11 customisable OKR examples for Customer Value

What are Customer Value 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 Value 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 Value 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 Value OKRs examples

You will find in the next section many different Customer Value 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!

1OKRs to maximize perceived value across all customer profiles

  • ObjectiveMaximize perceived value across all customer profiles
  • Key ResultDecrease customer complaints regarding value by 15%
  • TaskOffer periodic special promotions or discounts
  • TaskEnhance team's communication and customer service skills
  • TaskImplement customer feedback loops for continuous product improvements
  • Key ResultAchieve 20% increase in positive feedback on customer value perception survey
  • TaskImplement comprehensive employee customer service training
  • TaskStreamline after-sales service response times
  • TaskEnhance product quality based on customer recommendations
  • Key ResultImprove product utility scores by 25% in our customer profiling analysis
  • TaskImplement changes and reassess product utility scores
  • TaskAnalyze survey results, identify needed improvements
  • TaskConduct customer surveys for feedback on product utility

2OKRs to improve customer show rate to increase value time efficiency

  • ObjectiveImprove customer show rate to increase value time efficiency
  • Key ResultImplement an effective appointment reminder system to decrease customer forgetfulness by 10%
  • TaskResearch best appointment reminder software options
  • TaskTrain staff on using the new system
  • TaskImplement follow-up strategies post-appointment
  • Key ResultReduce no-show rate by 15% through enhanced customer engagement
  • TaskImplement automated reminders for appointments via phone or email
  • TaskInitiate personal follow-ups to understand reasons for missed appointments
  • TaskDevelop a loyalty program to incentivize regular attendance
  • Key ResultIncorporate a reward system to incentivize 20% more customers to show up
  • TaskDesign a customer point system for frequent visits
  • TaskPublicize rewards program via social media or email
  • TaskImplement a referral bonus for existing customers

3OKRs to boost the frequency of value-driven discussions

  • ObjectiveBoost the frequency of value-driven discussions
  • Key ResultIncrease employee training sessions on value communication by 50%
  • TaskMonitor and report on the improvement in value communication
  • TaskDevelop and execute detailed plans for additional training sessions
  • TaskReview and identify gaps in current value communication training schedules
  • Key ResultImprove customer engagement through value dialogues by 20%
  • TaskImplement personalized engagement strategies for key customers
  • TaskEvaluate and improve existing customer interaction methods
  • TaskDevelop an empathetic customer communication strategy
  • Key ResultEnhance value dialogue initiation among team members by at least 30%
  • TaskIncorporate regular team-building exercises or activities
  • TaskImplement training sessions for effective communication skills
  • TaskEncourage frequent brainstorming sessions across all teams

4OKRs to increase customer value and engagement on all social platforms

  • ObjectiveIncrease customer value and engagement on all social platforms
  • Key ResultAchieve a 20% increase in daily active users across all social media channels
  • TaskIncrease frequency of user interaction across channels
  • TaskDevelop and implement daily engaging content strategy
  • TaskPlan and execute targeted social media promotions
  • Key ResultAttract, retain and convert 200 new high-value customers from social media interactions
  • TaskDevelop a catchy social media campaign targeting high-value clientele
  • TaskImplement a strategic customer retention program on social platforms
  • TaskFoster engagement to drive conversions through personalized offers and incentives
  • Key ResultImprove average engagement metric by 15% per social media post
  • TaskIncrease frequency of posts during high engagement periods
  • TaskUtilize attractive visuals and interactive content in posts
  • TaskOptimize posts with a strong call-to-action to encourage comments, likes, shares

5OKRs to maximize value delivered through our solutions

  • ObjectiveMaximize value delivered through our solutions
  • Key ResultAchieve a 10% reduction in support tickets related to our solutions
  • TaskOrganize regular training for customer support teams
  • TaskImplement a user-friendly FAQ section on website
  • TaskImprove user manuals and documentation
  • Key ResultImprove customer satisfaction rate for our solutions by 20%
  • TaskImplement feedback system after each service
  • TaskIncrease staff training on customer service
  • TaskEnhance product/service quality levels
  • Key ResultIncrease solution adoption rate by 15%
  • TaskProvide consistent, comprehensive customer support
  • TaskImplement a user-friendly software onboarding process
  • TaskTrain users on solution benefits and functionality

6OKRs to increase value proposition for a staff training videogame development company

  • ObjectiveIncrease value proposition for a staff training videogame development company
  • Key ResultIncrease revenue from sales of training videogames by 15%
  • TaskEnhance product features and user experience to boost customer satisfaction and loyalty
  • TaskDevelop partnerships with industry influencers or organizations to expand sales reach
  • TaskImprove marketing strategies to create greater awareness and interest in training videogames
  • TaskAnalyze current market trends and identify target audience for training videogames
  • Key ResultIncrease customer satisfaction rating for training videogames by 10%
  • TaskImplement gamification elements to increase engagement and enjoyment
  • TaskConduct regular surveys to gather feedback and address customer concerns efficiently
  • TaskImprove gameplay mechanics based on customer feedback
  • TaskEnhance customer support response time and effectiveness
  • Key ResultDevelop and launch at least 2 new interactive and engaging staff training videogames
  • TaskDesign and develop user-friendly interfaces for seamless gameplay experience
  • TaskTest and debug the games thoroughly to ensure optimal performance and functionality
  • TaskResearch and identify suitable game development platforms and tools
  • TaskCollaborate with subject matter experts to create engaging content for the games
  • Key ResultIncrease client retention rate by 20% through effective value proposition communication
  • TaskConduct a comprehensive market research on clients' needs and preferences
  • TaskImplement regular client feedback surveys to continuously improve value proposition alignment
  • TaskTrain all sales and customer service teams on effective value proposition communication
  • TaskDevelop clear and concise value proposition statements for each target client segment

