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3 OKR examples for Client Base

What are Client Base OKRs?

The OKR acronym stands for Objectives and Key Results. It's a goal-setting framework that was introduced at Intel by Andy Grove in the 70s, and it became popular after John Doerr introduced it to Google in the 90s. OKRs helps teams has a shared language to set ambitious goals and track progress towards them.

Crafting effective OKRs can be challenging, particularly for beginners. Emphasizing outcomes rather than projects should be the core of your planning.

We've tailored a list of OKRs examples for Client Base to help you. You can look at any of the templates below to get some inspiration for your own goals.

If you want to learn more about the framework, you can read our OKR guide online.

How to write your own Client Base OKRs

Option 1. Turn ideas into OKRs with Tability AI

While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here.

You can use Tability's AI generator to create tailored OKRs based on your specific context. Tability can turn your objective description into a fully editable OKR template -- including tips to help you refine your goals.

Tability will then use your prompt to generate a fully editable OKR template.

Watch the video below to see it in action 👇

Option 2. Optimise existing OKRs with Tability Feedback tool

If you already have existing goals, and you want to improve them. You can use Tability's AI feedback to help you.

AI feedback for OKRs in TabilityTability's Strategy Map makes it easy to see all your org's OKRs

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.

You can then decide to accept the suggestions or dismiss them if you don't agree.

Option 3. Use the free OKR generator

If you're just looking for some quick inspiration, you can also use our free OKR generator to get a template.

Unlike with Tability, you won't be able to iterate on the templates, but this is still a great way to get started.

Client Base OKRs examples

You will find in the next section many different Client Base 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 enhance customer engagement and satisfaction in the existing client base

  • ObjectiveEnhance customer engagement and satisfaction in the existing client base
  • KRReduce negative feedback responses by 15% through improved support services
  • TaskTrain support staff on communication and problem-solving techniques
  • TaskImplement a responsive and user-friendly support system
  • TaskRegularly monitor and analyze feedback for improvement areas
  • KRIncrease client satisfaction rate by 20% on post-service survey results
  • TaskInitiate immediate resolutions for client complaints
  • TaskImplement regular client feedback surveys post-service
  • TaskEnhance customer service training for all employees
  • KRAchieve a 25% increase in customer interaction on all digital platforms
  • TaskIncrease promotional activities to boost online visibility of brand
  • TaskDeliver consistent, high-quality content tailored to customer interests
  • TaskImplement compelling engagement strategies across all digital platforms

OKRs to increase the client base significantly

  • ObjectiveIncrease the client base significantly
  • KRAcquire 20% more new clients through enhanced marketing strategies
  • TaskInitiate referral incentives for existing clients
  • TaskDevelop targeted social media advertising campaigns
  • TaskImplement SEO strategies to boost online visibility
  • KRRetain at least 95% of existing clients through improved customer service
  • TaskDevelop a personalized customer appreciation program
  • TaskImplement a client feedback system to identify service improvements
  • TaskTrain staff on advanced customer service techniques
  • KRUpsell to 15% of existing clientele to increase their investment
  • TaskCommunicate proposals through one-on-one consultations
  • TaskIdentify top 15% customers and evaluate their investment habits
  • TaskDevelop individually tailored investment increase proposals

OKRs to enhance our SaaS reference base

  • ObjectiveEnhance our SaaS reference base
  • KROnboard 20% more SaaS clients by end of next quarter
  • TaskImprove customer onboarding process and documentation
  • TaskImplement focused marketing campaign targeting SaaS potential clients
  • TaskDevelop personalized outreach programs for prospective customers
  • KRIncrease successful case studies by 30% featuring our new SaaS clients
  • TaskIdentify key SaaS clients with successful product experiences
  • TaskObtain testimonials and document success stories
  • TaskImplement a promotional campaign featuring these case studies
  • KRAchieve a 95% customer satisfaction level among new SaaS clients
  • TaskEstablish regular check-ins for performance feedback
  • TaskImplement comprehensive onboarding for all new SaaS clients
  • TaskResolve reported issues within 24 hours

Client Base 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.

How to track your Client Base OKRs

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:

Most teams should start with a spreadsheet if they're using OKRs for the first time. Then, once you get comfortable you can graduate to a proper OKRs-tracking tool.

If you're not yet set on a tool, you can check out the 5 best OKR tracking templates guide to find the best way to monitor progress during the quarter.

More Client Base OKR templates

We have more templates to help you draft your team goals and OKRs.

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