13 customisable OKR examples for Customer Conversion

What are Customer Conversion 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.

Writing good OKRs can be hard, especially if it's your first time doing it. You'll need to center the focus of your plans around outcomes instead of projects.

We have curated a selection of OKR examples specifically for Customer Conversion to assist you. Feel free to explore the templates below for inspiration in setting your own goals.

If you want to learn more about the framework, you can read our OKR guide online.

Building your own Customer Conversion 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:

Our customisable Customer Conversion OKRs examples

You will find in the next section many different Customer Conversion 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 boost community membership and customer conversion

  • ObjectiveBoost community membership and customer conversion
  • Key ResultInitiate a referral program and achieve 50% membership via referrals
  • TaskRegularly analyze and adjust strategy based on referral rates
  • TaskImplement a persuasive marketing campaign to promote referrals
  • TaskDevelop an enticing referral program centered on customer rewards
  • Key ResultConvert 15% of new members into customers through targeted email marketing
  • TaskDevelop personalized email marketing campaigns
  • TaskTrack and analyze customer conversion rates
  • TaskIdentify member preferences for targeted emails
  • Key ResultIncrease website traffic by 30% through optimized SEO techniques
  • TaskEnhance site's loading speed and mobile responsiveness
  • TaskImplement keyword optimization throughout the website's content
  • TaskCreate quality backlinks to boost page rankings

2OKRs to boost sales performance across the company

  • ObjectiveBoost sales performance across the company
  • Key ResultDevelop and launch 3 new customer incentive programs
  • TaskIdentify customer needs and potential incentives
  • TaskDevelop 3 unique customer incentive programs
  • TaskLaunch incentive programs and monitor performance
  • Key ResultIncrease the conversion rate from leads to sales by 15%
  • TaskEnhance customer follow-up process through personalized communication
  • TaskImprove sales team training with focus on lead conversion techniques
  • TaskImplement new strategies in the sales funnel to encourage purchases
  • Key ResultAchieve a 20% increase in repeat customer purchases
  • TaskDevelop a loyalty program with incentives for frequent purchases
  • TaskImplement strategies for personalized customer engagement and retention
  • TaskConduct customer satisfaction surveys to identify areas of improvement

3OKRs to boost sign-ups conversion to reach a 50% paying customer rate

  • ObjectiveBoost sign-ups conversion to reach a 50% paying customer rate
  • Key ResultImplement 2 high-converting strategies targeted at sign-ups each month
  • TaskMonitor and measure strategy performance
  • TaskResearch and select effective strategies for sign-ups
  • TaskOutline a plan for strategy implementation
  • Key ResultIncrease the website conversion rate by 10% each month
  • TaskOptimize website layout for easier navigation and usability
  • TaskImplement effective call-to-action buttons on web pages
  • TaskRun A/B tests to improve landing pages performance
  • Key ResultReduce the signup to paying customer cycle by 15%
  • TaskImprove onboarding to highlight product benefits
  • TaskImplement immediate upsell strategies post-signup
  • TaskSimplify the sign-up process to minimize hurdles

4OKRs to enhance audience segmentation and customer journey strategies

  • ObjectiveEnhance audience segmentation and customer journey strategies
  • Key ResultIncrease customer conversion rate by 10% for each defined segment
  • TaskOffer incentives or rewards to repeat customers
  • TaskEnhance user experience on the company website
  • TaskImplement personalized marketing strategies for each target segment
  • Key ResultDevelop and implement 4 tailored customer journey maps for selected segments
  • TaskDevelop tailored journey maps for each segment
  • TaskIdentify four key customer segments for journey mapping
  • TaskImplement and monitor journey maps
  • Key ResultDefine 5 new distinct customer segments based on market research data
  • TaskIdentify and document five unique customer behavior clusters
  • TaskAnalyze market research data for customer behavior patterns
  • TaskCreate detailed profiles for each identified customer segment

