15 customisable OKR examples for Customers
What are Customers 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 Customers 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 Customers 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 Customers OKRs examples
You will find in the next section many different Customers 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 ensure all RFM customers receive immediate sales team attention
Ensure all RFM customers receive immediate sales team attention
Increase weekly sales team visits to RFM customers by 50%
Implement incentives for increased visit frequency to RFM customers
Hire additional sales team members to handle increased visits
Arrange additional transportation resources for sales team
Reduce customer response time to under 24 hours for all RFM customers
Incorporate an automated email response system
Introduce mandatory customer service training sessions
Implement a dedicated RFM customer service team
Achieve a 100% contact rate with RFM customers needing immediate attention
Identify RFM customers requiring urgent attention
Develop an effective, personalized contact strategy
Implement the contact strategy across all communication channels
2. OKRs to enhance protection of vulnerable customers against fraud
Enhance protection of vulnerable customers against fraud
Train 100% of customer service representatives on fraud detection and prevention
Monitor and evaluate participants' understanding and application
Develop comprehensive fraud detection and prevention training program
Schedule mandatory training sessions for all representatives
Decrease fraud incidents among vulnerable customers by 40%
Implement stronger identity verification measures for customer transactions
Enhance fraud detection software to identify suspicious activities
Develop fraud awareness and prevention training for staff
Implement a guided session program for 90% of identified vulnerable customers
Identify customers who are deemed vulnerable
Develop guided session program tailored to their needs
Train staff in delivering the program
3. OKRs to reconnect with old customers for exciting deals
Reconnect with old customers for exciting deals
Analyze and categorize 500 customers' buying patterns and preferences by week two
Gather data on 500 customers' purchase histories
Analyze purchasing patterns and personal preferences
Categorize findings before end of week two
Achieve 30% successful re-engagement with previous customers through new deals
Deploy tailored email marketing campaigns to the target group
Analyze feedback and adjust strategy as required
Develop attractive promotional deals tailored for previous customers
Craft personalized communication with 60% identified customers offering new deals
4. OKRs to enhance the effectiveness of vulnerability management services for customers
Enhance the effectiveness of vulnerability management services for customers
Increase customer satisfaction rate by 20% through improved service response time
Adopt a robust customer relationship management software
Implement efficient customer service training for all staff members
Regularly review and improve service protocols
Train 90% of the team on advanced vulnerability management techniques to improve service quality
Identify team members lacking in advanced vulnerability management skills
Arrange training sessions on advanced vulnerability management techniques
Evaluate and track the team members' progress post-training
Implement a new vulnerability detection tool to reduce undetected threats by 15%
Train relevant staff on tool operation and interpretation
Monitor and periodically evaluate tool efficacy
Research and select a suitable vulnerability detection tool
5. OKRs to turn customers into advocates
Our customers are championing our product and services
Get 100 reviews on G2 or Capterra
Identify happy users through NPS feedback
We have published 10 customer success stories
We get 20 leads every week coming from our referral program
Build a partner community
Create supporting material for our partners
6. OKRs to successful launch of the new service to all customers
Successful launch of the new service to all customers
Secure a 95% satisfaction rate from pilot service users
Implement immediate feedback mechanism after service use
Provide user support and quick problem resolution
Consistently improve service based on user feedback
Finalize user-friendly instructions for seamless service adoption
Review and revise current service instructions for clarity
Implement necessary changes and finalize the instructions
Test instructions with a small group of users for feedback
Achieve a 70% customer adoption rate of the new service
Develop clear, compelling marketing materials for the new service
Implement a comprehensive training program for customer education
Offer incentives for early adoption of the new service
7. OKRs to inspire customers with relevant homepage content to drive app revisits
Inspire customers with relevant homepage content to drive app revisits
Increase homepage content personalization by 30% to improve user relevance
Perform A/B testing on personalized homepage layouts
Analyze user data to understand personal preferences
Implement AI-based recommendations for user-specific content
Elevate returning user rate by 20% through engaging homepage enhancements
Optimize homepage loading speed and responsiveness
Conduct usability testing to identify improvements
Implement engaging personalized content on the homepage
Measure a 25% uplift in average time users spend on the app
Develop strategies to increase user engagement by 25%
Implement analytics tracking for user activity on the app
Analyze current average usage time per user
8. OKRs to boost usage rates of our key product among existing customers
Boost usage rates of our key product among existing customers
Gather and analyse customer feedback for the product to improve it by 10%
Implement changes based on the analyzed feedback
Analyze received feedback for common issues and suggestions
Send out surveys to customers to collect feedback on the product
Achieve a 15% increase in product usage among current customers
Implement a customer engagement campaign via email and social media
Provide incentives for increased product use, like discounts or rewards
Enhance product features based on user feedback and announce updates
Execute 3 product education webinars reaching at least 50% of current customers
Review webinar attendance and feedback for improvement
Identify topics that spark customer interest for each webinar
Market webinars to current customers via email and social media
9. OKRs to implement fraud reporting applications for customers
