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OKR template to broaden the company's customer reach

public-lib · Published 22 days ago

Your OKR template

The first aim of this OKR is to expand the customer base through targeted marketing, resulting in 20% new signups. Steps to achieve this include comprehending who can benefit the most from our services, tailoring marketing strategies for them and regularly analyzing & adjusting those strategies based on their actual impact.

The second objective targets reducing the customer churn by 10%, realized by investing in top-notch customer service. By providing thorough training to the team, launching an active customer engagement strategy, and establishing a consistent process for customer feedback, the company seeks to elevate its customer support game.

The final goal is to expand the referral program, which is expected to contribute to a 15% customer growth. Fleshing out marketing efforts, ramping up referral benefits for active customers, and deploying an effective tracking system for referral conversions will play a pivotal role in meeting this target.

Overall, this OKR is focused on improving the company's reach to potential customers, the quality of customer service, and leveraging existing loyal customers to drive growth. The approach is systematic, strategies are well-defined, and there are clear metrics to measure their effectiveness and success.
  • ObjectiveObjectiveBroaden the company's customer reach
  • Key ResultKRSecure 20% new signups to our service from targeted marketing campaigns
  • TaskIdentify target audience demographics for marketing campaigns
  • TaskDevelop and implement personalized marketing strategies
  • TaskMonitor signup rates and adjust strategies as necessary
  • Key ResultKRReduce customer churn rate by 10% through improvement in customer service
  • TaskProvide training to improve team's customer service skills
  • TaskImplement a proactive customer engagement strategy
  • TaskInitiate a customer feedback loop for continual improvement
  • Key ResultKREnhance referral program to achieve a 15% customer growth through referrals
  • TaskDevelop targeted marketing promoting referral program
  • TaskEnhance referral benefits and incentives for loyal customers
  • TaskImplement a tracking system for referral conversions
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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