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.
How to write your own Customer Onboarding OKRs
Option 1. Turn ideas into OKRs with Tability AI
While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here.
You can use Tability's AI generator to create tailored OKRs based on your specific context. Tability can turn your objective description into a fully editable OKR template -- including tips to help you refine your goals.
- 1. Go to Tability's plan editor
- 2. Click on the "Generate goals using AI" button
- 3. Use natural language to describe your goals
Tability will then use your prompt to generate a fully editable OKR template.
Watch the video below to see it in action 👇
Option 2. Optimise existing OKRs with Tability Feedback tool
If you already have existing goals, and you want to improve them. You can use Tability's AI feedback to help you.
- 1. Go to Tability's plan editor
- 2. Add your existing OKRs (you can import them from a spreadsheet)
- 3. Click on "Generate analysis"
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.
You can then decide to accept the suggestions or dismiss them if you don't agree.
Option 3. Use the free OKR generator
If you're just looking for some quick inspiration, you can also use our free OKR generator to get a template.
Unlike with Tability, you won't be able to iterate on the templates, but this is still a great way to get started.
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!
OKRs to boost the effectiveness of SaaS onboarding process
- ObjectiveBoost the effectiveness of SaaS onboarding process
- KRElevate customer's successful onboarding completion rate by 20%
- Introduce interactive tutorials and guides
- Implement a structured follow-up system for user assistance
- Simplify the onboarding process to decrease user confusion
- KRImprove feedback ratings on customer onboarding experience by 15%
- Implement needed improvements based on customer feedback
- Develop a comprehensive onboarding guide for new customers
- Initiate customer satisfaction surveys post-onboarding
- KRReduce the average time for onboarding completion by 30%
- Implement efficient, digital onboarding tools
- Streamline the onboarding process by removing unnecessary steps
- Offer comprehensive training for new hires
OKRs to minimize customer touchpoints during onboarding
- ObjectiveMinimize customer touchpoints during onboarding
- KRDecrease customer contact rate by 25% throughout the onboarding process
- Automate common queries using chatbots
- Implement a self-service portal for customers
- Develop a comprehensive FAQ section
- KRImplement a self-service portal to handle at least 30% of inquiries
- Promote portal usage to customers via various channels
- Train staff to update and maintain the portal's content
- Identify software for creating a user-friendly self-service portal
- KRIncrease first call resolution rate to 60% or higher
- Implement policies for effective call handling
- Regularly review and improve scripts
- Provide comprehensive training for customer service representatives
OKRs to increase business customer onboarding in customer support
- ObjectiveIncrease business customer onboarding in customer support
- KRBoost direct outreach campaigns to 20 potential business customers a week
- Identify 20 potential business customers per week
- Execute weekly outreach through phone calls or emails
- Develop personalized outreach materials for each target
- KRTrain customer support team to upsell services, increasing sales by 15%
- Implement specialized upselling training for customer support team
- Monitor, evaluate, and give feedback on performance regularly
- Introduce incentives for successful upsells
- KRConvert 30% of potential business customer inquiries into sales
- Implement a thorough and personalized follow-up system
- Develop a compelling sales pitch tailored to their specific business needs
- Provide potential customers with successful case studies and testimonials
OKRs to enhance accountability and coordination in onboarding and calls
- ObjectiveEnhance accountability and coordination in onboarding and calls
- KRDecrease new employees’ onboarding time by 25%
- Use online tools for remote onboarding
- Implement an intensive, compact structured training program
- Assign mentors to guide new hires
- KRReduce missed or late calls by 30%
- Promote accountability among team members for timely responses
- Establish a strict schedule for all calls
- Implement a reliable automated notification system for upcoming calls
- KRIncrease customer call resolution rate to 90%
- Monitor calls regularly and provide feedback
- Conduct specialized training for customer service agents
- Implement customer resolution best practice guidelines
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 increase platform onboarding efficiency
- ObjectiveIncrease platform onboarding efficiency
- KRIncrease user satisfaction rating for onboarding process to 4.5 out of 5
- KRAchieve 95% completion rate for onboarding tasks
- KRDecrease average onboarding time by 10%
- KRReduce onboarding support tickets by 20% through improved self-service resources
- Implement a user-friendly FAQ page addressing common onboarding queries and concerns
- Develop video tutorials to visually guide users through the onboarding process
- Revamp knowledge base content with clear and detailed instructions for onboarding steps
- Conduct regular surveys to gather feedback and identify areas for further improvement
Customer Onboarding 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.
How to track your Customer Onboarding OKRs
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.
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 increase savings towards the 10k annual goal OKRs to enhance team collaboration through synergizing efforts OKRs to successfully launch a small business OKRs to enhance the architecture of accounting, financial, and tax processes OKRs to foster rapid and secure high-quality code development OKRs to improve IT service desk performance and customer satisfaction