6 customisable OKR examples for Customer Onboarding

What are Customer Onboarding 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 Onboarding 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.

Building your own Customer Onboarding 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 Customer Onboarding OKRs examples

You will find in the next section many different Customer Onboarding 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 boost the effectiveness of SaaS onboarding process

2. OKRs to minimize customer touchpoints during onboarding

3. OKRs to increase business customer onboarding in customer support

4. OKRs to enhance accountability and coordination in onboarding and calls

5. OKRs to enhance our SaaS reference base

6. OKRs to increase platform onboarding efficiency

Customer Onboarding 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's audit dashboard will highlight opportunities to improve OKRs

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's check-ins will save you hours and increase transparency

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 Customer Onboarding OKRs in a strategy map

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

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.

Tability's Strategy Map makes it easy to see all your org's OKRs

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 Customer Onboarding OKR templates

We have more templates to help you draft your team goals and OKRs.

• OKRs to improve project delivery margins while keeping existing customers happy
  project-managersproject-management
• OKRs to enhance inbound strategy to boost agency recruitment and VA services
  inbound-strategyconversion-ratecontent-developerseo-specialistcontent-development-teamsearch-engine-optimization-team
• OKRs to enhance analytical thinking and problem-solving skills
  analytical-thinkingproblem-solvingbusiness-analystproject-managerdata-analysis-teamproject-management-team
• OKRs to create a more welcoming and comfortable clinic waiting area
  patient-satisfactionwaiting-areaclinic-administratorinterior-designerfacilities-managementcustomer-service
• OKRs to develop a compelling game that engages and captivates players
  user-experiencegameplay-designgame-designeruser-researchergame-development-teamuser-research-team
• OKRs to successfully implement a coherent MYEO Theory of Change Framework
  theory-of-change-frameworkuser-acceptanceresearch-analystuser-training-supervisorresearch-teamuser-experience-team

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