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!

1OKRs to enhance superior customer support to VIP clients

  • ObjectiveEnhance superior customer support to VIP clients
  • Key ResultIncrease client satisfaction score to 90% for VIPs
  • TaskImprove product/service quality based on feedback
  • TaskImplement personalized customer service for VIP clients
  • TaskRegularly request and analyze VIP client feedback
  • Key ResultAchieve first-response times under 2 hours for all VIP client inquiries
  • TaskImplement a priority system for VIP client inquiries
  • TaskEstablish dedicated response teams for VIP clients
  • TaskTrain staff on quick and efficient response techniques
  • Key ResultReduce VIP client complaint rate by 20%
  • TaskImplement customized training on VIP client servicing for staff
  • TaskEnhance VIP client communication and response times
  • TaskRegularly review and improve VIP client service process

2OKRs to enhance individual support to mitigate overwhelm

  • ObjectiveEnhance individual support to mitigate overwhelm
  • Key ResultIncrease one-to-one client support sessions by 20%
  • TaskIncrease weekly client support sessions output by one-fifth
  • TaskDevelop better schedule management systems
  • TaskImplement customer service personnel shift changes
  • Key ResultIncrease team satisfaction related to personal support by 25% through quarterly surveys
  • TaskMonitor and adjust support strategies to optimize satisfaction
  • TaskIntroduce personal support measures based on survey feedback
  • TaskImplement regular surveys to gather team satisfaction data
  • Key ResultAllocate 30% more time in team meetings for brainstorming and Q&A sessions
  • TaskExtend team meetings by 30% specifically for brainstorming
  • TaskRestructure meeting agendas to accommodate changes
  • TaskSchedule additional Q&A sessions within existing meetings

3OKRs to enhance customer engagement and satisfaction in the existing client base

  • ObjectiveEnhance customer engagement and satisfaction in the existing client base
  • Key ResultReduce negative feedback responses by 15% through improved support services
  • TaskTrain support staff on communication and problem-solving techniques
  • TaskImplement a responsive and user-friendly support system
  • TaskRegularly monitor and analyze feedback for improvement areas
  • Key ResultIncrease client satisfaction rate by 20% on post-service survey results
  • TaskInitiate immediate resolutions for client complaints
  • TaskImplement regular client feedback surveys post-service
  • TaskEnhance customer service training for all employees
  • Key ResultAchieve a 25% increase in customer interaction on all digital platforms
  • TaskIncrease promotional activities to boost online visibility of brand
  • TaskDeliver consistent, high-quality content tailored to customer interests
  • TaskImplement compelling engagement strategies across all digital platforms

4OKRs to maximize AI consulting services revenue

  • ObjectiveMaximize AI consulting services revenue
  • Key ResultAchieve a 20% increase in the conversion rate from leads to paying clients
  • TaskProvide personalized follow-up communications to address specific client needs and enhance conversion rates
  • TaskAnalyze the current lead nurturing process and identify areas for improvement
  • TaskImplement targeted email marketing campaigns to engage leads and drive conversions
  • TaskOptimize website landing pages to enhance user experience and encourage conversions
  • Key ResultReduce customer churn rate by 10% by improving customer satisfaction and retention strategies
  • TaskOffer loyalty programs and incentives to encourage customer loyalty and reduce churn rate
  • TaskEnhance product/service quality through constant monitoring and prompt resolution of customer feedback
  • TaskImplement personalized customer support strategies to enhance engagement and build stronger relationships
  • TaskConduct customer satisfaction surveys to identify pain points and areas for improvement
  • Key ResultIncrease the average contract value by 15% through upselling and cross-selling
  • TaskIdentify top-selling products/services and create bundled packages to increase cross-selling opportunities
  • TaskAnalyze customer purchase history and behavior to develop personalized upsell/cross-sell recommendations
  • TaskTrain sales team on effective upselling techniques and provide them with updated product knowledge
  • TaskImplement targeted marketing campaigns to educate customers on the benefits of upselling and cross-selling
  • Key ResultAcquire 10 new clients by implementing targeted marketing campaigns and referrals
  • TaskEncourage existing clients to refer new clients by offering incentives or rewards
  • TaskDesign and launch a social media ad campaign to attract new clients
  • TaskCreate a list of potential clients by analyzing the target market demographics
  • TaskDevelop personalized email campaigns to reach out to potential clients

