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Financial Services / FinTech · Marketing · Content & SEO

Podcast OKR Tracker for Finance Template

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Use ready-made podcast OKRs to keep finance marketers growing a loyal listener base all quarter.

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OKR Tracker

Podcast OKR Tracker for Finance

Marketing · Content & SEO

0.46

Overall Score

O1

Grow an engaged audience for the finance podcast

46%
KR1.1On Track

Increase average downloads per episode in its first month from 1,000 to 1,300

Owner

Owner

Target

Increase average downloads per episode in its first month from 1,000 to 1,300

Progress

46%
KR1.2On Track

Increase average listen-through rate per episode from 55% to 65%

Owner

Owner

Target

Increase average listen-through rate per episode from 55% to 65%

Progress

46%
KR1.3On Track

Increase new listener reviews on podcast apps from 40 to 55

Owner

Owner

Target

Increase new listener reviews on podcast apps from 40 to 55

Progress

46%
O2

Make the show a go-to stage for finance leaders

46%
KR2.1On Track

Increase share of guests from target accounts from 40% to 50%

Owner

Owner

Target

Increase share of guests from target accounts from 40% to 50%

Progress

46%
KR2.2On Track

Increase share of guests who promote their episode from 60% to 70%

Owner

Owner

Target

Increase share of guests who promote their episode from 60% to 70%

Progress

46%
KR2.3On Track

Increase inbound guest pitches from finance leaders from 30 to 40

Owner

Owner

Target

Increase inbound guest pitches from finance leaders from 30 to 40

Progress

46%
O3

Turn listeners into qualified buyers

46%
KR3.1On Track

Increase share of podcast leads that fit the ideal customer profile from 50% to 60%

Owner

Owner

Target

Increase share of podcast leads that fit the ideal customer profile from 50% to

Progress

46%
KR3.2On Track

Increase leads who name the podcast as their source from 30 to 40

Owner

Owner

Target

Increase leads who name the podcast as their source from 30 to 40

Progress

46%
KR3.3On Track

Increase prospects listening to episodes shared by sales from 60 to 80

Owner

Owner

Target

Increase prospects listening to episodes shared by sales from 60 to 80

Progress

46%
  • O1: Grow an engaged audience for the finance podcast KR1.1: Increase average downloads per episode in its first month from 1,000 to 1,300 KR1.2: Increase average listen-through rate per episode from 55% to 65% KR1.3: Increase new listener reviews on podcast apps from 40 to 55
  • O2: Make the show a go-to stage for finance leaders KR2.1: Increase share of guests from target accounts from 40% to 50% KR2.2: Increase share of guests who promote their episode from 60% to 70% KR2.3: Increase inbound guest pitches from finance leaders from 30 to 40
  • O3: Turn listeners into qualified buyers KR3.1: Increase share of podcast leads that fit the ideal customer profile from 50% to 60% KR3.2: Increase leads who name the podcast as their source from 30 to 40 KR3.3: Increase prospects listening to episodes shared by sales from 60 to 80

What is a finance podcast?

On-demand shows that build trust with finance audiences.

A finance podcast is an on-demand audio or video show where hosts and guests discuss markets, money and fintech. Industry measurement guidelines set how downloads are counted, so results can be compared fairly.

Podcast OKRs turn that measurement into quarterly goals. Listen-through rate and inbound guest pitches, for example, each get a measurable target and a named owner.

Why track a finance podcast with OKRs?

Grow listeners, land the right guests, and turn episodes into pipeline.

Keep listeners coming back

Downloads, listen-through rate and new reviews show whether each episode holds its audience.

Book guests buyers follow

Target-account guests, guest promotion and inbound pitches build a stage finance leaders want.

Turn listeners into buyers

Self-reported leads, ideal-fit share and sales-shared episodes connect every show to real pipeline.

What you'll get in this template

The real difference your team will see.

  • A show finance leaders finish, recommend and return to for each new episode.
  • Guest conversations that open doors at the accounts your sales team targets.
  • One shared view of audience, guests and pipeline impact for marketing and sales.

How to use this template?

Four simple steps to a live quarterly plan.

  1. 1

    See the example

    Check Sheet 1 to see how it works.

  2. 2

    Add your goals

    Fill in Sheet 2 with your objectives and key results.

  3. 3

    Update weekly

    Enter your latest numbers each week.

  4. 4

    Track your score

    Progress and status update on their own.

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