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OKR template to elevate the NPS score in B2B SaaS by 5%

public-lib · Published 5 months ago

Your OKR template

The primary goal of this OKR is to elevate the Net Promoter Score (NPS) in Business-to-Business (B2B) Software as a Service (SaaS) by 5%. This entails improving customer satisfaction regarding the software and service provided. The NPS is a metric used to gauge client satisfaction and brand loyalty.

The first objective aims to reduce the customer support resolution time by 20% to enhance customer service. This involves initiatives such as regular training of customer service agents, using Artificial Intelligence to automate repetitive customer inquiries, as well as implementing a live chat feature for instant customer inquiries resolution.

The second objective to accomplish the goal is improving product feature satisfaction by 10% via software enhancements. This incorporates addressing customer issues, assessing satisfaction improvement post-enhancements, and identifying areas requiring further improvements from the feedback given by customers.

The third objective is to increase customer feedback collection by 15%. To achieve this, the company will train staff on effective solicitation methods, offer incentives for customer feedback, and implement an automated system to gather feedback after every purchase.
  • ObjectiveObjectiveElevate the NPS score in B2B SaaS by 5%
  • Key ResultKRReduce customer support resolution time by 20%
  • TaskTrain customer service agents regularly for efficiency
  • TaskAutomate repetitive customer inquiries using AI
  • TaskImplement live chat for instant customer inquiries resolution
  • Key ResultKRImprove product feature satisfaction by 10% through software enhancements
  • TaskImplement software enhancements addressing customer issues
  • TaskEvaluate satisfaction improvement post-enhancements
  • TaskIdentify areas requiring improvements from customer feedback
  • Key ResultKRIncrease the rate of customer feedback collection by 15%
  • TaskTrain staff on effective customer feedback solicitation
  • TaskOffer incentives for customers leaving feedback
  • TaskImplement a customer feedback system after each purchase
Use in Tability

How to edit and track OKRs with Tability

You'll probably want to edit the examples in this post, and Tability is the perfect tool for it.

Tability is an AI-powered platform that helps teams set better goals, monitor execution, and get help to achieve their objectives faster.

With Tability you can:

  • Use AI to draft a complete set of OKRs in seconds
  • Connect your OKRs and team goals to your project
  • Automate reporting with integrations and built-in dashboard

Instead of having to copy the content of the OKR examples in a doc or spreadsheet, you can use Tability’s magic importer to start using any of the examples in this page.

The import process can be done in seconds, allowing you to edit OKRs directly in a platform that knows how to manage and track goals.

Step 1. Sign up for a free Tability account

Go tohttps://tability.app/signup and create your account (it's free!)

Step 2. Create a plan

Follow the steps after your onboarding to create your first plan, you should get to a page that looks like the picture below.

Tability Import Options

Step 3. Use the magic importer

Click on Use magic import to open up the Magic Import modal.

Now, go back to the OKR examples, and click on Copy on the example that you’d like to use.

Copy from the template

Paste the content in the text import section. Don’t worry about the formatting, Tability’s AI will be able to parse it!

Importing from text

Now, just click on Import from text and let the magic happen.

Tability editor with imported content

Once your example is in the plan editor, you will be able to:

  • Edit the objectives, key results, and tasks
  • Click on the target 0 → 100% to set better target
  • Use the tips and the AI to refine your goals

Step 4. Publish your plan

Once you’re done editing, you can publish your plan to switch to the goal-tracking mode.

Publish import

From there you will have access to all the features that will help you and your team save hours with OKR reporting.

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