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OKR template to elevate the NPS score in B2B SaaS by 5%

This marketing 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

The primary goal of this OKR is to elevate the Net Promoter Score (NPS) in Business-to-Business (B2B) Software as a Service (SaaS) by 5%. This entails improving customer satisfaction regarding the software and service provided. The NPS is a metric used to gauge client satisfaction and brand loyalty.

The first objective aims to reduce the customer support resolution time by 20% to enhance customer service. This involves initiatives such as regular training of customer service agents, using Artificial Intelligence to automate repetitive customer inquiries, as well as implementing a live chat feature for instant customer inquiries resolution.

The second objective to accomplish the goal is improving product feature satisfaction by 10% via software enhancements. This incorporates addressing customer issues, assessing satisfaction improvement post-enhancements, and identifying areas requiring further improvements from the feedback given by customers.

The third objective is to increase customer feedback collection by 15%. To achieve this, the company will train staff on effective solicitation methods, offer incentives for customer feedback, and implement an automated system to gather feedback after every purchase.
  • ObjectiveObjectiveElevate the NPS score in B2B SaaS by 5%
  • Key ResultKRReduce customer support resolution time by 20%
  • TaskTrain customer service agents regularly for efficiency
  • TaskAutomate repetitive customer inquiries using AI
  • TaskImplement live chat for instant customer inquiries resolution
  • Key ResultKRImprove product feature satisfaction by 10% through software enhancements
  • TaskImplement software enhancements addressing customer issues
  • TaskEvaluate satisfaction improvement post-enhancements
  • TaskIdentify areas requiring improvements from customer feedback
  • Key ResultKRIncrease the rate of customer feedback collection by 15%
  • TaskTrain staff on effective customer feedback solicitation
  • TaskOffer incentives for customers leaving feedback
  • TaskImplement a customer feedback system after each purchase
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.

Related OKRs examples

You can also explore more templates for Marketing, Product, Engineering, Customer Success to find examples that match your team's goals.

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