14 customisable OKR examples for Client Engagement Team
What are Client Engagement Team 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 Engagement Team 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.
Building your own Client Engagement Team OKRs with AI
While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here. You can use our free AI generator below or our more complete goal-setting system to generate your own OKRs.
Our customisable Client Engagement Team OKRs examples
You will find in the next section many different Client Engagement Team 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!
1. OKRs to to enhance and maximize business stakeholder engagement
To enhance and maximize business stakeholder engagement
Increase 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
Secure 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
Arrange 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
2. OKRs to enhance client engagement post-representative visit
Enhance client engagement post-representative visit
Secure 15% more repeat orders within two weeks of rep visit
Increase customer engagement through personalized service
Incorporate follow-up procedures after each rep visit
Implement incentive programs for repeat orders
Increase client satisfaction surveys response rate by 20% after rep visits
Improve clarity and brevity of survey questions
Offer incentives for completing satisfaction surveys
Implement follow-up emails after rep visits
Reduce outstanding client issues by 30% within a month of rep visit
Provide solutions for 30% of those concerns
Follow-up with clients post solution implementation
Identify all current unresolved client issues
3. OKRs to enhance strategic partnerships through relationship management
Enhance strategic partnerships through relationship management
Forge 3 beneficial partnerships with new industry leaders
Negotiate terms of partnership agreements
Identify potential industry leaders for partnership opportunities
Initiate outreach to discuss potential collaboration
Increase client satisfaction score by 20% through frequent engagement and feedback
Implement weekly check-ins with clients for feedback
Launch a monthly satisfaction survey for clients
Enhance communication response time with clients
Reduce client conflicts by 15% by improving conflict management strategies
Assign a dedicated conflict resolution team within client service department
Develop a standardized conflict resolution protocol
Implement regular conflict resolution training for client-facing employees
4. OKRs to enhance provision of advisory services
Enhance provision of advisory services
Attain 25% more client engagements for advisory services by quarter end
Offer discounted packages for new clients
Conduct webinars to showcase expertise
Implement aggressive marketing strategies for advisory services
Offer 3 new advisory services that cater to specific client needs
Implement and market new advisory services
Research current client's needs to identify gaps in advisory services
Develop three new advisory service proposals
Improve client satisfaction rate by 15% through superior advisory service
Further customize advisory approaches for individual clients
Implement ongoing customer service training for advisory staff
Routinely solicit client feedback on advisory services
5. OKRs to enhance product discovery for improved client engagement
Enhance product discovery for improved client engagement
Amplify conversion rate from product discovery by 15%
Improve website navigation for better product discovery
Enhance product descriptions for clarity and attractiveness
Implement targeted ad campaigns to reach potential customers
Boost discovery page views by 30%
Implement SEO strategies to improve discovery page rankings
Promote discovery page on social media platforms
Update site with engaging and relevant content
Increase product demo sign-ups by 20%
Offer incentives for demo sign-ups
Enhance visibility of demo sign-up option on product website
Implement targeted advertising for product demos
6. OKRs to boost client engagement and improve retention rates
Boost client engagement and improve retention rates
Enhance engagement on client quarterly webinars by 30% through targeted content
Develop relatable, industry-specific content for webinar presentations
Personalize webinar invites to boost attendee interest
Optimize webinar time based on client availability and preference
Decrease client churn rate by 10% via improving customer service response time
Train customer service reps for quicker query resolution
Monitor and optimize current support response times
Implement real-time chat for immediate customer support interactions
Increase monthly product usage by 15% by implementing personalisation in user journey
Implement personalisation features into the user journey
Monitor and analyze user engagement data regularly
Run marketing campaigns promoting new personalized features
7. OKRs to boost the frequency of value-driven discussions
Boost the frequency of value-driven discussions
Increase 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
Improve 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
Enhance 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
8. OKRs to enhance customer engagement and satisfaction in the existing client base
Enhance customer engagement and satisfaction in the existing client base
Reduce negative feedback responses by 15% through improved support services
Train support staff on communication and problem-solving techniques
Implement a responsive and user-friendly support system
Regularly monitor and analyze feedback for improvement areas
Increase client satisfaction rate by 20% on post-service survey results
Initiate immediate resolutions for client complaints
Implement regular client feedback surveys post-service
Enhance customer service training for all employees
Achieve a 25% increase in customer interaction on all digital platforms
Increase promotional activities to boost online visibility of brand
Deliver consistent, high-quality content tailored to customer interests
Implement compelling engagement strategies across all digital platforms
