3 OKR examples for Client Growth

What are Client Growth 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 Growth 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 Growth OKRs with AI

How to create great OKRs for any scenario 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.

1. Go to Tability's plan editor
2. Click on the "Generate goals using AI" button
3. Use natural language to describe your goals

Tability will then use your prompt to generate a fully editable OKR template.

How to improve existing OKRs with AI feedback

If you already have existing goals, and you want to improve them. You can use Tability's AI feedback to help you.

1. Go to Tability's plan editor
2. Add your existing OKRs (you can import them from a spreadsheet)
3. Click on "Generate analysis"

Tability's Strategy Map makes it easy to see all your org's OKRs

Tability will scan your OKRs and offer different suggestions to improve them. This can range from a small rewrite of a statement to make it clearer to a complete rewrite of the entire OKR.

You can then decide to accept the suggestions or dismiss them if you don't agree.

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 Growth OKRs examples

You will find in the next section many different Client Growth 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 increase business growth and client retention

ObjectiveIncrease business growth and client retention
KRIncrease quarterly revenue by 20% through cross-selling and up-selling strategies
Monitor and optimize sales data weekly
Develop and implement targeted marketing campaigns
Train staff in effective cross-selling and up-selling techniques
KRBoost customer base by 15% through intensive marketing and customer referral program
Launch a lucrative customer referral program
Develop and implement an intensive marketing strategy
Regularly track and measure customer growth
KRAchieve a 90% customer retention rate by optimizing customer service and support
Set up a customer loyalty rewards program
Organize regular training for customer service staff
Implement a multi-channel customer support system

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2. OKRs to establish a successful digital marketing agency

ObjectiveEstablish a successful digital marketing agency
KRSecure 10 long-term contracts with business clients by the end of next quarter
Create a persuasive contract proposal for each company
Initiate meetings to present and negotiate contracts
Identify potential businesses in need of our services
KRHire and onboard 3 qualified digital marketing professionals for team expansion
Source and shortlist digital marketing professionals based on qualification criteria
Conduct interviews and select top 3 candidates
Initiate onboarding process for chosen professionals
KRAchieve a minimum of 15% quarter over quarter growth in revenue
Implement strategies for increasing sales volume and average transaction size
Optimize operational efficiency to reduce costs and increase profit margins
Develop targeted marketing campaigns to capture new customers

digital-marketing revenue-growth digital-marketing-professional business-client marketing-team hr-team

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3. OKRs to become the top marketing agency in Paraguay

ObjectiveBecome the top marketing agency in Paraguay
KRBoost total revenues by 30% by upselling and retaining existing clients
Train sales team on effective upselling and retention strategies
Implement personalized follow-up and cross-selling techniques
Introduce loyal customer rewards and incentives
KRIncrease client base by 20% through strategic marketing campaigns
Implement marketing campaigns and measure results
Identify target audience for strategic marketing campaigns
Develop personalized, effective marketing strategies
KRImprove customer satisfaction rate by 25% with quality services
Develop a platform for immediate customer complaints response
Regularly evaluate service quality through customers surveys and feedback
Implement regular staff training on excellent customer service delivery

revenue-growth customer-satisfaction sales-team marketing-team client-retention-team customer-service-team

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Client Growth 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 Growth 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

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 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 Growth OKR templates

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