5 customisable OKR examples for Client Success Manager
What are Client Success 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 Success 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 Success 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:
- 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 Success Manager OKRs examples
You will find in the next section many different Client Success 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. 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
2. OKRs to ensure successful completion and delivery of client commitments
Ensure successful completion and delivery of client commitments
Maintain 100% on-time delivery for 100% of client commitments
Regularly monitor, track and report delivery performance metrics
Review and optimize current delivery processes regularly
Proactively communicate with clients for order updates
Reduce project-related issues by 20% to secure client satisfaction and retention
Strengthen quality assurance to proactively spot and fix issues
Implement strategies for frequent and effective communication with clients
Establish regular review and feedback sessions for the project
Increase revenue by 15% through efficient project execution
Streamline project execution processes to improve overall team productivity
Eliminate unnecessary expenses to increase net profits
Implement regular project audits to ensure efficiency and effectiveness
3. OKRs to increase account expansion by securing contract renewals for 90% of existing clients
Achieve a high rate of contract renewals for existing clients
Increase customer satisfaction rates by 15% via feedback surveys
Improve account management processes to reduce churn by 10%
Outperform monthly revenue targets by 20% to upsell and cross-sell
Launch a customer referral program to generate 30% new business from existing clients
4. OKRs to boost IDV completion success for business clientele
Boost IDV completion success for business clientele
Achieve a 20% increase in successful IDV attempts by end of next quarter
Improve user experience leading to a 25% increase in client satisfaction survey scores
Enhance customer service response times and quality
Initiate regular customer feedback loops for continuous improvement
Revamp website layout for easy navigation and quick access
Reduce by 15% the errors in the IDV process in the next quarter
Implement targeted training to address identified issues
Review and analyze errors in current IDV process
Monitor and adjust the IDV process regularly
5. OKRs to successfully launch MVP of new module suite
Successfully launch MVP of new module suite
Secure 5 confirmed clients adopting the new module suite within its debut quarter
Secure commitments through contracts or agreements
Identify potential clients interested in new module suite
Demonstrate module suite benefits via personalized presentations
Attain user satisfaction rate of 85% through effective product testing and user feedback
Implement rigorous product testing protocols before release
Use feedback to improve product design and functionality
Develop a user feedback collection and evaluation system
Complete development of MVP features with zero critical defects by week 6
Implement strict quality assurance checks for each feature
Allocate resources and plan week-by-week development tasks
Prioritize and finalize the list of MVP features by end of week 1
Client Success Manager 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 Insights Dashboard](https://tability-templates-v2.vercel.app/_next/static/media/tability-insights-board.e70f9466.png)
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.
![Tability Insights Dashboard](https://tability-templates-v2.vercel.app/_next/static/media/checkins-graph.b2aec458.png)
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 turn your Client Success Manager 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.
![A strategy map in Tability](https://tability-templates-v2.vercel.app/_next/static/media/tability_strategy_map.2ad25843.png)
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 Success Manager OKR templates
We have more templates to help you draft your team goals and OKRs.
OKRs to boost client engagement and improve retention rates
OKRs to launch the mobile app for health professionals successfully
OKRs to drive Agile and Scrum adoption across teams
OKRs to optimize evergreen funnel to boost inbound discovery calls
OKRs to identify high-potential startups for potential investment
OKRs to design and operationalize robust measurement system
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 👀
Tability is a unique goal-tracking platform built to save hours at work and help teams stay on top of their goals.
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