OKR template to boost frequency of customer purchases within given timeframes
Your OKR template
In order to identify any barriers to purchasing, a comprehensive customer satisfaction survey will be carried out. The results of this survey will be analyzed to better understand the customer's perspective. The survey will then be administered to existing customers to gather direct feedback.
A key strategy is launching a 20% off coupon campaign, specifically aimed at promoting a customer's third purchase. This initiative involves designing a discount coupon, initiating a direct email marketing campaign to distribute the coupon, and identifying those customers who have already made two purchases.
The final expected outcome is to stimulate repeat business, promote customer loyalty, and remove any hurdles to repeat purchases. Through calculated strategies and customer-focused initiatives, this OKR aims for a quantifiable increase in purchasing frequency.
ObjectiveBoost frequency of customer purchases within given timeframes
KRIncrease returning customer rates by 15%
Provide exemplary customer service to increase satisfaction- Send personalized follow-up emails encouraging repeat purchases
- Implement a customer loyalty program with exclusive perks
- KRCarry out customer satisfaction survey to identify purchasing barriers
- Create a detailed customer satisfaction survey
- Analyze the survey results to identify purchasing barriers
- Administer the survey to existing customers
- KRLaunch a 20% off coupon campaign to promote third orders
- Design a 20% discount coupon for third orders
- Initiate a direct email marketing campaign with the coupon
- Identify target customers who have made two purchases
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.
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.
Paste the content in the text import section. Don’t worry about the formatting, Tability’s AI will be able to parse it!
Now, just click on Import from text and let the magic happen.
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.
From there you will have access to all the features that will help you and your team save hours with OKR reporting.
- 10+ built-in dashboards to visualise progress on your goals
- Weekly reminders, data connectors, and smart notifications
- 9 views to map OKRs to strategic projects
- Strategy map to align teams at scale