Define Actionable OKRs for a B2B Consulting Firm
Prompt designed to help consulting firm leaders and teams define OKRs aligned with their growth, performance, and quality objectives.
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Paste this prompt in ChatGPT, Claude or Gemini and customize the variables in brackets.
As a [YOUR_ROLE] in a consulting firm of [FIRM_SIZE], I need to define OKRs for the next quarter. Our firm specializes in [SECTOR_OR_EXPERTISE] and our target clients are [TARGET_CLIENT_TYPE]. We have growth targets of [TARGET_REVENUE] with a net margin of [TARGET_NET_MARGIN]. For the sales team, the goal is to generate [NUMBER_OF_QUALIFIED_LEADS] per month with a conversion rate of [TARGET_CONVERSION_RATE]. For marketing, we aim to increase brand awareness measured by [BRAND_AWARENESS_METRIC] and a number of [NUMBER_OF_PREMIUM_CONTENT] downloads. In delivery, NPS must reach [TARGET_NPS] and we need to reduce delivery time by [NUMBER_OF_DAYS] days. Constraints: our consultant utilization rate is [UTILIZATION_RATE] and we have [NUMBER_OF_CONSULTANTS] consultants available. The OKRs must be SMART, aligned with our [DIFFERENTIATION_STRATEGY] strategy. Please generate 3 main OKRs, each with: Objective (ambitious but realistic), 2-3 quantitative Key Results, and associated key initiatives. The OKRs should reflect the specific levers of consulting: reputation, recurring engagements, skill development, and profitability.
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Why this prompt works
<p>This prompt guides the user through all key variables of a consulting firm: size, specialty, financial targets, marketing and delivery goals. By filling in the variables in brackets, the leader obtains an OKR structure adapted to their context, avoiding generic objectives.</p><p>To use this prompt: copy it into an AI assistant (ChatGPT, Claude, etc.), replace each [VARIABLE] with your firm's actual data. The AI will generate OKRs with quantitative Key Results and initiatives. Then adapt the ambition level based on your operational capabilities.</p><p>Key points: OKRs should be balanced between growth (revenue, leads), delivery (NPS, time) and people (utilization rate). The prompt forces to integrate real consulting constraints, such as consultant availability, making objectives more realistic.</p>
Use Cases
Expected Output
A table of 3 OKRs with Objective, 2-3 quantitative Key Results and associated initiatives, in bullet points or table format.
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