Tability is a cheatcode for goal-driven teams. Set perfect OKRs with AI, stay focused on the work that matters.
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.
The best tools for writing perfect Client Relationship Management Team 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 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!
OKRs to enhance client relationships through memorable Christmas gifts
ObjectiveEnhance client relationships through memorable Christmas gifts
KRChoose 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
- KRAchieve 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
- KRIncrease 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
OKRs to enhance overall client satisfaction and relationship
- ObjectiveEnhance overall client satisfaction and relationship
- KRConduct 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
- KRReduce 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
- KRIncrease 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
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 enhance provision of advisory services
- ObjectiveEnhance provision of advisory services
- KRAttain 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
- KROffer 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
- KRImprove 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
OKRs to enhance the efficiency and effectiveness of legal service delivery
- ObjectiveEnhance the efficiency and effectiveness of legal service delivery
- KRIncrease 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
- KRReduce 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
- KRComplete 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
OKRs to enhance technical solution delivery for customer projects
- ObjectiveEnhance technical solution delivery for customer projects
- KRReduce 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
- KRIncrease 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
- KRImprove 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
OKRs to enhance strategic partnerships through relationship management
- ObjectiveEnhance strategic partnerships through relationship management
- KRForge 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
- KRIncrease 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
- KRReduce 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
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
Client Relationship Management Team 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 Relationship Management Team OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to develop and implement system architecture for new project
- OKRs to establish profitability foundations
- OKRs to enhance Product Owners' competency for optimal efficiency
- OKRs to develop proficiency in TypeScript
- OKRs to streamline policy and clinical documentation variations
- OKRs to optimize usage of our grant management system