Tability is a cheatcode for goal-driven teams. Set perfect OKRs with AI, stay focused on the work that matters.
What are Client Services 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 Services 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 Services 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 Services Team OKRs examples
You will find in the next section many different Client Services 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 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 ensure timely, flawless delivery of client projects
ObjectiveEnsure timely, flawless delivery of client projects
KREnhance client satisfaction score to above 90% for quality and promptness
Implement regular client feedback surveys on quality and timeliness
Provide staff training centered on timely, quality service
Evaluate and streamline all client interaction processes
KRIncrease project completion rate to 100% before due date
Conduct regular progress checks and address delays promptly
Assign sufficient resources and manpower to crucial project elements
Develop and strictly adhere to a comprehensive project timeline
KRAchieve 0% complaint rate relating to submitted work
Review all work thoroughly before submitting
Seek feedback and make necessary corrections
Improve skillset through training and workshops
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 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 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
OKRs to excel in team building and professional development services
ObjectiveExcel in team building and professional development services
KRDeliver professional development workshops to 50 different organizations
Schedule and coordinate workshop logistics with each organization
Identify and reach out to 50 potential organizations for workshops
Prepare detailed, engaging content for professional development workshops
KRIncrease client satisfaction ratings by 20% through enhanced service delivery
Implement regular trainings to improve staff service skills
Conduct surveys to understand areas of dissatisfaction among clients
Develop personalized communication strategies to enhance client engagement
KRAcquire 15 new long-term corporate clients for team building services
Leverage professional networks for potential client introduction and acquisition
Develop and implement a targeted marketing campaign for corporate clients
Offer exclusive packages for continuous team building services
OKRs to increase revenue from commercial transactions legal services
ObjectiveIncrease revenue from commercial transactions legal services
KRImprove client satisfaction rating to 95% through enhanced customer service practices
Develop and implement a personalized customer engagement strategy to increase overall satisfaction
Conduct quarterly customer satisfaction surveys to gather feedback and identify areas for improvement
Streamline internal processes to reduce response time and enhance efficiency in resolving customer issues
Implement comprehensive customer service training program for all staff members
KRDecrease client churn rate by 20% through proactive relationship management and personalized offerings
Provide exceptional customer service to cultivate strong relationships and exceed client expectations
Analyze client data to identify patterns and preferences, and tailor offerings accordingly
Implement regular check-ins with clients to gather feedback and address any concerns promptly
Develop a loyalty program to incentivize long-term commitment and reward client loyalty
KRAchieve a 15% increase in average transaction value through effective upselling techniques
Develop a targeted upselling campaign to highlight high-value products or services
Train sales team on effective upselling techniques and strategies
Implement personalized recommendations and cross-selling opportunities throughout the buying process
Analyze and optimize pricing strategies to encourage customers to upgrade or add-ons
KRIncrease new client acquisition by 10% through targeted marketing campaigns
Develop compelling marketing campaigns that resonate with the identified target audience
Use social media platforms to promote targeted marketing campaigns and reach new clients
Measure and analyze the effectiveness of marketing campaigns to make data-driven improvements
Conduct market research to identify target audience and their preferences
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 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 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
Client Services 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 Services Team OKR templates
We have more templates to help you draft your team goals and OKRs.
OKRs to develop a comprehensive IT upskilling program for colleagues
OKRs to enhance employee satisfaction and productivity via superior alignment
OKRs to surpass annual operation plan and meet free cash flow target
OKRs to enhance and expand our current AI features
OKRs to secure additional significant investment for our basketball team
OKRs to successfully save money to build an investment fund