Tability is a cheatcode for goal-driven teams. Set perfect OKRs with AI, stay focused on the work that matters.
What are Customer Growth 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 Growth 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 Growth 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 Growth OKRs examples
You will find in the next section many different Customer Growth 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 account growth and customer retention
ObjectiveEnhance account growth and customer retention
KRIncrease customer base by 20% by introducing two new promotion strategies
Develop, and finalize plans for two strategic promotions- Track and analyze the promotion's response rates
- Implement the promotions across all pertinent channels
- KRInvigorate account activity by 15% through the implementation of new user engagement tactics
- Develop new features to enhance user engagement on platform
- Initiate user-focused campaigns promoting platform usage
- Implement a reward system to stimulate account activity
- KRAchieve a 10% reduction in customer churn through improved product offerings
- Analyze customer feedback to identify issues with current offerings
- Develop improved, competitive product or service features
- Implement targeted marketing campaign for revamped offerings
OKRs to increase business growth and client retention
- ObjectiveIncrease business growth and client retention
- KRIncrease quarterly revenue by 20% through cross-selling and up-selling strategies
- Monitor and optimize sales data weekly
- Develop and implement targeted marketing campaigns
- Train staff in effective cross-selling and up-selling techniques
- KRBoost customer base by 15% through intensive marketing and customer referral program
- Launch a lucrative customer referral program
- Develop and implement an intensive marketing strategy
- Regularly track and measure customer growth
- KRAchieve a 90% customer retention rate by optimizing customer service and support
- Set up a customer loyalty rewards program
- Organize regular training for customer service staff
- Implement a multi-channel customer support system
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 uplift personal growth and positivity in every life we encounter
- ObjectiveUplift personal growth and positivity in every life we encounter
- KREnsure a 40% rise in positive feedback obtaining client satisfaction and success stories
- Develop customer incentives to encourage positive feedback
- Implement a process to share client success stories
- Enhance customer service to increase satisfaction
- KRIncrease the reach of our inspirational content by 50% to accelerate influence
- Collaborate with influential bloggers for content sharing
- Boost posts on social media to reach wider audiences
- Implement SEO strategies to improve visibility
- KRDevelop and deliver 20 new personal development workshops promoting thriving life journeys
- Identify key topics for 20 personal development workshops
- Plan and execute impactful delivery strategies for the workshops
- Design engaging content and materials for each workshop
OKRs to boost customer loyalty and revenue through increased site traffic
- ObjectiveBoost customer loyalty and revenue through increased site traffic
- KRDrive a 10% increase in weekly website visitors
- Increase social media promotion of website content
- Initiate a targeted pay-per-click advertising campaign
- Implement a robust SEO strategy to improve search engine rankings
- KRAchieve a 5% month-on-month growth in customer retention rates
- Improve customer service response times
- Implement a customer loyalty reward system
- Introduce personalized marketing campaigns
- KRSecure a monthly net income growth of 5%
- Implement strategies to improve product sales
- Reduce unnecessary expenses to increase overall profit
- Optimize pricing based on market trends
OKRs to boost customer acquisition
- ObjectiveIncrease customer acquisition
- KRIncrease number of customer sign-ups by 30%
- Develop content to engage potential customers.
- Offer incentives for customers to sign up.
- Increase visibility of sign-up process on website.
- Create an email marketing campaign to target potential customers.
- KRIncrease customer lifetime value by 20%
- Create targeted email campaigns with personalized content.
- Develop a loyalty program for existing customers.
- Offer special discounts and promotions to existing customers.
- Increase customer service response times.
OKRs to boost asset growth from new and existing customers
- ObjectiveBoost asset growth from new and existing customers
- KRIncrease new customer along with asset acquisition by 30%
- Streamline onboarding process to increase customer retention
- Implement targeted marketing campaigns to attract new customers
- Promote special offers and incentives for large asset acquisition
- KRReduce asset churn rate to less than 5%
- Enhance customer engagement to foster loyalty
- Implement strategies to improve asset longevity
- Identify key causes for high asset churn rate
- KRImprove existing customer assets growth by 40%
- Enhance brand loyalty program to encourage more purchases
- Improve customer service and relationship management
- Implement cross-selling strategies to promote additional products
OKRs to achieve a 2.4X boost in revenue growth for the year
- ObjectiveAchieve a 2.4X boost in revenue growth for the year
- KRImprove lead conversion rate by 25%
- Implement effective CRM tools to manage leads efficiently
- Enhance follow-up strategies targeting prospective clients
- Provide comprehensive training to sales team on conversion tactics
- KRIncrease customer retention rate by 20%
- Improve customer service responsiveness and excellence
- Conduct regular customer satisfaction surveys and act on feedback
- Implement a customer loyalty program with incentives
- KRLaunch 2 new revenue-generating product features
- Implement marketing strategy to promote new features
- Identify potential product features that will generate revenue
- Develop and test these revenue-generating features
OKRs to accelerate revenue growth in the APAC region
- ObjectiveAccelerate revenue growth in the APAC region
- KRDevelop and retain 15% more high-value customer contracts in the region
- Implement a robust client retention strategy
- Create personalized contract offers for these customers
- Identify potential high-value customers in the region
- KRBoost sales output by 20% through the introduction of targeted marketing campaigns
- Identify target audience for each product or service
- Implement and monitor effectiveness of campaigns
- Develop customized marketing campaigns for each audience
- KRImprove upselling rate by 30% by enhancing customer service training
- Develop strategies for encouraging customer upselling
- Implement advanced customer service training for all staff
- Monitor and provide feedback on upselling techniques
OKRs to boost new customer revenue on Amazon by 50%
- ObjectiveBoost new customer revenue on Amazon by 50%
- KRElevate average customer transaction amount by 15% via upselling techniques
- Introduce loyalty programs incentivizing larger transactions
- Train staff in persuasive upselling and cross-selling techniques
- Implement product bundles to encourage higher-priced purchases
- KRIncrease advertising campaign conversion rate by 30%
- Design and implement new conversion-focused ad content
- Analyze conversion data to identify improvement areas
- Review and refine existing ad targeting strategy
- KRGrow new customer base by 20% through targeted marketing strategies
- Implement and monitor marketing efforts regularly
- Develop tailored marketing strategies for identified audience
- Identify target audience for the product or service
Customer Growth 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
We recommend using a spreadsheet for your first OKRs cycle. You'll need to get familiar with the scoring and tracking first. Then, you can scale your OKRs process by using 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 Growth OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to improve compliance reviews process
- OKRs to enhance cross-functional cooperation within our teams
- OKRs to develop and implement a global lead generation strategy with banks
- OKRs to improve financial operations for increased efficiency and effectiveness
- OKRs to develop a new in-product referrals program
- OKRs to successfully migrate on-prem applications to cloud setup