2 OKR examples for Client Success Managers

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 Managers 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 OKR

Your objectives should be ambitious, but achievable. Your key results should be measurable and time-bound. It can also be helfpul to list strategic initiatives under your key results, as it'll help you avoid the common mistake of listing projects in your KRs.

Building your own 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.

- Use our free OKRs generator
- Use Tability, a complete platform to set and track OKRs and initiatives – including a GPT-4 powered goal generator

How to track 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.

We recommend using a spreadsheet for your first OKRs cycle. You'll need to get familiar with the scoring and tracking first. Then, you can scale your OKRs process by using a proper OKRs-tracking tool for it.

We recommend Tability for an easy way to set and track OKRs with your team.

Check out the 5 best OKR tracking templates to find the best way to monitor progress during the quarter.

Client Success Managers OKRs templates

The examples have Client Success Managers Objectives and Key Results, but they may also include the tasks that can help you get there.

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

client-churn customer-satisfaction customer-service-representatives client-success-managers customer-service-team client-success-team

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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

account-expansion contract-renewals account-managers customer-success-specialists sales customer-success

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More 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.

To learn: Complete 2024 OKR cheat sheet
Blog posts: ODT Blog
Success metrics: KPIs examples