15 OKR examples for Client Service & Feedback

What are Client Service & Feedback 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 Service & Feedback 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 Service & Feedback 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 Client Service & Feedback OKRs examples

You will find in the next section many different Client Service & Feedback 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!

OKRs to enhance provision of advisory services

  • ObjectiveEnhance provision of advisory services
  • Key ResultAttain 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
  • Key ResultOffer 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
  • Key ResultImprove 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

OKRs 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

OKRs 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

OKRs to boost client engagement in our analytics services

  • ObjectiveBoost client engagement in our analytics services
  • Key ResultAchieve 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
  • Key ResultSecure 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
  • Key ResultDeliver 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

OKRs 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

OKRs to establish distinct service processes for every client

  • ObjectiveEstablish distinct service processes for every client
  • Key ResultImplement client-specific service processes for 50% of clients in portfolio
  • TaskIdentify 50% of clients needing specific service processes
  • TaskTrain the team to implement these custom service processes
  • TaskDevelop customized service processes for these identified clients
  • Key ResultTrack success of individualized processes with 85% client satisfaction reported
  • TaskImplement a client feedback survey after each completed process
  • TaskMaking necessary adjustments based on feedback results
  • TaskAnalyze data to identify areas of dissatisfaction
  • Key ResultDevelop bespoke service process templates for 70% of clients by the quarter-end
  • TaskImplement these templates within client workflows
  • TaskDesign custom service process templates
  • TaskIdentify 70% of clients needing bespoke service processes

OKRs to enhance the efficiency and effectiveness of legal service delivery

  • ObjectiveEnhance the efficiency and effectiveness of legal service delivery
  • Key ResultIncrease client satisfaction rating to 95%
  • TaskMonitor feedback and swiftly address client complaints
  • TaskConduct regular surveys to understand client needs and expectations
  • TaskImplement training programs to enhance customer service skills
  • Key ResultReduce average case handling time by 20%
  • TaskRegularly review and optimize case handling strategies
  • TaskStreamline case-related processes and resources
  • TaskImplement efficient case-handling training for all staff
  • Key ResultComplete 100% of legal documents without any errors
  • TaskUpdate and correct any errors found immediately
  • TaskReview all legal documents thoroughly for accuracy
  • TaskObtain professional legal counsel for document verification

OKRs to enhance customer service experience for VIP clients

  • ObjectiveEnhance customer service experience for VIP clients
  • Key ResultRaise resolution rate of VIP customer concerns on first contact to 85%
  • TaskStreamline response protocol for VIP inquiries
  • TaskImplement VIP-specific customer service training
  • TaskImprove tracking system for initial VIP complaints
  • Key ResultAchieve a 95% satisfaction rate from VIP customer service surveys
  • TaskImplement personalized service for all VIP customers
  • TaskConduct frequent analysis of customer feedback
  • TaskRegularly train staff on customer satisfaction strategies
  • Key ResultReduce response time for VIP customer inquiries to 2 hours or less
  • TaskAssign dedicated staff for VIP customer issues
  • TaskPrioritize and sort VIP customer inquiries
  • TaskImplement an efficient ticketing system

OKRs 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

OKRs to improve efficiency in client and team management

  • ObjectiveImprove efficiency in client and team management
  • Key ResultIncrease client satisfaction by 10% as evidenced by quarterly survey responses
  • TaskImplement regular client follow-ups to address potential issues
  • TaskEvaluate and streamline communication processes for client efficiency
  • TaskProvide staff with customer service training to improve interactions
  • Key ResultEnhance team output by 15% through implementation of structured weekly check-ins
  • TaskTrain team on effective check-in strategies
  • TaskMonitor and measure output increase weekly
  • TaskEstablish a weekly check-ins system for the team
  • Key ResultAchieve a 20% decrease in resolution time for client-reported software issues
  • TaskProvide ongoing technical training for the customer service team
  • TaskEstablish a priority-based resolution system
  • TaskImplement more efficient issue-tracking software

