15 customisable OKR examples for Customer Research Team
What are Customer Research Team 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 Research Team 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 Research Team 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 Research Team OKRs examples
You will find in the next section many different Customer Research Team 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 develop a comprehensive new customer database
Develop a comprehensive new customer database
Achieve 100% data entry accuracy for new customer database
Train team on high-standard data entry protocols
Implement stringent data verification processes
Use software to identify and correct errors
Identify 500 potential customers for inclusion in new customer database
Gather contact details for decision-makers at these companies
Research industries relevant to our product/service
Compile a list of companies within these industries
Collect accurate contact and preference information from 100% of identified customers
Implement a system to regularly update customer data
Train staff on preference elicitation techniques
Develop a standardized customer information collection form
2. OKRs to enhance product-market fit by conducting customer research and implementing user feedback
Improve product-market fit by leveraging customer research and user feedback
Measure the impact of the improvements on product-market fit by tracking user metrics
Conduct in-depth interviews with 50 potential and existing customers
Implement the top 3 product improvements within 3 weeks
Analyze user feedback and identify the top 3 product improvements
3. OKRs to launch machine learning product on website
Launch machine learning product on website
Generate at least 100 sign-ups for the machine learning product through website registration
Collaborate with influencers or industry experts to promote the machine learning product
Implement targeted online advertising campaigns to drive traffic to the website
Optimize website registration page to increase conversion rate
Run referral programs and offer incentives to encourage users to refer others
Generate a revenue of $50,000 from sales of the machine learning product
Implement effective online advertising and social media campaigns to reach potential customers
Identify target market and create a comprehensive marketing strategy for machine learning product
Train sales team and provide them with necessary resources to effectively promote machine learning product
Conduct market research to determine competitive pricing and set optimal price point
Increase website traffic by 20% through targeted marketing campaigns
Optimize website content with relevant keywords to improve organic search rankings
Conduct extensive keyword research to identify high-performing search terms
Develop and implement targeted advertising campaigns on social media platforms
Collaborate with industry influencers to gain exposure and drive traffic to the website
Achieve a customer satisfaction rating of 4 out of 5 through user feedback surveys
Analyze feedback survey data to identify areas for improvement and prioritize actions
Continuously monitor customer satisfaction ratings and adjust strategies as needed for improvement
Implement changes and improvements based on user feedback to enhance customer satisfaction
Develop and distribute user feedback surveys to gather customer satisfaction ratings
4. OKRs to boost customer loyalty and extend business footprint
Boost customer loyalty and extend business footprint
Launch 2 brand-new offerings for current customers
Conduct market research to test and validate the ideas
Develop creative and unique ideas for new product offerings
Initiate marketing campaigns to promote new offerings
Increase customer retention rate by 15%
Implement a customer loyalty rewards program
Improve after-sale follow-up and customer service interactions
Create personalized re-engagement strategies for inactive customers
Achieve a 20% growth in cross-selling opportunities with existing clients
Develop targeted cross-selling strategies and tactics
Analyze existing customers' purchase patterns and needs
Train team on effective cross-selling techniques
5. OKRs to implement a robust loyalty feature in the banking app
Implement a robust loyalty feature in the banking app
Achieve a 25% user participation rate in the loyalty program post-launch
Develop engaging promotional materials for loyalty program
Implement incentivized referrals to boost user rates
Establish effective communication channels for advertising
Test the prototype with 200 customers and achieve at least 85% satisfaction rate
Gather and analyze customer satisfaction data
Execute the prototype testing strategy
Select 200 customers for prototype testing
Design and develop a user-friendly loyalty feature prototype by end of month one
Develop minimum viable prototype
Sketch initial design of the prototype
Conduct research on successful user-friendly loyalty features
6. OKRs to increase Atlassian partnership conditions by region
Increase Atlassian partnership conditions by region
Achieve a customer satisfaction rating of 4.5 or higher for Atlassian partnerships in each region
Implement action plans to address client feedback and improve customer satisfaction scores
Conduct customer satisfaction surveys with Atlassian partnership clients in each region
Analyze survey results to identify areas for improvement and develop action plans
Monitor and track customer satisfaction ratings regularly to ensure continuous improvement
Improve partner enablement resources utilization rate by 20%
