19 OKR examples for Client Service Team

What are Client Service Team 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 Team 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 more about the OKR meaning online.

Best practices for managing your Client Service Team 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 below). 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.

Building your own Client Service Team OKRs with AI

While we have some examples below, it's likely that you'll have specific scenarios that aren't covered here. There are 2 options available to you.

Best way to track your Client Service Team 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.

Client Service Team OKRs templates

We've covered most of the things that you need to know about setting good OKRs and tracking them effectively. It's now time to give you a series of templates that you can use for inspiration!

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

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 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

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 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 enhance design skills and output

  • ObjectiveEnhance design skills and output
  • Key ResultComplete 3 advanced design skill training courses with a final score of 85%
  • TaskAchieve a final score of 85% in each course
  • TaskResearch and select 3 advanced design skill training courses
  • TaskAttend and complete all course material thoroughly
  • Key ResultProduce 12 innovative design projects meeting client satisfaction levels of 90%
  • TaskGather client requirements and preferences for each design project
  • TaskDevelop unique and innovative design concepts based on client needs
  • TaskIncorporate client feedback into final design revisions for approval
  • Key ResultReduce design process time by 20% while maintaining quality metrics
  • TaskTrain team in rapid prototyping techniques
  • TaskImplement efficient design software and tools
  • TaskEstablish clear, streamlined design workflow

OKRs 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

OKRs 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

OKRs 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

OKRs to enhance satisfaction of wealth management clients

  • ObjectiveEnhance satisfaction of wealth management clients
  • Key ResultIncrease client satisfaction scores by 20% through improved personalization
  • TaskRegularly seek client feedback for service improvements
  • TaskTrain staff for personalized customer interactions
  • TaskImplement customer relationship management software for tailored services
  • Key ResultDecrease client complaint rates by 15% via proactive communication
  • TaskImplement regular updates on service improvements to all clients
  • TaskEstablish a client feedback system for early issue detection
  • TaskTrain staff on proactive communication strategies
  • Key ResultLaunch 2 new features in the client portal based on client feedback analysis
  • TaskImplement new features in the client portal
  • TaskDevelop and test the new features
  • TaskIdentify desired features from client feedback analysis

OKRs to enhance satisfaction levels of our clients

  • ObjectiveEnhance satisfaction levels of our clients
  • Key ResultIncrease Net Promoter Score (NPS) by 15 points by enhancing customer interaction
  • TaskImplement service training programs to improve customer interaction
  • TaskStreamline the feedback collection process for enhanced customer experience
  • TaskDevelop personalized customer engagement strategies
  • Key ResultAchieve a 30% improvement in Customer Satisfaction Score (CSAT) via feedback implementation
  • TaskPrioritize improvements based on feedback received
  • TaskCollect and analyze all customer feedback regularly
  • TaskImplement changes and measure their effects
  • Key ResultDecrease customer complaints by 20% through improving product quality and service deliverance
  • TaskRegularly solicit customer feedback to address issues promptly
  • TaskImplement rigorous quality control checks for product manufacturing
  • TaskEnhance customer service training for all representatives

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

More Client Service Team 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.