Customer success & support OKR example

Grow revenue from existing accounts through upselling and cross-selling initiatives

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

Suggested timeframe: Set with your team1 objective · 4 key results
YOUR STARTING POINTCustomer success & support OKRs
OBJECTIVE

Increase revenue from existing accounts through upselling and cross-selling

  1. KR 1

    Achieve a 15% increase in revenue from cross-selling

  2. KR 2

    Conduct at least 3 effective cross-selling presentations per month

  3. KR 3

    Achieve a 10% increase in revenue from upselling

  4. KR 4

    Secure repeat business from 80% of existing clients

Example targets. Adapt to your baseline before you start.

About this template

As our company looks to sustain growth and profitability, it's important that we continue to capitalize on existing relationships with our customers. Our objective is to grow revenue from existing accounts through upselling and cross-selling initiatives. By effectively identifying the needs and wants of our customers, we can provide additional value to their business and increase our own revenue in the process. This OKR aligns with our company's overall strategy and goals, and will require collaboration across teams and departments to achieve success.

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: Grow revenue from existing accounts through upselling and cross-selling initiatives
objectives:
- title: Increase revenue from existing accounts through upselling and cross-selling
  outcomes:
  - title: Achieve a 15% increase in revenue from cross-selling
    from: 0.0
    to: 100.0
    score_format: _number_%
    initiatives: []
  - title: Conduct at least 3 effective cross-selling presentations per month
    from: 0.0
    to: 100.0
    score_format: _number_%
    initiatives: []
  - title: Achieve a 10% increase in revenue from upselling
    from: 0.0
    to: 100.0
    score_format: _number_%
    initiatives: []
  - title: Secure repeat business from 80% of existing clients
    from: 0.0
    to: 100.0
    score_format: _number_%
    initiatives: []