Tability is a cheatcode for goal-driven teams. Set perfect OKRs with AI, stay focused on the work that matters.
What are Customer Onboarding 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 Onboarding 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 Onboarding 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.
Customer Onboarding OKRs examples
You will find in the next section many different Customer Onboarding 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 boost the effectiveness of SaaS onboarding process
ObjectiveBoost the effectiveness of SaaS onboarding process
KRElevate customer's successful onboarding completion rate by 20%
Introduce interactive tutorials and guides
Implement a structured follow-up system for user assistance
Simplify the onboarding process to decrease user confusion
KRImprove feedback ratings on customer onboarding experience by 15%
Implement needed improvements based on customer feedback
Develop a comprehensive onboarding guide for new customers
Initiate customer satisfaction surveys post-onboarding
KRReduce the average time for onboarding completion by 30%
Implement efficient, digital onboarding tools
Streamline the onboarding process by removing unnecessary steps
Offer comprehensive training for new hires
OKRs to minimize customer touchpoints during onboarding
ObjectiveMinimize customer touchpoints during onboarding
KRDecrease customer contact rate by 25% throughout the onboarding process
Automate common queries using chatbots
Implement a self-service portal for customers
Develop a comprehensive FAQ section
KRImplement a self-service portal to handle at least 30% of inquiries
Promote portal usage to customers via various channels
Train staff to update and maintain the portal's content
Identify software for creating a user-friendly self-service portal
KRIncrease first call resolution rate to 60% or higher
Implement policies for effective call handling
Regularly review and improve scripts
Provide comprehensive training for customer service representatives
OKRs to increase business customer onboarding in customer support
ObjectiveIncrease business customer onboarding in customer support
KRBoost direct outreach campaigns to 20 potential business customers a week
Identify 20 potential business customers per week
Execute weekly outreach through phone calls or emails
Develop personalized outreach materials for each target
KRTrain customer support team to upsell services, increasing sales by 15%
Implement specialized upselling training for customer support team
Monitor, evaluate, and give feedback on performance regularly
Introduce incentives for successful upsells
KRConvert 30% of potential business customer inquiries into sales
Implement a thorough and personalized follow-up system
Develop a compelling sales pitch tailored to their specific business needs
Provide potential customers with successful case studies and testimonials
OKRs to enhance accountability and coordination in onboarding and calls
ObjectiveEnhance accountability and coordination in onboarding and calls
KRDecrease new employees’ onboarding time by 25%
Use online tools for remote onboarding
Implement an intensive, compact structured training program
Assign mentors to guide new hires
KRReduce missed or late calls by 30%
Promote accountability among team members for timely responses
Establish a strict schedule for all calls
Implement a reliable automated notification system for upcoming calls
KRIncrease customer call resolution rate to 90%
Monitor calls regularly and provide feedback
Conduct specialized training for customer service agents
Implement customer resolution best practice guidelines
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 increase platform onboarding efficiency
ObjectiveIncrease platform onboarding efficiency
KRIncrease user satisfaction rating for onboarding process to 4.5 out of 5
KRAchieve 95% completion rate for onboarding tasks
KRDecrease average onboarding time by 10%
KRReduce onboarding support tickets by 20% through improved self-service resources
Implement a user-friendly FAQ page addressing common onboarding queries and concerns
Develop video tutorials to visually guide users through the onboarding process
Revamp knowledge base content with clear and detailed instructions for onboarding steps
Conduct regular surveys to gather feedback and identify areas for further improvement
Customer Onboarding 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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Quarterly OKRs should have weekly updates to get all the 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 Customer Onboarding OKR templates
We have more templates to help you draft your team goals and OKRs.
OKRs to enhance efficiency of the media asset management system
OKRs to minimise and optimise operational expenditure effectively
OKRs to increase revenue to achieve $25,000 gain
OKRs to improve efficiency and success rate of the technical sales support team
OKRs to boost sales of slurry pumps to 550000
OKRs to enhance bug tracking in failed transactions