15 customisable OKR examples for Client Service Manager

What are Client Service Manager 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 Service Manager 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 Manager 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 Service Manager OKRs examples

You will find in the next section many different Client Service Manager 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 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

2. OKR 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

3. 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

4. OKR 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

5. OKR 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

6. OKR 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

7. OKR 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

8. OKR 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

9. OKR 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

10. OKR 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

11. 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

12. OKR to establish a consulting business

  • ObjectiveEstablish a consulting business
  • Key ResultAttain a net profit margin of 25% or higher
  • TaskIncrease sales revenue through targeted marketing campaigns and customer acquisition strategies
  • TaskAnalyze pricing structures and adjust product or service pricing to maximize profitability
  • TaskStreamline business operations to reduce overhead costs and improve efficiency
  • TaskImplement cost-cutting measures and negotiate better supplier contracts to boost net profit margin
  • Key ResultDevelop and implement a marketing strategy to generate consistent leads
  • TaskImplement email marketing campaigns to nurture leads and drive conversions
  • TaskCreate engaging content and optimize website for search engine visibility
  • TaskConduct market research to identify target audience and their preferences
  • TaskUtilize social media platforms to reach and engage with potential leads
  • Key ResultSecure at least 3 clients within the target industry
  • TaskDevelop a compelling value proposition to effectively pitch to potential clients
  • TaskIdentify potential clients within the target industry through market research
  • TaskOffer a limited-time discount or incentive to encourage clients to sign up
  • TaskReach out to potential clients through personalized emails or phone calls
  • Key ResultAchieve a 90% satisfaction rate in client feedback surveys
  • TaskStreamline survey process for clients
  • TaskImplement necessary changes based on client feedback to improve overall satisfaction
  • TaskIdentify and address common issues highlighted in client feedback
  • TaskActively seek feedback from clients through various channels

13. 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

14. 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

15. OKR to increase client satisfaction by meeting project deliverables and expectations

  • ObjectiveEnhance satisfaction by meeting expectations
  • Key ResultAchieve 95% success rate in meeting project objectives
  • Key ResultReduce project delivery time by 15%
  • Key ResultImprove client feedback ratings by 20%
  • Key ResultIncrease project completion rate by 10%

Best practices for managing your Client Service Manager 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 Manager 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 Manager 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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