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Goals and OKRs

OKR software for agencies

Set goals for growth and delivery, link key results to client projects and review progress with your team each week.

Start free

Free plan, no card needed. Or book a demo.

Agency goals are split between new business and delivery

An agency might want more retainers, better margins and happier clients in the same quarter. Without a simple way to write those down and check them weekly, goals fade by the second month.

startbuddi lets you write each objective with a few key results, link the client projects that deliver them and pull numbers like revenue and new contacts straight from Money Manager and your CRM.

How agencies use OKRs here

  • A company goal, with team goals that ladder up to it.
  • Key results that move from tasks and milestones.
  • A numbers board that fills in from Money, Contacts and Forms.
  • Weekly check-ins drafted by Chip.
  • Goals linked to client workProjects count toward the goal they serve.
  • Numbers that fill themselves inRevenue, new contacts and form submissions.
  • Weekly check-insChip drafts them from what changed.
  • Team goals that ladder upParent goals keep everyone aligned.
Set a goal

Write the goal, then the proof.

An owner, a period and key results as a number, a percentage, an amount or a yes or no.

  • Weekly, monthly, quarterly or custom periods
  • Visible to everyone, the team only, or private
  • Parent goals, so team goals ladder up to company ones
More about Goals, OKRs & KPIs
Your numbers

KPIs that fill themselves in.

Money coming in, new contacts, form submissions and emails opened fill in month by month.

  • Sources: Money, Contacts, Forms, Social media and Email
  • Set a target for each number
  • Say who watches it and which part of the strategy it serves
More about Goals, OKRs & KPIs
Check-ins

Weekly check-ins, drafted for you.

Owners mark the goal on track, at risk or off track. Chip can draft the update from what changed.

  • Health: On track, At risk or Off track
  • Confidence, blockers and a feedback thread
  • Optional approval rules before a goal counts
More about Goals, OKRs & KPIs
Same workspace

Goals connected to projects, time and money.

Key results can move from tasks and milestones, and numbers can fill in from Money, Contacts and Forms.

01

Projects your team can follow

Link the projects that deliver each goal and watch their progress count toward it.

Explore Projects your team can follow
02

Everyone's work, one list

Everyone's tasks in one list, so the work behind a key result is never hidden.

Explore Everyone's work, one list
03

Money in, money out

Revenue numbers fill in from Money Manager instead of a spreadsheet.

Explore Money in, money out
04

Dashboards and reports

Set a goal on any number in Analytics, like website visits this quarter. It updates on every sync and can drive a key result, so nobody types the number in.

More about Analytics
Plans

Goals live in Work

Goals, the strategy map and your numbers board live in Work. Drafting a check-in with Chip uses Chip credits, which every plan includes each month.

Start freeCompare every plan
  • Free Included, free forever $0
  • Starter Included, 30-day trial $29/mo
  • Growth Included, 30-day trial $79/mo
  • Scale Included, 30-day trial $199/mo
Solutionstartbuddi for Creative Agencies BlogHow to set OKRs for an agency your team will actually follow ProductGoals, OKRs & KPIs ProductProjects ProductWork CompareBest OKR Software for Teams BlogOKR implementation for small businesses: a practical guide to setting and tracking goals BlogOKR vs KPI: what is the difference and which should you use?

Questions people ask

What OKRs should an agency set?
Pick one growth goal and one delivery goal per quarter, each with two or three key results you can measure, like retainers signed or projects delivered on budget.
Can key results update themselves?
Yes. They can move from tasks or milestones, and numbers on your KPI board fill in from Money, Contacts and Forms.
Can Chip write the weekly check-in?
Yes. Draft it for me asks Chip to write the check-in from what changed. It uses Chip credits, which every plan includes.
Where do goals live?
In Work, alongside your projects and tasks. Adding teammates needs a plan with more seats, like Growth ($79 a month).

Set one goal this quarter and see it move.

Write the objective, add two or three key results and link the work. Free to start.

Start free
Free plan available. Every paid plan starts with a 30-day trial.