15 customisable OKR examples for Clients
What are Clients 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 Clients 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 Clients 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 Clients OKRs examples
You will find in the next section many different Clients 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 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
2. OKRs to effectively introduce sales representatives to clients
Effectively introduce sales representatives to clients
Increase client satisfaction score by 30% post-meetings with sales reps
Implement changes based on customer feedback to improve service
Gather and evaluate customer feedback after sales meetings
Develop comprehensive training for sales reps to enhance customer interaction
Foster 15 new relationships between previously unacquainted clients and sales reps
Implement a regular, facilitated networking session within the company
Enable 1:1 introductory meetings through client-sales rep matchmaking
Organize networking events to promote interaction between clients and sales reps
Conduct at least 30 effective introductory meetings between sales reps and clients
Schedule 30 meetings between sales reps and clients
Identify potential clients for introductory meetings
Train sales reps on effective meeting techniques
3. OKRs to reduce partial deliveries to clients
Reduce partial deliveries to clients
Improve order forecasting accuracy to 90%
Periodically revise and adjust forecasting models
Implement advanced forecasting software for data analysis
Train teams on predictive analytics for forecasting
Increase efficiency of inventory management by 25%
Train staff on proper inventory checking procedures
Implement a real-time online inventory management system
Regularly review and optimize inventory levels
Optimize logistics to ensure 100% on-time delivery
Conduct regular maintenance checks on delivery vehicles
Train staff in efficient order processing and dispatch
Implement a real-time tracking system for all deliveries
4. OKRs to improve Identity Access Management for large scale clients
Improve Identity Access Management for large scale clients
Reduce access credential errors by 20%
Introduce regular password update reminders for employees
Implement a comprehensive access credential training program
Upgrade access security software to reduce login errors
Implement two-factor authentication for 90% of big customers
Deploy system to selected clients
Develop and test two-factor authentication system
Identify 90% of biggest clients requiring two-factor authentication
Increase security incident response speed by 30%
Train staff in faster threat identification procedures
Implement automated threat detection and response tools
Streamline incident reporting and escalation processes
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 increase account expansion by securing contract renewals for 90% of existing clients
Achieve a high rate of contract renewals for existing clients
Increase customer satisfaction rates by 15% via feedback surveys
Improve account management processes to reduce churn by 10%
Outperform monthly revenue targets by 20% to upsell and cross-sell
Launch a customer referral program to generate 30% new business from existing clients
7. 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
8. OKRs to boost sales figures utilizing CAIS distribution team
Boost sales figures utilizing CAIS distribution team
Increase average sales per team member by at least 15%
Set up performance incentives for higher sales
Implement regular sales training programs for team members
Monitor and share individual sales performance regularly
Secure 10 new high-value clients through strategic distribution efforts
Launch a personalized, strategic outreach and follow-up process
Develop targeted marketing materials for these potential clients
Identify potential high-value clients based on our market research
Achieve a 10% reduction in sales cycle time for major accounts
Implement training on efficient sales strategies for major accounts
Enhance communication with key clients to expedite decisions
Analyze previous deals to identify common delays or inefficiencies
9. OKRs to enhance customer experience by understanding our clients' valuation
Enhance customer experience by understanding our clients' valuation
Achieve 15% increase in customer satisfaction scores post-improvement implementation
Adjust services based on feedback analysis
Conduct analysis of received customer feedback
Implement feedback collection system after improvements
Improve client-identified areas by 30% based on survey results
Review survey results identifying areas of improvement
Implement the plan ensuring a 30% improvement
Develop a strategic plan to address each area
Survey 80% clients on what they value in our service within 4 weeks
10. OKRs to improve our delivery of results to clients
Improve our delivery of results to clients
Increase customer satisfaction rate by 20% through improved result delivery
Analyze feedback to identify areas needing improvement
Implement result-oriented training for customer service
Regularly monitor and adjust delivery processes
Complete 95% of projects on time without any delay
Regularly review progress towards project deadlines
