OKR template to boost active customers of our B2B SaaS app

public-lib · Published about 1 month ago

The provided OKR aims to increase active customers for a B2B SaaS application. The key objective is to heighten paid subscription conversions by 30% from the free trial phase. Strategies include incentivising subscriptions, enhancing user experience in the trial, and employing targeted, value-based email marketing campaigns.

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
  • Key ResultAchieve a 30% increase in free trial to paid subscription conversions
  • TaskOffer incentives for transitioning to paid subscription
  • TaskEnhance user experience during the free trial
  • TaskImplement targeted, value-based email marketing campaigns
  • Key ResultDecrease customer churn rate by 20% through improved customer service
  • TaskImplement a detailed customer feedback system for service improvement
  • TaskTrain customer service staff in conflict resolution and cancellation prevention
  • TaskEstablish personalized communication strategies for high-risk churn customers
  • Key ResultImplement two new features or updates based on customer feedback analysis and requests
  • TaskDesign and develop the chosen updates or features
  • TaskAnalyze customer feedback and identify two potential feature updates
  • TaskPerform testing and roll out the new features to customers
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