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What are Client Communication 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 Communication 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 Communication 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 Communication OKRs examples
You will find in the next section many different Client Communication 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 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
OKRs to improve the efficiency of client intake communication
ObjectiveImprove the efficiency of client intake communication
KRImplement a new customer communication tool with 85% user adoption rate within the team
Train team with detailed tool usage guidance
Select a communication tool that best fits team requirements
Monitor usage and encourage regular adoption
KRDecrease average intake communication time by 30% without sacrificing quality
Implement effective communication techniques training for all staff
Use more efficient technology for communication
Conduct regular productivity and time management workshops
KRIncrease customer satisfaction rates by 20% through improved intake interaction
Regularly seek and incorporate customer feedback to improve intake interaction
Implement ongoing training for customer service reps on empathetic communication
Streamline the intake process to expedite customer service response time
OKRs to enhance effective communication through counseling
ObjectiveEnhance effective communication through counseling
KRConduct 10 counseling sessions focused on improving communication skills
Identify ten individuals requiring communication skill enhancement
Design a communication skills improvement curriculum
Schedule and conduct 10 counseling sessions
KRIncrease client's communication efficiency by 30% as measured by standard tests
Implement streamlined communication platforms for client usage
Train clients on effective communication strategies
Monitor and assess client's communication improvement
KRAchieve 90% client satisfaction rates on communication improvement
Conduct regular client communication training for employees
Establish a process for collecting client feedback regularly
Implement weekly touch-point meetings with clients
OKRs to strengthen customer engagement through effective communication
ObjectiveStrengthen customer engagement through effective communication
KRIncrease positive client feedback on communication by 40%
Organize weekly updates/meetings with all clients
Implement a structured communication plan with clients
Train staff in effective customer communication
KRConduct bi-weekly virtual meetings with top 10 clients
Prepare agenda focused on client's needs for each meeting
Schedule recurring bi-weekly virtual meetings with each client
Follow-up with meeting minutes and action plans after each session
KRIncrease response rate to customer queries by 30%
Design and implement an efficient customer query tracking system
Initiate follow-up procedures for unresolved customer queries
Train staff in effective and timely customer interaction methods
OKRs to implement service management for new work stream
ObjectiveImplement service management for new work stream
KRIdentify and train a dedicated service management team by week 4
Begin team training by week 4
Develop a comprehensive training plan for newly hired team
Hire service management professionals suitable for the team
KRAchieve 95% satisfaction rate in client feedback for the new service management operation by week 12
Solicit, analyze, and apply client feedback weekly
Implement thorough employee training on service management
Regularly assess and adjust client-communication strategies
KRDevelop and implement a comprehensive service management plan by week 8
Draft comprehensive service management plan
Identify current service management gaps
Implement plan by week 8
OKRs to to enhance and maximize business stakeholder engagement
ObjectiveTo enhance and maximize business stakeholder engagement
KRIncrease interaction rate on professional social networks by 30%
Increase frequency of timely and relevant posts
Initiate networking events and online discussions
Develop and implement engaging content strategy regularly
KRSecure 15% increase in returning clients through improved communication strategies
Implement weekly newsletters highlighting service benefits and company updates
Offer personalized follow-ups to assess client satisfaction post-service
Launch engaging client loyalty program with exclusive benefits
KRArrange and execute two productive stakeholder meetings monthly
Develop and distribute agenda prior to meetings
Identify key stakeholders to include in monthly meetings
Schedule two monthly meetings accommodating stakeholders' availability
OKRs to boost the frequency of value-driven discussions
ObjectiveBoost the frequency of value-driven discussions
KRIncrease employee training sessions on value communication by 50%
Monitor and report on the improvement in value communication
Develop and execute detailed plans for additional training sessions
Review and identify gaps in current value communication training schedules
KRImprove customer engagement through value dialogues by 20%
Implement personalized engagement strategies for key customers
Evaluate and improve existing customer interaction methods
Develop an empathetic customer communication strategy
KREnhance value dialogue initiation among team members by at least 30%
Incorporate regular team-building exercises or activities
Implement training sessions for effective communication skills
Encourage frequent brainstorming sessions across all teams
OKRs to improve the overall client experience
ObjectiveImprove the overall client experience
KRIncrease client satisfaction score by 20% through effective communication strategies
Train staff on effective communication and people skills
Initiate proactive and regular check-in calls with clients
Implement regular client feedback and assessment systems
KRImplement 3 new features based on client feedback to boost usability
Review client feedback for feature suggestions
Develop 3 new features prioritizing usability
Test and integrate the new features into the product
KRDecrease support response time by 30% to enhance client interactions
Implement a live chat feature for instant customer assistance
Provide additional training to support staff
Utilize automated responses for commonly asked questions
OKRs to ensure successful completion and delivery of client commitments
ObjectiveEnsure successful completion and delivery of client commitments
KRMaintain 100% on-time delivery for 100% of client commitments
Regularly monitor, track and report delivery performance metrics
Review and optimize current delivery processes regularly
Proactively communicate with clients for order updates
KRReduce project-related issues by 20% to secure client satisfaction and retention
Strengthen quality assurance to proactively spot and fix issues
Implement strategies for frequent and effective communication with clients
Establish regular review and feedback sessions for the project
KRIncrease revenue by 15% through efficient project execution
Streamline project execution processes to improve overall team productivity
Eliminate unnecessary expenses to increase net profits
Implement regular project audits to ensure efficiency and effectiveness
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
Client Communication 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
Spreadsheets are enough to get started. Then, once you need to scale you can use 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 Communication OKR templates
We have more templates to help you draft your team goals and OKRs.
OKRs to maintain uninterrupted lighting services
OKRs to successfully implement innovative solutions similar to Proxmox XNG
OKRs to enhance deposit mobilization through innovative techniques
OKRs to increase Atlassian partnership conditions by region
OKRs to implement automation in data analysis and visualization
OKRs to enhance effectiveness in Monitoring and Evaluation processes