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10 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 our OKR guide online.

Building your own Client Service Team OKRs with AI

How to create great OKRs for any scenario in seconds

While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here.

You can use Tability's AI generator to create tailored OKRs based on your specific context. Tability can turn your objective description into a fully editable OKR template -- including tips to help you refine your goals.

  • 1. Go to Tability's plan editor
  • 2. Click on the "Generate goals using AI" button
  • 3. Use natural language to describe your goals

Tability will then use your prompt to generate a fully editable OKR template.

How to improve existing OKRs with AI feedback

If you already have existing goals, and you want to improve them. You can use Tability's AI feedback to help you.

  • 1. Go to Tability's plan editor
  • 2. Add your existing OKRs (you can import them from a spreadsheet)
  • 3. Click on "Generate analysis"

AI feedback for OKRs in TabilityTability's Strategy Map makes it easy to see all your org's OKRs

Tability will scan your OKRs and offer different suggestions to improve them. This can range from a small rewrite of a statement to make it clearer to a complete rewrite of the entire OKR.

You can then decide to accept the suggestions or dismiss them if you don't agree.

Using the free OKR generator to get a quick template

If you're just looking for some quick inspiration, you can also use our free OKR generator to get a template.

Unlike with Tability, you won't be able to iterate on the templates, but this is still a great way to get started.

Our Client Service Team OKRs examples

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!

1OKRs to improve efficiency in client and team management

  • ObjectiveImprove efficiency in client and team management
  • KRIncrease 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
  • KREnhance 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
  • KRAchieve 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
Tability

2OKRs to enhance provision of advisory services

  • ObjectiveEnhance provision of advisory services
  • KRAttain 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
  • KROffer 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
  • KRImprove 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

3OKRs to implement service management for new work stream

  • ObjectiveImplement service management for new work stream
  • KRIdentify 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
  • KRAchieve 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
  • KRDevelop 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

4OKRs to enhance the quality of client communication

  • ObjectiveEnhance the quality of client communication
  • KRRespond 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
  • KRIncrease 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
  • KRValidate 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

5OKRs to enhance client success and retention in North America

  • ObjectiveEnhance client success and retention in North America
  • KRReduce 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
  • KRIncrease 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
  • KRImplement 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

6OKRs to enhance overall client satisfaction and relationship

  • ObjectiveEnhance overall client satisfaction and relationship
  • KRConduct 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
  • KRReduce 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
  • KRIncrease 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

7OKRs to enhance client engagement post-representative visit

  • ObjectiveEnhance client engagement post-representative visit
  • KRSecure 15% more repeat orders within two weeks of rep visit
  • TaskIncrease customer engagement through personalized service
  • TaskIncorporate follow-up procedures after each rep visit
  • TaskImplement incentive programs for repeat orders
  • KRIncrease client satisfaction surveys response rate by 20% after rep visits
  • TaskImprove clarity and brevity of survey questions
  • TaskOffer incentives for completing satisfaction surveys
  • TaskImplement follow-up emails after rep visits
  • KRReduce outstanding client issues by 30% within a month of rep visit
  • TaskProvide solutions for 30% of those concerns
  • TaskFollow-up with clients post solution implementation
  • TaskIdentify all current unresolved client issues

8OKRs to increase client retention for enhanced repeat business

  • ObjectiveIncrease client retention for enhanced repeat business
  • KRExecute 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
  • KRImplement 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
  • KRAchieve 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
Tability

9OKRs to to enhance and maximize business stakeholder engagement

  • ObjectiveTo enhance and maximize business stakeholder engagement
  • KRIncrease interaction rate on professional social networks by 30%
  • TaskIncrease frequency of timely and relevant posts
  • TaskInitiate networking events and online discussions
  • TaskDevelop and implement engaging content strategy regularly
  • KRSecure 15% increase in returning clients through improved communication strategies
  • TaskImplement weekly newsletters highlighting service benefits and company updates
  • TaskOffer personalized follow-ups to assess client satisfaction post-service
  • TaskLaunch engaging client loyalty program with exclusive benefits
  • KRArrange and execute two productive stakeholder meetings monthly
  • TaskDevelop and distribute agenda prior to meetings
  • TaskIdentify key stakeholders to include in monthly meetings
  • TaskSchedule two monthly meetings accommodating stakeholders' availability

10OKRs to become the top marketing agency in Paraguay

  • ObjectiveBecome the top marketing agency in Paraguay
  • KRBoost total revenues by 30% by upselling and retaining existing clients
  • TaskTrain sales team on effective upselling and retention strategies
  • TaskImplement personalized follow-up and cross-selling techniques
  • TaskIntroduce loyal customer rewards and incentives
  • KRIncrease client base by 20% through strategic marketing campaigns
  • TaskImplement marketing campaigns and measure results
  • TaskIdentify target audience for strategic marketing campaigns
  • TaskDevelop personalized, effective marketing strategies
  • KRImprove customer satisfaction rate by 25% with quality services
  • TaskDevelop a platform for immediate customer complaints response
  • TaskRegularly evaluate service quality through customers surveys and feedback
  • TaskImplement regular staff training on excellent customer service delivery

Client Service Team OKR best practices

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.

Tip #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.

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.

How 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.

More Client Service Team OKR templates

We have more templates to help you draft your team goals and OKRs.