Goals & KPIs Skill

A specialised guide for defining, cascading, tracking, and reviewing business goals and key performance indicators. While the Sales Operations Setup skill covers end-to-end sales infrastructure, this skill zooms in on the goal-setting and measurement discipline that every function — sales, marketing, product, customer success, finance, or HR — needs to operate effectively.

NEW: This skill now includes Small Company Quick Start guidance (5-50 people) with simplified frameworks, templates, and real-world case studies showing both successes and failures.

🚀 Quick Start by Company Size

Choose your starting point:

For 5-20 People: Small Company Quick Start

→ Read: references/small-company-quick-start.md

Start with Simple OKRs (3 company objectives, no cascade):

• 30-minute setup with Google Sheets
• 15-minute Monday check-ins
• No fancy tools needed