Increase revenue generated through Atlassian partnerships in each region by 10%
Conduct market research to identify potential untapped regions for Atlassian partnerships
Develop a targeted marketing strategy to attract new partners and expand reach
Strengthen relationship with existing partners through regular communication and collaboration
Offer incentives and discounts to encourage partners to increase sales and revenue
Increase the number of Atlassian partners in each region by 15%
Provide incentives and benefits for current partners to refer new partners
Collaborate with local business associations to identify and onboard potential Atlassian partners
Enhance the partner onboarding process to facilitate easy and quick registration
Improve marketing campaigns to attract new potential Atlassian partners in each region
7. OKRs to enhance efficiency in handling travel time requests
Enhance efficiency in handling travel time requests
Read and analyze 10 research articles per week to improve response quality
Schedule dedicated time blocks for reading
Write analysis notes for each article
Identify 10 relevant research articles each week
Reduce average response time for requests to two business days
Monitor and improve the current request workflow
Implement an efficient ticketing system for quicker request assignment
Train staff to prioritize and process requests effectively
Increase request resolution rate to 95%
Improve the training of customer service representatives
Implement effective resolution procedures and guidelines
Monitor closely and optimize resolution metrics
8. OKRs to enhance the quality and comprehensibility of technical documentation
Enhance the quality and comprehensibility of technical documentation
Improve user-satisfaction score regarding documentation clarity by 25%
Revise and simplify technical language in existing documentation
Collect user feedback regularly to pinpoint confusion
Input visual aids to enhance document comprehensibility
Increase documentation completeness by 30%
Conduct comprehensive review of existing documents for gaps
Allocate resources for completing incomplete documents
Establish system to maintain document updates
Conduct bi-weekly documentation review and update to ensure current and error-free information
Evaluate and rectify any errors in the documentation
Update outdated sections of the document
Set a bi-weekly schedule for documentation reviews
Reduce customer support queries about product functionality by 20%
Conduct regular user experience testing for feedback
Launch an online FAQ page on product functionality
Improve product user manual for clarity and comprehensiveness
9. OKRs to increase outsourcing sales performance
Increase outsourcing sales performance
Reduce the average sales cycle time for outsourcing deals by 20%
Conduct regular training sessions to enhance negotiation skills and close deals more efficiently
Improve efficiency by implementing automation tools and standardized templates for contract and proposal preparation
Streamline communication channels and establish clear guidelines to expedite decision-making processes
Analyze and optimize the sales pipeline by identifying bottlenecks and removing unnecessary steps
Achieve a 10% increase in the number of new outsourcing clients acquired
Enhance online presence through search engine optimization and increased social media engagement
Provide exceptional customer service to existing clients to encourage referrals and positive reviews
Offer discounted introductory rates or incentives to attract new outsourcing clients
Implement targeted digital marketing campaigns to reach potential outsourcing clients
Improve customer satisfaction ratings for outsourcing services to 90%
Continuously review and refine processes to streamline operations and exceed customer expectations
Conduct customer satisfaction surveys regularly to gather feedback and identify areas for improvement
Implement a robust training program for outsourcing service agents to enhance their skills
Establish clear communication channels and respond promptly to customer inquiries and concerns
Increase the average value of each outsourcing contract by 15%
Analyze past successful outsourcing contracts to identify factors that contribute to higher values
Train sales team on effectively communicating the value proposition of higher value outsourcing contracts
Develop targeted marketing campaigns highlighting the added value and benefits of outsourcing services
Conduct market research to identify areas where higher value outsourcing contracts are prevalent
10. OKRs to enhance research and response strategies for agency requests
Enhance research and response strategies for agency requests
Achieve a 95% satisfaction rate in agency feedback on request handling
Introduce a resolution policy for negative feedback
Regularly assess and improve request handling processes
Implement customer service training for agency staff
Respond to 98% of requests from contracted agencies within 48 hours
Prioritize urgent requests from contracted agencies
Track and monitor response times to requests
Allocate specific time daily to address agency requests
Improve request research effectiveness, reducing turnaround time by 15%
Implement a standardized research protocol to increase efficiency
Train staff to boost research productivity and accuracy
Prioritize and categorize requests to expedite processing
11. OKRs to boost customer base and broaden our market influence
Boost customer base and broaden our market influence
Achieve 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
Penetrate 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
Secure 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
