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OKR template to enhance client relations through first art refusals' follow-up

public-lib · Published 3 months ago

Your OKR template

This OKR's main goal is to enhance client relations by keeping in touch with customers who initially refused artwork. One key objective is to get 35% of these clients to reconsider purchasing. The strategies to achieve this include sending personalized letters, offering discounts, and holding virtual showcases for new collections.

Another objective is to reduce the response time to client communications by 15%, thus enhancing customer service efficiency. This is targeted to be achieved through initiatives like response time training, creating a communication response tracking method, and use of dedicated customer service software.

The third objective focuses on those clients who have forgotten about the artwork they refused. By increasing the contact with this group of clients by 20%, the objective aims at re-sparking their interest. Weekly follow-ups, automated email reminders, and increased frequency of communication about underlying issues are the planned strategies to achieve this.

In conclusion, all three objectives are aimed at enhancing client relations through active follow-ups and a swift response system after their first refusal of artwork. The strategies outline a comprehensive plan to achieve the objectives by ensuring better contact and improved services.
  • ObjectiveObjectiveEnhance client relations through first art refusals' follow-up
  • Key ResultKRSuccessfully reengage 35% of clients to reconsider purchased artwork
  • TaskSend personalized letters highlighting artwork attributes
  • TaskOffer special discounts to clients on future artworks
  • TaskConduct virtual events showcasing new artwork collections
  • Key ResultKRReduce the average response time to client communications by 15%
  • TaskConduct efficient response time training for staff
  • TaskEstablish a tracking system for communication response
  • TaskImplement a dedicated customer service software program
  • Key ResultKRIncrease contact with clients about expired artwork refusals by 20%
  • TaskInitiate weekly follow-ups with clients regarding expired artwork
  • TaskImplement automated email reminders for expired artwork refusals
  • TaskIncrease the frequency of client communication regarding refusals
Use in Tability

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.

Tability Import Options

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.

Copy from the template

Paste the content in the text import section. Don’t worry about the formatting, Tability’s AI will be able to parse it!

Importing from text

Now, just click on Import from text and let the magic happen.

Tability editor with imported content

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.

Publish import

From there you will have access to all the features that will help you and your team save hours with OKR reporting.

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