7 customisable OKR examples for Client Relationship Management Team
What are Client Relationship Management Team 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 Relationship Management 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 Relationship Management 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 Relationship Management Team OKRs examples
You will find in the next section many different Client Relationship Management 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 enhance client relationships through memorable Christmas gifts
Enhance client relationships through memorable Christmas gifts
Choose unique, personalized gifts for top 50 clients by analyzing preferences and interests
Identify top 50 clients and their specific preferences or interests
Purchase and deliver selected gifts to each client
Research unique, personalized gift options related to these interests
Achieve at least 85% on-time delivery for all client gifts
Monitor and optimize delivery routes
Train staff for efficient gift processing
Implement an advanced order scheduling system
Increase client satisfaction by 10% post gift-receiving using response tracking surveys
Distribute survey to clients after gift delivery
Develop a post-gift receiving satisfaction survey
Analyze survey responses to identify improvements
2. OKRs to enhance overall client satisfaction and relationship
Enhance overall client satisfaction and relationship
Conduct client satisfaction surveys and achieve a minimum of 80% positive feedback
Strategically implement feedback to improve services
Identify appropriate satisfaction survey tool
Distribute satisfaction survey to all existing clients
Reduce client complaints by 25%
Introduce a quality control feedback system
Initiate weekly reviews of client feedback
Implement a training program to improve customer service skills
Increase client retention rate by 15%
Develop a loyalty rewards program to encourage retention
Enhance product offerings based on customer feedback
Implement regular follow-ups and personalized communication with clients
3. OKRs to enhance the quality of client communication
Enhance the quality of client communication
Respond 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
Increase 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
Validate 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
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 the efficiency and effectiveness of legal service delivery
Enhance the efficiency and effectiveness of legal service delivery
Increase client satisfaction rating to 95%
Monitor feedback and swiftly address client complaints
Conduct regular surveys to understand client needs and expectations
Implement training programs to enhance customer service skills
Reduce average case handling time by 20%
Regularly review and optimize case handling strategies
Streamline case-related processes and resources
Implement efficient case-handling training for all staff
Complete 100% of legal documents without any errors
Update and correct any errors found immediately
Review all legal documents thoroughly for accuracy
Obtain professional legal counsel for document verification
6. OKRs to enhance technical solution delivery for customer projects
Enhance technical solution delivery for customer projects
Reduce solution rollout errors by 25% by revamping testing processes
Train staff on new testing processes
Identify common errors in current solution rollout
Develop improved, thorough testing protocols
Increase project delivery efficiency by 30% using new architecture strategies
Train team members on using new strategies for project delivery
Implement new architecture strategies across all project divisions
Monitor and adjust strategies to ensure 30% efficiency increase
Improve customer satisfaction scores by 15% through improved solution implementation
Incorporate customer feedback into solution improvement processes
Monitor and adjust solutions regularly for continuous improvement
Train team to effectively implement solutions with customer-focused approach
7. 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
Client Relationship Management 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 Relationship Management 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 Relationship Management Team OKR templates
We have more templates to help you draft your team goals and OKRs.
OKRs to bolster Finance Department's role in Corporate Social Responsibility (CSR) drives
OKRs to establish unparalleled data leak protection solution
OKRs to enhance skills to become a proficient Shopify app developer
OKRs to enhance health outcomes for all patients
OKRs to be the employer of choice in our industry
OKRs to increase sales conversion from YouTube views
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.