15 customisable 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:
- Use our free OKR generator
- Use Tability, a complete platform to set and track OKRs and initiatives, including a GPT-4 powered goal generator
Our customisable 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!
1. 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
2. OKRs to implement service management for new work stream
- Implement service management for new work stream
- Identify and train a dedicated service management team by week 4
- Begin team training by week 4
- Develop a comprehensive training plan for newly hired team
- Hire service management professionals suitable for the team
- Achieve 95% satisfaction rate in client feedback for the new service management operation by week 12
- Solicit, analyze, and apply client feedback weekly
- Implement thorough employee training on service management
- Regularly assess and adjust client-communication strategies
- Develop and implement a comprehensive service management plan by week 8
- Draft comprehensive service management plan
- Identify current service management gaps
- Implement plan by week 8
3. OKRs to enhance the quality of client communication
- Enhance the quality of client communication
- Respond to all client queries within a 24-hour period
- Check emails and voicemails frequently throughout the day
- Set reminders to respond to all unanswered queries
- Prioritize responding to client inquiries immediately
- Increase client satisfaction rate to over 90% through regular surveys
- Monitor survey results and make necessary adjustments
- Create and implement regular client satisfaction surveys
- Develop a feedback implementation strategy
- Validate client problems are resolved 95% of the time by feedback after issue resolution
- Implement a system to track resolution success rate
- Create a post-resolution follow-up procedure
- Instruct team to collect feedback from clients
4. 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
5. OKRs to enhance client success and retention in North America
- Enhance client success and retention in North America
- Reduce client churn by 15% by improving customer service response time
- Implement quicker communication channels
- Train customer service representatives to respond more efficiently
- Regularly review and improve resolution times
- Increase client retention rate by 20% in Canada and USA
- Enhance customer service training for employees
- Implement robust customer loyalty programs in Canada and USA
- Regularly collect and analyze customer feedback
- Implement and track 2 client success initiatives resulting in higher customer satisfaction
- Implement those two initiatives for client enhancement
- Identify two key initiatives that will improve client success
- Regularly monitor and record the initiatives' impact on customer satisfaction
6. OKRs to boost client conversion rates using our service
- Boost client conversion rates using our service
- Increase website traffic by 20% to enhance service visibility
- Develop engaging content to retain existing customer base
- Initiate pay-per-click advertising to attract new users
- Implement SEO strategies to improve search engine rankings
- Improve landing page conversion rate by 15% through optimization
- Implement A/B testing for multiple landing page designs
- Analyze visitor behavior to optimize user experience
- Improve call-to-actions to drive engagement
- Ramp up customer service satisfaction score by 10% by improving response time
- Regularly monitor and review response times
- Train team for effective and efficient resolution of complaints
- Implement automated customer service software
7. OKRs to establish distinct service processes for every client
- Establish distinct service processes for every client
- Implement client-specific service processes for 50% of clients in portfolio
- Identify 50% of clients needing specific service processes
- Train the team to implement these custom service processes
- Develop customized service processes for these identified clients
- Track success of individualized processes with 85% client satisfaction reported
- Implement a client feedback survey after each completed process
- Making necessary adjustments based on feedback results
- Analyze data to identify areas of dissatisfaction
- Develop bespoke service process templates for 70% of clients by the quarter-end
- Implement these templates within client workflows
- Design custom service process templates
- Identify 70% of clients needing bespoke service processes
8. OKRs to enhance the efficiency and effectiveness of legal service delivery
- Enhance the efficiency and effectiveness of legal service delivery
- Increase client satisfaction rating to 95%
- Monitor feedback and swiftly address client complaints
- Conduct regular surveys to understand client needs and expectations
- Implement training programs to enhance customer service skills
- Reduce average case handling time by 20%
- Regularly review and optimize case handling strategies
- Streamline case-related processes and resources
- Implement efficient case-handling training for all staff
- Complete 100% of legal documents without any errors
- Update and correct any errors found immediately
- Review all legal documents thoroughly for accuracy
- Obtain professional legal counsel for document verification
9. OKRs to enhance customer service experience for VIP clients
- Enhance customer service experience for VIP clients
- Raise resolution rate of VIP customer concerns on first contact to 85%
- Streamline response protocol for VIP inquiries
- Implement VIP-specific customer service training
- Improve tracking system for initial VIP complaints
- Achieve a 95% satisfaction rate from VIP customer service surveys
- Implement personalized service for all VIP customers
- Conduct frequent analysis of customer feedback
- Regularly train staff on customer satisfaction strategies
- Reduce response time for VIP customer inquiries to 2 hours or less
- Assign dedicated staff for VIP customer issues
- Prioritize and sort VIP customer inquiries
- Implement an efficient ticketing system
10. OKRs to increase client satisfaction and loyalty
- Increase client satisfaction and loyalty
- Improve client retention rate by 15%
- Implement a client feedback and resolution system
- Increase the frequency of client contact
- Develop a loyalty rewards program
- Achieve an average customer satisfaction rating of 90% or above
- Train employees in customer service excellence
