8 customisable OKR examples for Client Communication

What are Client Communication 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.

Crafting effective OKRs can be challenging, particularly for beginners. Emphasizing outcomes rather than projects should be the core of your planning.

We've tailored a list of OKRs examples for Client Communication to help you. You can look at any of the templates below to get some inspiration for your own goals.

If you want to learn more about the framework, you can read our OKR guide online.

Building your own Client Communication 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.

Feel free to explore our tools:

Our customisable Client Communication OKRs examples

You will find in the next section many different Client Communication 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!

1OKRs to enhance the quality of client communication

  • ObjectiveEnhance the quality of client communication
  • Key ResultRespond to all client queries within a 24-hour period
  • TaskCheck emails and voicemails frequently throughout the day
  • TaskSet reminders to respond to all unanswered queries
  • TaskPrioritize responding to client inquiries immediately
  • Key ResultIncrease client satisfaction rate to over 90% through regular surveys
  • TaskMonitor survey results and make necessary adjustments
  • TaskCreate and implement regular client satisfaction surveys
  • TaskDevelop a feedback implementation strategy
  • Key ResultValidate client problems are resolved 95% of the time by feedback after issue resolution
  • TaskImplement a system to track resolution success rate
  • TaskCreate a post-resolution follow-up procedure
  • TaskInstruct team to collect feedback from clients

2OKRs to enhance effective communication through counseling

  • ObjectiveEnhance effective communication through counseling
  • Key ResultConduct 10 counseling sessions focused on improving communication skills
  • TaskIdentify ten individuals requiring communication skill enhancement
  • TaskDesign a communication skills improvement curriculum
  • TaskSchedule and conduct 10 counseling sessions
  • Key ResultIncrease client's communication efficiency by 30% as measured by standard tests
  • TaskImplement streamlined communication platforms for client usage
  • TaskTrain clients on effective communication strategies
  • TaskMonitor and assess client's communication improvement
  • Key ResultAchieve 90% client satisfaction rates on communication improvement
  • TaskConduct regular client communication training for employees
  • TaskEstablish a process for collecting client feedback regularly
  • TaskImplement weekly touch-point meetings with clients

3OKRs to implement service management for new work stream

  • ObjectiveImplement service management for new work stream
  • Key ResultIdentify and train a dedicated service management team by week 4
  • TaskBegin team training by week 4
  • TaskDevelop a comprehensive training plan for newly hired team
  • TaskHire service management professionals suitable for the team
  • Key ResultAchieve 95% satisfaction rate in client feedback for the new service management operation by week 12
  • TaskSolicit, analyze, and apply client feedback weekly
  • TaskImplement thorough employee training on service management
  • TaskRegularly assess and adjust client-communication strategies
  • Key ResultDevelop and implement a comprehensive service management plan by week 8
  • TaskDraft comprehensive service management plan
  • TaskIdentify current service management gaps
  • TaskImplement plan by week 8

4OKRs to boost the frequency of value-driven discussions

  • ObjectiveBoost the frequency of value-driven discussions
  • Key ResultIncrease employee training sessions on value communication by 50%
  • TaskMonitor and report on the improvement in value communication
  • TaskDevelop and execute detailed plans for additional training sessions
  • TaskReview and identify gaps in current value communication training schedules
  • Key ResultImprove customer engagement through value dialogues by 20%
  • TaskImplement personalized engagement strategies for key customers
  • TaskEvaluate and improve existing customer interaction methods
  • TaskDevelop an empathetic customer communication strategy
  • Key ResultEnhance value dialogue initiation among team members by at least 30%
  • TaskIncorporate regular team-building exercises or activities
  • TaskImplement training sessions for effective communication skills
  • TaskEncourage frequent brainstorming sessions across all teams