5OKRs to boost enterprise customer attraction to our platform

  • ObjectiveBoost enterprise customer attraction to our platform
  • Key ResultExpand platform features based on 75% of enterprise-client feedback
  • TaskAnalyze feedback from 75% of enterprise clients
  • TaskIdentify commonly requested platform features
  • TaskInitiate development of new features
  • Key ResultIncrease demo requests by 30% over the next quarter
  • TaskImplement a user-friendly online demo request form
  • TaskEnhance demo product features to attract more customer interest
  • TaskDevelop targeted marketing campaigns to boost demo visibility
  • Key ResultEnhance customer support satisfaction rate by 45%
  • TaskImplement a customer feedback system to gauge satisfaction
  • TaskImplement comprehensive training programs for customer support staff
  • TaskImprove product/service quality based on customer insights

6OKRs to boost the rate of customer repetition

  • ObjectiveBoost the rate of customer repetition
  • Key ResultImplement a customer loyalty program leading to 15% higher engagement
  • TaskDesign and launch an intriguing loyalty program
  • TaskRegularly analyze and adjust program based on customer feedback
  • TaskIdentify potential rewards for a valued customer loyalty program
  • Key ResultDecrease customer churn rate by 10% with improved customer service experiences
  • TaskImplement a comprehensive customer feedback system
  • TaskProvide continuous team training for higher service quality
  • TaskDevelop a proactive customer service strategy
  • Key ResultIncrease repeat customer rate by 20% through enhancing client satisfaction metrics

7OKRs to increase revenue through client acquisition using technology tools

  • ObjectiveIncrease revenue through client acquisition using technology tools
  • Key ResultAchieve a customer satisfaction score of 90% through improved customer support and service
  • TaskImplement a customer feedback system to continuously gather insights and measure satisfaction
  • TaskStreamline customer support processes and reduce response time to ensure prompt resolution of issues
  • TaskRegularly analyze customer feedback data to identify trends, patterns, and areas of improvement
  • TaskProvide comprehensive training to customer support agents to enhance their communication and problem-solving skills
  • Key ResultIncrease website traffic by 20% through targeted digital marketing campaigns
  • TaskConduct thorough keyword research to identify high-traffic and relevant search terms
  • TaskUtilize targeted online ads and promotions to attract specific demographics and increase conversions
  • TaskOptimize website content and meta tags to improve search engine visibility
  • TaskCreate engaging blog posts and social media content to drive organic traffic
  • Key ResultImprove conversion rate by 15% through UX/UI optimization and A/B testing
  • TaskImplement responsive design to improve user experience across mobile and desktop devices
  • TaskRedesign landing page layout to emphasize key call-to-action elements
  • TaskConduct A/B tests for different color schemes to determine optimal visual appeal
  • TaskAnalyze user behavior and identify pain points in the current UX/UI design
  • Key ResultIncrease average transaction value by 10% through upselling and cross-selling strategies
  • TaskImplement personalized product recommendations based on customer preferences and buying history
  • TaskTrain sales team on effective upselling and cross-selling techniques
  • TaskIncrease visibility of high-margin products by promoting them at checkout or online
  • TaskOffer bundled packages at a discounted price to encourage larger purchases

8OKRs to enhance Identity Access Management for large scale clients

  • ObjectiveEnhance Identity Access Management for large scale clients
  • Key ResultIncrease system response time by 20% for enhanced user experience
  • TaskIdentify and eliminate any unnecessary background processes
  • TaskUpgrade system hardware to improve performance
  • TaskOptimize code for increased efficiency
  • Key ResultImplement new features from client input in 60% of all accounts
  • TaskDesign and develop the requested features
  • TaskImplement the new features in the chosen accounts
  • TaskCollect and categorize client input about desired features
  • Key ResultReduce access-related security incidents by 30% through stronger protocols
  • TaskImplement two-factor authentication for all system users
  • TaskConduct frequent audits of access controls and permissions
  • TaskRegularly update passwords and maintain a strong password policy

