Tability is a cheatcode for goal-driven teams. Set perfect OKRs with AI, stay focused on the work that matters.
What are Customer Research 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.
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 Research Team 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 Research 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.
Customer Research Team OKRs examples
You will find in the next section many different Customer Research 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 develop a comprehensive new customer database
ObjectiveDevelop a comprehensive new customer database
KRAchieve 100% data entry accuracy for new customer database
Train team on high-standard data entry protocols- Implement stringent data verification processes
- Use software to identify and correct errors
- KRIdentify 500 potential customers for inclusion in new customer database
- Gather contact details for decision-makers at these companies
- Research industries relevant to our product/service
- Compile a list of companies within these industries
- KRCollect accurate contact and preference information from 100% of identified customers
- Implement a system to regularly update customer data
- Train staff on preference elicitation techniques
- Develop a standardized customer information collection form
OKRs to enhance product-market fit by conducting customer research and implementing user feedback
- ObjectiveImprove product-market fit by leveraging customer research and user feedback
- KRMeasure the impact of the improvements on product-market fit by tracking user metrics
- KRConduct in-depth interviews with 50 potential and existing customers
- KRImplement the top 3 product improvements within 3 weeks
- KRAnalyze user feedback and identify the top 3 product improvements
OKRs to launch machine learning product on website
- ObjectiveLaunch machine learning product on website
- KRGenerate at least 100 sign-ups for the machine learning product through website registration
- Collaborate with influencers or industry experts to promote the machine learning product
- Implement targeted online advertising campaigns to drive traffic to the website
- Optimize website registration page to increase conversion rate
- Run referral programs and offer incentives to encourage users to refer others
- KRGenerate a revenue of $50,000 from sales of the machine learning product
- Implement effective online advertising and social media campaigns to reach potential customers
- Identify target market and create a comprehensive marketing strategy for machine learning product
- Train sales team and provide them with necessary resources to effectively promote machine learning product
- Conduct market research to determine competitive pricing and set optimal price point
- KRIncrease website traffic by 20% through targeted marketing campaigns
- Optimize website content with relevant keywords to improve organic search rankings
- Conduct extensive keyword research to identify high-performing search terms
- Develop and implement targeted advertising campaigns on social media platforms
- Collaborate with industry influencers to gain exposure and drive traffic to the website
- KRAchieve a customer satisfaction rating of 4 out of 5 through user feedback surveys
- Analyze feedback survey data to identify areas for improvement and prioritize actions
- Continuously monitor customer satisfaction ratings and adjust strategies as needed for improvement
- Implement changes and improvements based on user feedback to enhance customer satisfaction
- Develop and distribute user feedback surveys to gather customer satisfaction ratings
OKRs to boost customer loyalty and extend business footprint
- ObjectiveBoost customer loyalty and extend business footprint
- KRLaunch 2 brand-new offerings for current customers
- Conduct market research to test and validate the ideas
- Develop creative and unique ideas for new product offerings
- Initiate marketing campaigns to promote new offerings
- KRIncrease customer retention rate by 15%
- Implement a customer loyalty rewards program
- Improve after-sale follow-up and customer service interactions
- Create personalized re-engagement strategies for inactive customers
- KRAchieve a 20% growth in cross-selling opportunities with existing clients
- Develop targeted cross-selling strategies and tactics
- Analyze existing customers' purchase patterns and needs
- Train team on effective cross-selling techniques
OKRs to implement a robust loyalty feature in the banking app
- ObjectiveImplement a robust loyalty feature in the banking app
- KRAchieve a 25% user participation rate in the loyalty program post-launch
- Develop engaging promotional materials for loyalty program
- Implement incentivized referrals to boost user rates
- Establish effective communication channels for advertising
- KRTest the prototype with 200 customers and achieve at least 85% satisfaction rate
- Gather and analyze customer satisfaction data
- Execute the prototype testing strategy
- Select 200 customers for prototype testing
- KRDesign and develop a user-friendly loyalty feature prototype by end of month one
- Develop minimum viable prototype
- Sketch initial design of the prototype
- Conduct research on successful user-friendly loyalty features
OKRs to increase Atlassian partnership conditions by region
- ObjectiveIncrease Atlassian partnership conditions by region
- KRAchieve a customer satisfaction rating of 4.5 or higher for Atlassian partnerships in each region
- Implement action plans to address client feedback and improve customer satisfaction scores
- Conduct customer satisfaction surveys with Atlassian partnership clients in each region
- Analyze survey results to identify areas for improvement and develop action plans
- Monitor and track customer satisfaction ratings regularly to ensure continuous improvement
- KRImprove partner enablement resources utilization rate by 20%
- KRIncrease revenue generated through Atlassian partnerships in each region by 10%
- Conduct market research to identify potential untapped regions for Atlassian partnerships
