15 customisable OKR examples for Clients
What are Clients 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 Clients 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 Clients 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 Clients OKRs examples
You will find in the next section many different Clients 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 Identity Access Management for large scale clients
Enhance Identity Access Management for large scale clients
Increase system response time by 20% for enhanced user experience
Identify and eliminate any unnecessary background processes- Upgrade system hardware to improve performance
- Optimize code for increased efficiency
- Implement new features from client input in 60% of all accounts
- Design and develop the requested features
- Implement the new features in the chosen accounts
- Collect and categorize client input about desired features
- Reduce access-related security incidents by 30% through stronger protocols
- Implement two-factor authentication for all system users
- Conduct frequent audits of access controls and permissions
- Regularly update passwords and maintain a strong password policy
2. OKRs to effectively introduce sales representatives to clients
- Effectively introduce sales representatives to clients
- Increase client satisfaction score by 30% post-meetings with sales reps
- Implement changes based on customer feedback to improve service
- Gather and evaluate customer feedback after sales meetings
- Develop comprehensive training for sales reps to enhance customer interaction
- Foster 15 new relationships between previously unacquainted clients and sales reps
- Implement a regular, facilitated networking session within the company
- Enable 1:1 introductory meetings through client-sales rep matchmaking
- Organize networking events to promote interaction between clients and sales reps
- Conduct at least 30 effective introductory meetings between sales reps and clients
- Schedule 30 meetings between sales reps and clients
- Identify potential clients for introductory meetings
- Train sales reps on effective meeting techniques
3. OKRs to reduce partial deliveries to clients
- Reduce partial deliveries to clients
- Improve order forecasting accuracy to 90%
- Periodically revise and adjust forecasting models
- Implement advanced forecasting software for data analysis
- Train teams on predictive analytics for forecasting
- Increase efficiency of inventory management by 25%
- Train staff on proper inventory checking procedures
- Implement a real-time online inventory management system
- Regularly review and optimize inventory levels
- Optimize logistics to ensure 100% on-time delivery
- Conduct regular maintenance checks on delivery vehicles
- Train staff in efficient order processing and dispatch
- Implement a real-time tracking system for all deliveries
4. OKRs to improve Identity Access Management for large scale clients
- Improve Identity Access Management for large scale clients
- Reduce access credential errors by 20%
- Introduce regular password update reminders for employees
- Implement a comprehensive access credential training program
- Upgrade access security software to reduce login errors
- Implement two-factor authentication for 90% of big customers
- Deploy system to selected clients
- Develop and test two-factor authentication system
- Identify 90% of biggest clients requiring two-factor authentication
- Increase security incident response speed by 30%
- Train staff in faster threat identification procedures
- Implement automated threat detection and response tools
- Streamline incident reporting and escalation processes
5. OKRs to boost enterprise customer attraction to our platform
- Boost enterprise customer attraction to our platform
- Expand platform features based on 75% of enterprise-client feedback
- Analyze feedback from 75% of enterprise clients
- Identify commonly requested platform features
- Initiate development of new features
- Increase demo requests by 30% over the next quarter
- Implement a user-friendly online demo request form
- Enhance demo product features to attract more customer interest
- Develop targeted marketing campaigns to boost demo visibility
- Enhance customer support satisfaction rate by 45%
- Implement a customer feedback system to gauge satisfaction
- Implement comprehensive training programs for customer support staff
- Improve product/service quality based on customer insights
6. 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
7. OKRs to enhance superior customer support to VIP clients
- Enhance superior customer support to VIP clients
- Increase client satisfaction score to 90% for VIPs
- Improve product/service quality based on feedback
- Implement personalized customer service for VIP clients
- Regularly request and analyze VIP client feedback
- Achieve first-response times under 2 hours for all VIP client inquiries
- Implement a priority system for VIP client inquiries
- Establish dedicated response teams for VIP clients
- Train staff on quick and efficient response techniques
- Reduce VIP client complaint rate by 20%
- Implement customized training on VIP client servicing for staff
- Enhance VIP client communication and response times
- Regularly review and improve VIP client service process
8. OKRs to boost sales figures utilizing CAIS distribution team
- Boost sales figures utilizing CAIS distribution team
- Increase average sales per team member by at least 15%
- Set up performance incentives for higher sales
- Implement regular sales training programs for team members
- Monitor and share individual sales performance regularly
- Secure 10 new high-value clients through strategic distribution efforts
- Launch a personalized, strategic outreach and follow-up process
- Develop targeted marketing materials for these potential clients
- Identify potential high-value clients based on our market research
- Achieve a 10% reduction in sales cycle time for major accounts
- Implement training on efficient sales strategies for major accounts
- Enhance communication with key clients to expedite decisions
- Analyze previous deals to identify common delays or inefficiencies
9. OKRs to improve our delivery of results to clients
- Improve our delivery of results to clients
- Increase customer satisfaction rate by 20% through improved result delivery
- Analyze feedback to identify areas needing improvement
- Implement result-oriented training for customer service
- Regularly monitor and adjust delivery processes
- Complete 95% of projects on time without any delay
