Tability is a cheatcode for goal-driven teams. Set perfect OKRs with AI, stay focused on the work that matters.
What are Client Success Team 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 Success 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 Success 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
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 Success Team OKRs examples
You will find in the next section many different Client Success 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 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 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 our SaaS reference base
- ObjectiveEnhance our SaaS reference base
- KROnboard 20% more SaaS clients by end of next quarter
- Improve customer onboarding process and documentation
- Implement focused marketing campaign targeting SaaS potential clients
- Develop personalized outreach programs for prospective customers
- KRIncrease successful case studies by 30% featuring our new SaaS clients
- Identify key SaaS clients with successful product experiences
- Obtain testimonials and document success stories
- Implement a promotional campaign featuring these case studies
- KRAchieve a 95% customer satisfaction level among new SaaS clients
- Establish regular check-ins for performance feedback
- Implement comprehensive onboarding for all new SaaS clients
- Resolve reported issues within 24 hours
OKRs to boost IDV completion success for business clientele
- ObjectiveBoost IDV completion success for business clientele
- KRAchieve a 20% increase in successful IDV attempts by end of next quarter
- KRImprove user experience leading to a 25% increase in client satisfaction survey scores
- Enhance customer service response times and quality
- Initiate regular customer feedback loops for continuous improvement
- Revamp website layout for easy navigation and quick access
- KRReduce by 15% the errors in the IDV process in the next quarter
- Implement targeted training to address identified issues
- Review and analyze errors in current IDV process
- Monitor and adjust the IDV process regularly
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 establish a successful digital marketing agency
- ObjectiveEstablish a successful digital marketing agency
- KRSecure 10 long-term contracts with business clients by the end of next quarter
- Create a persuasive contract proposal for each company
- Initiate meetings to present and negotiate contracts
- Identify potential businesses in need of our services
- KRHire and onboard 3 qualified digital marketing professionals for team expansion
- Source and shortlist digital marketing professionals based on qualification criteria
- Conduct interviews and select top 3 candidates
- Initiate onboarding process for chosen professionals
- KRAchieve a minimum of 15% quarter over quarter growth in revenue
- Implement strategies for increasing sales volume and average transaction size
- Optimize operational efficiency to reduce costs and increase profit margins
- Develop targeted marketing campaigns to capture new customers
OKRs to successfully launch MVP of new module suite
- ObjectiveSuccessfully launch MVP of new module suite
- KRSecure 5 confirmed clients adopting the new module suite within its debut quarter
- Secure commitments through contracts or agreements
- Identify potential clients interested in new module suite
- Demonstrate module suite benefits via personalized presentations
- KRAttain user satisfaction rate of 85% through effective product testing and user feedback
- Implement rigorous product testing protocols before release
- Use feedback to improve product design and functionality
- Develop a user feedback collection and evaluation system
- KRComplete development of MVP features with zero critical defects by week 6
- Implement strict quality assurance checks for each feature
- Allocate resources and plan week-by-week development tasks
- Prioritize and finalize the list of MVP features by end of week 1
Client Success 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
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 Success Team OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to successful Exchange and Migration of Server Systems
- OKRs to ensure consistent and healthy sleep for her
- OKRs to cultivate a harmonious, integrated team environment
- OKRs to improve employee engagement in OKR setting process
- OKRs to enhance skills in Excel and expand knowledge on brokerage business
- OKRs to enhance leadership skills in teaching