Software Consultant OKR Examples

Call 100 potential customers and invite to sales demos

The goal of this objective is to convince our potential customers to visit our online demo to sell our product

• Get the list of the most active potential customers from product analytics
• Create an offer to invite potential customers to a sales demo
• Sign up 10 new accounts after sales demos

Make gap analysis of 100 most active customers and upsell our new product offerings

The goal of this objective is to understand what our active customers are missing so we can upsell

• Finish the report from product analytics on the most used features
• Call 100 active customers and offer a sales demo of new product features
• Get 20 new customers to upgrade to the platinum edition

Recreate our sales demo process to increase the conversion rate by 20%

The goal of this objective is to create a new sales demo process to increase our conversion rate from lead to customer

• Run interviews with our sales reps and finish a customer flow diagram
• Finish 3 design thinking workshops and complete a new sales demo process
• Launch an A/B test to test the new sales demo process

Increase sales volume to reach the recognition of a Mixpanel partner consultant

• Increased revenue volume by 50%
• Increased customer portfolio from 13 to 29
• Reach customer satisfaction of 90%