13 customisable OKR examples for Client Support
What are Client Support 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 Support 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 Support 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 Support OKRs examples
You will find in the next section many different Client Support 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 superior customer support to VIP clients
- Enhance superior customer support to VIP clients
- Increase client satisfaction score to 90% for VIPs
- Improve product/service quality based on feedback
- Implement personalized customer service for VIP clients
- Regularly request and analyze VIP client feedback
- Achieve first-response times under 2 hours for all VIP client inquiries
- Implement a priority system for VIP client inquiries
- Establish dedicated response teams for VIP clients
- Train staff on quick and efficient response techniques
- Reduce VIP client complaint rate by 20%
- Implement customized training on VIP client servicing for staff
- Enhance VIP client communication and response times
- Regularly review and improve VIP client service process
2. OKRs to enhance individual support to mitigate overwhelm
- Enhance individual support to mitigate overwhelm
- Increase one-to-one client support sessions by 20%
- Increase weekly client support sessions output by one-fifth
- Develop better schedule management systems
- Implement customer service personnel shift changes
- Increase team satisfaction related to personal support by 25% through quarterly surveys
- Monitor and adjust support strategies to optimize satisfaction
- Introduce personal support measures based on survey feedback
- Implement regular surveys to gather team satisfaction data
- Allocate 30% more time in team meetings for brainstorming and Q&A sessions
- Extend team meetings by 30% specifically for brainstorming
- Restructure meeting agendas to accommodate changes
- Schedule additional Q&A sessions within existing meetings
3. 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
4. OKRs to maximize AI consulting services revenue
- Maximize AI consulting services revenue
- Achieve a 20% increase in the conversion rate from leads to paying clients
- Provide personalized follow-up communications to address specific client needs and enhance conversion rates
- Analyze the current lead nurturing process and identify areas for improvement
- Implement targeted email marketing campaigns to engage leads and drive conversions
- Optimize website landing pages to enhance user experience and encourage conversions
- Reduce customer churn rate by 10% by improving customer satisfaction and retention strategies
- Offer loyalty programs and incentives to encourage customer loyalty and reduce churn rate
- Enhance product/service quality through constant monitoring and prompt resolution of customer feedback
- Implement personalized customer support strategies to enhance engagement and build stronger relationships
- Conduct customer satisfaction surveys to identify pain points and areas for improvement
- Increase the average contract value by 15% through upselling and cross-selling
- Identify top-selling products/services and create bundled packages to increase cross-selling opportunities
- Analyze customer purchase history and behavior to develop personalized upsell/cross-sell recommendations
- Train sales team on effective upselling techniques and provide them with updated product knowledge
- Implement targeted marketing campaigns to educate customers on the benefits of upselling and cross-selling
- Acquire 10 new clients by implementing targeted marketing campaigns and referrals
- Encourage existing clients to refer new clients by offering incentives or rewards
- Design and launch a social media ad campaign to attract new clients
- Create a list of potential clients by analyzing the target market demographics
- Develop personalized email campaigns to reach out to potential clients
5. OKRs to boost enterprise customer attraction to our platform
- Boost enterprise customer attraction to our platform
- Expand platform features based on 75% of enterprise-client feedback
- Analyze feedback from 75% of enterprise clients
- Identify commonly requested platform features
- Initiate development of new features
- Increase demo requests by 30% over the next quarter
- Implement a user-friendly online demo request form
- Enhance demo product features to attract more customer interest
- Develop targeted marketing campaigns to boost demo visibility
- Enhance customer support satisfaction rate by 45%
- Implement a customer feedback system to gauge satisfaction
- Implement comprehensive training programs for customer support staff
- Improve product/service quality based on customer insights
6. OKRs to boost the rate of customer repetition
- Boost the rate of customer repetition
- Implement a customer loyalty program leading to 15% higher engagement
- Design and launch an intriguing loyalty program
- Regularly analyze and adjust program based on customer feedback
- Identify potential rewards for a valued customer loyalty program
- Decrease customer churn rate by 10% with improved customer service experiences
- Implement a comprehensive customer feedback system
- Provide continuous team training for higher service quality
- Develop a proactive customer service strategy
- Increase repeat customer rate by 20% through enhancing client satisfaction metrics
7. OKRs to increase revenue through client acquisition using technology tools
- Increase revenue through client acquisition using technology tools
- Achieve a customer satisfaction score of 90% through improved customer support and service
- Implement a customer feedback system to continuously gather insights and measure satisfaction
