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10 OKR examples for Client Engagement Team

What are Client Engagement Team 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 Engagement Team 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 Team OKRs with AI

Using Tability AI to draft complete strategies in seconds

While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here.

You can use Tability's AI generator to create tailored OKRs based on your specific context. Tability can turn your objective description into a fully editable OKR template -- including tips to help you refine your goals.

See it in action in the video below 👇

Using the AI generator, you can:

  • Chat with an AI to draft your goals
  • Ask questions or provide feedback to refine the OKRs
  • Import the suggestion in an editor designed for goal setting
  • Switch back to a goal-tracking view in 1-click

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Using the free OKR generator to get a quick template

If you're just looking for some quick inspiration, you can also use our free OKR generator to get a template.

Unlike with Tability, you won't be able to iterate on the templates, but this is still a great way to get started.

Our Client Engagement Team OKRs examples

You will find in the next section many different Client Engagement Team 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 to enhance and maximize business stakeholder engagement

  • ObjectiveTo enhance and maximize business stakeholder engagement
  • KRIncrease interaction rate on professional social networks by 30%
  • TaskIncrease frequency of timely and relevant posts
  • TaskInitiate networking events and online discussions
  • TaskDevelop and implement engaging content strategy regularly
  • KRSecure 15% increase in returning clients through improved communication strategies
  • TaskImplement weekly newsletters highlighting service benefits and company updates
  • TaskOffer personalized follow-ups to assess client satisfaction post-service
  • TaskLaunch engaging client loyalty program with exclusive benefits
  • KRArrange and execute two productive stakeholder meetings monthly
  • TaskDevelop and distribute agenda prior to meetings
  • TaskIdentify key stakeholders to include in monthly meetings
  • TaskSchedule two monthly meetings accommodating stakeholders' availability
Tability

2OKRs to enhance client engagement post-representative visit

  • ObjectiveEnhance client engagement post-representative visit
  • KRSecure 15% more repeat orders within two weeks of rep visit
  • TaskIncrease customer engagement through personalized service
  • TaskIncorporate follow-up procedures after each rep visit
  • TaskImplement incentive programs for repeat orders
  • KRIncrease client satisfaction surveys response rate by 20% after rep visits
  • TaskImprove clarity and brevity of survey questions
  • TaskOffer incentives for completing satisfaction surveys
  • TaskImplement follow-up emails after rep visits
  • KRReduce outstanding client issues by 30% within a month of rep visit
  • TaskProvide solutions for 30% of those concerns
  • TaskFollow-up with clients post solution implementation
  • TaskIdentify all current unresolved client issues

3OKRs to enhance strategic partnerships through relationship management

  • ObjectiveEnhance strategic partnerships through relationship management
  • KRForge 3 beneficial partnerships with new industry leaders
  • TaskNegotiate terms of partnership agreements
  • TaskIdentify potential industry leaders for partnership opportunities
  • TaskInitiate outreach to discuss potential collaboration
  • KRIncrease client satisfaction score by 20% through frequent engagement and feedback
  • TaskImplement weekly check-ins with clients for feedback
  • TaskLaunch a monthly satisfaction survey for clients
  • TaskEnhance communication response time with clients
  • KRReduce client conflicts by 15% by improving conflict management strategies
  • TaskAssign a dedicated conflict resolution team within client service department
  • TaskDevelop a standardized conflict resolution protocol
  • TaskImplement regular conflict resolution training for client-facing employees

4OKRs to enhance provision of advisory services

  • ObjectiveEnhance provision of advisory services
  • KRAttain 25% more client engagements for advisory services by quarter end
  • TaskOffer discounted packages for new clients
  • TaskConduct webinars to showcase expertise
  • TaskImplement aggressive marketing strategies for advisory services
  • KROffer 3 new advisory services that cater to specific client needs
  • TaskImplement and market new advisory services
  • TaskResearch current client's needs to identify gaps in advisory services
  • TaskDevelop three new advisory service proposals
  • KRImprove client satisfaction rate by 15% through superior advisory service
  • TaskFurther customize advisory approaches for individual clients
  • TaskImplement ongoing customer service training for advisory staff
  • TaskRoutinely solicit client feedback on advisory services

