Scale onboarding with a one-to-many program.
Increase accounts onboarded per CSM from 8 to 20 per month
Move 70% of SMB onboarding to webinars and guided setup, up from 0%
Keep time to go-live under 21 days for scaled accounts
Customer count is growing faster than the CS team.
Keep these measures in view as you review progress.
Set your baseline. Check where you are today, then choose targets that stretch your team.
Agree on ownership. Give each key result a clear owner and a source of data.
Check in every week. Review the numbers, share confidence, and decide what needs attention.
A machine-readable version of this example for a script or AI assistant.
Customer success & support OKR example
Suggested timeframe: Set with your team
1 objective · 3 key results
Example targets. Adapt to your baseline before you start.title: Onboard more customers without more headcount
objectives:
- title: Scale onboarding with a one-to-many program
outcomes:
- title: Increase accounts onboarded per CSM from 8 to 20 per month
initiatives: []
- title: Move 70% of SMB onboarding to webinars and guided setup, up from 0%
initiatives: []
- title: Keep time to go-live under 21 days for scaled accounts
initiatives: []
Reduce early churn.
Reduce early churn
Make the customer base grow on its own.
Make our customer base grow on its own
Get a reliable health score on every account.
Get a reliable health score on every account