OKR template to minimize escalation cases in customer service

public-lib · Published about 2 months ago

This OKR aims to mitigate the number of escalated issues in customer service, targeting an improved customer satisfaction score and lower escalation rate. The plan involves improving first contact resolution and communication as key objectives. The initiative involves developing a proficient customer issue tracking system and upgrading resolution protocols routinely.

A prominently featured approach in the strategy is training customer service representatives for improved problem-solving and communication skills. This, together with the implementation of effective issue resolution processes, aims to lower the escalation rate by 25%. Concurrently, review and improvements of communication channels are deemed necessary.

Additionally, a new training program will be slated for 80% of the customer service staff. This involves identifying skills and knowledge gaps and creating targeted training modules to address these gaps. Scheduling and conducting training for selected staff marks a fundamental part of this strategy and is expected to elevate the department's overall performance.

In essence, this OKR is geared towards enhancing the quality of customer service, increasing customer satisfaction, and reducing service-related escalations. It emphasizes efficient problem tracking, communication skills improvement, and targeted training for a significant percentage of the customer service team.
  • ObjectiveMinimize escalation cases in customer service
  • Key ResultIncrease customer satisfaction score to 90% by improving first contact resolution rate
  • TaskImplement efficient customer issue tracking system
  • TaskRegularly review and update resolution protocols
  • TaskTrain customer service reps for more effective problem-solving
  • Key ResultLower the escalation rate by 25% through improving communication and issue resolution skills
  • TaskDevelop effective issue resolution processes
  • TaskImplement regular communication skills training for staff
  • TaskRegularly review and improve communication channels
  • Key ResultImplement a new training program for 80% of customer service staff
  • TaskSchedule and conduct training for selected staff
  • TaskIdentify necessary skills and knowledge gaps in customer service staff
  • TaskCreate targeted training modules addressing identified gaps
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