Tability is a cheatcode for goal-driven teams. Set perfect OKRs with AI, stay focused on the work that matters.
What are Client Relationship OKRs?
The OKR acronym stands for Objectives and Key Results. It's a goal-setting framework that was introduced at Intel by Andy Grove in the 70s, and it became popular after John Doerr introduced it to Google in the 90s. OKRs helps teams has a shared language to set ambitious goals and track progress towards them.
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 Relationship 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 Relationship 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 Relationship OKRs examples
You will find in the next section many different Client Relationship 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 client relationships through memorable Christmas gifts
ObjectiveEnhance client relationships through memorable Christmas gifts
KRChoose unique, personalized gifts for top 50 clients by analyzing preferences and interests
Identify top 50 clients and their specific preferences or interests
Purchase and deliver selected gifts to each client
Research unique, personalized gift options related to these interests
KRAchieve at least 85% on-time delivery for all client gifts
Monitor and optimize delivery routes
Train staff for efficient gift processing
Implement an advanced order scheduling system
KRIncrease client satisfaction by 10% post gift-receiving using response tracking surveys
Distribute survey to clients after gift delivery
Develop a post-gift receiving satisfaction survey
Analyze survey responses to identify improvements
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 elevate Rep-client relationship building skills
ObjectiveElevate Rep-client relationship building skills
KRAchieve a 10% increase in repeat customers through enhanced relationship management
Conduct regular customer satisfaction surveys
Personalize customer communication for stronger relations
Implement a loyalty rewards program
KRIncrease reps' client interaction by 20% through weekly training sessions
Implement necessary adjustments based on training results
Create an engaging weekly training program for sales representatives
Track representatives' client interaction frequency regularly
KRImprove client satisfaction score by 15%, measured via post-interaction surveys
Address complaints urgently and empathetically
Implement regular team training on customer service skills
Initiate personalized follow-ups post client interactions
OKRs to enhance overall client satisfaction and relationship
ObjectiveEnhance overall client satisfaction and relationship
KRConduct client satisfaction surveys and achieve a minimum of 80% positive feedback
Strategically implement feedback to improve services
Identify appropriate satisfaction survey tool
Distribute satisfaction survey to all existing clients
KRReduce client complaints by 25%
Introduce a quality control feedback system
Initiate weekly reviews of client feedback
Implement a training program to improve customer service skills
KRIncrease client retention rate by 15%
Develop a loyalty rewards program to encourage retention
Enhance product offerings based on customer feedback
Implement regular follow-ups and personalized communication with clients
OKRs to enhance client satisfaction and increase revenue from corporate catering services
ObjectiveEnhance client satisfaction and increase revenue from corporate catering services
KRIncrease repeat business by 25% by improving client relationship management
Conduct regular customer satisfaction surveys
Implement a personalized customer loyalty program
Schedule consistent communication with repeat clients
KRAchieve 20% revenue growth through upselling and introducing premium services
Identify opportunities for upselling within existing customer base
Develop attractive premium services based on market demands
Implement strategic upselling and premium service promotion campaigns
KRSecure a minimum of 10 new corporate contracts by improving marketing strategies
Launch a revamped corporate-focused marketing strategy on digital platforms
Develop sales pitches specifically tailored to potential corporate clients
Initiate a targeted email marketing campaign for corporations
OKRs to contribute proactively to three Atlassian Services proposals
ObjectiveContribute proactively to three Atlassian Services proposals
KRGain customer acceptance on at least two proposals by the end of the quarter
Schedule and conduct presentations of the proposals to customers
Secure formal acceptance from at least two customers
Develop clear and persuasive proposals for customer presentation
KRDraft and submit one compelling proposal each month for client consideration
Develop a compelling and concise proposal outline
Identify desirable project proposals for the client
Submit the completed proposal to the client
KRIdentify and finalize five potential clients needing Atlassian Services by Week 2
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 strengthen sales representatives' client relationships
ObjectiveStrengthen sales representatives' client relationships
KRRaise average client satisfaction score by 20% in customer surveys
Provide enhanced training on customer service for all staff members
Implement more frequent, personalized follow-ups for client feedback
Develop programs and incentives to boost client satisfaction
KRConduct weekly training sessions on relationship-building strategies for sales reps
Evaluate and adjust the training materials based on feedback
Schedule weekly training sessions for sales reps
Develop curriculum focused on relationship-building strategies
KRIncrease client retention rate by 15% through enhanced client engagement activities
Improve personalized client communication efforts
Implement a regular client feedback and response strategy
Develop upgraded loyalty or reward programs
OKRs to enhance the efficiency and effectiveness of legal service delivery
ObjectiveEnhance the efficiency and effectiveness of legal service delivery
KRIncrease client satisfaction rating to 95%
Monitor feedback and swiftly address client complaints
Conduct regular surveys to understand client needs and expectations
Implement training programs to enhance customer service skills
KRReduce average case handling time by 20%
Regularly review and optimize case handling strategies
Streamline case-related processes and resources
Implement efficient case-handling training for all staff
KRComplete 100% of legal documents without any errors
Update and correct any errors found immediately
Review all legal documents thoroughly for accuracy
Obtain professional legal counsel for document verification
OKRs to maximize AI consulting services revenue
ObjectiveMaximize AI consulting services revenue
KRAchieve a 20% increase in the conversion rate from leads to paying clients
Provide personalized follow-up communications to address specific client needs and enhance conversion rates
Analyze the current lead nurturing process and identify areas for improvement
Implement targeted email marketing campaigns to engage leads and drive conversions
Optimize website landing pages to enhance user experience and encourage conversions
KRReduce customer churn rate by 10% by improving customer satisfaction and retention strategies
Offer loyalty programs and incentives to encourage customer loyalty and reduce churn rate
Enhance product/service quality through constant monitoring and prompt resolution of customer feedback
Implement personalized customer support strategies to enhance engagement and build stronger relationships
Conduct customer satisfaction surveys to identify pain points and areas for improvement
KRIncrease the average contract value by 15% through upselling and cross-selling
Identify top-selling products/services and create bundled packages to increase cross-selling opportunities
Analyze customer purchase history and behavior to develop personalized upsell/cross-sell recommendations
Train sales team on effective upselling techniques and provide them with updated product knowledge
Implement targeted marketing campaigns to educate customers on the benefits of upselling and cross-selling
KRAcquire 10 new clients by implementing targeted marketing campaigns and referrals
Encourage existing clients to refer new clients by offering incentives or rewards
Design and launch a social media ad campaign to attract new clients
Create a list of potential clients by analyzing the target market demographics
Develop personalized email campaigns to reach out to potential clients
Client Relationship 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 Relationship OKR templates
We have more templates to help you draft your team goals and OKRs.
OKRs to drive 110% growth in MRR for our new product
OKRs to increase company's overall profitability
OKRs to expand BDR prospecting efforts into new target markets or industry segments
OKRs to instill value-driven mindset across all work processes
OKRs to raise funds for Water4
OKRs to increase sales of our branded products to achieve 60% of total sales