Tability is a cheatcode for goal-driven teams. Set perfect OKRs with AI, stay focused on the work that matters.
What are Client Service & Feedback 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 Service & Feedback 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 Service & Feedback 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 Service & Feedback OKRs examples
You will find in the next section many different Client Service & Feedback 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 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 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 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 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 enhance client success and retention in North America
- ObjectiveEnhance client success and retention in North America
- KRReduce client churn by 15% by improving customer service response time
- Implement quicker communication channels
- Train customer service representatives to respond more efficiently
- Regularly review and improve resolution times
- KRIncrease client retention rate by 20% in Canada and USA
- Enhance customer service training for employees
- Implement robust customer loyalty programs in Canada and USA
- Regularly collect and analyze customer feedback
- KRImplement and track 2 client success initiatives resulting in higher customer satisfaction
- Implement those two initiatives for client enhancement
- Identify two key initiatives that will improve client success
- Regularly monitor and record the initiatives' impact on customer satisfaction
OKRs to boost client conversion rates using our service
- ObjectiveBoost client conversion rates using our service
- KRIncrease website traffic by 20% to enhance service visibility
- Develop engaging content to retain existing customer base
- Initiate pay-per-click advertising to attract new users
- Implement SEO strategies to improve search engine rankings
- KRImprove landing page conversion rate by 15% through optimization
- Implement A/B testing for multiple landing page designs
- Analyze visitor behavior to optimize user experience
- Improve call-to-actions to drive engagement
- KRRamp up customer service satisfaction score by 10% by improving response time
- Regularly monitor and review response times
- Train team for effective and efficient resolution of complaints
- Implement automated customer service software
OKRs to establish distinct service processes for every client
- ObjectiveEstablish distinct service processes for every client
- KRImplement client-specific service processes for 50% of clients in portfolio
- Identify 50% of clients needing specific service processes
- Train the team to implement these custom service processes
- Develop customized service processes for these identified clients
- KRTrack success of individualized processes with 85% client satisfaction reported
- Implement a client feedback survey after each completed process
- Making necessary adjustments based on feedback results
- Analyze data to identify areas of dissatisfaction
- KRDevelop bespoke service process templates for 70% of clients by the quarter-end
- Implement these templates within client workflows
- Design custom service process templates
- Identify 70% of clients needing bespoke service processes
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 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 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
Client Service & Feedback 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
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 Service & Feedback OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to develop a comprehensive understanding of user requirements for secure document backup
- OKRs to increase sales through channel partners
- OKRs to improve efficacy and quality of nurse case management
- OKRs to construct an interactive dashboard in Tableau
- OKRs to secure the buy-in from the leadership of the 5 MAYD clusters on our strategy
- OKRs to successfully launch the tech startup