Tability is a cheatcode for goal-driven teams. Set perfect OKRs with AI, stay focused on the work that matters.
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.
The best tools for writing perfect Client Support 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 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!
OKRs to enhance superior customer support to VIP clients
ObjectiveEnhance superior customer support to VIP clients
KRIncrease 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
- KRAchieve 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
- KRReduce 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
OKRs to enhance individual support to mitigate overwhelm
- ObjectiveEnhance individual support to mitigate overwhelm
- KRIncrease 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
- KRIncrease 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
- KRAllocate 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
OKRs to enhance customer engagement and satisfaction in the existing client base
- ObjectiveEnhance customer engagement and satisfaction in the existing client base
- KRReduce 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
- KRIncrease 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
- KRAchieve 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
OKRs to maximize AI consulting services revenue
- ObjectiveMaximize AI consulting services revenue
- KRAchieve 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
- KRReduce 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
- KRIncrease 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
- KRAcquire 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
OKRs to boost enterprise customer attraction to our platform
- ObjectiveBoost enterprise customer attraction to our platform
- KRExpand 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
- KRIncrease 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
- KREnhance 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
OKRs to boost the rate of customer repetition
- ObjectiveBoost the rate of customer repetition
- KRImplement 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
- KRDecrease 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
- KRIncrease repeat customer rate by 20% through enhancing client satisfaction metrics
OKRs to increase revenue through client acquisition using technology tools
- ObjectiveIncrease revenue through client acquisition using technology tools
- KRAchieve 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
- KRIncrease 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
- KRImprove 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
- KRIncrease 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
OKRs to enhance Identity Access Management for large scale clients
- ObjectiveEnhance Identity Access Management for large scale clients
- KRIncrease 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
- KRImplement 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
- KRReduce 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
OKRs to boost client engagement and improve retention rates
- ObjectiveBoost client engagement and improve retention rates
- KREnhance 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
- KRDecrease 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
- KRIncrease 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
OKRs to establish distinct service processes for every client
- ObjectiveEstablish distinct service processes for every client
- KRImplement 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
- KRTrack 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
- KRDevelop 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
Client Support 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 Support OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to enhance collaborative capabilities as an HR specialist partnering in team activities
- OKRs to optimize Trello Board for effective team OKR management
- OKRs to launch a successful new insurance product
- OKRs to upgrade and streamline physical security operations
- OKRs to develop a comprehensive understanding of user requirements for secure document backup
- OKRs to enhance Identity Access Management for large scale clients