OKR template to enhance client relations through first art refusals' follow-up

This sales 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's main goal is to enhance client relations by keeping in touch with customers who initially refused artwork. One key objective is to get 35% of these clients to reconsider purchasing. The strategies to achieve this include sending personalized letters, offering discounts, and holding virtual showcases for new collections.

Another objective is to reduce the response time to client communications by 15%, thus enhancing customer service efficiency. This is targeted to be achieved through initiatives like response time training, creating a communication response tracking method, and use of dedicated customer service software.

The third objective focuses on those clients who have forgotten about the artwork they refused. By increasing the contact with this group of clients by 20%, the objective aims at re-sparking their interest. Weekly follow-ups, automated email reminders, and increased frequency of communication about underlying issues are the planned strategies to achieve this.

In conclusion, all three objectives are aimed at enhancing client relations through active follow-ups and a swift response system after their first refusal of artwork. The strategies outline a comprehensive plan to achieve the objectives by ensuring better contact and improved services.

ObjectiveEnhance client relations through first art refusals' follow-up
KRSuccessfully reengage 35% of clients to reconsider purchased artwork
Send personalized letters highlighting artwork attributes
Offer special discounts to clients on future artworks
Conduct virtual events showcasing new artwork collections
KRReduce the average response time to client communications by 15%
Conduct efficient response time training for staff
Establish a tracking system for communication response
Implement a dedicated customer service software program
KRIncrease contact with clients about expired artwork refusals by 20%
Initiate weekly follow-ups with clients regarding expired artwork
Implement automated email reminders for expired artwork refusals
Increase the frequency of client communication regarding refusals

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.

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.

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

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

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.

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

10+ built-in dashboards to visualise progress on your goals
Weekly reminders, data connectors, and smart notifications
9 views to map OKRs to strategic projects
Strategy map to align teams at scale