4 OKR examples for Salesperson
What are Salesperson 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 Salesperson 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 Salesperson OKRs with AI
How to create great OKRs for any scenario in seconds
While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here.
You can use Tability's AI generator to create tailored OKRs based on your specific context. Tability can turn your objective description into a fully editable OKR template -- including tips to help you refine your goals.
- 1. Go to Tability's plan editor
- 2. Click on the "Generate goals using AI" button
- 3. Use natural language to describe your goals
Tability will then use your prompt to generate a fully editable OKR template.
How to improve existing OKRs with AI feedback
If you already have existing goals, and you want to improve them. You can use Tability's AI feedback to help you.
- 1. Go to Tability's plan editor
- 2. Add your existing OKRs (you can import them from a spreadsheet)
- 3. Click on "Generate analysis"
Tability will scan your OKRs and offer different suggestions to improve them. This can range from a small rewrite of a statement to make it clearer to a complete rewrite of the entire OKR.
You can then decide to accept the suggestions or dismiss them if you don't agree.
Using the free OKR generator to get a quick template
If you're just looking for some quick inspiration, you can also use our free OKR generator to get a template.
Unlike with Tability, you won't be able to iterate on the templates, but this is still a great way to get started.
Our Salesperson OKRs examples
You will find in the next section many different Salesperson 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 implement strategies to enhance sustainable revenue growth
- ObjectiveImplement strategies to enhance sustainable revenue growth
- KRSecure at least 10 new B2B partnerships for an expected sales increase of 20%
- Negotiate partnership terms and finalize agreements
- Identify and list potential B2B partnership targets
- Initiate contact and set meetings with the targets
- KRIncrease customer retention rate by 15% through customer satisfaction strategies
- KRBoost market penetration in untapped regions by 25% to grow brand presence
- Perform market research to identify potential untapped regions
- Develop tailored marketing strategies for these regions
- Implement intensive promotional campaigns in targeted regions
2. OKRs to enhance client relations through first art refusals' follow-up
- ObjectiveEnhance client relations through first art refusals' follow-up
- KRSuccessfully reengage 35% of clients to reconsider purchased artwork
- Send personalized letters highlighting artwork attributes
- Offer special discounts to clients on future artworks
- Conduct virtual events showcasing new artwork collections
- KRReduce the average response time to client communications by 15%
- Conduct efficient response time training for staff
- Establish a tracking system for communication response
- Implement a dedicated customer service software program
- KRIncrease contact with clients about expired artwork refusals by 20%
- Initiate weekly follow-ups with clients regarding expired artwork
- Implement automated email reminders for expired artwork refusals
- Increase the frequency of client communication regarding refusals
3. OKRs to boost client insurance adoption rate by 50%
- ObjectiveBoost client insurance adoption rate by 50%
- KREnhance customer service satisfaction rate by 20% to ensure client retention
- Create an effective response strategy to solve customer complaints promptly
- Conduct staff training focused on effective customer service techniques
- Implement a customer feedback system to identify improvement areas
- KRImprove sales team's closing rate to achieve 40% successful conversions
- Regularly analyze and review the sales processes
- Establish clear and attainable sales targets for staff
- Implement training sessions focusing on effective closing techniques
- KRIncrease lead generation by 30% to attract potential insurance adopters
- Implement PPC advertising on insurance-related keywords
- Enhance referral program initiatives
- Expand digital presence with insurance-focused content
4. OKRs to improve Braze comprehension to boost confidence when presenting to potential clients
- ObjectiveImprove Braze comprehension to boost confidence when presenting to potential clients
- KRComplete 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
- KRSuccessfully 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
- KRReceive 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
Salesperson OKR best practices
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.
Tip #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.
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 track your Salesperson OKRs
Quarterly OKRs should have weekly updates to get all the 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.
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 Salesperson OKR templates
We have more templates to help you draft your team goals and OKRs.
OKRs to transform company with lean and agile focus OKRs to launch a fully functional React Native application OKRs to develop robust metrics for social media content assessment OKRs to enhance company's knowledge base and documentation OKRs to launch a viable startup in the tech industry OKRs to establish a recognised presence on Twitter