11 customisable OKR examples for Client Retention

What are Client Retention 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 Retention 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 Retention 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 Retention OKRs examples

You will find in the next section many different Client Retention 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. OKR to increase client retention for enhanced repeat business

  • ObjectiveIncrease client retention for enhanced repeat business
  • Key ResultExecute 3 upselling campaigns leading to a $70,000 increase in sales revenue
  • TaskDevelop promotional materials for each campaign
  • TaskIdentify products for upselling with high profit margins
  • TaskTrain sales team on upselling techniques
  • Key ResultImplement a customer loyalty program that results in at least 20 returning customers
  • TaskMonitor and analyze customer participation and response
  • TaskPromote the loyalty program through various channels
  • TaskDevelop a comprehensive, rewarding customer loyalty program
  • Key ResultAchieve a 10% uplift in customer satisfaction scores through improved service delivery
  • TaskImplement a robust real-time feedback system for service improvement
  • TaskTrain all customer service staff on empathy and active listening
  • TaskRegularly monitor and address customer complaints promptly

2. OKR to boost client engagement and improve retention rates

  • ObjectiveBoost client engagement and improve retention rates
  • Key ResultEnhance 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
  • Key ResultDecrease 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
  • Key ResultIncrease 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

3. OKR to increase client satisfaction for better retention rate

  • ObjectiveIncrease client satisfaction for better retention rate
  • Key ResultImprove product quality to bring customer complaints down by 5%
  • TaskIncorporate customer feedback to rectify recurring issues
  • TaskInitiate robust product testing protocols to identify flaws
  • TaskEnhance quality control measures during production
  • Key ResultImplement a feedback mechanism to address at least 80% customer concerns
  • TaskTrain personnel on handling customer feedback
  • TaskDevelop a customer feedback form addressing common issues
  • TaskImplement feedback form into customer service procedures
  • Key ResultIncrease engagement efforts to achieve a 10% lift in customer interaction
  • TaskDevelop and promote new, engaging loyalty programs
  • TaskEnhance the mobile app for customer-friendly usage and interaction
  • TaskImplement a personalized email campaign targeting existing customers

4. OKR to increase client satisfaction and loyalty

  • ObjectiveIncrease client satisfaction and loyalty
  • Key ResultImprove client retention rate by 15%
  • TaskImplement a client feedback and resolution system
  • TaskIncrease the frequency of client contact
  • TaskDevelop a loyalty rewards program
  • Key ResultAchieve an average customer satisfaction rating of 90% or above
  • TaskTrain employees in customer service excellence
  • TaskImplement feedback-driven improvements promptly
  • TaskConduct consistent customer satisfaction surveys
  • Key ResultReduce client complaints by at least 30% compared to previous period
  • TaskImplement more rigorous quality control checks on all services
  • TaskRegularly gather and analyze customer feedback
  • TaskConduct comprehensive staff training on customer service

5. OKR to enhance overall client satisfaction and relationship

  • ObjectiveEnhance overall client satisfaction and relationship
  • Key ResultConduct client satisfaction surveys and achieve a minimum of 80% positive feedback
  • TaskStrategically implement feedback to improve services
  • TaskIdentify appropriate satisfaction survey tool
  • TaskDistribute satisfaction survey to all existing clients
  • Key ResultReduce client complaints by 25%
  • TaskIntroduce a quality control feedback system
  • TaskInitiate weekly reviews of client feedback
  • TaskImplement a training program to improve customer service skills
  • Key ResultIncrease client retention rate by 15%
  • TaskDevelop a loyalty rewards program to encourage retention
  • TaskEnhance product offerings based on customer feedback
  • TaskImplement regular follow-ups and personalized communication with clients

6. OKR to enhance client success and retention in North America

  • ObjectiveEnhance client success and retention in North America
  • Key ResultReduce client churn by 15% by improving customer service response time
  • TaskImplement quicker communication channels
  • TaskTrain customer service representatives to respond more efficiently
  • TaskRegularly review and improve resolution times
  • Key ResultIncrease client retention rate by 20% in Canada and USA
  • TaskEnhance customer service training for employees
  • TaskImplement robust customer loyalty programs in Canada and USA
  • TaskRegularly collect and analyze customer feedback
  • Key ResultImplement and track 2 client success initiatives resulting in higher customer satisfaction
  • TaskImplement those two initiatives for client enhancement
  • TaskIdentify two key initiatives that will improve client success
  • TaskRegularly monitor and record the initiatives' impact on customer satisfaction

