OKR template to boost active customers of our B2B SaaS app
Another segment of this OKR focuses on reducing customer churn rate by 20% via improved customer service. Actionable initiatives include the implementation of a detailed customer feedback system, staff training for conflict resolution, and personalized communication strategies for high-risk churn customers.
A unique approach within this OKR is the application of two new features or updates based on customer feedback analysis. This phase includes the design and development of the selected updates or features after analyzing customer feedback. Finally, they will perform testing and roll out the new features to customers
In summary, the OKR is geared towards the growth of active B2B SaaS application customers through strategies aimed at increasing conversion rates, reducing churn, and improving customer service by implementing feedback-based features.
ObjectiveBoost active customers of our B2B SaaS app
KRAchieve a 30% increase in free trial to paid subscription conversions
Offer incentives for transitioning to paid subscription- Enhance user experience during the free trial
- Implement targeted, value-based email marketing campaigns
- KRDecrease customer churn rate by 20% through improved customer service
- Implement a detailed customer feedback system for service improvement
- Train customer service staff in conflict resolution and cancellation prevention
- Establish personalized communication strategies for high-risk churn customers
- KRImplement two new features or updates based on customer feedback analysis and requests
- Design and develop the chosen updates or features
- Analyze customer feedback and identify two potential feature updates
- Perform testing and roll out the new features to customers
How to edit and track OKRs with Tability
You'll probably want to edit the examples in this post, and Tability is the perfect tool for it.
Tability is an AI-powered platform that helps teams set better goals, monitor execution, and get help to achieve their objectives faster.
With Tability you can:
- Use AI to draft a complete set of OKRs in seconds
- Connect your OKRs and team goals to your project
- Automate reporting with integrations and built-in dashboard
Instead of having to copy the content of the OKR examples in a doc or spreadsheet, you can use Tability’s magic importer to start using any of the examples in this page.
The import process can be done in seconds, allowing you to edit OKRs directly in a platform that knows how to manage and track goals.
Step 1. Sign up for a free Tability account
Go tohttps://tability.app/signup and create your account (it's free!)
Step 2. Create a plan
Follow the steps after your onboarding to create your first plan, you should get to a page that looks like the picture below.
Step 3. Use the magic importer
Click on Use magic import to open up the Magic Import modal.
Now, go back to the OKR examples, and click on Copy on the example that you’d like to use.
Paste the content in the text import section. Don’t worry about the formatting, Tability’s AI will be able to parse it!
Now, just click on Import from text and let the magic happen.
Once your example is in the plan editor, you will be able to:
- Edit the objectives, key results, and tasks
- Click on the target 0 → 100% to set better target
- Use the tips and the AI to refine your goals
Step 4. Publish your plan
Once you’re done editing, you can publish your plan to switch to the goal-tracking mode.
From there you will have access to all the features that will help you and your team save hours with OKR reporting.
- 10+ built-in dashboards to visualise progress on your goals
- Weekly reminders, data connectors, and smart notifications
- 9 views to map OKRs to strategic projects
- Strategy map to align teams at scale