Tability is a cheatcode for goal-driven teams. Set perfect OKRs with AI, stay focused on the work that matters.
What are Account Management OKRs?
The Objective and Key Results (OKR) framework is a simple goal-setting methodology that was introduced at Intel by Andy Grove in the 70s. It became popular after John Doerr introduced it to Google in the 90s, and it's now used by teams of all sizes to set and track ambitious goals at scale.
Creating impactful OKRs can be a daunting task, especially for newcomers. Shifting your focus from projects to outcomes is key to successful planning.
We have curated a selection of OKR examples specifically for Account Management to assist you. Feel free to explore the templates below for inspiration in setting your own goals.
If you want to learn more about the framework, you can read our OKR guide online.
The best tools for writing perfect Account Management OKRs
Here are 2 tools that can help you draft your OKRs in no time.
Tability AI: to generate OKRs based on a prompt
Tability AI allows you to describe your goals in a prompt, and generate a fully editable OKR template in seconds.
- 1. Create a Tability account
- 2. Click on the Generate goals using AI
- 3. Describe your goals in a prompt
- 4. Get your fully editable OKR template
- 5. Publish to start tracking progress and get automated OKR dashboards
Watch the video below to see it in action 👇
Tability Feedback: to improve existing OKRs
You can use Tability's AI feedback to improve your OKRs if you already have existing goals.
- 1. Create your Tability account
- 2. Add your existing OKRs (you can import them from a spreadsheet)
- 3. Click on Generate analysis
- 4. Review the suggestions and decide to accept or dismiss them
- 5. Publish to start tracking progress and get automated OKR dashboards
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Tability will scan your OKRs and offer different suggestions to improve them. This can range from a small rewrite of a statement to make it clearer to a complete rewrite of the entire OKR.
Account Management OKRs examples
You will find in the next section many different Account Management Objectives and Key Results. We've included strategic initiatives in our templates to give you a better idea of the different between the key results (how we measure progress), and the initiatives (what we do to achieve the results).
Hope you'll find this helpful!
OKRs to establish an effective account management team
ObjectiveEstablish an effective account management team
KRRecruit and train a 5-member account management team by week 6
Post job ads on online platforms for account management positions
Develop and initiate a comprehensive training program
Conduct interviews and select five suitable candidates
KRIncrease gross margin by 15% through upselling and cross-selling efforts
Train sales team on effective upselling and cross-selling techniques
Implement incentive schemes to motivate upselling and cross-selling
Identify key opportunities for cross-selling and upselling in product lines
KRAchieve a 10% quarterly growth in customer performance scores
Proactively ask for and respond to customer feedback
Implement weekly staff training on customer service improvements
Create an incentive program to boost customer satisfaction
OKRs to boost revenue by enhancing account management strategies
ObjectiveBoost revenue by enhancing account management strategies
KRImprove account profitability by reducing churn rate by 8%
Improve customer service responses and resolution time
Monitor customer interactions for potential churn signals
Implement customer loyalty programmes to encourage retention
KREnable upselling opportunities by identifying 10% of existing accounts for expansion
Implement upselling strategies through targeted communication
Develop personalized upselling strategies for identified accounts
Analyze customer data to identify top 10% for potential account growth
KRIncrease account renewals by 15% through improved client relationship strategies
Offer incentives for timely renewals
Implement frequent, personalized communication with existing clients
Develop and provide exclusive benefits for loyal customers
OKRs to improve efficiency in meeting accounting deadlines
ObjectiveImprove efficiency in meeting accounting deadlines
KRAchieve 100% on-time completion for end-of-month reconciliation
Perform weekly audits to maintain accuracy and timeliness
Assign specific roles and timelines to the team
Implement a daily monitoring system for all reconciliation tasks
KRIncrease early completion rate by 10%
Streamline processes for quicker completion
Provide efficient training to improve early completion skills
Implement rewards for tasks completed ahead of schedule
KRReduce late submission of reports by 20%
Introduce penalties for late report submissions
Regularly remind team about upcoming report due dates
Implement strict deadlines for submission of reports
OKRs to optimized management of Service and Admin accounts lifecycle
ObjectiveOptimized management of Service and Admin accounts lifecycle
KRReduce lifecycle management related incidences by 50% in the next quarter
Increase regular audits of lifecycle management system
Streamline lifecycle management processes with automated tools
Implement comprehensive incident management training for all staff
KR Achieve 90% user satisfaction in managing their accounts on new automated system
Implement changes based on client feedback surveys
Increase system's usability via regular user-experience reviews
Provide efficient, easily accessible help-desk support
KRImplement a 100% automated process for creating accounts by the end of quarter
Train staff on the new process
Identify software for automating account creation
Test and refine automated process system
OKRs to increase team responsibility for workload management
ObjectiveIncrease team responsibility for workload management
KREnsure each team member completes 100% of their assignments within assigned hours
Regularly monitor team members' workload
Implement strict deadlines for each assignment
Conduct daily updates on task completion
KRDecrease overdue tasks by 50% through shared accountability
Implement regular accountability meetings
Set up a shared task tracking system
Identify individuals responsible for overdue tasks
KRAchieve 80% on-time delivery rate for individual tasks
Establish efficient task delegation among team members
Improve task execution through training and tools
Implement strict deadlines and track progress regularly
OKRs to boost Overall Account Health
ObjectiveBoost Overall Account Health
KRIncrease active account numbers by 20%
Implement a referral program to encourage current users to recruit others
Execute targeted marketing campaigns to attract potential users
Enhance user experience for higher customer satisfaction and retention
KRReduce overdue balances by 30%
Enhance reminders and notices for due payments
Implement stricter payment deadlines and announce them clearly
