Secure renewal of OnPoint clients with updated agreement
A starting point for clearer priorities and measurable progress. Make the targets your own.
Suggested timeframe: Set with your team1 objective · 3 key results
YOUR STARTING POINTTeam OKRs
OBJECTIVE
Secure renewal of OnPoint clients with updated agreement
KR 1
Achieve a 95% satisfaction rate among clients renewing their contracts
KR 2
Finalize Managed Services Agreement details for all renewals by mid-quarter
KR 3
Persuade 70% of current clients to renew under the new pricing within the quarter
Ideas to get you moving
Conduct regular customer satisfaction surveys and improve upon feedback
Initiate loyalty programs that add value to contracts
Boost customer service quality and response times
Confirm all agreements by the designated time
Review all Managed Services Agreement renewal details
Update any necessary agreement terms
Create a persuasive presentation highlighting benefits of new pricing plan
Schedule phone consultations to discuss individual concerns
Offer limited-time incentives for early renewal
Example targets. Adapt to your baseline before you start.
About this template
This OKR is about securing the renewal of OnPoint clients with a new updated agreement in place. The primary objective revolves around achieving high satisfaction rates among clients renewing their contracts. Crucial initiatives such as conducting customer satisfaction surveys, launching loyalty programs, and boosting customer service quality are being carried out to this end.
Another fundamental outcome of this OKR is to finalize the details of Managed Services Agreement for all renewals by mid-quarter. Specific initiatives that support this objective involve confirming all agreements within a set timeline, thoroughly reviewing all renewal details, and updating agreement terms where necessary.
The third aim is to persuade a significant fraction (70%) of the existing clients to renew their contracts under the new pricing within the specified quarter. This goal will be backed by comprehensive initiatives like creating a convincing presentation enumerating the benefits of the new pricing plan, scheduling one-on-one phone consultations to address individual concerns, and offering early renewal incentives for a limited period.
The success of this OKR is gauged using a quantitative scoring system based on percentage achievement against each outcome. Every major result, whether achieving client satisfaction, finalizing agreement details, or persuading clients for renewal, is expected to reach from 0% to 100% completion, thus ensuring clear and trackable progress.
Make it work for your team
01
Set your baseline. Check where you are today, then choose targets that stretch your team.
02
Agree on ownership. Give each key result a clear owner and a source of data.
03
Check in every week. Review the numbers, share confidence, and decide what needs attention.
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title: Secure renewal of OnPoint clients with updated agreement
objectives:
- title: Secure renewal of OnPoint clients with updated agreement
outcomes:
- title: Achieve a 95% satisfaction rate among clients renewing their contracts
from: 0.0
to: 100.0
score_format: _number_%
initiatives:
- title: Conduct regular customer satisfaction surveys and improve upon feedback
- title: Initiate loyalty programs that add value to contracts
- title: Boost customer service quality and response times
- title: Finalize Managed Services Agreement details for all renewals by mid-quarter
from: 0.0
to: 100.0
score_format: _number_%
initiatives:
- title: Confirm all agreements by the designated time
- title: Review all Managed Services Agreement renewal details
- title: Update any necessary agreement terms
- title: Persuade 70% of current clients to renew under the new pricing within the
quarter
from: 0.0
to: 100.0
score_format: _number_%
initiatives:
- title: Create a persuasive presentation highlighting benefits of new pricing
plan
- title: Schedule phone consultations to discuss individual concerns
- title: Offer limited-time incentives for early renewal
Team OKR example
Suggested timeframe: Set with your team
1 objective · 3 key results
Example targets. Adapt to your baseline before you start.