15 customisable OKR examples for Client Engagement
What are Client Engagement OKRs?
The OKR acronym stands for Objectives and Key Results. It's a goal-setting framework that was introduced at Intel by Andy Grove in the 70s, and it became popular after John Doerr introduced it to Google in the 90s. OKRs helps teams has a shared language to set ambitious goals and track progress towards them.
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 Engagement 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 Engagement 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.
Our customisable Client Engagement OKRs examples
You will find in the next section many different Client Engagement 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!
1. OKRs to enhance client engagement post-representative visit
Enhance client engagement post-representative visit
Secure 15% more repeat orders within two weeks of rep visit
Increase customer engagement through personalized service- Incorporate follow-up procedures after each rep visit
- Implement incentive programs for repeat orders
- Increase client satisfaction surveys response rate by 20% after rep visits
- Improve clarity and brevity of survey questions
- Offer incentives for completing satisfaction surveys
- Implement follow-up emails after rep visits
- Reduce outstanding client issues by 30% within a month of rep visit
- Provide solutions for 30% of those concerns
- Follow-up with clients post solution implementation
- Identify all current unresolved client issues
2. OKRs to enhance product discovery for improved client engagement
- Enhance product discovery for improved client engagement
- Amplify conversion rate from product discovery by 15%
- Improve website navigation for better product discovery
- Enhance product descriptions for clarity and attractiveness
- Implement targeted ad campaigns to reach potential customers
- Boost discovery page views by 30%
- Implement SEO strategies to improve discovery page rankings
- Promote discovery page on social media platforms
- Update site with engaging and relevant content
- Increase product demo sign-ups by 20%
- Offer incentives for demo sign-ups
- Enhance visibility of demo sign-up option on product website
- Implement targeted advertising for product demos
3. OKRs to to enhance and maximize business stakeholder engagement
- To enhance and maximize business stakeholder engagement
- Increase interaction rate on professional social networks by 30%
- Increase frequency of timely and relevant posts
- Initiate networking events and online discussions
- Develop and implement engaging content strategy regularly
- Secure 15% increase in returning clients through improved communication strategies
- Implement weekly newsletters highlighting service benefits and company updates
- Offer personalized follow-ups to assess client satisfaction post-service
- Launch engaging client loyalty program with exclusive benefits
- Arrange and execute two productive stakeholder meetings monthly
- Develop and distribute agenda prior to meetings
- Identify key stakeholders to include in monthly meetings
- Schedule two monthly meetings accommodating stakeholders' availability
4. OKRs to boost client engagement and improve retention rates
- Boost client engagement and improve retention rates
- Enhance engagement on client quarterly webinars by 30% through targeted content
- Develop relatable, industry-specific content for webinar presentations
- Personalize webinar invites to boost attendee interest
- Optimize webinar time based on client availability and preference
- Decrease client churn rate by 10% via improving customer service response time
- Train customer service reps for quicker query resolution
- Monitor and optimize current support response times
- Implement real-time chat for immediate customer support interactions
- Increase monthly product usage by 15% by implementing personalisation in user journey
- Implement personalisation features into the user journey
- Monitor and analyze user engagement data regularly
- Run marketing campaigns promoting new personalized features
5. OKRs to boost client engagement in our analytics services
- Boost client engagement in our analytics services
- Achieve a 15% rise in client satisfaction scores for our analytics services
- Develop and provide additional personalized analytics services
- Implement regular feedback collections from clients for service improvement
- Enhance client communication and response times
- Secure a 20% increase in signed-up clients using our analytics services
- Offer a limited-time discount or bundle option for new sign-ups
- Organize webinars or workshops showcasing our analytics capabilities
- Develop a compelling marketing strategy for our analytics services
- Deliver 3 new value-added analytics features to stimulate client usage
- Develop and test these features with a focus on value-add
- Identify potential new analytical features based on user feedback
- Implement and promote these features to existing clients
6. OKRs to enhance customer engagement and satisfaction in the existing client base
