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Daily OKRs
Sharpen Your Sales Skills - Maximize
Impact
Live broadcast starts at 4pm
Welcome!
I’m Marylou Tyler
● Author – Predictable Revenue & Predictable Prospecting
● Host of the PredictableProspecting Podcast
● 32+ Years Enamored with Sales Process Improvement
● Current Gig – Executive VP Revenue Strategy & Demand Generation Visiopharm.com
Learning Outcomes
What You’ll Learn Today
1. Why OKRs, Why Now
2. Work-From-Anywhere
OKRs (examples):
a. KPI
b. Habit-Stacking
c. Hot Seat
d. C-HIIT
3. Real World Case Study
What is OKR?
Framework for defining & tracking objectives &
their outcomes
Objectives &
Key Results
OKR vs. KPI
OKRs comprise an objective:
● a clearly defined goal and
● one or more key results
● specific measures used to track the achievement of that goal
KPIs evaluate performance:
● Time-Based (by organization, individual, program, project, action, etc.)
● Indicators usually:
○ Link to strategic objectives
○ Direct where to focus resources
○ Are measured against targets
OKR vs. KPI
OKR
Strategic
framework
KPI
Measurements
that exist within a
framework
Business Development
OKR
Objective: 1 AWAF (Are-We-A-Fit) Call
● Key Result #1: prepared call list
● Key Result #2: 8-16 connects
● Key Result #3: 3-5 MC (Meaningful
Conversations)
KPI
● 300 Inbound leads each month
● 10% SQL conversion rate on targeted,
cold, leads
● 40% close rate - SQL -> Closed/Won
● 90% SQL to SAL conversion rate
Why Daily OKR?
Why Daily OKR for
Accelerating Sales?
Daily Objectives. Daily Key Results. Work From Anywhere.
OKR: Daily Strategy for
Accelerating Sales
Build habit:
1. Desire
2. Repetition
3. Discipline
4. Routine
5. Habit
Maximize ROE (Return-
On-Effort)
Time
Manage-
ment
Sales
Process
Leader-
ship
Sales
Skills
Sales
Mindset
Types of Daily Sales
Acceleration OKRs
● KPI-Focused
● Habit-Stacking
● Hot Seat
● C-HIIT
Note:
These are Marylou Tyler’s definitions for categorizing
sales acceleration OKRs.
You can invent your own, or feel free to swipe |
repurpose mine
KPI-Focused Daily OKRs
● # of daily MCs (Meaningful Conversations)
● # of AWAF (Are-We-A-Fit) Calls
● # of SCOPING (discover, demo,
qualification, etc.) Calls
● # of Net-New Touches (Targeting)
Habit-Stacking Daily OKRs
● Next-Day Call List Planning
● Call Review & Wrap-Up (What worked, what didn’t, how documented
for future reference, learning and mastery)
● Research
● Self-improvement / Self-practice
● Reading / Writing / Goal Setting
Hot Seat Daily OKRs
● Benefit openers
● Quick questions - competitive, best practice, industry, product...
● Sales skills (Why Change, Why Now, Why Us) | New best practice
● Objections
● Industry | vertical | product learning
● News & insights supporting product positioning & differentiation
C-HIIT Daily OKRs
● C=Copy
● Subject Lines
● Triggers
● OOO (Obstacles - Outcomes - Opportunity)
● Assets (used for click-through)
● Call-To-Action
Setup - Daily OKR
Setting up the Daily OKR
● Build itemized OKR task list by type
○ KPI, Habit-Stack, Hot-Seat, C-HIIT
○ Single, simple, item (no War & Peace)
● Assign OKRs for each item
● Assemble OKR calendar & post
○ Daily is best
○ Habit-Stack up to daily if this is new habit for you
Execute
Daily OKR
Executing the Daily OKR
● Morning (Objectives) - 15 minutes
○ present (KPI, Habit-Stack) or
○ execute (Hot-Seat, C-HIIT) item & give immediate feedback
● During day: Practice, Execute, Test, Measure
● Afternoon (Key Results) - 15 minutes
○ share findings
Case Study
My Team
“Leaders don’t create followers, they create more leaders”
~Tom Peters
COVID-19
And yet...
85% of team is achieving SQL goals!
Daily OKRs via the Pomodoro
OKR Week-At-A-Glance
Calendar (Work-From-Anywhere)
Day of Week OKR Category
AM Meeting - 1 Pomodoro
Objective
PM Meeting - 1 Pomodoro
Key Result Notes
Monday Hot-Seat 4-5 Commonly Asked Prospect
Questions (LIVE TRAINING)
1-2 minute answers with team in
sync.
Cover 2 personas - post best
answers in WIKI
Tuesday Habit-Stack Next Day Call List Prep
(CALL PLANNING FORM)
- Next Day Call List of 40 names
- 3 prospects per company
40/3 = 13 companies
Wednesday C-HIIT Subject Lines
(CRO PEER REVIEW)
Improve open rate by 5%
(weekly goal)
Biopharma US 2.0 Campaign
Thursday Hot-Seat Objection - COVID-19
(LIVE TRAINING)
3 responses that moved
prospect further into pipeline
Review with team, post in
playbook WIKI
Friday KPI SQL = 2 per member
(HANDOFF)
- 3-4 SCOPING calls
- 12-15 MC/AWAF/FTRP calls
Call review, post best & worst
in playbook
* The Pomodoro
Pomodoro Sales Acceleration
The Pomodoro
“Leaders don’t create followers,
they create more leaders”
~Tom Peters
Learning Outcomes
What You Learned Today
1. Why OKRs, Why Now
2. Work-From-Anywhere
OKRs (examples):
a. KPI
b. Habit-Stacking
c. Hot Seat
d. C-HIIT
3. Real World Case Study
Questions?

