Tability is a cheatcode for goal-driven teams. Set perfect OKRs with AI, stay focused on the work that matters.
What are Customer Base 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.
Writing good OKRs can be hard, especially if it's your first time doing it. You'll need to center the focus of your plans around outcomes instead of projects.
We have curated a selection of OKR examples specifically for Customer Base to assist you. Feel free to explore the templates below for inspiration in setting 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 Customer Base 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.
Customer Base OKRs examples
You will find in the next section many different Customer Base 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 preserve and augment the company's knowledge base
ObjectivePreserve and augment the company's knowledge base
KRImprove knowledge article engagement by 30% with enhanced interactivity
Implement interactive elements like quizzes, polls, or games in articles- Solicit and incorporate audience feedback to refine content
- Incorporate videos, audios, or infographics to promote engagement
- KRIncrease coverage of the knowledge base by 20% through new topic incorporation
- Research and compile information on new topics
- Incorporate new topics into our knowledge base
- Identify gaps in the current knowledge base content
- KRAchieve 95% customer satisfaction rating by providing timely, comprehensive info in the knowledge base
- Ensure swift responses to customer questions or concerns
- Update the knowledge base regularly with new, relevant information
- Foster a user-friendly, easy-to-navigate online platform
OKRs to boost the total active customer base
- ObjectiveBoost the total active customer base
- KRDecrease customer churn rate by 15% compared to last quarter
- Improve customer service response times
- Analyze feedback to improve product/service quality
- Implement a customer loyalty program with rewards
- KRConvert 30% of trial users into active paying customers within the quarter
- Implement a personalized email marketing campaign for trial users
- Offer specialized discount packages for converting trial users
- Enhance customer service support during trial period
- KRAchieve 20% increase in daily active customer engagement by end of quarter
- Roll out a new loyalty rewards program
- Implement weekly email newsletters highlighting new products or features
- Increase online advertisement budget to expand reach
OKRs to amplify the voice of our current customer base
- ObjectiveAmplify the voice of our current customer base
- KRImprove response rate on customer satisfaction reviews by 20%
- Introduce incentives for completed customer satisfaction reviews
- Optimize review request timing for increased engagement
- Send reminders for pending review completion
- KREngage 25% more customers in user experience surveys
- Boost survey advertisement across all media platforms
- Develop a compelling invitation for participation in surveys
- Offer incentives or rewards for survey participation
- KRIncrease customer feedback submission by 30%
- Implement a user-friendly feedback form on our website
- Offer incentives for customers who provide feedback
- Regularly promote the importance of customer feedback
OKRs to enhance our SaaS reference base
- ObjectiveEnhance our SaaS reference base
- KROnboard 20% more SaaS clients by end of next quarter
- Improve customer onboarding process and documentation
- Implement focused marketing campaign targeting SaaS potential clients
- Develop personalized outreach programs for prospective customers
- KRIncrease successful case studies by 30% featuring our new SaaS clients
- Identify key SaaS clients with successful product experiences
- Obtain testimonials and document success stories
- Implement a promotional campaign featuring these case studies
- KRAchieve a 95% customer satisfaction level among new SaaS clients
- Establish regular check-ins for performance feedback
- Implement comprehensive onboarding for all new SaaS clients
- Resolve reported issues within 24 hours
OKRs to boost transaction count and customer base for Fintech Wallet App
- ObjectiveBoost transaction count and customer base for Fintech Wallet App
- KRImprove customer retention rate by 10%
- Implement a loyalty rewards program for frequent customers
- Personalize email marketing content targeting existing customers
- Enhance customer service training to handle complaints efficiently
- KRGrow transaction volume per user by 20%
- Introduce loyalty programs to incentivize repeat purchases
- Promote upselling and cross-selling initiatives
- Improve user experience to streamline transaction process
- KRIncrease weekly active users by 15%
- Improve user interface for better user experience
- Implement a marketing campaign focusing on user benefits
- Conduct user engagement surveys to identify improvement areas
OKRs to boost revenue from existing customer base
- ObjectiveBoost revenue from existing customer base
- KRImprove repeat purchase rate by 10% by enhancing customer service initiatives
- Offer personalized customer support for product inquiries
- Introduce a loyalty program incentivizing repeat purchases
- Implement post-purchase follow-up communication
- KRRaise average order size by 15% through strategic upselling efforts
- Train staff on effective and personalized upselling techniques
- Introduce tiered pricing to incentivize higher spending
- Implement product bundling to encourage larger purchases
- KRImplement incentive program to increase referrals leading to actual purchases by 20%
- Develop a compelling referral incentive program
- Promote the referral program through various channels
- Track and measure program's impact on purchases
OKRs to expand our customer base significantly
- ObjectiveExpand our customer base significantly
- KRIncrease our website traffic by 20% through targeted digital marketing
- Implement well-structured ad campaigns on social media
- Develop engaging, keyword-rich content
- Identify target audience for focused SEO optimization
- KRAchieve a 15% increase in new customer sign-ups through referral initiatives
- Implement a referral rewards program for current customers
- Track and analyze referral program success regularly
- Promote the referral program via social media
- KRImprove the conversion rate of trial users to paid subscribers by 10%
- Offer exclusive benefits to trial users upgrading to paid
- Optimize User Interface for easy subscription upgrade
- Implement personalized email marketing for trial users
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 increase the client base significantly
- ObjectiveIncrease the client base significantly
- KRAcquire 20% more new clients through enhanced marketing strategies
- Initiate referral incentives for existing clients
- Develop targeted social media advertising campaigns
- Implement SEO strategies to boost online visibility
- KRRetain at least 95% of existing clients through improved customer service
- Develop a personalized customer appreciation program
- Implement a client feedback system to identify service improvements
- Train staff on advanced customer service techniques
- KRUpsell to 15% of existing clientele to increase their investment
- Communicate proposals through one-on-one consultations
- Identify top 15% customers and evaluate their investment habits
- Develop individually tailored investment increase proposals
OKRs to boost customer base and broaden our market influence
- ObjectiveBoost customer base and broaden our market influence
- KRAchieve a conversion rate of 15% from new marketing campaigns
- Construct engaging, persuasive call-to-actions in marketing materials
- Track, analyze, and optimize campaign performance regularly
- Implement targeted marketing techniques towards specific customer profiles
- KRPenetrate two new potential markets to extend our market footprint
- Develop targeted marketing strategies for these markets
- Implement marketing strategies and measure results
- Identify two potential markets compatible with our product
- KRSecure 20% more new customers than last quarter
- Improve customer service to boost positive referrals
- Develop strategic marketing campaigns targeting potential customers
- Optimize digital platforms for better lead generation
Customer Base 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
The rules of OKRs are simple. Quarterly OKRs should be tracked weekly, and yearly OKRs should be tracked monthly. 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, you can move to 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 Customer Base OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to increase revenue from upgrades/downgrades to 400€
- OKRs to boost engagement among existing customers by 20%
- OKRs to increase efficiency within the digital marketing agency
- OKRs to build and launch our minimum viable product (MVP)
- OKRs to maximise profits from current business operations
- OKRs to increase online community subscriptions for startups