- Streamline customer support processes and reduce response time to ensure prompt resolution of issues
- Regularly analyze customer feedback data to identify trends, patterns, and areas of improvement
- Provide comprehensive training to customer support agents to enhance their communication and problem-solving skills
- Increase website traffic by 20% through targeted digital marketing campaigns
- Conduct thorough keyword research to identify high-traffic and relevant search terms
- Utilize targeted online ads and promotions to attract specific demographics and increase conversions
- Optimize website content and meta tags to improve search engine visibility
- Create engaging blog posts and social media content to drive organic traffic
- Improve conversion rate by 15% through UX/UI optimization and A/B testing
- Implement responsive design to improve user experience across mobile and desktop devices
- Redesign landing page layout to emphasize key call-to-action elements
- Conduct A/B tests for different color schemes to determine optimal visual appeal
- Analyze user behavior and identify pain points in the current UX/UI design
- Increase average transaction value by 10% through upselling and cross-selling strategies
- Implement personalized product recommendations based on customer preferences and buying history
- Train sales team on effective upselling and cross-selling techniques
- Increase visibility of high-margin products by promoting them at checkout or online
- Offer bundled packages at a discounted price to encourage larger purchases
8. OKRs to enhance Identity Access Management for large scale clients
- Enhance Identity Access Management for large scale clients
- Increase system response time by 20% for enhanced user experience
- Identify and eliminate any unnecessary background processes
- Upgrade system hardware to improve performance
- Optimize code for increased efficiency
- Implement new features from client input in 60% of all accounts
- Design and develop the requested features
- Implement the new features in the chosen accounts
- Collect and categorize client input about desired features
- Reduce access-related security incidents by 30% through stronger protocols
- Implement two-factor authentication for all system users
- Conduct frequent audits of access controls and permissions
- Regularly update passwords and maintain a strong password policy
9. 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
10. OKRs to establish distinct service processes for every client
- Establish distinct service processes for every client
- Implement client-specific service processes for 50% of clients in portfolio
- Identify 50% of clients needing specific service processes
- Train the team to implement these custom service processes
- Develop customized service processes for these identified clients
- Track success of individualized processes with 85% client satisfaction reported
- Implement a client feedback survey after each completed process
- Making necessary adjustments based on feedback results
- Analyze data to identify areas of dissatisfaction
- Develop bespoke service process templates for 70% of clients by the quarter-end
- Implement these templates within client workflows
- Design custom service process templates
- Identify 70% of clients needing bespoke service processes
11. OKRs to boost sales performance significantly
- Boost sales performance significantly
- Improve product demonstration conversions by 10%
- Train staff on persuasive presentation and selling techniques
- Research audience needs for personalized product demonstrations
- Incorporate a compelling call-to-action in all demos
- Drive repeat business higher by improving client retention by 20%
- Personalize client communications to enhance engagement
- Implement a loyalty program to reward frequent customers
- Improve customer service response times by 15%
- Increase the number of customer contacts by 15%
- Enhance social media engagement strategies
- Implement a new customer outreach campaign
- Offer incentives for customer referrals
12. 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
13. OKRs to boost client conversion rates using our service
- Boost client conversion rates using our service
- Increase website traffic by 20% to enhance service visibility
- Develop engaging content to retain existing customer base
- Initiate pay-per-click advertising to attract new users
- Implement SEO strategies to improve search engine rankings
- Improve landing page conversion rate by 15% through optimization
- Implement A/B testing for multiple landing page designs
- Analyze visitor behavior to optimize user experience
- Improve call-to-actions to drive engagement
- Ramp up customer service satisfaction score by 10% by improving response time
- Regularly monitor and review response times
- Train team for effective and efficient resolution of complaints
- Implement automated customer service software
Client Support 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.
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 turn your Client Support 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.
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 Support OKR templates
We have more templates to help you draft your team goals and OKRs.
OKRs to increase revenue by optimizing sales strategies and processes OKRs to establish a powerful and influential personal brand OKRs to streamline and optimize the payroll process OKRs to increase annual revenue to $30 million OKRs to to enhance and maximize business stakeholder engagement OKRs to enhance precision and productivity of tax and accounting operations
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.