12. OKRs to increase AliExpress purchases
Increase AliExpress purchases
Research trending products weekly
Browse popular e-commerce sites for current top-selling items
Analyze Google Trends data for rising product searches
Follow relevant industry influencers and note product recommendations
Place orders for at least 5 items per week
Review product availability and pricing from suppliers
Submit at least 5 orders to suppliers each week
Compile a list of desired products for purchase weekly
Track delivery times and customer satisfaction
Set up a system to record and monitor delivery times
Analyze collected data and develop improvement strategies
Create customer satisfaction surveys after product delivery
13. OKRs to enhance audience segmentation and customer journey strategies
Enhance audience segmentation and customer journey strategies
Increase customer conversion rate by 10% for each defined segment
Offer incentives or rewards to repeat customers
Enhance user experience on the company website
Implement personalized marketing strategies for each target segment
Develop and implement 4 tailored customer journey maps for selected segments
Develop tailored journey maps for each segment
Identify four key customer segments for journey mapping
Implement and monitor journey maps
Define 5 new distinct customer segments based on market research data
Identify and document five unique customer behavior clusters
Analyze market research data for customer behavior patterns
Create detailed profiles for each identified customer segment
14. OKRs to drive 110% growth in MRR for our new product
Drive 110% growth in MRR for our new product
Enhance customer retention rate for the new product by 15%
Achieve a 10% increase in average revenue per customer for the new product
Analyze pricing strategy and competitive landscape to optimize product pricing for maximum revenue
Conduct market research to identify key customer segments and their willingness to pay
Develop targeted marketing campaigns to increase product adoption and upsell opportunities
Provide additional training and resources to sales team to effectively communicate product value
Generate a 30% growth in upsell and cross-sell revenue from the new product
Develop targeted marketing campaigns to promote the upsell and cross-sell options of the new product
Implement customer feedback mechanisms to continuously improve upsell and cross-sell strategies for the new product
Train sales teams on effectively presenting and selling the upsell and cross-sell options for the new product
Conduct thorough market research to identify potential upsell and cross-sell opportunities for the new product
Increase the number of paying customers for the new product by 20%
Implement targeted online advertising to reach a wider audience
Offer enticing promotional discounts to encourage immediate purchase
Leverage social media platforms for customer engagement and word-of-mouth marketing
Enhance product features and benefits to increase perceived value
15. OKRs to successfully penetrate and gain market share in a new market
Successfully penetrate and gain market share in a new market
Acquire 100 new customers through effective lead generation strategies in the new market
Develop compelling lead magnets tailored to the needs and preferences of potential customers
Implement targeted online advertising campaigns to capture the attention of the new market
Build strategic partnerships and collaborations to expand reach and attract new customers
Conduct market research to identify target audience and demographics in the new market
Generate $500,000 in revenue from sales of the new product in the new market
Establish partnerships or distribution channels to reach a wider audience in the new market
Develop a comprehensive marketing strategy to effectively promote the new product
Conduct market research to identify potential customers and understand their needs
Monitor sales data and adjust pricing or strategies accordingly to maximize revenue
Increase brand awareness by achieving 50,000 impressions through targeted advertising campaigns
Achieve a customer satisfaction rating of 90% or higher through post-purchase surveys
Customer Research Team 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 Insights Dashboard](https://tability-templates-v2.vercel.app/_next/static/media/tability-insights-board.e70f9466.png)
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 Insights Dashboard](https://tability-templates-v2.vercel.app/_next/static/media/checkins-graph.b2aec458.png)
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 Research Team OKRs in a strategy map
Your quarterly OKRs should be tracked weekly in order to get all the benefits of the OKRs 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 a proper OKR platform to make things easier.
![A strategy map in Tability](https://tability-templates-v2.vercel.app/_next/static/media/tability_strategy_map.2ad25843.png)
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 Research Team OKR templates
We have more templates to help you draft your team goals and OKRs.
OKRs to enhance frontend development abilities using React
OKRs to increase revenue through add-ons and seamless integrations
OKRs to successfully migrate to GitLab
OKRs to streamline operations for cost efficiency
OKRs to drive continuous improvement in performance and efficiency
OKRs to achieve an A grade in English
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
What's next? Try Tability's goal-setting AI
You can create an iterate on your OKRs using Tability's unique goal-setting AI.
Watch the demo below, then hop on the platform for a free trial.