Please enable JavaScript.
Coggle requires JavaScript to display documents.
Corporate OKR (Scalable Acquisition Strategy (Increase Lead Generation…
Corporate OKR
Scalable Acquisition Strategy
Improve Meeting Conversion to Customers.
Account Executive generate
(12 companies/ 600 lives) of Wins.
Improve Prospect to Meeting Conversion
SDR's generate
(223 companies/ 11k lives) of Meetings
Improve Lead to Prospect Conversion.
SDR's generate
(360 companies/ 18K lives) of Prospects.
Run 1 Ebook
Increase Lead Generation
SDR's generate
(1k companies / 50k lives) inputs.
Run 6 blog-posts
Run 3 Webinars
Launch PR Campaign
Start testing inbound media campaigns.
Offer the best financial wellness experience to employees.
Delightfull onboarding for new users
Run Automatic Diagnosis.
Retrofit of Onboarding cadence.
80% of the Contracts are sen't and closed 1-week after agreement.
User Database is uploaded in Intercom.
Constantly improve user experience
Measure NPS
Ship 4-steps to financial epiphany methodology.
Start testing CFP feature MVP.
Start producing 4-steps methodology videos MVP.
Close 2 Partnerships per Quarter.
Transform lives in new AUM
Use Sales SDR to prospect corporate leads.
Run new email campaigns to convert corporate leads into customers.
Best people onboard
Have a best-in-class outbound team
Host 1 Quarter Performance Review
Host 3 Month Performance Review
Develop Sales Scorecard
Host 12 Weekly Milestones Review
Start Hiring SDR Intern in M2/M3.
Develop "new product managers"
Host 12 Weekly Milestones
Host 3 Month Performance Review
Host 1 Quarter Performance Review
Develop Product Manager Scorecard
Develop new B2B ideas
Private Pension
Hire 1 pre "MBA-Intern"
Plan initial MVP/ Customer Discovery.