- Implement feedback-driven improvements promptly
- Conduct consistent customer satisfaction surveys
- Reduce client complaints by at least 30% compared to previous period
- Implement more rigorous quality control checks on all services
- Regularly gather and analyze customer feedback
- Conduct comprehensive staff training on customer service
11. OKRs to improve efficiency in client and team management
- Improve efficiency in client and team management
- Increase client satisfaction by 10% as evidenced by quarterly survey responses
- Implement regular client follow-ups to address potential issues
- Evaluate and streamline communication processes for client efficiency
- Provide staff with customer service training to improve interactions
- Enhance team output by 15% through implementation of structured weekly check-ins
- Train team on effective check-in strategies
- Monitor and measure output increase weekly
- Establish a weekly check-ins system for the team
- Achieve a 20% decrease in resolution time for client-reported software issues
- Provide ongoing technical training for the customer service team
- Establish a priority-based resolution system
- Implement more efficient issue-tracking software
12. OKRs to enhance overall client satisfaction and relationship
- Enhance overall client satisfaction and relationship
- Conduct client satisfaction surveys and achieve a minimum of 80% positive feedback
- Strategically implement feedback to improve services
- Identify appropriate satisfaction survey tool
- Distribute satisfaction survey to all existing clients
- Reduce client complaints by 25%
- Introduce a quality control feedback system
- Initiate weekly reviews of client feedback
- Implement a training program to improve customer service skills
- Increase client retention rate by 15%
- Develop a loyalty rewards program to encourage retention
- Enhance product offerings based on customer feedback
- Implement regular follow-ups and personalized communication with clients
13. OKRs to implement a superior client-centric service system
- Implement a superior client-centric service system
- Conduct 3 diverse client focus groups to gather feedback on system usability
- Analyze feedback for system usability improvements
- Identify three diverse client groups for participation
- Plan and organize focus group sessions
- Design and build a user-friendly service system prototype within 4 weeks
- Sketch initial system design, focusing on user-friendly aspects
- Gather necessary resources for prototype construction
- Build and test the service system prototype
- Achieve 90% positive user feedback on improved client engagement by end of quarter
- Regularly review and act on feedback obtained from users
- Provide ongoing customer service training for staff
- Develop and implement effective client communication strategies
14. OKRs to improve our delivery of results to clients
- Improve our delivery of results to clients
- Increase customer satisfaction rate by 20% through improved result delivery
- Analyze feedback to identify areas needing improvement
- Implement result-oriented training for customer service
- Regularly monitor and adjust delivery processes
- Complete 95% of projects on time without any delay
- Regularly review progress towards project deadlines
- Prioritize jobs based on deadline and complexity
- Implement efficient project management tools
- Reduce error rates in result delivery by 15%
- Implement comprehensive quality checking procedures
- Conduct regular audits to identify problematic areas
- Provide additional training to delivery team
15. OKRs to increase revenue from commercial transactions legal services
- Increase revenue from commercial transactions legal services
- Improve client satisfaction rating to 95% through enhanced customer service practices
- Develop and implement a personalized customer engagement strategy to increase overall satisfaction
- Conduct quarterly customer satisfaction surveys to gather feedback and identify areas for improvement
- Streamline internal processes to reduce response time and enhance efficiency in resolving customer issues
- Implement comprehensive customer service training program for all staff members
- Decrease client churn rate by 20% through proactive relationship management and personalized offerings
- Provide exceptional customer service to cultivate strong relationships and exceed client expectations
- Analyze client data to identify patterns and preferences, and tailor offerings accordingly
- Implement regular check-ins with clients to gather feedback and address any concerns promptly
- Develop a loyalty program to incentivize long-term commitment and reward client loyalty
- Achieve a 15% increase in average transaction value through effective upselling techniques
- Develop a targeted upselling campaign to highlight high-value products or services
- Train sales team on effective upselling techniques and strategies
- Implement personalized recommendations and cross-selling opportunities throughout the buying process
- Analyze and optimize pricing strategies to encourage customers to upgrade or add-ons
- Increase new client acquisition by 10% through targeted marketing campaigns
- Develop compelling marketing campaigns that resonate with the identified target audience
- Use social media platforms to promote targeted marketing campaigns and reach new clients
- Measure and analyze the effectiveness of marketing campaigns to make data-driven improvements
- Conduct market research to identify target audience and their preferences
Client Service & Feedback 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 Service & Feedback 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
Spreadsheets are enough to get started. Then, once you need to scale you can use a proper OKR platform to make things easier.
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 Service & Feedback OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to increase review volume on G2 and Capterra
- OKRs to identify and assess AI tools available in the market
- OKRs to enhance product compatibility for Windows and Linux platforms
- OKRs to boost sign-ups conversion to reach a 50% paying customer rate
- OKRs to ensure timely submission of financial statement
- OKRs to boost sales performance across the company
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
Create more examples in our app
You can use Tability to create OKRs with AI – and keep yourself accountable 👀
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