7OKRs to accelerate growth to reach a $33 mln yearly revenue target

  • ObjectiveAccelerate growth to reach a $33 mln yearly revenue target
  • Key ResultImprove upselling strategies to boost average order value by 10%
  • TaskTrain staff on effective upselling and cross-selling techniques
  • TaskDevelop limited-time promotional offers to encourage larger purchases
  • TaskImplement product recommendation algorithms on the website
  • Key ResultAcquire 15 new high-value customers
  • TaskDevelop a targeted marketing strategy for potential high-value customers
  • TaskImplement a customer referral program with enticing incentives
  • TaskEnhance sales presentations to highlight value and benefits
  • Key ResultIncrease monthly sales revenue by 20%
  • TaskImplement an upselling strategy into daily sales efforts
  • TaskEnhance marketing efforts to broaden customer reach
  • TaskImprove customer retention through loyalty programs

8OKRs to increase sales and profitability for sellers in the next quarter

  • ObjectiveIncrease sales and profitability for sellers in the next quarter
  • Key ResultIncrease the number of new customers acquired by sellers by 20%
  • TaskEnhance customer referral program to incentivize existing customers to refer new buyers
  • TaskDevelop and implement targeted marketing campaigns to attract new potential customers
  • TaskAnalyze and optimize online presence to increase visibility and attract new customers
  • TaskImprove sales training program to enhance sellers' prospecting and customer acquisition skills
  • Key ResultAchieve a 10% increase in average order value per customer
  • TaskAnalyze customer preferences and identify potential products to upsell
  • TaskTrain sales team to effectively communicate and emphasize the value of additional products
  • TaskImprove website design and layout to promote cross-selling and product bundling
  • TaskImplement targeted promotions and discounts to encourage higher order values
  • Key ResultImplement and optimize targeted marketing campaigns resulting in 15% higher conversion rates
  • TaskContinuously test and refine marketing strategies to achieve 15% higher conversion rates
  • TaskConduct market research to identify target audience and their preferences
  • TaskUtilize data analytics to measure campaign effectiveness and make necessary adjustments
  • TaskCreate personalized and tailored content for each target segment
  • Key ResultImprove seller satisfaction rating to an average of 4.5 out of 5
  • TaskImplement a feedback system to gather seller ratings and reviews regularly
  • TaskProvide comprehensive seller training programs to enhance product knowledge and customer service skills
  • TaskAnalyze seller feedback data to identify recurring issues and proactively resolve them to improve satisfaction
  • TaskAssign dedicated account managers to build stronger relationships and address seller concerns promptly

9OKRs to enhance product value and user discovery speed

  • ObjectiveEnhance product value and user discovery speed
  • Key ResultIncrease customer satisfaction rate by 20% through product enhancements
  • TaskConduct regular quality checks for product enhancements
  • TaskImplement customer feedback into product improvement plans
  • TaskTrain customer service to address product-related queries effectively
  • Key ResultIncrease product conversion rate by 10% through user-centric design improvements
  • TaskResearch market trends and consumer preferences in product design
  • TaskImplement design changes based on research data
  • TaskTest and analyze results for design improvements
  • Key ResultLower average time-to-value for new users by 15% with improved onboarding process
  • TaskImplement a well-structured induction program for new users
  • TaskCreate engaging, user-friendly tutorial videos for swift learning
  • TaskSimplify the initial login process for user convenience

10OKRs to amplify our brand's unique value and differentiate from competitors

  • ObjectiveAmplify our brand's unique value and differentiate from competitors
  • Key ResultEnhance product features derived from USPs, resulting in a 10% rise in sales
  • TaskMonitor sales increase post-enhancements
  • TaskIdentify and analyse unique selling points (USPs) of our product
  • TaskImplement enhancements based on researched USPs
  • Key ResultImplement customer feedback system to improve product/service differentiation by 20%
  • TaskCollaborate with IT team for system development and deployment
  • TaskIdentify needed features for a comprehensive customer feedback system
  • TaskTrain staff on how to properly utilise and interpret feedback data
  • Key ResultDevelop and launch a value-focused marketing campaign targeting 15% increase in brand awareness
  • TaskIdentify key brand values to emphasize in campaign messaging
  • TaskDesign and produce value-focused marketing materials
  • TaskExecute marketing campaign through various channels for optimal reach

11OKRs to boost invoice value for slurry pumps and spares to $800,000

  • ObjectiveBoost invoice value for slurry pumps and spares to $800,000
  • Key ResultImprove sales closure rate by 20% through targeted sales initiatives
  • TaskDevelop specific proposals tailored for each potential customer's needs
  • TaskUtilize data analytics to identify and target high conversion rate customers
  • TaskImplement a continuous training program to sharpen sales team's closing skills
  • Key ResultIncrease average order value to $4,000 by upselling related products
  • TaskTrain sales team on effective upselling techniques
  • TaskDevelop recommendations for related, higher-priced products
  • TaskImplement upselling strategies during post-sale follow-up
  • Key ResultAchieve 200 customer orders for slurry pumps and spare parts
  • TaskDevelop a detailed marketing plan targeting potential customers
  • TaskBoost online presence via SEO and social media advertising
  • TaskInitiate contact with relevant industry influencers for partnerships

Customer Value 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 DashboardTability'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 Insights DashboardTability'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 Value 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 TabilityTability'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 Value OKR templates

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

OKRs resources

Here are a list of resources to help you adopt the Objectives and Key Results framework.

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.

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