Tability is a cheatcode for goal-driven teams. Set perfect OKRs with AI, stay focused on the work that matters.
What are Client OKRs?
The Objective and Key Results (OKR) framework is a simple goal-setting methodology that was introduced at Intel by Andy Grove in the 70s. It became popular after John Doerr introduced it to Google in the 90s, and it's now used by teams of all sizes to set and track ambitious goals at scale.
Crafting effective OKRs can be challenging, particularly for beginners. Emphasizing outcomes rather than projects should be the core of your planning.
We've tailored a list of OKRs examples for Client to help you. You can look at any of the templates below to get some inspiration for your own goals.
If you want to learn more about the framework, you can read our OKR guide online.
The best tools for writing perfect Client OKRs
Here are 2 tools that can help you draft your OKRs in no time.
Tability AI: to generate OKRs based on a prompt
Tability AI allows you to describe your goals in a prompt, and generate a fully editable OKR template in seconds.
- 1. Create a Tability account
- 2. Click on the Generate goals using AI
- 3. Describe your goals in a prompt
- 4. Get your fully editable OKR template
- 5. Publish to start tracking progress and get automated OKR dashboards
Watch the video below to see it in action 👇
Tability Feedback: to improve existing OKRs
You can use Tability's AI feedback to improve your OKRs if you already have existing goals.
- 1. Create your Tability account
- 2. Add your existing OKRs (you can import them from a spreadsheet)
- 3. Click on Generate analysis
- 4. Review the suggestions and decide to accept or dismiss them
- 5. Publish to start tracking progress and get automated OKR dashboards
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Tability will scan your OKRs and offer different suggestions to improve them. This can range from a small rewrite of a statement to make it clearer to a complete rewrite of the entire OKR.
Client OKRs examples
You will find in the next section many different Client Objectives and Key Results. We've included strategic initiatives in our templates to give you a better idea of the different between the key results (how we measure progress), and the initiatives (what we do to achieve the results).
Hope you'll find this helpful!
OKRs to enhance superior customer support to VIP clients
ObjectiveEnhance superior customer support to VIP clients
KRIncrease client satisfaction score to 90% for VIPs
Improve product/service quality based on feedback
Implement personalized customer service for VIP clients
Regularly request and analyze VIP client feedback
KRAchieve first-response times under 2 hours for all VIP client inquiries
Implement a priority system for VIP client inquiries
Establish dedicated response teams for VIP clients
Train staff on quick and efficient response techniques
KRReduce VIP client complaint rate by 20%
Implement customized training on VIP client servicing for staff
Enhance VIP client communication and response times
Regularly review and improve VIP client service process
OKRs to secure new clientele from three distinct sectors
ObjectiveSecure new clientele from three distinct sectors
KRIdentify and establish contacts with 50 potential clients from different industries
Research diverse industries to identify 50 potential clients
Initiate contact with potential clients via email or phone
Arrange and conduct initial client meetings or presentations
KRSuccessfully pitch services to at least 30% of the identified potential clients
Schedule and conduct efficient, persuasive pitch meetings
Develop and refine customized service pitch for each client
Identify and research potential clients' needs and interests
KRConvert 15% of pitched potential clients into signed contracts
Train team in negotiation techniques to secure contracts
Enhance proposals with detailed, customized solutions for each client
Improve follow-up strategies to maintain contact post-pitch
OKRs to implement a superior client-centric service system
ObjectiveImplement a superior client-centric service system
KRConduct 3 diverse client focus groups to gather feedback on system usability
Analyze feedback for system usability improvements
Identify three diverse client groups for participation
Plan and organize focus group sessions
KRDesign and build a user-friendly service system prototype within 4 weeks
Sketch initial system design, focusing on user-friendly aspects
Gather necessary resources for prototype construction
Build and test the service system prototype
KRAchieve 90% positive user feedback on improved client engagement by end of quarter
Regularly review and act on feedback obtained from users
Provide ongoing customer service training for staff
Develop and implement effective client communication strategies
OKRs to enhance satisfaction of wealth management clients
ObjectiveEnhance satisfaction of wealth management clients
KRIncrease client satisfaction scores by 20% through improved personalization
Regularly seek client feedback for service improvements
Train staff for personalized customer interactions
Implement customer relationship management software for tailored services
KRDecrease client complaint rates by 15% via proactive communication
Implement regular updates on service improvements to all clients
Establish a client feedback system for early issue detection
Train staff on proactive communication strategies
KRLaunch 2 new features in the client portal based on client feedback analysis
Implement new features in the client portal
Develop and test the new features
Identify desired features from client feedback analysis
OKRs to boost BUMA's dominance as a premier TAN/CN provider
ObjectiveBoost BUMA's dominance as a premier TAN/CN provider
KRSecure 3 high-profile industry partnerships for TAN/CN supply
Identify potential high-profile industry partners for TAN/CN supply
Initiate meetings to present and negotiate proposal terms
Develop a compelling partnership proposal highlighting mutual benefits
KRRaise sales revenue from TAN/CN products by 20%
Provide sales team with specialized TAN/CN product training
Develop and promote bundled deals involving TAN/CN products
Implement a targeted marketing campaign for TAN/CN products
KRIncrease the client retention rate by 15%
Introduce incentive schemes for loyal and long-term clients
Implement customer-oriented training programs for all client-facing staff
Enhance client communication by regularly updating on new services and offers
OKRs to maintain accuracy of vendor information across all clients
ObjectiveMaintain accuracy of vendor information across all clients
KRReduce report inconsistencies related to vendor information by 25%
Implement a centralized system for vendor data management
Regularly review and update vendor databases
Establish standard protocols for gathering vendor information
