OKR template to boost the total active customer base
Your OKR template
The second outcome targets converting 30% of trial users into active, paying customers within a specified quarter. This is to be achieved through personalized email marketing aimed at trial users, the offering of specialized discount packages for trial users, and enhancing customer service during the trial period.
The final outcome within this OKR aims to attain a 20% surge in daily active customer engagement towards quarter-end. The strategies set to realize this include initiating a new loyalty program, weekly email newsletters detailing new product features, and increasing online ad spending for a wider reach.
Overall, the OKR revolves around the theme of customer retention and business growth. By using different initiatives to decrease churn, convert trial users, and increase engagement, the goal of enhancing the total active customer base can be achieved.
ObjectiveBoost the total active customer base
KRDecrease customer churn rate by 15% compared to last quarter
Improve customer service response times- Analyze feedback to improve product/service quality
- Implement a customer loyalty program with rewards
- KRConvert 30% of trial users into active paying customers within the quarter
- Implement a personalized email marketing campaign for trial users
- Offer specialized discount packages for converting trial users
- Enhance customer service support during trial period
- KRAchieve 20% increase in daily active customer engagement by end of quarter
- Roll out a new loyalty rewards program
- Implement weekly email newsletters highlighting new products or features
- Increase online advertisement budget to expand reach
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