5OKRs to maximize AI consulting services revenue

  • ObjectiveMaximize AI consulting services revenue
  • Key ResultAchieve a 20% increase in the conversion rate from leads to paying clients
  • TaskProvide personalized follow-up communications to address specific client needs and enhance conversion rates
  • TaskAnalyze the current lead nurturing process and identify areas for improvement
  • TaskImplement targeted email marketing campaigns to engage leads and drive conversions
  • TaskOptimize website landing pages to enhance user experience and encourage conversions
  • Key ResultReduce customer churn rate by 10% by improving customer satisfaction and retention strategies
  • TaskOffer loyalty programs and incentives to encourage customer loyalty and reduce churn rate
  • TaskEnhance product/service quality through constant monitoring and prompt resolution of customer feedback
  • TaskImplement personalized customer support strategies to enhance engagement and build stronger relationships
  • TaskConduct customer satisfaction surveys to identify pain points and areas for improvement
  • Key ResultIncrease the average contract value by 15% through upselling and cross-selling
  • TaskIdentify top-selling products/services and create bundled packages to increase cross-selling opportunities
  • TaskAnalyze customer purchase history and behavior to develop personalized upsell/cross-sell recommendations
  • TaskTrain sales team on effective upselling techniques and provide them with updated product knowledge
  • TaskImplement targeted marketing campaigns to educate customers on the benefits of upselling and cross-selling
  • Key ResultAcquire 10 new clients by implementing targeted marketing campaigns and referrals
  • TaskEncourage existing clients to refer new clients by offering incentives or rewards
  • TaskDesign and launch a social media ad campaign to attract new clients
  • TaskCreate a list of potential clients by analyzing the target market demographics
  • TaskDevelop personalized email campaigns to reach out to potential clients

6OKRs to boost customer acquisition for consultancy business

  • ObjectiveBoost customer acquisition for consultancy business
  • Key ResultConvert 20% of website visitors into leads with an optimized conversion strategy
  • TaskImplement robust SEO to increase website visibility and traffic
  • TaskCreate appealing, clear call-to-actions for visitor engagement
  • TaskInstall analytics to track and improve conversion rates
  • Key ResultIncrease website traffic by 30% through SEO and content marketing strategies
  • TaskUtilize SEO analytics tools to monitor results and optimize strategies
  • TaskCreate shareable, high-quality content for increased backlinks
  • TaskImplement targeted SEO keywords in blog posts and website content
  • Key ResultAttain a close rate of 15% by improving sales outreach and follow-up processes
  • TaskStreamline follow-up process to ensure timely communication
  • TaskImplement efficient CRM system for effective sales tracking
  • TaskProvide team with progressive sales training and workshops

7OKRs to boost client conversion rates using our service

  • ObjectiveBoost client conversion rates using our service
  • Key ResultIncrease website traffic by 20% to enhance service visibility
  • TaskDevelop engaging content to retain existing customer base
  • TaskInitiate pay-per-click advertising to attract new users
  • TaskImplement SEO strategies to improve search engine rankings
  • Key ResultImprove landing page conversion rate by 15% through optimization
  • TaskImplement A/B testing for multiple landing page designs
  • TaskAnalyze visitor behavior to optimize user experience
  • TaskImprove call-to-actions to drive engagement
  • Key ResultRamp up customer service satisfaction score by 10% by improving response time
  • TaskRegularly monitor and review response times
  • TaskTrain team for effective and efficient resolution of complaints
  • TaskImplement automated customer service software

8OKRs to boost stealth bed and chair pad sales by 20%

  • ObjectiveBoost stealth bed and chair pad sales by 20%
  • Key ResultIncrease average order size of stealth bed and chair pads by 10%
  • TaskIntroduce multi-buy discounts for bigger orders of bed and chair pads
  • TaskImprove product descriptions highlighting stealth pad's unique features
  • TaskUpsell complementary products like covers or cleaners
  • Key ResultImprove conversion rate on stealth bed and chair pads by 15%
  • TaskOptimized product listings for search engine visibility
  • TaskImplement A/B testing for different website layouts
  • TaskIncrease advertisement on popular home decor platforms
  • Key ResultIncrease customer inquiries about stealth bed and chair pads by 30%
  • TaskOffer free samples with purchases and for reviews
  • TaskHighlight benefits and features in email newsletters
  • TaskLaunch a digital marketing campaign targeting potential customers