- Regularly review progress towards project deadlines
- Prioritize jobs based on deadline and complexity
- Implement efficient project management tools
- Reduce error rates in result delivery by 15%
- Implement comprehensive quality checking procedures
- Conduct regular audits to identify problematic areas
- Provide additional training to delivery team
10. OKRs to enhance satisfaction of wealth management clients
- Enhance satisfaction of wealth management clients
- Increase client satisfaction scores by 20% through improved personalization
- Regularly seek client feedback for service improvements
- Train staff for personalized customer interactions
- Implement customer relationship management software for tailored services
- Decrease client complaint rates by 15% via proactive communication
- Implement regular updates on service improvements to all clients
- Establish a client feedback system for early issue detection
- Train staff on proactive communication strategies
- Launch 2 new features in the client portal based on client feedback analysis
- Implement new features in the client portal
- Develop and test the new features
- Identify desired features from client feedback analysis
11. OKRs to enhance satisfaction levels of our clients
- Enhance satisfaction levels of our clients
- Increase Net Promoter Score (NPS) by 15 points by enhancing customer interaction
- Implement service training programs to improve customer interaction
- Streamline the feedback collection process for enhanced customer experience
- Develop personalized customer engagement strategies
- Achieve a 30% improvement in Customer Satisfaction Score (CSAT) via feedback implementation
- Prioritize improvements based on feedback received
- Collect and analyze all customer feedback regularly
- Implement changes and measure their effects
- Decrease customer complaints by 20% through improving product quality and service deliverance
- Regularly solicit customer feedback to address issues promptly
- Implement rigorous quality control checks for product manufacturing
- Enhance customer service training for all representatives
12. OKRs to enhance performance of clients' paid campaigns
- Enhance performance of clients' paid campaigns
- Increase average click-through rate by 15%
- Segment email lists for a more personalized approach
- Implement A/B testing to optimize email subject lines
- Enhance CTA button design to draw attention
- Boost campaign conversion rate by 20%
- Improve targeting efforts for more relevant user engagement
- Tailor ad copy to better resonate with audience needs
- Implement A/B testing to optimize landing page design
- Reduce cost per acquisition by 10%
- Improve website conversion rates with UX optimization
- Launch targeted marketing campaigns to attract desired customers
- Analyze current customer acquisition strategies for inefficiencies
13. OKRs to maintain accuracy of vendor information across all clients
- Maintain accuracy of vendor information across all clients
- Reduce report inconsistencies related to vendor information by 25%
- Implement a centralized system for vendor data management
- Regularly review and update vendor databases
- Establish standard protocols for gathering vendor information
- Implement weekly checks with each client to confirm vendor information accuracy
- Create a weekly schedule for client vendor information checks
- Train staff to conduct vendor information accuracy checks
- Develop a reporting system for the weekly check results
- Verify and update 100% of vendor data in client systems every week
- Confirm successful update of all vendor data
- Review current vendor data in client systems weekly
- Update incorrect or outdated vendor information
14. OKRs to acquire new clients providing a security deposit
- Acquire new clients providing a security deposit
- Improve sales conversion rate by 15% through targeted follow-ups and demonstrations
- Monitor and analyze sales conversion rates regularly
- Identify potential customers for targeted follow-ups
- Plan and execute effective product demonstrations
- Secure 30% of new clients providing a security deposit by optimizing our proposal strategy
- Train team on optimized proposal strategy
- Revise proposals highlighting security deposit benefits
- Implement personalized follow-up for each proposal
- Expand marketing outreach to gain 20% more inquiries about our services
- Develop and launch a targeted social media advertising campaign
- Implement a referral reward program for existing clients
- Collaborate with influencers related to our niche for promotional campaigns
15. OKRs to improve Braze comprehension to boost confidence when presenting to potential clients
- Improve Braze comprehension to boost confidence when presenting to potential clients
- Complete all Braze training modules and quizzes
- Identify all required Braze training modules and quizzes
- Dedicate specific time daily to study and complete modules
- Complete and pass all associated quizzes
- Successfully pitch Braze to at least 5 test prospects
- Conduct the Braze product pitch to each prospect
- Analyze Braze features and benefits for effective pitching
- Identify and contact 5 potential test prospects
- Receive positive feedback from internal team on Braze knowledge improvement
- Request regular feedback on Braze usage from the team
- Apply learned Braze functionalities in daily tasks
- Attend regular training sessions on Braze software
Clients 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's audit dashboard will highlight opportunities to improve OKRsTip #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's check-ins will save you hours and increase transparencyTip #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 Clients 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
Most teams should start with a spreadsheet if they're using OKRs for the first time. Then, once you get comfortable you can graduate to a proper OKRs-tracking tool.
Tability's Strategy Map makes it easy to see all your org's OKRsIf 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 Clients OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to boost customer base and broaden our market influence
- OKRs to significantly increase application's monthly revenue
- OKRs to successful Exchange and Migration of Server Systems
- OKRs to enhance employee dedication via communication optimization
- OKRs to achieve Product-Market Fit (PMF)
- OKRs to acquire new clients providing a security deposit
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 👀
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