sharing
  • TaskEstablish a proactive communication channel to address partner concerns and promptly resolve issues
  • TaskImplement regular training sessions and workshops for partners to strengthen their product expertise
  • Key ResultAchieve a 95% satisfaction rate from partners through effective communication and timely resolution of issues
  • TaskDevelop a clear and concise communication plan to ensure all relevant information reaches partners
  • TaskImplement weekly check-ins with partners to address any concerns and provide updates
  • TaskConduct periodic surveys and feedback sessions to understand partner needs and improve satisfaction
  • TaskPrioritize issue resolution by promptly addressing partner queries and providing satisfactory solutions

OKRs to increase wealth by improving income and managing spending

  • ObjectiveIncrease wealth by improving income and managing spending
  • Key ResultDedicate 10% of each paycheck to investments to generate additional income
  • TaskDetermine monthly income
  • TaskTransfer this amount to chosen investments
  • TaskCalculate 10% of the monthly income
  • Key ResultRaise primary income by 15% through performance at work or business growth
  • TaskSeek promotion or salary increase at the current job
  • TaskDevelop and implement strategies for business sales growth
  • TaskImprove job performance through continuing education or training
  • Key ResultReduce unnecessary expenses by identifying and eliminating 20% of non-essential costs
  • TaskCreate a strategy to eliminate identified non-essential costs
  • TaskReview and categorize all expenses to identify non-essential costs
  • TaskImplement the cost-reduction strategy and track progress

OKRs to boost sales to achieve profitable standing

  • ObjectiveBoost sales to achieve profitable standing
  • Key ResultDecrease operational and production costs by 15% via optimization efforts
  • TaskReview and streamline production processes to eliminate inefficiencies
  • TaskImplement energy-saving measures to reduce utility bills
  • TaskNegotiate supplier contracts for better pricing
  • Key ResultIncrease total customer base by 30% to multiply potential sales points
  • TaskLaunch targeted promotional campaigns to attract new customers
  • TaskDevelop and execute a comprehensive marketing strategy
  • TaskStrengthen customer retention through improved after-sales support
  • Key ResultImprove sales conversion rates by 20% through enhanced marketing strategies
  • TaskCreate persuasive and engaging product descriptions
  • TaskDeploy targeted ad campaigns across different digital platforms
  • TaskDevelop a captivating unique selling proposition to attract potential customers

Best practices for managing your Sales Strategist 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 Strategist 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 Strategist 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

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.

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 Strategist 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.