- Enhance customer engagement and satisfaction in the existing client base
- Reduce negative feedback responses by 15% through improved support services
- Train support staff on communication and problem-solving techniques
- Implement a responsive and user-friendly support system
- Regularly monitor and analyze feedback for improvement areas
- Increase client satisfaction rate by 20% on post-service survey results
- Initiate immediate resolutions for client complaints
- Implement regular client feedback surveys post-service
- Enhance customer service training for all employees
- Achieve a 25% increase in customer interaction on all digital platforms
- Increase promotional activities to boost online visibility of brand
- Deliver consistent, high-quality content tailored to customer interests
- Implement compelling engagement strategies across all digital platforms
7. OKRs to enhance provision of advisory services
- Enhance provision of advisory services
- Attain 25% more client engagements for advisory services by quarter end
- Offer discounted packages for new clients
- Conduct webinars to showcase expertise
- Implement aggressive marketing strategies for advisory services
- Offer 3 new advisory services that cater to specific client needs
- Implement and market new advisory services
- Research current client's needs to identify gaps in advisory services
- Develop three new advisory service proposals
- Improve client satisfaction rate by 15% through superior advisory service
- Further customize advisory approaches for individual clients
- Implement ongoing customer service training for advisory staff
- Routinely solicit client feedback on advisory services
8. OKRs to enhance strategic partnerships through relationship management
- Enhance strategic partnerships through relationship management
- Forge 3 beneficial partnerships with new industry leaders
- Negotiate terms of partnership agreements
- Identify potential industry leaders for partnership opportunities
- Initiate outreach to discuss potential collaboration
- Increase client satisfaction score by 20% through frequent engagement and feedback
- Implement weekly check-ins with clients for feedback
- Launch a monthly satisfaction survey for clients
- Enhance communication response time with clients
- Reduce client conflicts by 15% by improving conflict management strategies
- Assign a dedicated conflict resolution team within client service department
- Develop a standardized conflict resolution protocol
- Implement regular conflict resolution training for client-facing employees
9. OKRs to boost the frequency of value-driven discussions
- Boost the frequency of value-driven discussions
- Increase employee training sessions on value communication by 50%
- Monitor and report on the improvement in value communication
- Develop and execute detailed plans for additional training sessions
- Review and identify gaps in current value communication training schedules
- Improve customer engagement through value dialogues by 20%
- Implement personalized engagement strategies for key customers
- Evaluate and improve existing customer interaction methods
- Develop an empathetic customer communication strategy
- Enhance value dialogue initiation among team members by at least 30%
- Incorporate regular team-building exercises or activities
- Implement training sessions for effective communication skills
- Encourage frequent brainstorming sessions across all teams
10. OKRs to attain 1% client engagement on our new website
- Attain 1% client engagement on our new website
- Achieve a 10% conversion rate of website visitors to active clients
- Offer exclusive incentives for new customers
- Optimize website design for usability and accessibility
- Implement an engaging call to action across all web pages
- Improve user experience leading to 15% increase in average time spent on website
- Enhance site navigation for more user-friendly browsing
- Improve webpage loading speed to reduce wait times
- Add engaging, relevant content to retain user interest
- Increase website traffic by 20% through SEO optimization and digital marketing campaigns
- Implement SEO strategies for higher search engine ranking
- Launch targeted digital marketing campaigns across platforms
- Develop engaging content to attract more visitors
11. OKRs to increase client engagement through targeted sales promotion emails
- Increase client engagement through targeted sales promotion emails
- Generate 15% more sales from email marketing promotions
- Segment email lists for targeted promotions
- Test various call-to-action placements within email
- Enhance email subject lines to increase open rates
- Reduce the unsubscribe rate of email recipients below 5%
- Improve email content to cater to subscriber interests
- Incorporate personalized touches to each email
- Adjust email frequency to avoid inundation
- Achieve a 20% increase in email campaign CTR (Click Through Rates)
- Include compelling call-to-action cues in every email
- Revise email subject lines to spark customer curiosity
