Tability is a cheatcode for goal-driven teams. Set perfect OKRs with AI, stay focused on the work that matters.
What are Client Engagement Team 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 Engagement Team 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 Engagement Team 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 Engagement Team OKRs examples
You will find in the next section many different Client Engagement Team 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 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 enhance client engagement post-representative visit
ObjectiveEnhance client engagement post-representative visit
KRSecure 15% more repeat orders within two weeks of rep visit
Increase customer engagement through personalized service
Incorporate follow-up procedures after each rep visit
Implement incentive programs for repeat orders
KRIncrease client satisfaction surveys response rate by 20% after rep visits
Improve clarity and brevity of survey questions
Offer incentives for completing satisfaction surveys
Implement follow-up emails after rep visits
KRReduce outstanding client issues by 30% within a month of rep visit
Provide solutions for 30% of those concerns
Follow-up with clients post solution implementation
Identify all current unresolved client issues
OKRs to enhance strategic partnerships through relationship management
ObjectiveEnhance strategic partnerships through relationship management
KRForge 3 beneficial partnerships with new industry leaders
Negotiate terms of partnership agreements
Identify potential industry leaders for partnership opportunities
Initiate outreach to discuss potential collaboration
KRIncrease client satisfaction score by 20% through frequent engagement and feedback
Implement weekly check-ins with clients for feedback
Launch a monthly satisfaction survey for clients
Enhance communication response time with clients
KRReduce client conflicts by 15% by improving conflict management strategies
Assign a dedicated conflict resolution team within client service department
Develop a standardized conflict resolution protocol
Implement regular conflict resolution training for client-facing employees
OKRs to enhance provision of advisory services
ObjectiveEnhance provision of advisory services
KRAttain 25% more client engagements for advisory services by quarter end
Offer discounted packages for new clients
Conduct webinars to showcase expertise
Implement aggressive marketing strategies for advisory services
KROffer 3 new advisory services that cater to specific client needs
Implement and market new advisory services
Research current client's needs to identify gaps in advisory services
Develop three new advisory service proposals
KRImprove client satisfaction rate by 15% through superior advisory service
Further customize advisory approaches for individual clients
Implement ongoing customer service training for advisory staff
Routinely solicit client feedback on advisory services
OKRs to enhance product discovery for improved client engagement
ObjectiveEnhance product discovery for improved client engagement
KRAmplify conversion rate from product discovery by 15%
Improve website navigation for better product discovery
Enhance product descriptions for clarity and attractiveness
Implement targeted ad campaigns to reach potential customers
KRBoost discovery page views by 30%
Implement SEO strategies to improve discovery page rankings
Promote discovery page on social media platforms
Update site with engaging and relevant content
KRIncrease product demo sign-ups by 20%
Offer incentives for demo sign-ups
Enhance visibility of demo sign-up option on product website
Implement targeted advertising for product demos
OKRs to boost client engagement and improve retention rates
ObjectiveBoost client engagement and improve retention rates
KREnhance engagement on client quarterly webinars by 30% through targeted content
Develop relatable, industry-specific content for webinar presentations
Personalize webinar invites to boost attendee interest
Optimize webinar time based on client availability and preference
KRDecrease client churn rate by 10% via improving customer service response time
Train customer service reps for quicker query resolution
Monitor and optimize current support response times
Implement real-time chat for immediate customer support interactions
KRIncrease monthly product usage by 15% by implementing personalisation in user journey
Implement personalisation features into the user journey
Monitor and analyze user engagement data regularly
Run marketing campaigns promoting new personalized features
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 enhance customer engagement and satisfaction in the existing client base
ObjectiveEnhance customer engagement and satisfaction in the existing client base
KRReduce negative feedback responses by 15% through improved support services
Train support staff on communication and problem-solving techniques
Implement a responsive and user-friendly support system
Regularly monitor and analyze feedback for improvement areas
KRIncrease client satisfaction rate by 20% on post-service survey results
Initiate immediate resolutions for client complaints
Implement regular client feedback surveys post-service
Enhance customer service training for all employees
KRAchieve a 25% increase in customer interaction on all digital platforms
Increase promotional activities to boost online visibility of brand
Deliver consistent, high-quality content tailored to customer interests
Implement compelling engagement strategies across all digital platforms
OKRs to boost client engagement in our analytics services
ObjectiveBoost client engagement in our analytics services
KRAchieve a 15% rise in client satisfaction scores for our analytics services
Develop and provide additional personalized analytics services
Implement regular feedback collections from clients for service improvement
Enhance client communication and response times
KRSecure a 20% increase in signed-up clients using our analytics services
Offer a limited-time discount or bundle option for new sign-ups
Organize webinars or workshops showcasing our analytics capabilities
Develop a compelling marketing strategy for our analytics services
KRDeliver 3 new value-added analytics features to stimulate client usage
Develop and test these features with a focus on value-add
Identify potential new analytical features based on user feedback
Implement and promote these features to existing clients
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
Client Engagement Team 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 Engagement Team OKR templates
We have more templates to help you draft your team goals and OKRs.
OKRs to attain high-quality, timely data migration during Sprint delivery
OKRs to enhance quality and reach of written content at TechnoStruct Academy
OKRs to streamline graphic design processes
OKRs to implement a proficient live operations team for streaming events on Netflix
OKRs to capture new tech trends in education and learning
OKRs to establish indisputable proof of need