Prioritize jobs based on deadline and complexity
Implement efficient project management tools
Reduce error rates in result delivery by 15%
Implement comprehensive quality checking procedures
Conduct regular audits to identify problematic areas
Provide additional training to delivery team
11. OKRs to enhance satisfaction of wealth management clients
Enhance satisfaction of wealth management clients
Increase client satisfaction scores by 20% through improved personalization
Regularly seek client feedback for service improvements
Train staff for personalized customer interactions
Implement customer relationship management software for tailored services
Decrease client complaint rates by 15% via proactive communication
Implement regular updates on service improvements to all clients
Establish a client feedback system for early issue detection
Train staff on proactive communication strategies
Launch 2 new features in the client portal based on client feedback analysis
Implement new features in the client portal
Develop and test the new features
Identify desired features from client feedback analysis
12. OKRs to enhance satisfaction levels of our clients
Enhance satisfaction levels of our clients
Increase Net Promoter Score (NPS) by 15 points by enhancing customer interaction
Implement service training programs to improve customer interaction
Streamline the feedback collection process for enhanced customer experience
Develop personalized customer engagement strategies
Achieve a 30% improvement in Customer Satisfaction Score (CSAT) via feedback implementation
Prioritize improvements based on feedback received
Collect and analyze all customer feedback regularly
Implement changes and measure their effects
Decrease customer complaints by 20% through improving product quality and service deliverance
Regularly solicit customer feedback to address issues promptly
Implement rigorous quality control checks for product manufacturing
Enhance customer service training for all representatives
13. OKRs to enhance performance of clients' paid campaigns
Enhance performance of clients' paid campaigns
Increase average click-through rate by 15%
Segment email lists for a more personalized approach
Implement A/B testing to optimize email subject lines
Enhance CTA button design to draw attention
Boost campaign conversion rate by 20%
Improve targeting efforts for more relevant user engagement
Tailor ad copy to better resonate with audience needs
Implement A/B testing to optimize landing page design
Reduce cost per acquisition by 10%
Improve website conversion rates with UX optimization
Launch targeted marketing campaigns to attract desired customers
Analyze current customer acquisition strategies for inefficiencies
14. OKRs to maintain accuracy of vendor information across all clients
Maintain accuracy of vendor information across all clients
Reduce report inconsistencies related to vendor information by 25%
Implement a centralized system for vendor data management
Regularly review and update vendor databases
Establish standard protocols for gathering vendor information
Implement weekly checks with each client to confirm vendor information accuracy
Create a weekly schedule for client vendor information checks
Train staff to conduct vendor information accuracy checks
Develop a reporting system for the weekly check results
Verify and update 100% of vendor data in client systems every week
Confirm successful update of all vendor data
Review current vendor data in client systems weekly
Update incorrect or outdated vendor information
15. OKRs to acquire new clients providing a security deposit
Acquire new clients providing a security deposit
Improve sales conversion rate by 15% through targeted follow-ups and demonstrations
Monitor and analyze sales conversion rates regularly
Identify potential customers for targeted follow-ups
Plan and execute effective product demonstrations
Secure 30% of new clients providing a security deposit by optimizing our proposal strategy
Train team on optimized proposal strategy
Revise proposals highlighting security deposit benefits
Implement personalized follow-up for each proposal
Expand marketing outreach to gain 20% more inquiries about our services
Develop and launch a targeted social media advertising campaign
Implement a referral reward program for existing clients
Collaborate with influencers related to our niche for promotional campaigns
Clients 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 Clients 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
Most teams should start with a spreadsheet if they're using OKRs for the first time. Then, once you get comfortable you can graduate to a proper OKRs-tracking tool.
![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 Clients OKR templates
We have more templates to help you draft your team goals and OKRs.
OKRs to streamline and enhance data reporting and automation processes
OKRs to achieve profitability by reducing operational costs by 20% in the current fiscal year
OKRs to reinforce innovation within the finance department operations
OKRs to enhance visibility and effectiveness of Fintech marketing operations
OKRs to improve web and mobile user experience parity
OKRs to implement a robust outbound strategy for enhanced recruitment and service provision
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.