Get Tability: OKRs that don't suck | Learn more →

OKR template to increase efficiency in customer support process

This customer success 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 focuses on increasing the efficiency of the customer support process. Three key objectives have been planned to drive this effort. Firstly, training is to be 100% completed by the support team on the new support workflows. To achieve it, training materials are developed, organized sessions are scheduled, and the teams' application of new processes post-training is monitored.

Secondly, they aim to reduce the average ticket resolution time by 20%. Effective collaboration, improved problem-solving skills, and automation tools lead to streamlined ticket resolution. Through training sessions, communication between teams is anticipated to be enhanced, improving the overall efficiency.

The third objective revolves around increasing first-call resolution, targeting 80%. Comprehensive training for customer service representatives, investing in better CRM software, and monitoring and feedback on calls serve as initiatives for this goal. The combined effect of these three initiatives is expected to improve the rate of first-call resolutions significantly.

Finally, the score format used to measure the success of this OKR is a percentage. From start to finish, progress will be carefully recorded and reported as a percentage. This allows for a clear, concise view of the OKR's success and creates a more tangible way of communicating its results.
  • ObjectiveObjectiveIncrease efficiency in customer support process
  • Key ResultKRTrain 100% of support team on new support process workflows
  • TaskMonitor staff's application of new processes post-training
  • TaskSchedule mandatory training sessions for support team
  • TaskDevelop comprehensive training materials on new workflows
  • Key ResultKRReduce average ticket resolution time by 20%
  • TaskImprove collaboration and communication within teams
  • TaskImplement training sessions to enhance problem-solving skills
  • TaskStreamline ticket resolution process with automation tools
  • Key ResultKRIncrease first-call resolution rate to 80%
  • TaskImplement comprehensive training for customer service representatives
  • TaskInvest in improved CRM software for customer tracking
  • TaskMonitor calls and provide feedback for continuous improvement
Use in Tability

Tability: the best OKR software for results-driven teams

OKRs should be tracked weekly to be effective, and Tability is the perfect tool for that.

Tability is the best OKR software that embraces modern principles to help teams set better goals, monitor execution, and get help to achieve their objectives faster.

With Tability you can:

  • Get an OKR agent that can review existing OKRs, suggest improvements, and monitor execution
  • Connect your OKRs and team goals to Jira, ClickUp, Linear, Asana, and more
  • Automate reporting with integrations and built-in dashboard

You can import OKRs in seconds with the magic importer, and start executing your goals in no time.

Step 1. Sign up for a free Tability account

Go tohttps://tability.app/signup and create your account (it's free!)

Step 2. Create a plan

Follow the steps after your onboarding to create your first plan, you should get to a page that looks like the picture below.

Tability Import Options

Step 3. Use the magic importer

Click on Use magic import to open up the Magic Import modal.

Now, go back to the OKR examples, and click on Copy on the example that you’d like to use.

Copy from the template

Paste the content in the text import section. Don’t worry about the formatting, Tability’s AI will be able to parse it!

Importing from text

Now, just click on Import from text and let the magic happen.

Tability editor with imported content

Once your example is in the plan editor, you will be able to:

  • Edit the objectives, key results, and tasks
  • Click on the target 0 → 100% to set better target
  • Use the tips and the AI to refine your goals

Step 4. Publish your plan

Once you’re done editing, you can publish your plan to switch to the goal-tracking mode.

Publish import

From there you will have access to all the features that will help you and your team save hours with OKR reporting.

Related OKRs examples

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

Table of contents