7. OKR to increase business growth and client retention

  • ObjectiveIncrease business growth and client retention
  • Key ResultIncrease quarterly revenue by 20% through cross-selling and up-selling strategies
  • TaskMonitor and optimize sales data weekly
  • TaskDevelop and implement targeted marketing campaigns
  • TaskTrain staff in effective cross-selling and up-selling techniques
  • Key ResultBoost customer base by 15% through intensive marketing and customer referral program
  • TaskLaunch a lucrative customer referral program
  • TaskDevelop and implement an intensive marketing strategy
  • TaskRegularly track and measure customer growth
  • Key ResultAchieve a 90% customer retention rate by optimizing customer service and support
  • TaskSet up a customer loyalty rewards program
  • TaskOrganize regular training for customer service staff
  • TaskImplement a multi-channel customer support system

8. OKR to strengthen sales representatives' client relationships

  • ObjectiveStrengthen sales representatives' client relationships
  • Key ResultRaise average client satisfaction score by 20% in customer surveys
  • TaskProvide enhanced training on customer service for all staff members
  • TaskImplement more frequent, personalized follow-ups for client feedback
  • TaskDevelop programs and incentives to boost client satisfaction
  • Key ResultConduct weekly training sessions on relationship-building strategies for sales reps
  • TaskEvaluate and adjust the training materials based on feedback
  • TaskSchedule weekly training sessions for sales reps
  • TaskDevelop curriculum focused on relationship-building strategies
  • Key ResultIncrease client retention rate by 15% through enhanced client engagement activities
  • TaskImprove personalized client communication efforts
  • TaskImplement a regular client feedback and response strategy
  • TaskDevelop upgraded loyalty or reward programs

9. OKR to increase the client base significantly

  • ObjectiveIncrease the client base significantly
  • Key ResultAcquire 20% more new clients through enhanced marketing strategies
  • TaskInitiate referral incentives for existing clients
  • TaskDevelop targeted social media advertising campaigns
  • TaskImplement SEO strategies to boost online visibility
  • Key ResultRetain at least 95% of existing clients through improved customer service
  • TaskDevelop a personalized customer appreciation program
  • TaskImplement a client feedback system to identify service improvements
  • TaskTrain staff on advanced customer service techniques
  • Key ResultUpsell to 15% of existing clientele to increase their investment
  • TaskCommunicate proposals through one-on-one consultations
  • TaskIdentify top 15% customers and evaluate their investment habits
  • TaskDevelop individually tailored investment increase proposals

10. OKR to boost sales performance significantly

  • ObjectiveBoost sales performance significantly
  • Key ResultImprove product demonstration conversions by 10%
  • TaskTrain staff on persuasive presentation and selling techniques
  • TaskResearch audience needs for personalized product demonstrations
  • TaskIncorporate a compelling call-to-action in all demos
  • Key ResultDrive repeat business higher by improving client retention by 20%
  • TaskPersonalize client communications to enhance engagement
  • TaskImplement a loyalty program to reward frequent customers
  • TaskImprove customer service response times by 15%
  • Key ResultIncrease the number of customer contacts by 15%
  • TaskEnhance social media engagement strategies
  • TaskImplement a new customer outreach campaign
  • TaskOffer incentives for customer referrals

11. OKR to boost the rate of customer repetition

  • ObjectiveBoost the rate of customer repetition
  • Key ResultImplement a customer loyalty program leading to 15% higher engagement
  • TaskDesign and launch an intriguing loyalty program
  • TaskRegularly analyze and adjust program based on customer feedback
  • TaskIdentify potential rewards for a valued customer loyalty program
  • Key ResultDecrease customer churn rate by 10% with improved customer service experiences
  • TaskImplement a comprehensive customer feedback system
  • TaskProvide continuous team training for higher service quality
  • TaskDevelop a proactive customer service strategy
  • Key ResultIncrease repeat customer rate by 20% through enhancing client satisfaction metrics

Best practices for managing your Client Retention OKRs

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 the weekly 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.

Best way to track your Client Retention 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 Retention 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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