5OKRs to enhance product discovery for improved client engagement

  • ObjectiveEnhance product discovery for improved client engagement
  • KRAmplify conversion rate from product discovery by 15%
  • TaskImprove website navigation for better product discovery
  • TaskEnhance product descriptions for clarity and attractiveness
  • TaskImplement targeted ad campaigns to reach potential customers
  • KRBoost discovery page views by 30%
  • TaskImplement SEO strategies to improve discovery page rankings
  • TaskPromote discovery page on social media platforms
  • TaskUpdate site with engaging and relevant content
  • KRIncrease product demo sign-ups by 20%
  • TaskOffer incentives for demo sign-ups
  • TaskEnhance visibility of demo sign-up option on product website
  • TaskImplement targeted advertising for product demos

6OKRs to boost client engagement and improve retention rates

  • ObjectiveBoost client engagement and improve retention rates
  • KREnhance engagement on client quarterly webinars by 30% through targeted content
  • TaskDevelop relatable, industry-specific content for webinar presentations
  • TaskPersonalize webinar invites to boost attendee interest
  • TaskOptimize webinar time based on client availability and preference
  • KRDecrease client churn rate by 10% via improving customer service response time
  • TaskTrain customer service reps for quicker query resolution
  • TaskMonitor and optimize current support response times
  • TaskImplement real-time chat for immediate customer support interactions
  • KRIncrease monthly product usage by 15% by implementing personalisation in user journey
  • TaskImplement personalisation features into the user journey
  • TaskMonitor and analyze user engagement data regularly
  • TaskRun marketing campaigns promoting new personalized features

7OKRs to boost the frequency of value-driven discussions

  • ObjectiveBoost the frequency of value-driven discussions
  • KRIncrease 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
  • KRImprove 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
  • KREnhance 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

8OKRs to enhance customer engagement and satisfaction in the existing client base

  • ObjectiveEnhance customer engagement and satisfaction in the existing client base
  • KRReduce negative feedback responses by 15% through improved support services
  • TaskTrain support staff on communication and problem-solving techniques
  • TaskImplement a responsive and user-friendly support system
  • TaskRegularly monitor and analyze feedback for improvement areas
  • KRIncrease client satisfaction rate by 20% on post-service survey results
  • TaskInitiate immediate resolutions for client complaints
  • TaskImplement regular client feedback surveys post-service
  • TaskEnhance customer service training for all employees
  • KRAchieve a 25% increase in customer interaction on all digital platforms
  • TaskIncrease promotional activities to boost online visibility of brand
  • TaskDeliver consistent, high-quality content tailored to customer interests
  • TaskImplement compelling engagement strategies across all digital platforms
Tability

9OKRs to boost client engagement in our analytics services

  • ObjectiveBoost client engagement in our analytics services
  • KRAchieve a 15% rise in client satisfaction scores for our analytics services
  • TaskDevelop and provide additional personalized analytics services
  • TaskImplement regular feedback collections from clients for service improvement
  • TaskEnhance client communication and response times
  • KRSecure a 20% increase in signed-up clients using our analytics services
  • TaskOffer a limited-time discount or bundle option for new sign-ups
  • TaskOrganize webinars or workshops showcasing our analytics capabilities
  • TaskDevelop a compelling marketing strategy for our analytics services
  • KRDeliver 3 new value-added analytics features to stimulate client usage
  • TaskDevelop and test these features with a focus on value-add
  • TaskIdentify potential new analytical features based on user feedback
  • TaskImplement and promote these features to existing clients

10OKRs to improve Braze comprehension to boost confidence when presenting to potential clients

  • ObjectiveImprove Braze comprehension to boost confidence when presenting to potential clients
  • KRComplete all Braze training modules and quizzes
  • TaskIdentify all required Braze training modules and quizzes
  • TaskDedicate specific time daily to study and complete modules
  • TaskComplete and pass all associated quizzes
  • KRSuccessfully pitch Braze to at least 5 test prospects
  • TaskConduct the Braze product pitch to each prospect
  • TaskAnalyze Braze features and benefits for effective pitching
  • TaskIdentify and contact 5 potential test prospects
  • KRReceive positive feedback from internal team on Braze knowledge improvement
  • TaskRequest regular feedback on Braze usage from the team
  • TaskApply learned Braze functionalities in daily tasks
  • TaskAttend regular training sessions on Braze software

Client Engagement Team OKR best practices

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.

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.

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 track your Client Engagement Team OKRs

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 Engagement Team OKR templates

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