Implement fraud reporting applications for customers
Launch application and achieve 30% adoption among active customers within one month
Initiate a marketing campaign for app awareness
Offer attractive incentives for initial app adopters
Develop a user-friendly and appealing app interface
Test application with 100 users within three weeks of prototype completion
Finalize prototype for application testing
Recruit 100 users for application testing
Conduct application testing within three weeks
Develop a prototype for the fraud reporting application in two weeks
Develop a functional prototype within the deadline
Conduct and document initial usability tests
Outline necessary features for the fraud reporting app
10. OKRs to engage customers with allurements and cost-saving opportunities
Engage customers with allurements and cost-saving opportunities
Increase website click-through rate on offers by 20%
Optimize landing pages to highlight specific offers
Enhance website load speed and mobile optimization
Implement A/B testing to improve advertisement efficiency
Increase subscription to email newsletters for special offers by 15%
Implement a referral program for existing subscribers
Create engaging content to encourage newsletter sign-ups
Optimize website for user-friendly newsletter sign-ups
Elevate redeemed coupon rate by 25%
Create appealing, well-targeted marketing emails for current and potential customers
Simplify the coupon redemption process for customers
Improve and diversify coupon incentives
11. OKRs to accelerate growth to reach a $33 mln yearly revenue target
Accelerate growth to reach a $33 mln yearly revenue target
Improve 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
Acquire 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
Increase 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
12. OKRs to enhance homepage with contextually relevant content to engage customers
Enhance homepage with contextually relevant content to engage customers
A/B test and improve homepage layout for better content visibility by 15%
Identify elements on homepage for A/B testing
Implement A/B testing with different layouts
Analyze results and adjust layout accordingly
Implement content personalization for 70% of homepage visitors
Set up tracking and analytics for homepage visits
Develop personalized content based on user profiles
Identify audience characteristics and create user profiles
Increase customer engagement rate on homepage by 25%
Implement interactive elements like quizzes or surveys on the homepage
Improve website loading speed for superior user experience
Personalize the homepage based on user's preferences
13. OKRs to increase sales and retain customers
Increase sales and retain customers
Achieve a customer satisfaction rating of 90% by providing excellent service
Implement regular customer surveys to gather feedback and identify areas for improvement
Establish a customer service monitoring system to ensure consistency and quality of service
Recognize and reward employees who consistently exceed customer expectations to motivate and inspire
Train staff in effective communication and problem-solving skills to enhance customer interactions
Enhance customer loyalty by increasing repeat purchases by 20%
Send personalized, targeted promotions via email to encourage repeat purchases
Gather customer feedback and make necessary improvements to enhance overall customer experience
Implement a customer rewards program to incentivize repeat purchases
Provide exceptional customer service to ensure customer satisfaction and encourage loyalty
Increase new sales by 50% through targeted marketing campaigns
Utilize social media and online advertising channels to reach the identified target demographics
Track and analyze campaign performance regularly to optimize strategies and maximize results
Conduct market research to identify key target demographics and their preferences
Develop compelling and personalized marketing messaging for each identified target demographic
Reduce customer churn rate by 10% through improved retention strategies
Conduct customer surveys to identify pain points and areas for improvement
Provide valuable content and resources to enhance customer engagement and create brand advocacy
Implement proactive customer outreach to address concerns and resolve issues promptly
Offer personalized discounts or rewards to incentivize customer loyalty
14. OKRs to help customers expand usage faster
Help customers expand faster
25% of new customers expand to 5+ users in their first week.
Include step to invite team in the onboarding process
Add domain sharing marketing email to the drip feed
60% of customers have turned on the team domain sharing
Publish post explaining the benefits of using the platform with a team
Run special marketing campaign to increase activation
15. OKRs to regain 35% of lost customers from our database
Regain 35% of lost customers from our database
Improve customer support response time by 20%
Develop round-the-clock support with rotating shifts for immediate response
Implement a new customer service software for faster query resolution
Train support staff to enhance problem-solving speed and efficiency
Increase our efforts in customer communication by 50%
Double weekly newsletters sent to customers
Boost social media engagement with customers by 50%
Implement biweekly customer satisfaction surveys
Implement re-engagement strategies to recover 10% of lost customers
Personalize and send re-engagement emails to lost customers
Develop incentive-based re-engagement campaigns
Identify reasons behind customer churn from reviews and feedback
Customers 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 Customers OKRs in a strategy map
The rules of OKRs are simple. Quarterly OKRs should be tracked weekly, and yearly OKRs should be tracked monthly. 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
We recommend using a spreadsheet for your first OKRs cycle. You'll need to get familiar with the scoring and tracking first. Then, you can scale your OKRs process by using a proper OKR-tracking tool for it.
![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 Customers OKR templates
We have more templates to help you draft your team goals and OKRs.
OKRs to improve employee wellbeing
OKRs to enhance ability to communicate affirmative responses effectively
OKRs to accelerate resolution of customer support tickets
OKRs to Improve the efficiency of our corporate affairs operations
OKRs to launch fintech product successfully
OKRs to successfully implement 18 HSE awareness training sessions
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.