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
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
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 enhance team productivity with collaborative efforts
- OKRs to increase efficiency within the digital marketing agency
- OKRs to ensure optimal functionality of database servers through routine checks
- OKRs to increase conversion rate of pre-launch leads for pre-orders by 10%
- OKRs to boost user base to achieve critical mass
- OKRs to devise the optimal work environment in the firm