OKRs 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

OKRs to implement a superior client-centric service system

  • ObjectiveImplement a superior client-centric service system
  • Key ResultConduct 3 diverse client focus groups to gather feedback on system usability
  • TaskAnalyze feedback for system usability improvements
  • TaskIdentify three diverse client groups for participation
  • TaskPlan and organize focus group sessions
  • Key ResultDesign and build a user-friendly service system prototype within 4 weeks
  • TaskSketch initial system design, focusing on user-friendly aspects
  • TaskGather necessary resources for prototype construction
  • TaskBuild and test the service system prototype
  • Key ResultAchieve 90% positive user feedback on improved client engagement by end of quarter
  • TaskRegularly review and act on feedback obtained from users
  • TaskProvide ongoing customer service training for staff
  • TaskDevelop and implement effective client communication strategies

OKRs to improve our delivery of results to clients

  • ObjectiveImprove our delivery of results to clients
  • Key ResultIncrease customer satisfaction rate by 20% through improved result delivery
  • TaskAnalyze feedback to identify areas needing improvement
  • TaskImplement result-oriented training for customer service
  • TaskRegularly monitor and adjust delivery processes
  • Key ResultComplete 95% of projects on time without any delay
  • TaskRegularly review progress towards project deadlines
  • TaskPrioritize jobs based on deadline and complexity
  • TaskImplement efficient project management tools
  • Key ResultReduce error rates in result delivery by 15%
  • TaskImplement comprehensive quality checking procedures
  • TaskConduct regular audits to identify problematic areas
  • TaskProvide additional training to delivery team

OKRs to increase revenue from commercial transactions legal services

  • ObjectiveIncrease revenue from commercial transactions legal services
  • Key ResultImprove client satisfaction rating to 95% through enhanced customer service practices
  • TaskDevelop and implement a personalized customer engagement strategy to increase overall satisfaction
  • TaskConduct quarterly customer satisfaction surveys to gather feedback and identify areas for improvement
  • TaskStreamline internal processes to reduce response time and enhance efficiency in resolving customer issues
  • TaskImplement comprehensive customer service training program for all staff members
  • Key ResultDecrease client churn rate by 20% through proactive relationship management and personalized offerings
  • TaskProvide exceptional customer service to cultivate strong relationships and exceed client expectations
  • TaskAnalyze client data to identify patterns and preferences, and tailor offerings accordingly
  • TaskImplement regular check-ins with clients to gather feedback and address any concerns promptly
  • TaskDevelop a loyalty program to incentivize long-term commitment and reward client loyalty
  • Key ResultAchieve a 15% increase in average transaction value through effective upselling techniques
  • TaskDevelop a targeted upselling campaign to highlight high-value products or services
  • TaskTrain sales team on effective upselling techniques and strategies
  • TaskImplement personalized recommendations and cross-selling opportunities throughout the buying process
  • TaskAnalyze and optimize pricing strategies to encourage customers to upgrade or add-ons
  • Key ResultIncrease new client acquisition by 10% through targeted marketing campaigns
  • TaskDevelop compelling marketing campaigns that resonate with the identified target audience
  • TaskUse social media platforms to promote targeted marketing campaigns and reach new clients
  • TaskMeasure and analyze the effectiveness of marketing campaigns to make data-driven improvements
  • TaskConduct market research to identify target audience and their preferences

OKRs to contribute proactively to three Atlassian Services proposals

  • ObjectiveContribute proactively to three Atlassian Services proposals
  • Key ResultGain customer acceptance on at least two proposals by the end of the quarter
  • TaskSchedule and conduct presentations of the proposals to customers
  • TaskSecure formal acceptance from at least two customers
  • TaskDevelop clear and persuasive proposals for customer presentation
  • Key ResultDraft and submit one compelling proposal each month for client consideration
  • TaskDevelop a compelling and concise proposal outline
  • TaskIdentify desirable project proposals for the client
  • TaskSubmit the completed proposal to the client
  • Key ResultIdentify and finalize five potential clients needing Atlassian Services by Week 2

Best practices for managing your Client Service & Feedback 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 Service & Feedback 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 Service & Feedback 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.

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