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Sharpening Your Sales Skills to Maximise Impact - Using Daily OKRs

  • 1. Daily OKRs Sharpen Your Sales Skills - Maximize Impact Live broadcast starts at 4pm
  • 2. Welcome! I’m Marylou Tyler ● Author – Predictable Revenue & Predictable Prospecting ● Host of the PredictableProspecting Podcast ● 32+ Years Enamored with Sales Process Improvement ● Current Gig – Executive VP Revenue Strategy & Demand Generation Visiopharm.com
  • 3. Learning Outcomes What You’ll Learn Today 1. Why OKRs, Why Now 2. Work-From-Anywhere OKRs (examples): a. KPI b. Habit-Stacking c. Hot Seat d. C-HIIT 3. Real World Case Study
  • 4. What is OKR? Framework for defining & tracking objectives & their outcomes Objectives & Key Results
  • 5. OKR vs. KPI OKRs comprise an objective: ● a clearly defined goal and ● one or more key results ● specific measures used to track the achievement of that goal KPIs evaluate performance: ● Time-Based (by organization, individual, program, project, action, etc.) ● Indicators usually: ○ Link to strategic objectives ○ Direct where to focus resources ○ Are measured against targets
  • 7. Business Development OKR Objective: 1 AWAF (Are-We-A-Fit) Call ● Key Result #1: prepared call list ● Key Result #2: 8-16 connects ● Key Result #3: 3-5 MC (Meaningful Conversations) KPI ● 300 Inbound leads each month ● 10% SQL conversion rate on targeted, cold, leads ● 40% close rate - SQL -> Closed/Won ● 90% SQL to SAL conversion rate
  • 9.
  • 10. Why Daily OKR for Accelerating Sales? Daily Objectives. Daily Key Results. Work From Anywhere.
  • 11. OKR: Daily Strategy for Accelerating Sales Build habit: 1. Desire 2. Repetition 3. Discipline 4. Routine 5. Habit Maximize ROE (Return- On-Effort) Time Manage- ment Sales Process Leader- ship Sales Skills Sales Mindset
  • 12. Types of Daily Sales Acceleration OKRs ● KPI-Focused ● Habit-Stacking ● Hot Seat ● C-HIIT Note: These are Marylou Tyler’s definitions for categorizing sales acceleration OKRs. You can invent your own, or feel free to swipe | repurpose mine
  • 13. KPI-Focused Daily OKRs ● # of daily MCs (Meaningful Conversations) ● # of AWAF (Are-We-A-Fit) Calls ● # of SCOPING (discover, demo, qualification, etc.) Calls ● # of Net-New Touches (Targeting)
  • 14. Habit-Stacking Daily OKRs ● Next-Day Call List Planning ● Call Review & Wrap-Up (What worked, what didn’t, how documented for future reference, learning and mastery) ● Research ● Self-improvement / Self-practice ● Reading / Writing / Goal Setting
  • 15. Hot Seat Daily OKRs ● Benefit openers ● Quick questions - competitive, best practice, industry, product... ● Sales skills (Why Change, Why Now, Why Us) | New best practice ● Objections ● Industry | vertical | product learning ● News & insights supporting product positioning & differentiation
  • 16. C-HIIT Daily OKRs ● C=Copy ● Subject Lines ● Triggers ● OOO (Obstacles - Outcomes - Opportunity) ● Assets (used for click-through) ● Call-To-Action
  • 18. Setting up the Daily OKR ● Build itemized OKR task list by type ○ KPI, Habit-Stack, Hot-Seat, C-HIIT ○ Single, simple, item (no War & Peace) ● Assign OKRs for each item ● Assemble OKR calendar & post ○ Daily is best ○ Habit-Stack up to daily if this is new habit for you
  • 20. Executing the Daily OKR ● Morning (Objectives) - 15 minutes ○ present (KPI, Habit-Stack) or ○ execute (Hot-Seat, C-HIIT) item & give immediate feedback ● During day: Practice, Execute, Test, Measure ● Afternoon (Key Results) - 15 minutes ○ share findings
  • 21. Case Study My Team “Leaders don’t create followers, they create more leaders” ~Tom Peters
  • 23. And yet... 85% of team is achieving SQL goals!
  • 24. Daily OKRs via the Pomodoro
  • 25. OKR Week-At-A-Glance Calendar (Work-From-Anywhere) Day of Week OKR Category AM Meeting - 1 Pomodoro Objective PM Meeting - 1 Pomodoro Key Result Notes Monday Hot-Seat 4-5 Commonly Asked Prospect Questions (LIVE TRAINING) 1-2 minute answers with team in sync. Cover 2 personas - post best answers in WIKI Tuesday Habit-Stack Next Day Call List Prep (CALL PLANNING FORM) - Next Day Call List of 40 names - 3 prospects per company 40/3 = 13 companies Wednesday C-HIIT Subject Lines (CRO PEER REVIEW) Improve open rate by 5% (weekly goal) Biopharma US 2.0 Campaign Thursday Hot-Seat Objection - COVID-19 (LIVE TRAINING) 3 responses that moved prospect further into pipeline Review with team, post in playbook WIKI Friday KPI SQL = 2 per member (HANDOFF) - 3-4 SCOPING calls - 12-15 MC/AWAF/FTRP calls Call review, post best & worst in playbook * The Pomodoro
  • 27. “Leaders don’t create followers, they create more leaders” ~Tom Peters
  • 28. Learning Outcomes What You Learned Today 1. Why OKRs, Why Now 2. Work-From-Anywhere OKRs (examples): a. KPI b. Habit-Stacking c. Hot Seat d. C-HIIT 3. Real World Case Study