Offer incentives for early or on-time payments
KRAlign 90% of accounts with compliance standards
Arrange training on compliance standards for account management team
Implement necessary updates to align accounts with standards
Conduct individual reviews of existing accounts for compliance
OKRs to ensure completion of all account schedules and bank reconciliations
ObjectiveEnsure completion of all account schedules and bank reconciliations
KRSuccessfully complete and document all minor accounts' reconciliation by week 6
Reconcile discrepancies found in all reviewed accounts
Review all minor accounts for outstanding discrepancies
Document results of reconciliation for all accounts
KRImplement a new system to track bi-weekly progress of bank reconciliations
Train staff on using the new system
Identify suitable software for tracking reconciliation progress
Initiate regular bi-weekly update meetings
KRInitiate and finish 100% reconciliation of 10 major accounts within first 4 weeks
Begin reconciling the discrepancies for each account
Identify the 10 major accounts requiring reconciliation
Complete reconciliation process for all accounts
OKRs to implement effective annual success plans
ObjectiveImplement effective annual success plans
KRGet 80% positive feedback on implemented success plans from account holders
Regularly solicit feedback on the success plan from account holders
Adjust and improve the success plan based on the collected feedback
Implement a robust, customer-focused success plan for account holders
KREstablish rapport with 10 unique strategic account drivers
Initiate contact, introduce self, and establish connection
Identify and research 10 key strategic account drivers
Maintain regular communication and demonstrate understanding of their business needs
KRDevelop and solidify 5 long-term strategies for major accounts
Identify top 5 major accounts needing strategic development
Regularly review and revise strategies to assure ongoing effectiveness
Establish strategies focusing on long-term client growth and retention
OKRs to enhance management of service and admin account life cycles
ObjectiveEnhance management of service and admin account life cycles
KRImplement an automated life cycle management system for 25% of accounts
Identify 25% of accounts for life cycle management system
Choose a suitable automation software for implementation
Begin implementation and monitor regularly for adjustments
KRTrain 85% of team members on updated life cycle management processes
Monitor and document each member's training progress
Identify team members unfamiliar with updated processes
Schedule training sessions for these team members
KRLower account lifecycle management errors by 30%
Install updated automation tools for account management
Implement regular training on account lifecycle management for staff
Promote a meticulous review process for every account change
OKRs to secure renewal of OnPoint clients with updated agreement
ObjectiveSecure renewal of OnPoint clients with updated agreement
KRAchieve a 95% satisfaction rate among clients renewing their contracts
Conduct regular customer satisfaction surveys and improve upon feedback
Initiate loyalty programs that add value to contracts
Boost customer service quality and response times
KRFinalize Managed Services Agreement details for all renewals by mid-quarter
Confirm all agreements by the designated time
Review all Managed Services Agreement renewal details
Update any necessary agreement terms
KRPersuade 70% of current clients to renew under the new pricing within the quarter
Create a persuasive presentation highlighting benefits of new pricing plan
Schedule phone consultations to discuss individual concerns
Offer limited-time incentives for early renewal
Account Management OKR best practices
Generally speaking, your objectives should be ambitious yet achievable, and your key results should be measurable and time-bound (using the SMART framework can be helpful). It is also recommended to list strategic initiatives under your key results, as it'll help you avoid the common mistake of listing projects in your KRs.
Here are a couple of best practices extracted from our OKR implementation guide 👇
Tip #1: Limit the number of key results
The #1 role of OKRs is to help you and your team focus on what really matters. Business-as-usual activities will still be happening, but you do not need to track your entire roadmap in the OKRs.
We recommend having 3-4 objectives, and 3-4 key results per objective. A platform like Tability can run audits on your data to help you identify the plans that have too many goals.
Tip #2: Commit to weekly OKR check-ins
Don't fall into the set-and-forget trap. It is important to adopt a weekly check-in process to get the full value of your OKRs and make your strategy agile – otherwise this is nothing more than a reporting exercise.
Being able to see trends for your key results will also keep yourself honest.
Tip #3: No more than 2 yellow statuses in a row
Yes, this is another tip for goal-tracking instead of goal-setting (but you'll get plenty of OKR examples above). But, once you have your goals defined, it will be your ability to keep the right sense of urgency that will make the difference.
As a rule of thumb, it's best to avoid having more than 2 yellow/at risk statuses in a row.
Make a call on the 3rd update. You should be either back on track, or off track. This sounds harsh but it's the best way to signal risks early enough to fix things.
Save hours with automated OKR dashboards
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OKRs without regular progress updates are just KPIs. You'll need to update progress on your OKRs every week to get the full benefits from the framework. Reviewing progress periodically has several advantages:
- It brings the goals back to the top of the mind
- It will highlight poorly set OKRs
- It will surface execution risks
- It improves transparency and accountability
We recommend using a spreadsheet for your first OKRs cycle. You'll need to get familiar with the scoring and tracking first. Then, you can scale your OKRs process by using Tability to save time with automated OKR dashboards, data connectors, and actionable insights.
How to get Tability dashboards:
- 1. Create a Tability account
- 2. Use the importers to add your OKRs (works with any spreadsheet or doc)
- 3. Publish your OKR plan
That's it! Tability will instantly get access to 10+ dashboards to monitor progress, visualise trends, and identify risks early.
More Account Management OKR templates
We have more templates to help you draft your team goals and OKRs.
OKRs to increase company profitability
OKRs to maintain and improve shadow boards for the entire department
OKRs to improve satisfaction and find improvements for engineering stakeholders
OKRs to implement SOCs playbooks for abnormal activities
OKRs to lead organization's digital transformation initiative
OKRs to enhance productivity and expertise of our Linux Admin team