5OKRs to improve the overall client experience

  • ObjectiveImprove the overall client experience
  • Key ResultIncrease client satisfaction score by 20% through effective communication strategies
  • TaskTrain staff on effective communication and people skills
  • TaskInitiate proactive and regular check-in calls with clients
  • TaskImplement regular client feedback and assessment systems
  • Key ResultImplement 3 new features based on client feedback to boost usability
  • TaskReview client feedback for feature suggestions
  • TaskDevelop 3 new features prioritizing usability
  • TaskTest and integrate the new features into the product
  • Key ResultDecrease support response time by 30% to enhance client interactions
  • TaskImplement a live chat feature for instant customer assistance
  • TaskProvide additional training to support staff
  • TaskUtilize automated responses for commonly asked questions

6OKRs to ensure successful completion and delivery of client commitments

  • ObjectiveEnsure successful completion and delivery of client commitments
  • Key ResultMaintain 100% on-time delivery for 100% of client commitments
  • TaskRegularly monitor, track and report delivery performance metrics
  • TaskReview and optimize current delivery processes regularly
  • TaskProactively communicate with clients for order updates
  • Key ResultReduce project-related issues by 20% to secure client satisfaction and retention
  • TaskStrengthen quality assurance to proactively spot and fix issues
  • TaskImplement strategies for frequent and effective communication with clients
  • TaskEstablish regular review and feedback sessions for the project
  • Key ResultIncrease revenue by 15% through efficient project execution
  • TaskStreamline project execution processes to improve overall team productivity
  • TaskEliminate unnecessary expenses to increase net profits
  • TaskImplement regular project audits to ensure efficiency and effectiveness

7OKRs to enhance satisfaction of wealth management clients

  • ObjectiveEnhance satisfaction of wealth management clients
  • Key ResultIncrease client satisfaction scores by 20% through improved personalization
  • TaskRegularly seek client feedback for service improvements
  • TaskTrain staff for personalized customer interactions
  • TaskImplement customer relationship management software for tailored services
  • Key ResultDecrease client complaint rates by 15% via proactive communication
  • TaskImplement regular updates on service improvements to all clients
  • TaskEstablish a client feedback system for early issue detection
  • TaskTrain staff on proactive communication strategies
  • Key ResultLaunch 2 new features in the client portal based on client feedback analysis
  • TaskImplement new features in the client portal
  • TaskDevelop and test the new features
  • TaskIdentify desired features from client feedback analysis

8OKRs to maintain accuracy of vendor information across all clients

  • ObjectiveMaintain accuracy of vendor information across all clients
  • Key ResultReduce report inconsistencies related to vendor information by 25%
  • TaskImplement a centralized system for vendor data management
  • TaskRegularly review and update vendor databases
  • TaskEstablish standard protocols for gathering vendor information
  • Key ResultImplement weekly checks with each client to confirm vendor information accuracy
  • TaskCreate a weekly schedule for client vendor information checks
  • TaskTrain staff to conduct vendor information accuracy checks
  • TaskDevelop a reporting system for the weekly check results
  • Key ResultVerify and update 100% of vendor data in client systems every week
  • TaskConfirm successful update of all vendor data
  • TaskReview current vendor data in client systems weekly
  • TaskUpdate incorrect or outdated vendor information

Client Communication 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 DashboardTability's audit dashboard will highlight opportunities to improve OKRs

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 DashboardTability's check-ins will save you hours and increase transparency

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 Client Communication OKRs in a strategy map

OKRs without regular progress updates are just KPIs. You'll need to update progress on your OKRs every week to get the full benefits from the framework. 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

Spreadsheets are enough to get started. Then, once you need to scale you can use a proper OKR platform to make things easier.

A strategy map in TabilityTability's Strategy Map makes it easy to see all your org's OKRs

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 Client Communication OKR templates

We have more templates to help you draft your team goals and OKRs.

OKRs resources

Here are a list of resources to help you adopt the Objectives and Key Results framework.

Create more examples in our app

You can use Tability to create OKRs with AI – and keep yourself accountable 👀

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