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5 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

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 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!

1OKRs 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
Tability

2OKRs to ensure successful completion and delivery of client commitments

  • ObjectiveEnsure successful completion and delivery of client commitments
  • KRMaintain 100% on-time delivery for 100% of client commitments
  • TaskRegularly monitor, track and report delivery performance metrics
  • TaskReview and optimize current delivery processes regularly
  • TaskProactively communicate with clients for order updates
  • KRReduce project-related issues by 20% to secure client satisfaction and retention
  • TaskStrengthen quality assurance to proactively spot and fix issues
  • TaskImplement strategies for frequent and effective communication with clients
  • TaskEstablish regular review and feedback sessions for the project
  • KRIncrease revenue by 15% through efficient project execution
  • TaskStreamline project execution processes to improve overall team productivity
  • TaskEliminate unnecessary expenses to increase net profits
  • TaskImplement regular project audits to ensure efficiency and effectiveness

3OKRs to increase account expansion by securing contract renewals for 90% of existing clients

  • ObjectiveAchieve a high rate of contract renewals for existing clients
  • KRIncrease customer satisfaction rates by 15% via feedback surveys
  • KRImprove account management processes to reduce churn by 10%
  • KROutperform monthly revenue targets by 20% to upsell and cross-sell
  • KRLaunch a customer referral program to generate 30% new business from existing clients

4OKRs to boost IDV completion success for business clientele

  • ObjectiveBoost IDV completion success for business clientele
  • KRAchieve a 20% increase in successful IDV attempts by end of next quarter
  • KRImprove user experience leading to a 25% increase in client satisfaction survey scores
  • TaskEnhance customer service response times and quality
  • TaskInitiate regular customer feedback loops for continuous improvement
  • TaskRevamp website layout for easy navigation and quick access
  • KRReduce by 15% the errors in the IDV process in the next quarter
  • TaskImplement targeted training to address identified issues
  • TaskReview and analyze errors in current IDV process
  • TaskMonitor and adjust the IDV process regularly

5OKRs to successfully launch MVP of new module suite

  • ObjectiveSuccessfully launch MVP of new module suite
  • KRSecure 5 confirmed clients adopting the new module suite within its debut quarter
  • TaskSecure commitments through contracts or agreements
  • TaskIdentify potential clients interested in new module suite
  • TaskDemonstrate module suite benefits via personalized presentations
  • KRAttain user satisfaction rate of 85% through effective product testing and user feedback
  • TaskImplement rigorous product testing protocols before release
  • TaskUse feedback to improve product design and functionality
  • TaskDevelop a user feedback collection and evaluation system
  • KRComplete development of MVP features with zero critical defects by week 6
  • TaskImplement strict quality assurance checks for each feature
  • TaskAllocate resources and plan week-by-week development tasks
  • TaskPrioritize and finalize the list of MVP features by end of week 1

Client Success Manager 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 Success 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 Success Manager OKR templates

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