- Develop a targeted marketing strategy to attract new partners and expand reach
- Strengthen relationship with existing partners through regular communication and collaboration
- Offer incentives and discounts to encourage partners to increase sales and revenue
- KRIncrease the number of Atlassian partners in each region by 15%
- Provide incentives and benefits for current partners to refer new partners
- Collaborate with local business associations to identify and onboard potential Atlassian partners
- Enhance the partner onboarding process to facilitate easy and quick registration
- Improve marketing campaigns to attract new potential Atlassian partners in each region
OKRs to enhance efficiency in handling travel time requests
- ObjectiveEnhance efficiency in handling travel time requests
- KRRead and analyze 10 research articles per week to improve response quality
- Schedule dedicated time blocks for reading
- Write analysis notes for each article
- Identify 10 relevant research articles each week
- KRReduce average response time for requests to two business days
- Monitor and improve the current request workflow
- Implement an efficient ticketing system for quicker request assignment
- Train staff to prioritize and process requests effectively
- KRIncrease request resolution rate to 95%
- Improve the training of customer service representatives
- Implement effective resolution procedures and guidelines
- Monitor closely and optimize resolution metrics
OKRs to enhance the quality and comprehensibility of technical documentation
- ObjectiveEnhance the quality and comprehensibility of technical documentation
- KRImprove user-satisfaction score regarding documentation clarity by 25%
- Revise and simplify technical language in existing documentation
- Collect user feedback regularly to pinpoint confusion
- Input visual aids to enhance document comprehensibility
- KRIncrease documentation completeness by 30%
- Conduct comprehensive review of existing documents for gaps
- Allocate resources for completing incomplete documents
- Establish system to maintain document updates
- KRConduct bi-weekly documentation review and update to ensure current and error-free information
- Evaluate and rectify any errors in the documentation
- Update outdated sections of the document
- Set a bi-weekly schedule for documentation reviews
- KRReduce customer support queries about product functionality by 20%
- Conduct regular user experience testing for feedback
- Launch an online FAQ page on product functionality
- Improve product user manual for clarity and comprehensiveness
OKRs to increase outsourcing sales performance
- ObjectiveIncrease outsourcing sales performance
- KRReduce the average sales cycle time for outsourcing deals by 20%
- Conduct regular training sessions to enhance negotiation skills and close deals more efficiently
- Improve efficiency by implementing automation tools and standardized templates for contract and proposal preparation
- Streamline communication channels and establish clear guidelines to expedite decision-making processes
- Analyze and optimize the sales pipeline by identifying bottlenecks and removing unnecessary steps
- KRAchieve a 10% increase in the number of new outsourcing clients acquired
- Enhance online presence through search engine optimization and increased social media engagement
- Provide exceptional customer service to existing clients to encourage referrals and positive reviews
- Offer discounted introductory rates or incentives to attract new outsourcing clients
- Implement targeted digital marketing campaigns to reach potential outsourcing clients
- KRImprove customer satisfaction ratings for outsourcing services to 90%
- Continuously review and refine processes to streamline operations and exceed customer expectations
- Conduct customer satisfaction surveys regularly to gather feedback and identify areas for improvement
- Implement a robust training program for outsourcing service agents to enhance their skills
- Establish clear communication channels and respond promptly to customer inquiries and concerns
- KRIncrease the average value of each outsourcing contract by 15%
- Analyze past successful outsourcing contracts to identify factors that contribute to higher values
- Train sales team on effectively communicating the value proposition of higher value outsourcing contracts
- Develop targeted marketing campaigns highlighting the added value and benefits of outsourcing services
- Conduct market research to identify areas where higher value outsourcing contracts are prevalent
OKRs to enhance research and response strategies for agency requests
- ObjectiveEnhance research and response strategies for agency requests
- KRAchieve a 95% satisfaction rate in agency feedback on request handling
- Introduce a resolution policy for negative feedback
- Regularly assess and improve request handling processes
- Implement customer service training for agency staff
- KRRespond to 98% of requests from contracted agencies within 48 hours
- Prioritize urgent requests from contracted agencies
- Track and monitor response times to requests
- Allocate specific time daily to address agency requests
- KRImprove request research effectiveness, reducing turnaround time by 15%
- Implement a standardized research protocol to increase efficiency
- Train staff to boost research productivity and accuracy
- Prioritize and categorize requests to expedite processing
Customer Research 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
Your quarterly OKRs should be tracked weekly if you want to get all the benefits of the OKRs 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 Customer Research Team OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to investigate antibiotic resistance in human health
- OKRs to validate employee experience in a new tool
- OKRs to launch user-friendly and engaging new B2B website
- OKRs to enhance efficiency and accuracy in assurance audit process
- OKRs to enhance benefits promotion for higher utilization rates
- OKRs to streamline accounts receivable operations