Sales Manager B2B SaaS OKR Examples

Run surveys to develop personas

The goal of this objective is to get a better understanding of our customers and fine-tune our sales process

• Complete integration of our automatic survey process
• Develop 3 persona profiles and incorporate into the sales process
• Present persona profiles to our sales, marketing and management team

Close 20 new accounts and hand over to customer success

The goal of this objective is to increase the number of active customers and revenue

• Complete 50 sales demos
• Pitch a special bonus to every potential customer to close in February
• Sign up 20 new contracts and transfer to customer success

Document and systematize the customer onboarding process

The goal of this objective is to standardize the customer onboarding process to reduce churn rate

• Describe full flow with a diagram and get the data from product team on dropouts
• Develop an onboarding new process with a Figma prototype
• Launch new onboarding process as A/B test