9OKRs to boost client engagement and improve retention rates

  • ObjectiveBoost client engagement and improve retention rates
  • Key ResultEnhance engagement on client quarterly webinars by 30% through targeted content
  • TaskDevelop relatable, industry-specific content for webinar presentations
  • TaskPersonalize webinar invites to boost attendee interest
  • TaskOptimize webinar time based on client availability and preference
  • Key ResultDecrease client churn rate by 10% via improving customer service response time
  • TaskTrain customer service reps for quicker query resolution
  • TaskMonitor and optimize current support response times
  • TaskImplement real-time chat for immediate customer support interactions
  • Key ResultIncrease monthly product usage by 15% by implementing personalisation in user journey
  • TaskImplement personalisation features into the user journey
  • TaskMonitor and analyze user engagement data regularly
  • TaskRun marketing campaigns promoting new personalized features

10OKRs to establish distinct service processes for every client

  • ObjectiveEstablish distinct service processes for every client
  • Key ResultImplement client-specific service processes for 50% of clients in portfolio
  • TaskIdentify 50% of clients needing specific service processes
  • TaskTrain the team to implement these custom service processes
  • TaskDevelop customized service processes for these identified clients
  • Key ResultTrack success of individualized processes with 85% client satisfaction reported
  • TaskImplement a client feedback survey after each completed process
  • TaskMaking necessary adjustments based on feedback results
  • TaskAnalyze data to identify areas of dissatisfaction
  • Key ResultDevelop bespoke service process templates for 70% of clients by the quarter-end
  • TaskImplement these templates within client workflows
  • TaskDesign custom service process templates
  • TaskIdentify 70% of clients needing bespoke service processes

11OKRs to boost sales performance significantly

  • ObjectiveBoost sales performance significantly
  • Key ResultImprove product demonstration conversions by 10%
  • TaskTrain staff on persuasive presentation and selling techniques
  • TaskResearch audience needs for personalized product demonstrations
  • TaskIncorporate a compelling call-to-action in all demos
  • Key ResultDrive repeat business higher by improving client retention by 20%
  • TaskPersonalize client communications to enhance engagement
  • TaskImplement a loyalty program to reward frequent customers
  • TaskImprove customer service response times by 15%
  • Key ResultIncrease the number of customer contacts by 15%
  • TaskEnhance social media engagement strategies
  • TaskImplement a new customer outreach campaign
  • TaskOffer incentives for customer referrals

12OKRs to boost the frequency of value-driven discussions

  • ObjectiveBoost the frequency of value-driven discussions
  • Key ResultIncrease employee training sessions on value communication by 50%
  • TaskMonitor and report on the improvement in value communication
  • TaskDevelop and execute detailed plans for additional training sessions
  • TaskReview and identify gaps in current value communication training schedules
  • Key ResultImprove customer engagement through value dialogues by 20%
  • TaskImplement personalized engagement strategies for key customers
  • TaskEvaluate and improve existing customer interaction methods
  • TaskDevelop an empathetic customer communication strategy
  • Key ResultEnhance value dialogue initiation among team members by at least 30%
  • TaskIncorporate regular team-building exercises or activities
  • TaskImplement training sessions for effective communication skills
  • TaskEncourage frequent brainstorming sessions across all teams

13OKRs to boost client conversion rates using our service

  • ObjectiveBoost client conversion rates using our service
  • Key ResultIncrease website traffic by 20% to enhance service visibility
  • TaskDevelop engaging content to retain existing customer base
  • TaskInitiate pay-per-click advertising to attract new users
  • TaskImplement SEO strategies to improve search engine rankings
  • Key ResultImprove landing page conversion rate by 15% through optimization
  • TaskImplement A/B testing for multiple landing page designs
  • TaskAnalyze visitor behavior to optimize user experience
  • TaskImprove call-to-actions to drive engagement
  • Key ResultRamp up customer service satisfaction score by 10% by improving response time
  • TaskRegularly monitor and review response times
  • TaskTrain team for effective and efficient resolution of complaints
  • TaskImplement 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.

Tability Insights DashboardTability's audit dashboard will highlight opportunities to improve OKRs

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 DashboardTability's check-ins will save you hours and increase transparency

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.

A strategy map in TabilityTability's Strategy Map makes it easy to see all your org's OKRs

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 resources

Here are a list of resources to help you adopt the Objectives and Key Results framework.

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.

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