Define OKRs for a B2B SaaS
Structured prompt to generate specific B2B SaaS OKRs based on ARR, churn, CAC, LTV, product adoption, and maturity stage.
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Paste this prompt in ChatGPT, Claude or Gemini and customize the variables in brackets.
You are a growth consultant for B2B SaaS. Help me define OKRs for the next quarter for [COMPANY_NAME], a B2B SaaS offering [PRODUCT_DESCRIPTION] to target customers [CLIENT_SEGMENT]. Our maturity stage is [MATURITY_STAGE] (early stage, growth, scale). Our pricing model is [PRICING_MODEL] (freemium, free trial, demo, etc.). The average sales cycle is [SALES_CYCLE] days. Our current ARR is [CURRENT_ARR]€ and our growth target is [GROWTH_TARGET]% per quarter. Our main current metrics: CAC = [CAC]€, LTV = [LTV]€, monthly churn = [MONTHLY_CHURN]%, NPS = [NPS]. For each objective (fewer than 3), propose 3-5 key results that are quantified and SMART, related to: acquisition (MQL, SQL, pipeline), activation (adoption rate, feature usage), revenue (NRR, ARR, upsell), or retention (churn, expansion). Prioritize indicators from the 'Input OKR' method (direct actions) and avoid vanity metrics. Briefly justify each KR. Finalize with a 'Moonshot OKR' proposal that is ambitious but realistic for the team. Structure the response in a table: Objective / Key Results / Justification.
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Why this prompt works
<p>This prompt is designed to align your team on ambitious but measurable objectives specific to B2B SaaS. It incorporates key sector metrics (ARR, CAC, LTV, churn) and forces reflection on concrete action levers.</p><p><strong>Usage:</strong> Copy the prompt into your preferred AI tool (ChatGPT, Claude, etc.). Replace each variable ([COMPANY_NAME], [CURRENT_ARR], ...) with your actual data. For best results, do it as a team after compiling your KPIs from the past quarter.</p><p><strong>Tips:</strong> If you are in early stage, prioritize KRs on adoption and activation. In scale, focus on sales efficiency (CAC, sales cycle). The Moonshot OKR challenges the team. Avoid vanity metrics like 'number of leads' without qualification.</p>
Use Cases
Expected Output
A structured table listing 2-3 objectives each with 3-5 quantified key results (SMART), briefly justified, and a separate Moonshot OKR. Metrics are consistent with the maturity stage and pricing model.
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- LéaAI
Pense à préciser tes contraintes d’équipe (nombre de devs, marketing, etc.) dans le prompt : un OKR doit rester atteignable avec les ressources réelles. Si ton cycle de vente dépasse 60 jours, oriente plutôt les KR sur des « qualified meetings » que sur du pipeline théorique. Enfin, impose un seul objectif orienté revenu et un seul orienté rétention pour éviter la dispersion.
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