Tability is a cheatcode for goal-driven teams. Set perfect OKRs with AI, stay focused on the work that matters.
What are Customer Advocacy 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.
Writing good OKRs can be hard, especially if it's your first time doing it. You'll need to center the focus of your plans around outcomes instead of projects.
We have curated a selection of OKR examples specifically for Customer Advocacy to assist you. Feel free to explore the templates below for inspiration in setting 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 Customer Advocacy 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.
Customer Advocacy OKRs examples
You will find in the next section many different Customer Advocacy 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 the customer advocacy program
- ObjectiveEnhance the customer advocacy program
- KRIncrease overall customer satisfaction rate by 15%
- Implement a comprehensive customer feedback system
- Provide robust training for customer service staff
- Enhance product/service quality based on feedback
- KRReduce customer complaints by 20%
- Implement a proactive customer satisfaction survey
- Revise and enhance company's product or service
- Improve staff training on customer service skills
- KRImprove Net Promoter Score (NPS) by 10 points
- Increase personalization in our customer interactions
- Regularly gather and analyze customer feedback to improve service
- Implement high-quality training programs to enhance customer service skills
OKRs to enhance customer advocacy throughout our service processes
- ObjectiveEnhance customer advocacy throughout our service processes
- KRReduce customer complaints by 30% through improved service delivery
- Establish a proactive feedback system for customers
- Implement ongoing customer service training for all staff
- Regularly review and update service delivery protocols
- KRIncrease Net Promoter Score (NPS) by 25% initiating customer-first policies
- Offer consistent, high-quality customer support and after-sales service
- Train staff on proactive customer experience strategies and techniques
- Implement customer feedback mechanisms for improved service provision
- KRIncrease customer retention rate by 20% with personalized follow-ups
- Train staff in personalised customer service techniques
- Implement customer tracking software for personalized follow-up
- Create an effective customer feedback system
OKRs to boost driving adoption and advocacy confidence
- ObjectiveBoost driving adoption and advocacy confidence
- KRIncrease driver adoption rates by 15%
- Offer incentives for completing training programs
- Implement reward schemes for long-term commitment
- Enhance recruitment campaigns targeting potential drivers
- KRReduce non-confident driver numbers by 10% with comprehensive training programs
- Launch retraining sessions for non-confident drivers
- Implement regular confident-driving workshops
- Develop comprehensive driving training curriculum
- KRElevate customer advocacy scores by 20% via targeted campaigns
- Implement a customer rewards program for referrals and reviews
- Develop customer-focused campaigns highlighting testimonials and success stories
- Provide regular, personalized follow-ups to build customer loyalty
OKRs to accelerate customer advocacy through our existing program
- ObjectiveAccelerate customer advocacy through our existing program
- KRImprove program participation by 30% quarterly
- Simplify and streamline program application processes
- Develop and implement a robust marketing strategy to promote program awareness
- Offer incentives to encourage registrations and sustained participation
- KRIncrease each advocate’s referral rate by 20%
- Offer incentives for each successful referral
- Provide personalized training to enhance referral skills
- Implement a comprehensive referral tracking system
- KRIncrease positive social media mentions by 25%
- Improve customer service responses on social media
- Implement a weekly user interaction initiative on all platforms
- Promote user-generated content campaigns
OKRs to leverage positive feedback to increase advocacy
- ObjectiveLeverage positive customer feedback to increase advocacy sentiment
- KRPublish 10 customer case studies
- KRGain 40 public reviews with 4+ stars across all platforms
- KRIncrease leads coming from advocacy resources from 50 to 85/week
OKRs to turn customers into advocates
- ObjectiveOur customers are championing our product and services
- KRGet 100 reviews on G2 or Capterra
- Identify happy users through NPS feedback
- KRWe have published 10 customer success stories
- KRWe get 20 leads every week coming from our referral program
- Build a partner community
- Create supporting material for our partners
Customer Advocacy 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
The rules of OKRs are simple. Quarterly OKRs should be tracked weekly, and yearly OKRs should be tracked monthly. 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 Customer Advocacy OKR templates
We have more templates to help you draft your team goals and OKRs.
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