- Optimize email content to specifically target audiences
12. OKRs to revamp system solutions to maximize quality
- Revamp system solutions to maximize quality
- Increase defect detection rate by 30% through enhanced testing procedures
- Consistently conduct thorough manual code reviews
- Train staff in comprehensive software testing methodologies
- Implement in-depth automated testing tools and systems
- Achieve 95% client satisfaction rate with improved system performance and utilities
- Develop and optimize system utilities based on client needs
- Conduct regular client feedback surveys to measure satisfaction
- Implement robust system maintenance routine to enhance performance
- Reduce system breakdown incidents by 50% to ensure quality reliability
- Implement regular preventive maintenance for all system components
- Update outdated hardware and software regularly
- Train staff on proper system usage and troubleshooting
13. OKRs to boost LinkedIn presence for recruiting and virtual assistance expansion
- Boost LinkedIn presence for recruiting and virtual assistance expansion
- Secure 10 successful client partnerships initiated via LinkedIn
- Construct personalized pitches for each client
- Identify and connect with potential clients on LinkedIn
- Close partnerships by means of LinkedIn conversations
- Engage 40% more prospective clients through LinkedIn InMails
- Identify and follow additional 100 LinkedIn profiles of potential clients weekly
- Track response rates and optimise InMail content regularly
- Spend 1 hour daily sending personalised InMails to prospects
- Increase LinkedIn company page followers by 300%
- Run a LinkedIn ad campaign targeting potential followers
- Create and frequently post engaging, industry-relevant content
- Regularly promote the company page on other social media networks
14. OKRs to strengthen customer engagement through effective communication
- Strengthen customer engagement through effective communication
- Increase positive client feedback on communication by 40%
- Organize weekly updates/meetings with all clients
- Implement a structured communication plan with clients
- Train staff in effective customer communication
- Conduct bi-weekly virtual meetings with top 10 clients
- Prepare agenda focused on client's needs for each meeting
- Schedule recurring bi-weekly virtual meetings with each client
- Follow-up with meeting minutes and action plans after each session
- Increase response rate to customer queries by 30%
- Design and implement an efficient customer query tracking system
- Initiate follow-up procedures for unresolved customer queries
- Train staff in effective and timely customer interaction methods
15. OKRs to improve Braze comprehension to boost confidence when presenting to potential clients
- Improve Braze comprehension to boost confidence when presenting to potential clients
- Complete all Braze training modules and quizzes
- Identify all required Braze training modules and quizzes
- Dedicate specific time daily to study and complete modules
- Complete and pass all associated quizzes
- Successfully pitch Braze to at least 5 test prospects
- Conduct the Braze product pitch to each prospect
- Analyze Braze features and benefits for effective pitching
- Identify and contact 5 potential test prospects
- Receive positive feedback from internal team on Braze knowledge improvement
- Request regular feedback on Braze usage from the team
- Apply learned Braze functionalities in daily tasks
- Attend regular training sessions on Braze software
Client Engagement 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's audit dashboard will highlight opportunities to improve OKRsTip #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's check-ins will save you hours and increase transparencyTip #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 Engagement 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
We recommend using a spreadsheet for your first OKRs cycle. You'll need to get familiar with the scoring and tracking first. Then, you can scale your OKRs process by using a proper OKR-tracking tool for it.
Tability's Strategy Map makes it easy to see all your org's OKRsIf 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 Engagement OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to build an Enterprise Sales effort
- OKRs to develop effective patient re-engagement strategy for the clinic
- OKRs to improve user satisfaction through comprehensive training
- OKRs to improve content conversion rates through A/B testing
- OKRs to improve organization's DevOps practices and monitoring systems
- OKRs to implement a superior client-centric service system
OKRs resources
Here are a list of resources to help you adopt the Objectives and Key Results framework.
- To learn: What is the meaning of OKRs
- Blog posts: ODT Blog
- Success metrics: KPIs examples
What's next? Try Tability's goal-setting AI
You can create an iterate on your OKRs using Tability's unique goal-setting AI.
Watch the demo below, then hop on the platform for a free trial.