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What are Client Communication 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.
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 Communication 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.
The best tools for writing perfect Client Communication 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
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.
Client Communication OKRs examples
You will find in the next section many different Client Communication 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 the quality of client communication
ObjectiveEnhance the quality of client communication
KRRespond to all client queries within a 24-hour period
Check emails and voicemails frequently throughout the day- Set reminders to respond to all unanswered queries
- Prioritize responding to client inquiries immediately
- KRIncrease client satisfaction rate to over 90% through regular surveys
- Monitor survey results and make necessary adjustments
- Create and implement regular client satisfaction surveys
- Develop a feedback implementation strategy
- KRValidate client problems are resolved 95% of the time by feedback after issue resolution
- Implement a system to track resolution success rate
- Create a post-resolution follow-up procedure
- Instruct team to collect feedback from clients
OKRs to improve the efficiency of client intake communication
- ObjectiveImprove the efficiency of client intake communication
- KRImplement a new customer communication tool with 85% user adoption rate within the team
- Train team with detailed tool usage guidance
- Select a communication tool that best fits team requirements
- Monitor usage and encourage regular adoption
- KRDecrease average intake communication time by 30% without sacrificing quality
- Implement effective communication techniques training for all staff
- Use more efficient technology for communication
- Conduct regular productivity and time management workshops
- KRIncrease customer satisfaction rates by 20% through improved intake interaction
- Regularly seek and incorporate customer feedback to improve intake interaction
- Implement ongoing training for customer service reps on empathetic communication
- Streamline the intake process to expedite customer service response time
OKRs to enhance effective communication through counseling
- ObjectiveEnhance effective communication through counseling
- KRConduct 10 counseling sessions focused on improving communication skills
- Identify ten individuals requiring communication skill enhancement
- Design a communication skills improvement curriculum
- Schedule and conduct 10 counseling sessions
- KRIncrease client's communication efficiency by 30% as measured by standard tests
- Implement streamlined communication platforms for client usage
- Train clients on effective communication strategies
- Monitor and assess client's communication improvement
- KRAchieve 90% client satisfaction rates on communication improvement
- Conduct regular client communication training for employees
- Establish a process for collecting client feedback regularly
- Implement weekly touch-point meetings with clients
OKRs to strengthen customer engagement through effective communication
- ObjectiveStrengthen customer engagement through effective communication
- KRIncrease positive client feedback on communication by 40%
- Organize weekly updates/meetings with all clients
- Implement a structured communication plan with clients
- Train staff in effective customer communication
- KRConduct bi-weekly virtual meetings with top 10 clients
- Prepare agenda focused on client's needs for each meeting
- Schedule recurring bi-weekly virtual meetings with each client
- Follow-up with meeting minutes and action plans after each session
- KRIncrease response rate to customer queries by 30%
- Design and implement an efficient customer query tracking system
- Initiate follow-up procedures for unresolved customer queries
- Train staff in effective and timely customer interaction methods
OKRs to implement service management for new work stream
- ObjectiveImplement service management for new work stream
- KRIdentify and train a dedicated service management team by week 4
- Begin team training by week 4
- Develop a comprehensive training plan for newly hired team
- Hire service management professionals suitable for the team
- KRAchieve 95% satisfaction rate in client feedback for the new service management operation by week 12
- Solicit, analyze, and apply client feedback weekly
- Implement thorough employee training on service management
- Regularly assess and adjust client-communication strategies
- KRDevelop and implement a comprehensive service management plan by week 8
- Draft comprehensive service management plan
- Identify current service management gaps
- Implement plan by week 8
OKRs to to enhance and maximize business stakeholder engagement
- ObjectiveTo enhance and maximize business stakeholder engagement
- KRIncrease interaction rate on professional social networks by 30%
- Increase frequency of timely and relevant posts
- Initiate networking events and online discussions
- Develop and implement engaging content strategy regularly
- KRSecure 15% increase in returning clients through improved communication strategies
- Implement weekly newsletters highlighting service benefits and company updates
- Offer personalized follow-ups to assess client satisfaction post-service
- Launch engaging client loyalty program with exclusive benefits
- KRArrange and execute two productive stakeholder meetings monthly
- Develop and distribute agenda prior to meetings
- Identify key stakeholders to include in monthly meetings
- Schedule two monthly meetings accommodating stakeholders' availability
OKRs to boost the frequency of value-driven discussions
- ObjectiveBoost the frequency of value-driven discussions
- KRIncrease employee training sessions on value communication by 50%
- Monitor and report on the improvement in value communication
- Develop and execute detailed plans for additional training sessions
- Review and identify gaps in current value communication training schedules
- KRImprove customer engagement through value dialogues by 20%
- Implement personalized engagement strategies for key customers
- Evaluate and improve existing customer interaction methods
- Develop an empathetic customer communication strategy
- KREnhance value dialogue initiation among team members by at least 30%
- Incorporate regular team-building exercises or activities
- Implement training sessions for effective communication skills
- Encourage frequent brainstorming sessions across all teams
OKRs to improve the overall client experience
- ObjectiveImprove the overall client experience
- KRIncrease client satisfaction score by 20% through effective communication strategies
- Train staff on effective communication and people skills
- Initiate proactive and regular check-in calls with clients
- Implement regular client feedback and assessment systems
- KRImplement 3 new features based on client feedback to boost usability
- Review client feedback for feature suggestions
- Develop 3 new features prioritizing usability
- Test and integrate the new features into the product
- KRDecrease support response time by 30% to enhance client interactions
- Implement a live chat feature for instant customer assistance
- Provide additional training to support staff
- Utilize automated responses for commonly asked questions
OKRs to ensure successful completion and delivery of client commitments
- ObjectiveEnsure successful completion and delivery of client commitments
- KRMaintain 100% on-time delivery for 100% of client commitments
- Regularly monitor, track and report delivery performance metrics
- Review and optimize current delivery processes regularly
- Proactively communicate with clients for order updates
- KRReduce project-related issues by 20% to secure client satisfaction and retention
- Strengthen quality assurance to proactively spot and fix issues
- Implement strategies for frequent and effective communication with clients
- Establish regular review and feedback sessions for the project
- KRIncrease revenue by 15% through efficient project execution
- Streamline project execution processes to improve overall team productivity
- Eliminate unnecessary expenses to increase net profits
- Implement regular project audits to ensure efficiency and effectiveness
OKRs to enhance satisfaction of wealth management clients
- ObjectiveEnhance satisfaction of wealth management clients
- KRIncrease client satisfaction scores by 20% through improved personalization
- Regularly seek client feedback for service improvements
- Train staff for personalized customer interactions
- Implement customer relationship management software for tailored services
- KRDecrease client complaint rates by 15% via proactive communication
- Implement regular updates on service improvements to all clients
- Establish a client feedback system for early issue detection
- Train staff on proactive communication strategies
- KRLaunch 2 new features in the client portal based on client feedback analysis
- Implement new features in the client portal
- Develop and test the new features
- Identify desired features from client feedback analysis
Client Communication 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
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
Spreadsheets are enough to get started. Then, once you need to scale you can use 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 Client Communication OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to enhance communication tools for internal project members
- OKRs to enhance collaboration and engagement with global organizations
- OKRs to ensure compliance through complete closing of audit findings for data governance
- OKRs to drive a positive wave across social networks
- OKRs to increase Net Promoter Score to 60
- OKRs to boost funding penetration to stride towards the 10% goal