Customer success & support OKR example

Spot at-risk accounts early

Get a reliable health score on every account.

Suggested timeframe: Set with your team1 objective · 3 key results
YOUR STARTING POINTCustomer success & support OKRs
OBJECTIVE

Get a reliable health score on every account

  1. KR 1

    Score 100% of accounts with an automated health score, up from 0%

  2. KR 2

    Flag 80% of churned accounts as at-risk at least 60 days before renewal, up from 25%

  3. KR 3

    Run a save plan on 100% of at-risk accounts over $10k ARR

Example targets. Adapt to your baseline before you start.
USE THIS WHEN

Churn surprises the team at renewal time.

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: Spot at-risk accounts early
objectives:
  - title: Get a reliable health score on every account
    outcomes:
      - title: Score 100% of accounts with an automated health score, up from 0%
        initiatives: []
      - title: >-
          Flag 80% of churned accounts as at-risk at least 60 days before
          renewal, up from 25%
        initiatives: []
      - title: Run a save plan on 100% of at-risk accounts over $10k ARR
        initiatives: []
FROM PLAN TO PROGRESS

Make this plan yours.

Copy the template below, then open Tability. In your plan, choose Import goals from CSV or text and paste it into Import from text.

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