Customer success & support OKR example

Deepen understanding of our customer base

A starting point for clearer priorities and measurable progress. Make the targets your own.

Suggested timeframe: Set with your team1 objective · 3 key results
YOUR STARTING POINTCustomer success & support OKRs
OBJECTIVE

Deepen understanding of our customer base

  1. KR 1

    Survey 70% of customers to collect updated insights

  2. KR 2

    Run 10 focus groups to capture qualitative data

  3. KR 3

    Increase customer profile completion rate by 20%

Ideas to get you moving
  • Identify target customer group for survey
  • Develop comprehensive survey questionnaire
  • Distribute survey and collect responses
  • Schedule and facilitate the 10 focus group sessions
  • Identify and recruit appropriate participants for the focus groups
  • Develop the discussion guide for each focus group
  • Send follow-up emails encouraging profile completion
  • Implement a reward system for completed profiles
  • Simplify the profile completion process
Example targets. Adapt to your baseline before you start.

About this template

This OKR aims to improve the company's understanding of its customer base. The first objective involves surveying 70% of customers for new insights. Initiatives for this task include identifying the target group, creating a comprehensive questionnaire, and distributing the survey for responses.

The second objective focuses on running ten focus groups for qualitative fine-point data. The initiatives outlined here include scheduling and managing focus group sessions, selecting and recruiting suitable participants, and creating a discussion guide tailored to each group.

The third objective seeks to boost the customer profile completion rate by 20%. This will be achieved through initiatives such as sending follow-up emails to motivate profile completion, setting up a reward system for completed profiles, and simplifying the process of profile completion.

From all these outlined objectives, it's evident that the way to achieve a deeper understanding of the customer base involves a mix of organized outreach, systematic data collection, and value-added incentives.

Make it work for your team

01

Set your baseline. Check where you are today, then choose targets that stretch your team.

02

Agree on ownership. Give each key result a clear owner and a source of data.

03

Check in every week. Review the numbers, share confidence, and decide what needs attention.

Get this template as YAML

A machine-readable version of this example for a script or AI assistant.

---
title: Deepen understanding of our customer base
objectives:
- title: Deepen understanding of our customer base
  outcomes:
  - title: Survey 70% of customers to collect updated insights
    from: 0.0
    to: 100.0
    score_format: _number_%
    initiatives:
    - title: Identify target customer group for survey
    - title: Develop comprehensive survey questionnaire
    - title: Distribute survey and collect responses
  - title: Run 10 focus groups to capture qualitative data
    from: 0.0
    to: 100.0
    score_format: _number_%
    initiatives:
    - title: Schedule and facilitate the 10 focus group sessions
    - title: Identify and recruit appropriate participants for the focus groups
    - title: Develop the discussion guide for each focus group
  - title: Increase customer profile completion rate by 20%
    from: 0.0
    to: 100.0
    score_format: _number_%
    initiatives:
    - title: Send follow-up emails encouraging profile completion
    - title: Implement a reward system for completed profiles
    - title: Simplify the profile completion process