OKR template to secure renewal of OnPoint clients with updated agreement

This leadership OKR template is a strong starting point for teams that need better alignment, clearer priorities, and more disciplined goal tracking.

Use it to turn a business priority into a measurable objective, then review progress weekly so your team can adjust execution before the quarter gets away from you.

Your OKR template

This OKR is about securing the renewal of OnPoint clients with a new updated agreement in place. The primary objective revolves around achieving high satisfaction rates among clients renewing their contracts. Crucial initiatives such as conducting customer satisfaction surveys, launching loyalty programs, and boosting customer service quality are being carried out to this end.

Another fundamental outcome of this OKR is to finalize the details of Managed Services Agreement for all renewals by mid-quarter. Specific initiatives that support this objective involve confirming all agreements within a set timeline, thoroughly reviewing all renewal details, and updating agreement terms where necessary.

The third aim is to persuade a significant fraction (70%) of the existing clients to renew their contracts under the new pricing within the specified quarter. This goal will be backed by comprehensive initiatives like creating a convincing presentation enumerating the benefits of the new pricing plan, scheduling one-on-one phone consultations to address individual concerns, and offering early renewal incentives for a limited period.

The success of this OKR is gauged using a quantitative scoring system based on percentage achievement against each outcome. Every major result, whether achieving client satisfaction, finalizing agreement details, or persuading clients for renewal, is expected to reach from 0% to 100% completion, thus ensuring clear and trackable progress.

ObjectiveSecure renewal of OnPoint clients with updated agreement
KRAchieve a 95% satisfaction rate among clients renewing their contracts
Conduct regular customer satisfaction surveys and improve upon feedback
Initiate loyalty programs that add value to contracts
Boost customer service quality and response times
KRFinalize Managed Services Agreement details for all renewals by mid-quarter
Confirm all agreements by the designated time
Review all Managed Services Agreement renewal details
Update any necessary agreement terms
KRPersuade 70% of current clients to renew under the new pricing within the quarter
Create a persuasive presentation highlighting benefits of new pricing plan
Schedule phone consultations to discuss individual concerns
Offer limited-time incentives for early renewal

Use in Tability

Make these OKRs fit your team

Treat this template as a starting point. Keep the outcomes that match your priorities, adjust the targets and deadlines to reflect your baseline, and remove anything your team cannot influence directly.

Adapt the template or create a plan with AI

You can copy this example into Tability and refine it with your team. If you would rather start from your own context, use embedded AI Mode: describe what your team needs to achieve in a simple prompt and Tability will automatically create a structured OKR plan with objectives, measurable outcomes, and initiatives.

Before publishing, review the AI-generated plan with the people responsible for delivering it:

Replace generic outcomes with measures your team can update consistently
Set ambitious but credible targets using current performance as the baseline
Assign an owner to every outcome and agree on what success looks like
Remove duplicate or activity-based key results that do not prove meaningful progress

The best OKR platform for AI-bullish teams

Tability brings AI into the goal-setting and execution workflow instead of treating it as a separate writing assistant.

Fully agentic: use an OKR agent to review plans, suggest improvements, and monitor execution
Embedded AI Mode: create and refine goals without leaving the planning workflow
MCP server: talk to your OKRs from Claude, ChatGPT, and other MCP-compatible LLM clients

You have a plan. Now what?

Publishing the plan is the beginning of the work. Tability gives teams a simple weekly rhythm for updating outcomes, discussing confidence, and acting on problems while there is still time to change the result.

Track progress: collect focused weekly check-ins and sync updates from tools such as Jira, ClickUp, Linear, and Asana
Detect problems early: use confidence, status, and agent monitoring to surface stalled or at-risk outcomes before the end of the quarter
Communicate clearly: share dashboards and reports that explain what changed, where help is needed, and what happens next

Create a free Tability account to turn this template into a plan your team can execute. Still choosing a tool? Use the best OKR software ranking to compare verified pricing, feature coverage, and rollout fit.