Tability is a cheatcode for goal-driven teams. Set perfect OKRs with AI, stay focused on the work that matters.
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.
The best tools for writing perfect Customer Value 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 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!
OKRs to maximize perceived value across all customer profiles
ObjectiveMaximize perceived value across all customer profiles
KRDecrease customer complaints regarding value by 15%
Offer periodic special promotions or discounts- Enhance team's communication and customer service skills
- Implement customer feedback loops for continuous product improvements
- KRAchieve 20% increase in positive feedback on customer value perception survey
- Implement comprehensive employee customer service training
- Streamline after-sales service response times
- Enhance product quality based on customer recommendations
- KRImprove product utility scores by 25% in our customer profiling analysis
- Implement changes and reassess product utility scores
- Analyze survey results, identify needed improvements
- Conduct customer surveys for feedback on product utility
OKRs to improve customer show rate to increase value time efficiency
- ObjectiveImprove customer show rate to increase value time efficiency
- KRImplement an effective appointment reminder system to decrease customer forgetfulness by 10%
- Research best appointment reminder software options
- Train staff on using the new system
- Implement follow-up strategies post-appointment
- KRReduce no-show rate by 15% through enhanced customer engagement
- Implement automated reminders for appointments via phone or email
- Initiate personal follow-ups to understand reasons for missed appointments
- Develop a loyalty program to incentivize regular attendance
- KRIncorporate a reward system to incentivize 20% more customers to show up
- Design a customer point system for frequent visits
- Publicize rewards program via social media or email
- Implement a referral bonus for existing customers
OKRs to boost the frequency of value-driven discussions
- ObjectiveBoost the frequency of value-driven discussions
- KRIncrease employee training sessions on value communication by 50%
- Monitor and report on the improvement in value communication
- Develop and execute detailed plans for additional training sessions
- Review and identify gaps in current value communication training schedules
- KRImprove customer engagement through value dialogues by 20%
- Implement personalized engagement strategies for key customers
- Evaluate and improve existing customer interaction methods
- Develop an empathetic customer communication strategy
- KREnhance value dialogue initiation among team members by at least 30%
- Incorporate regular team-building exercises or activities
- Implement training sessions for effective communication skills
- Encourage frequent brainstorming sessions across all teams
OKRs to increase customer value and engagement on all social platforms
- ObjectiveIncrease customer value and engagement on all social platforms
- KRAchieve a 20% increase in daily active users across all social media channels
- Increase frequency of user interaction across channels
- Develop and implement daily engaging content strategy
- Plan and execute targeted social media promotions
- KRAttract, retain and convert 200 new high-value customers from social media interactions
- Develop a catchy social media campaign targeting high-value clientele
- Implement a strategic customer retention program on social platforms
- Foster engagement to drive conversions through personalized offers and incentives
- KRImprove average engagement metric by 15% per social media post
- Increase frequency of posts during high engagement periods
- Utilize attractive visuals and interactive content in posts
- Optimize posts with a strong call-to-action to encourage comments, likes, shares
OKRs to maximize value delivered through our solutions
- ObjectiveMaximize value delivered through our solutions
- KRAchieve a 10% reduction in support tickets related to our solutions
- Organize regular training for customer support teams
- Implement a user-friendly FAQ section on website
- Improve user manuals and documentation
- KRImprove customer satisfaction rate for our solutions by 20%
- Implement feedback system after each service
- Increase staff training on customer service
- Enhance product/service quality levels
- KRIncrease solution adoption rate by 15%
- Provide consistent, comprehensive customer support
- Implement a user-friendly software onboarding process
- Train users on solution benefits and functionality
OKRs to increase value proposition for a staff training videogame development company
- ObjectiveIncrease value proposition for a staff training videogame development company
- KRIncrease revenue from sales of training videogames by 15%
- Enhance product features and user experience to boost customer satisfaction and loyalty
- Develop partnerships with industry influencers or organizations to expand sales reach
- Improve marketing strategies to create greater awareness and interest in training videogames
- Analyze current market trends and identify target audience for training videogames
- KRIncrease customer satisfaction rating for training videogames by 10%
- Implement gamification elements to increase engagement and enjoyment
- Conduct regular surveys to gather feedback and address customer concerns efficiently
- Improve gameplay mechanics based on customer feedback
- Enhance customer support response time and effectiveness
- KRDevelop and launch at least 2 new interactive and engaging staff training videogames
- Design and develop user-friendly interfaces for seamless gameplay experience
- Test and debug the games thoroughly to ensure optimal performance and functionality
