Customer success & support OKR example

Turn happy customers into advocates

Grow references, reviews and case studies.

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

Grow references, reviews and case studies

  1. KR 1

    Increase new reviews on G2 and Capterra from 5 to 25 per quarter

  2. KR 2

    Build a reference pool of 30 customers, up from 8

  3. KR 3

    Publish 4 customer case studies, up from 1

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

Customers love you but Sales and Marketing have little proof to share.

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: Turn happy customers into advocates
objectives:
  - title: Grow references, reviews and case studies
    outcomes:
      - title: Increase new reviews on G2 and Capterra from 5 to 25 per quarter
        initiatives: []
      - title: Build a reference pool of 30 customers, up from 8
        initiatives: []
      - title: Publish 4 customer case studies, up from 1
        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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