KRImplement weekly checks with each client to confirm vendor information accuracy
Create a weekly schedule for client vendor information checks
Train staff to conduct vendor information accuracy checks
Develop a reporting system for the weekly check results
KRVerify and update 100% of vendor data in client systems every week
Confirm successful update of all vendor data
Review current vendor data in client systems weekly
Update incorrect or outdated vendor information
OKRs to enhance customer service experience for VIP clients
ObjectiveEnhance customer service experience for VIP clients
KRRaise resolution rate of VIP customer concerns on first contact to 85%
Streamline response protocol for VIP inquiries
Implement VIP-specific customer service training
Improve tracking system for initial VIP complaints
KRAchieve a 95% satisfaction rate from VIP customer service surveys
Implement personalized service for all VIP customers
Conduct frequent analysis of customer feedback
Regularly train staff on customer satisfaction strategies
KRReduce response time for VIP customer inquiries to 2 hours or less
Assign dedicated staff for VIP customer issues
Prioritize and sort VIP customer inquiries
Implement an efficient ticketing system
OKRs to secure renewal of OnPoint clients with updated agreement
ObjectiveSecure renewal of OnPoint clients with updated agreement
KRAchieve a 95% satisfaction rate among clients renewing their contracts
Conduct regular customer satisfaction surveys and improve upon feedback
Initiate loyalty programs that add value to contracts
Boost customer service quality and response times
KRFinalize Managed Services Agreement details for all renewals by mid-quarter
Confirm all agreements by the designated time
Review all Managed Services Agreement renewal details
Update any necessary agreement terms
KRPersuade 70% of current clients to renew under the new pricing within the quarter
Create a persuasive presentation highlighting benefits of new pricing plan
Schedule phone consultations to discuss individual concerns
Offer limited-time incentives for early renewal
OKRs to improve Braze comprehension to boost confidence when presenting to potential clients
ObjectiveImprove Braze comprehension to boost confidence when presenting to potential clients
KRComplete all Braze training modules and quizzes
Identify all required Braze training modules and quizzes
Dedicate specific time daily to study and complete modules
Complete and pass all associated quizzes
KRSuccessfully pitch Braze to at least 5 test prospects
Conduct the Braze product pitch to each prospect
Analyze Braze features and benefits for effective pitching
Identify and contact 5 potential test prospects
KRReceive positive feedback from internal team on Braze knowledge improvement
Request regular feedback on Braze usage from the team
Apply learned Braze functionalities in daily tasks
Attend regular training sessions on Braze software
OKRs to enhance the quality of client communication
ObjectiveEnhance the quality of client communication
KRRespond to all client queries within a 24-hour period
Check emails and voicemails frequently throughout the day
Set reminders to respond to all unanswered queries
Prioritize responding to client inquiries immediately
KRIncrease client satisfaction rate to over 90% through regular surveys
Monitor survey results and make necessary adjustments
Create and implement regular client satisfaction surveys
Develop a feedback implementation strategy
KRValidate client problems are resolved 95% of the time by feedback after issue resolution
Implement a system to track resolution success rate
Create a post-resolution follow-up procedure
Instruct team to collect feedback from clients
Client OKR best practices
Generally speaking, your objectives should be ambitious yet achievable, and your key results should be measurable and time-bound (using the SMART framework can be helpful). It is also recommended to list strategic initiatives under your key results, as it'll help you avoid the common mistake of listing projects in your KRs.
Here are a couple of best practices extracted from our OKR implementation guide 👇
Tip #1: Limit the number of key results
The #1 role of OKRs is to help you and your team focus on what really matters. Business-as-usual activities will still be happening, but you do not need to track your entire roadmap in the OKRs.
We recommend having 3-4 objectives, and 3-4 key results per objective. A platform like Tability can run audits on your data to help you identify the plans that have too many goals.
Tip #2: Commit to weekly OKR check-ins
Don't fall into the set-and-forget trap. It is important to adopt a weekly check-in process to get the full value of your OKRs and make your strategy agile – otherwise this is nothing more than a reporting exercise.
Being able to see trends for your key results will also keep yourself honest.
Tip #3: No more than 2 yellow statuses in a row
Yes, this is another tip for goal-tracking instead of goal-setting (but you'll get plenty of OKR examples above). But, once you have your goals defined, it will be your ability to keep the right sense of urgency that will make the difference.
As a rule of thumb, it's best to avoid having more than 2 yellow/at risk statuses in a row.
Make a call on the 3rd update. You should be either back on track, or off track. This sounds harsh but it's the best way to signal risks early enough to fix things.
Save hours with automated OKR dashboards
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OKRs without regular progress updates are just KPIs. You'll need to update progress on your OKRs every week to get the full benefits from the framework. Reviewing progress periodically has several advantages:
- It brings the goals back to the top of the mind
- It will highlight poorly set OKRs
- It will surface execution risks
- It improves transparency and accountability
We recommend using a spreadsheet for your first OKRs cycle. You'll need to get familiar with the scoring and tracking first. Then, you can scale your OKRs process by using Tability to save time with automated OKR dashboards, data connectors, and actionable insights.
How to get Tability dashboards:
- 1. Create a Tability account
- 2. Use the importers to add your OKRs (works with any spreadsheet or doc)
- 3. Publish your OKR plan
That's it! Tability will instantly get access to 10+ dashboards to monitor progress, visualise trends, and identify risks early.
More Client OKR templates
We have more templates to help you draft your team goals and OKRs.
OKRs to increase Ad Ranks by Optimizing User Intent Matching
OKRs to ensure effective management of EUC assets
OKRs to improve customer experience and satisfaction
OKRs to build a robust and efficient Cloud Center of Excellence
OKRs to increase customer retention rate
OKRs to increase revenue by optimizing sales strategies and processes