- Research and identify suitable game development platforms and tools
- Collaborate with subject matter experts to create engaging content for the games
- KRIncrease client retention rate by 20% through effective value proposition communication
- Conduct a comprehensive market research on clients' needs and preferences
- Implement regular client feedback surveys to continuously improve value proposition alignment
- Train all sales and customer service teams on effective value proposition communication
- Develop clear and concise value proposition statements for each target client segment
OKRs to accelerate growth to reach a $33 mln yearly revenue target
- ObjectiveAccelerate growth to reach a $33 mln yearly revenue target
- KRImprove upselling strategies to boost average order value by 10%
- Train staff on effective upselling and cross-selling techniques
- Develop limited-time promotional offers to encourage larger purchases
- Implement product recommendation algorithms on the website
- KRAcquire 15 new high-value customers
- Develop a targeted marketing strategy for potential high-value customers
- Implement a customer referral program with enticing incentives
- Enhance sales presentations to highlight value and benefits
- KRIncrease monthly sales revenue by 20%
- Implement an upselling strategy into daily sales efforts
- Enhance marketing efforts to broaden customer reach
- Improve customer retention through loyalty programs
OKRs to increase sales and profitability for sellers in the next quarter
- ObjectiveIncrease sales and profitability for sellers in the next quarter
- KRIncrease the number of new customers acquired by sellers by 20%
- Enhance customer referral program to incentivize existing customers to refer new buyers
- Develop and implement targeted marketing campaigns to attract new potential customers
- Analyze and optimize online presence to increase visibility and attract new customers
- Improve sales training program to enhance sellers' prospecting and customer acquisition skills
- KRAchieve a 10% increase in average order value per customer
- Analyze customer preferences and identify potential products to upsell
- Train sales team to effectively communicate and emphasize the value of additional products
- Improve website design and layout to promote cross-selling and product bundling
- Implement targeted promotions and discounts to encourage higher order values
- KRImplement and optimize targeted marketing campaigns resulting in 15% higher conversion rates
- Continuously test and refine marketing strategies to achieve 15% higher conversion rates
- Conduct market research to identify target audience and their preferences
- Utilize data analytics to measure campaign effectiveness and make necessary adjustments
- Create personalized and tailored content for each target segment
- KRImprove seller satisfaction rating to an average of 4.5 out of 5
- Implement a feedback system to gather seller ratings and reviews regularly
- Provide comprehensive seller training programs to enhance product knowledge and customer service skills
- Analyze seller feedback data to identify recurring issues and proactively resolve them to improve satisfaction
- Assign dedicated account managers to build stronger relationships and address seller concerns promptly
OKRs to enhance product value and user discovery speed
- ObjectiveEnhance product value and user discovery speed
- KRIncrease customer satisfaction rate by 20% through product enhancements
- Conduct regular quality checks for product enhancements
- Implement customer feedback into product improvement plans
- Train customer service to address product-related queries effectively
- KRIncrease product conversion rate by 10% through user-centric design improvements
- Research market trends and consumer preferences in product design
- Implement design changes based on research data
- Test and analyze results for design improvements
- KRLower average time-to-value for new users by 15% with improved onboarding process
- Implement a well-structured induction program for new users
- Create engaging, user-friendly tutorial videos for swift learning
- Simplify the initial login process for user convenience
OKRs to amplify our brand's unique value and differentiate from competitors
- ObjectiveAmplify our brand's unique value and differentiate from competitors
- KREnhance product features derived from USPs, resulting in a 10% rise in sales
- Monitor sales increase post-enhancements
- Identify and analyse unique selling points (USPs) of our product
- Implement enhancements based on researched USPs
- KRImplement customer feedback system to improve product/service differentiation by 20%
- Collaborate with IT team for system development and deployment
- Identify needed features for a comprehensive customer feedback system
- Train staff on how to properly utilise and interpret feedback data
- KRDevelop and launch a value-focused marketing campaign targeting 15% increase in brand awareness
- Identify key brand values to emphasize in campaign messaging
- Design and produce value-focused marketing materials
- Execute marketing campaign through various channels for optimal reach
Customer Value 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
Your quarterly OKRs should be tracked weekly if you want 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 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 Value OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to successfully launch MVP of new module suite
- OKRs to author comprehensive ADRs for Google Cloud Platform at FinTech company
- OKRs to master JavaScript fundamentals and apply them in real-life coding projects
- OKRs to increase customer value and engagement on all social platforms
- OKRs to increase hot leads through targeted LinkedIn ad campaign
- OKRs to establish 2024 as the milestone target year