Tability is a cheatcode for goal-driven teams. Set perfect OKRs with AI, stay focused on the work that matters.
What are Customer Experience 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 Experience 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 Experience 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 Experience OKRs examples
You will find in the next section many different Customer Experience 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 overall customer experience for improved satisfaction
ObjectiveEnhance overall customer experience for improved satisfaction
KRIncrease the Customer Satisfaction Index (CSI) by 20 points
Improve customer service response time- Implement a customer feedback system
- Develop a customer loyalty rewards program
- KRAchieve a 10% increase in positive customer feedback by end of next quarter
- Implement customer satisfaction surveys after each purchase
- Train staff in customer service excellence
- Offer incentives for positive feedback
- KRReduce customer complaint rates by 15% compared to last quarter
- Implement comprehensive customer service training for all staff members
- Regularly monitor and evaluate customer feedback
- Streamline customer complaint resolution process
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 overall user experience on our platform
- ObjectiveEnhance overall user experience on our platform
- KRDecrease user complaint rate by 10%
- Enhance user interface for easier navigation
- Implement proactive customer service training
- Improve product quality testing processes
- KRImprove user satisfaction score by 20%
- Implement regular customer feedback and survey sessions
- Offer prompt and effective customer support service
- Enhance product features based on user suggestions
- KRIncrease average session duration by 15%
- Produce engaging, high-quality content
- Implement effective CTAs on pages
- Improve site speed for enhanced user experience
OKRs to enhance customer engagement via CRM and onsite experience
- ObjectiveEnhance customer engagement via CRM and onsite experience
- KRImprove onsite user experience leading to a 15% rise in order frequency
- Implement personalized recommendations for returning users
- Enhance website navigation for seamless user browsing
- Optimize checkout process to increase conversion rates
- KRReduce customer churn by 10% by improving post-purchase follow-ups and interactions
- Implement personalized post-purchase follow-up emails
- Evaluate and refine after-sales service procedures
- Train staff on effective, empathetic customer interaction
- KRAchieve 20% increase in repeat orders through CRM engagement campaigns strategy
- Develop a loyalty rewards program to incentivize repeat orders
- Implement personalized email campaigns targeting previous customers
- Analyze purchase history to offer tailored product recommendations
OKRs to drive up frequency of customer purchases
- ObjectiveDrive up frequency of customer purchases
- KRDecrease checkout abandonment rate by 10% through user experience improvements
- Offer various secure payment methods
- Add trust signals like reviews, ratings, and testimonials
- Simplify the checkout process to only essential steps
- KRIntroduce a customer loyalty program that increases repeat purchases by 15%
- Develop a tailored loyalty program focused on customer retention
- Implement, track, and adjust the loyalty program as necessary
- Research popular customer loyalty programs for effective strategies
- KRBoost cart size by 20% through upselling and cross-selling strategies
- Develop personalized product suggestions based on customer buying habits
- Incorporate a rewards program for higher-value purchases
- Implement a bundle discount strategy for related items
OKRs to deliver personalized customer experience and satisfaction
- ObjectiveDeliver personalized customer experience and satisfaction
- KRDecrease customer complaint rates by 15% through streamlined product/service delivery
- Develop and optimize efficient delivery mechanisms
- Implement comprehensive staff training for improved customer service
- Regularly gather customer feedback to identify improvement areas
- KRIncrease customer satisfaction score by 20% through improved customer relationship management
- Implement regular, personalized follow-ups with customers
- Provide staff with comprehensive CRM training
- Develop a responsive and efficient complaint resolution process
- KRImplement 2 new unique features based on customer feedback to enhance user engagement
- Analyze customer feedback to identify potential new features
- Roll out new features and monitor user engagement
- Develop and test 2 new features based on findings
OKRs to enhance and optimize the customer service experience
- ObjectiveEnhance and optimize the customer service experience
- KRReduce customer complaints by 15% addressing recurrent issues
- Improve customer service training focusing on problem areas
- Analyze customer feedback to identify frequent complaints
- Implement solutions to fix identified recurrent issues
- KRIncrease customer satisfaction scores by 20% through improved response times
- Hire additional customer service representatives
- Incorporate technological solutions to speed up responses
- Implement a better customer service training program
- KRImplement training to improve the customer service team's product knowledge by 100%
- Develop comprehensive product training sessions
- Implement product training and track progress
- Identify areas for product knowledge improvement within the team
OKRs to deliver the highest quality customer experience during peak season
- ObjectiveDeliver the highest quality customer experience during peak season
- KREnhance order processing efficiency by 20% to speed delivery times
- Implement automated order processing systems
- Streamline inventory management for faster access
- Train staff in efficient packing practices
- KRLower customer complaint ratio to below 2% across all channels
- Implement regular customer service training for staff
- Regularly monitor and analyze customer feedback
- Develop efficient complaint resolution processes
- KRIncrease customer satisfaction ratings by 15% through exceptional service
- Regularly gather and analyze customer feedback
- Implement regular staff training on customer service skills
- Develop and enforce high service delivery standards
OKRs to implement machine learning strategies to cut customer attrition
- ObjectiveImplement machine learning strategies to cut customer attrition
- KRDecrease monthly churn rate by 15% through the application of predictive insights
- Prioritize customer retention strategies with predictive modeling
- Enhance user engagement based on predictive insights
- Implement predictive analytics for customer behavior patterns
- KRImplement machine learning solutions in 85% of our customer-facing interactions
- Develop and test relevant ML models for these interactions
- Identify customer interactions where machine learning can be applied
- Integrate ML models into the existing customer interface
- KRIncrease accurate churn prediction rates by 25% with a refined machine learning model
- Gather and analyze data for evaluating churn rates
- Intensify machine learning training on accurate prediction
- Implement and test refined machine learning model
OKRs to enhance customer experience through improved operations and quality solutions
- ObjectiveEnhance customer experience through improved operations and quality solutions
- KRIncrease customer satisfaction rate to 90% by streamlining operational processes
- Implement updates improving service delivery speed
- Analyze current operational processes for inefficiency
- Regularly seek customer feedback to improve
- KRImprove service delivery speed by 20% to enhance customer experience
- Regularly review and optimize service workflows
- Implement efficient task management software to streamline service processes
- Train staff in speed-oriented customer service techniques
- KRAchieve a 15% reduction in customer complaint rate by enhancing solution effectiveness
- Integrate customer feedback into solution improvement strategies
- Implement comprehensive employee training on effective customer service practices
- Regularly review and optimize customer service protocols
Customer Experience 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
Quarterly OKRs should have weekly updates to get all the 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 Customer Experience OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to amplify clothing sales via social media platforms
- OKRs to create a genAI-based protocol design and study feasibility tool
- OKRs to achieve 100-unit sales without any budget
- OKRs to establish a high-performing IT team
- OKRs to enhance collaboration and stimulate thought leadership
- OKRs to significantly reduce total work hours without compromising productivity