Tability is a cheatcode for goal-driven teams. Set perfect OKRs with AI, stay focused on the work that matters.
What are Clients 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 Clients 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 Clients 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.
Clients OKRs examples
You will find in the next section many different Clients 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 Identity Access Management for large scale clients
ObjectiveEnhance Identity Access Management for large scale clients
KRIncrease system response time by 20% for enhanced user experience
Identify and eliminate any unnecessary background processes- Upgrade system hardware to improve performance
- Optimize code for increased efficiency
- KRImplement new features from client input in 60% of all accounts
- Design and develop the requested features
- Implement the new features in the chosen accounts
- Collect and categorize client input about desired features
- KRReduce access-related security incidents by 30% through stronger protocols
- Implement two-factor authentication for all system users
- Conduct frequent audits of access controls and permissions
- Regularly update passwords and maintain a strong password policy
OKRs to effectively introduce sales representatives to clients
- ObjectiveEffectively introduce sales representatives to clients
- KRIncrease client satisfaction score by 30% post-meetings with sales reps
- Implement changes based on customer feedback to improve service
- Gather and evaluate customer feedback after sales meetings
- Develop comprehensive training for sales reps to enhance customer interaction
- KRFoster 15 new relationships between previously unacquainted clients and sales reps
- Implement a regular, facilitated networking session within the company
- Enable 1:1 introductory meetings through client-sales rep matchmaking
- Organize networking events to promote interaction between clients and sales reps
- KRConduct at least 30 effective introductory meetings between sales reps and clients
- Schedule 30 meetings between sales reps and clients
- Identify potential clients for introductory meetings
- Train sales reps on effective meeting techniques
OKRs to reduce partial deliveries to clients
- ObjectiveReduce partial deliveries to clients
- KRImprove order forecasting accuracy to 90%
- Periodically revise and adjust forecasting models
- Implement advanced forecasting software for data analysis
- Train teams on predictive analytics for forecasting
- KRIncrease efficiency of inventory management by 25%
- Train staff on proper inventory checking procedures
- Implement a real-time online inventory management system
- Regularly review and optimize inventory levels
- KROptimize logistics to ensure 100% on-time delivery
- Conduct regular maintenance checks on delivery vehicles
- Train staff in efficient order processing and dispatch
- Implement a real-time tracking system for all deliveries
OKRs to improve Identity Access Management for large scale clients
- ObjectiveImprove Identity Access Management for large scale clients
- KRReduce access credential errors by 20%
- Introduce regular password update reminders for employees
- Implement a comprehensive access credential training program
- Upgrade access security software to reduce login errors
- KRImplement two-factor authentication for 90% of big customers
- Deploy system to selected clients
- Develop and test two-factor authentication system
- Identify 90% of biggest clients requiring two-factor authentication
- KRIncrease security incident response speed by 30%
- Train staff in faster threat identification procedures
- Implement automated threat detection and response tools
- Streamline incident reporting and escalation processes
OKRs to boost enterprise customer attraction to our platform
- ObjectiveBoost enterprise customer attraction to our platform
- KRExpand platform features based on 75% of enterprise-client feedback
- Analyze feedback from 75% of enterprise clients
- Identify commonly requested platform features
- Initiate development of new features
- KRIncrease demo requests by 30% over the next quarter
- Implement a user-friendly online demo request form
- Enhance demo product features to attract more customer interest
- Develop targeted marketing campaigns to boost demo visibility
- KREnhance customer support satisfaction rate by 45%
- Implement a customer feedback system to gauge satisfaction
- Implement comprehensive training programs for customer support staff
- Improve product/service quality based on customer insights
OKRs to increase account expansion by securing contract renewals for 90% of existing clients
- ObjectiveAchieve a high rate of contract renewals for existing clients
- KRIncrease customer satisfaction rates by 15% via feedback surveys
- KRImprove account management processes to reduce churn by 10%
- KROutperform monthly revenue targets by 20% to upsell and cross-sell
- KRLaunch a customer referral program to generate 30% new business from existing clients
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
OKRs to boost sales of professional basketball season tickets
- ObjectiveBoost sales of professional basketball season tickets
- KROffer 10% early-bird discount to incentivize 20% more advance ticket sales
- Create marketing material advertising the discount
- Monitor pre-sales to measure a 20% increase
- Determine pricing structure with 10% early-bird discount
- KRIncrease website traffic by 30% to enhance ticket purchase opportunities
- Create engaging blog content to attract potential customers
- Implement SEO strategies to improve website visibility on search engines
- Launch social media campaigns to direct more traffic to the website
- KRSecure 10 new corporate clients for bulk season ticket purchases
- Personalize and send pitch presentations to potential clients
- Identify suitable companies for bulk season ticket purchases
- Set up meetings to discuss corporate packages
OKRs to boost sales figures utilizing CAIS distribution team
- ObjectiveBoost sales figures utilizing CAIS distribution team
- KRIncrease average sales per team member by at least 15%
- Set up performance incentives for higher sales
- Implement regular sales training programs for team members
- Monitor and share individual sales performance regularly
- KRSecure 10 new high-value clients through strategic distribution efforts
- Launch a personalized, strategic outreach and follow-up process
- Develop targeted marketing materials for these potential clients
- Identify potential high-value clients based on our market research
- KRAchieve a 10% reduction in sales cycle time for major accounts
- Implement training on efficient sales strategies for major accounts
- Enhance communication with key clients to expedite decisions
- Analyze previous deals to identify common delays or inefficiencies
OKRs to enhance customer experience by understanding our clients' valuation
- ObjectiveEnhance customer experience by understanding our clients' valuation
- KRAchieve 15% increase in customer satisfaction scores post-improvement implementation
- Adjust services based on feedback analysis
- Conduct analysis of received customer feedback
- Implement feedback collection system after improvements
- KRImprove client-identified areas by 30% based on survey results
- Review survey results identifying areas of improvement
- Implement the plan ensuring a 30% improvement
- Develop a strategic plan to address each area
- KRSurvey 80% clients on what they value in our service within 4 weeks
Clients 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
Most teams should start with a spreadsheet if they're using OKRs for the first time. Then, you can move to 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 Clients OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to improve efficiency in meeting deadlines and deliverables
- OKRs to enhance office/admin operational efficiency for heightened productivity
- OKRs to maximize financial growth and stability
- OKRs to enhance staff productivity in the hybrid work model
- OKRs to boost overall employee satisfaction and reduce turnover
- OKRs to implement robust data backup and recovery