9. OKRs to boost client engagement in our analytics services
Boost client engagement in our analytics services
Achieve a 15% rise in client satisfaction scores for our analytics services
Develop and provide additional personalized analytics services
Implement regular feedback collections from clients for service improvement
Enhance client communication and response times
Secure a 20% increase in signed-up clients using our analytics services
Offer a limited-time discount or bundle option for new sign-ups
Organize webinars or workshops showcasing our analytics capabilities
Develop a compelling marketing strategy for our analytics services
Deliver 3 new value-added analytics features to stimulate client usage
Develop and test these features with a focus on value-add
Identify potential new analytical features based on user feedback
Implement and promote these features to existing clients
10. OKRs to improve Braze comprehension to boost confidence when presenting to potential clients
Improve Braze comprehension to boost confidence when presenting to potential clients
Complete all Braze training modules and quizzes
Identify all required Braze training modules and quizzes
Dedicate specific time daily to study and complete modules
Complete and pass all associated quizzes
Successfully pitch Braze to at least 5 test prospects
Conduct the Braze product pitch to each prospect
Analyze Braze features and benefits for effective pitching
Identify and contact 5 potential test prospects
Receive positive feedback from internal team on Braze knowledge improvement
Request regular feedback on Braze usage from the team
Apply learned Braze functionalities in daily tasks
Attend regular training sessions on Braze software
11. OKRs to boost LinkedIn presence for recruiting and virtual assistance expansion
Boost LinkedIn presence for recruiting and virtual assistance expansion
Secure 10 successful client partnerships initiated via LinkedIn
Construct personalized pitches for each client
Identify and connect with potential clients on LinkedIn
Close partnerships by means of LinkedIn conversations
Engage 40% more prospective clients through LinkedIn InMails
Identify and follow additional 100 LinkedIn profiles of potential clients weekly
Track response rates and optimise InMail content regularly
Spend 1 hour daily sending personalised InMails to prospects
Increase LinkedIn company page followers by 300%
Run a LinkedIn ad campaign targeting potential followers
Create and frequently post engaging, industry-relevant content
Regularly promote the company page on other social media networks
12. OKRs to increase client engagement through targeted sales promotion emails
Increase client engagement through targeted sales promotion emails
Generate 15% more sales from email marketing promotions
Segment email lists for targeted promotions
Test various call-to-action placements within email
Enhance email subject lines to increase open rates
Reduce the unsubscribe rate of email recipients below 5%
Improve email content to cater to subscriber interests
Incorporate personalized touches to each email
Adjust email frequency to avoid inundation
Achieve a 20% increase in email campaign CTR (Click Through Rates)
Include compelling call-to-action cues in every email
Revise email subject lines to spark customer curiosity
Optimize email content to specifically target audiences
13. OKRs to implement a superior client-centric service system
Implement a superior client-centric service system
Conduct 3 diverse client focus groups to gather feedback on system usability
Analyze feedback for system usability improvements
Identify three diverse client groups for participation
Plan and organize focus group sessions
Design and build a user-friendly service system prototype within 4 weeks
Sketch initial system design, focusing on user-friendly aspects
Gather necessary resources for prototype construction
Build and test the service system prototype
Achieve 90% positive user feedback on improved client engagement by end of quarter
Regularly review and act on feedback obtained from users
Provide ongoing customer service training for staff
Develop and implement effective client communication strategies
14. OKRs to strengthen customer engagement through effective communication
Strengthen customer engagement through effective communication
Increase 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
Conduct 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
Increase 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
Client Engagement Team OKR best practices to boost success
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.
![Tability Insights Dashboard](https://tability-templates-v2.vercel.app/_next/static/media/tability-insights-board.e70f9466.png)
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.
![Tability Insights Dashboard](https://tability-templates-v2.vercel.app/_next/static/media/checkins-graph.b2aec458.png)
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 turn your Client Engagement Team OKRs in a strategy map
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 a proper OKR platform to make things easier.
![A strategy map in Tability](https://tability-templates-v2.vercel.app/_next/static/media/tability_strategy_map.2ad25843.png)
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 Engagement Team OKR templates
We have more templates to help you draft your team goals and OKRs.
OKRs to improve product excellence and expedite shipping
OKRs to develop a comprehensive monolingual dictionary
OKRs to enhance English skills by reading more books
OKRs to streamline SPX single membership SDLC process
OKRs to provide the best Marketing solution
OKRs to enhance our SaaS reference base
OKRs resources
Here are a list of resources to help you adopt the Objectives and Key Results framework.
- To learn: What is the meaning of OKRs
- Blog posts: ODT Blog
- Success metrics: KPIs examples
What's next? Try Tability's goal-setting AI
You can create an iterate on your OKRs using Tability's unique goal-setting AI.
Watch the demo below, then hop on the platform for a free trial.