9OKRs to increase transaction volume

  • ObjectiveIncrease transaction volume
  • Key ResultEnhance customer retention by 3%
  • Key ResultIncrease customer acquisition by 5%
  • TaskLaunch targeted advertising campaigns to reach a wider audience
  • TaskImplement referral programs to incentivize current customers to refer others
  • TaskOffer exclusive promotions and discounts to attract new customers
  • TaskImprove website design and usability for better customer experience
  • Key ResultExpand product awareness by reaching 10,000 additional potential customers
  • TaskHost virtual webinars or workshops to educate and engage with potential customers
  • TaskRun targeted social media ads to promote the product to new potential customers
  • TaskUtilize search engine optimization techniques to increase organic reach and visibility
  • TaskCollaborate with influencers to create sponsored content showcasing the product's benefits
  • Key ResultImprove conversion rate by 2%
  • TaskCreate compelling and concise call-to-action buttons and messaging
  • TaskAnalyze user feedback and make necessary improvements to enhance user experience
  • TaskImplement A/B testing to determine most effective design and content variations
  • TaskOptimize website layout and navigation for easier user flow

10OKRs to boost sales performance significantly

  • ObjectiveBoost sales performance significantly
  • Key ResultImprove product demonstration conversions by 10%
  • TaskTrain staff on persuasive presentation and selling techniques
  • TaskResearch audience needs for personalized product demonstrations
  • TaskIncorporate a compelling call-to-action in all demos
  • Key ResultDrive repeat business higher by improving client retention by 20%
  • TaskPersonalize client communications to enhance engagement
  • TaskImplement a loyalty program to reward frequent customers
  • TaskImprove customer service response times by 15%
  • Key ResultIncrease the number of customer contacts by 15%
  • TaskEnhance social media engagement strategies
  • TaskImplement a new customer outreach campaign
  • TaskOffer incentives for customer referrals

11OKRs to increase installs from Atlassian Marketplace

  • ObjectiveIncrease installs from Atlassian Marketplace
  • Key ResultAchieve a 15% conversion rate of Marketplace page visits to app installs
  • TaskEnhance app visibility with keyword optimization and appealing descriptions
  • TaskImplement incentives like discounts for app installs
  • TaskImprove user experience for seamless app installation
  • Key ResultIncrease monthly marketing campaigns by 20% to boost visibility
  • TaskAllocate additional resources for expanded campaign efforts
  • TaskImplement, monitor and adjust the new marketing strategy
  • TaskDevelop a 20% increase plan for current marketing campaigns
  • Key ResultImprove app rating to 4.5 stars via enhanced user support and app updates
  • TaskImprove response time and quality of customer support services
  • TaskAsk satisfied customers to leave positive reviews
  • TaskRegularly update app to fix bugs and improve performance

12OKRs to boost customer acquisition for our Marketplace Reporting App

  • ObjectiveBoost customer acquisition for our Marketplace Reporting App
  • Key ResultIncrease online advertising conversion rate by 30%
  • TaskIncrease ad relevance through keywords and SEO
  • TaskImplement A/B testing to optimize ad presentations
  • TaskAnalyze audience data to target high-conversion demographics
  • Key ResultBoost website visits by 40% through enhanced SEO practices
  • TaskImplement relevant keywords to improve website’s on-page SEO
  • TaskEnhance website loading speed and mobile optimization
  • TaskBuild backlinks through guest posting on related blogs
  • Key ResultOptimize app onboarding process to improve conversion rate by 25%
  • TaskStreamline sign-up process and reduce unnecessary steps
  • TaskImplement clear, interactive tutorials for first-time app users
  • TaskRegularly test and update onboarding UX/UI for user-friendliness

13OKRs to boost SaaS product activation rates

  • ObjectiveBoost SaaS product activation rates
  • Key ResultReduce time to activation by 30% through user journey optimization
  • TaskSimplify onboarding process with clear, step-by-step instructions
  • TaskImprove user interface for easy and quick navigation
  • TaskEliminate non-essential steps in the user journey
  • Key ResultEnsure 90% of all trials convert to full activations
  • TaskAdminister follow-up emails post-trial period
  • TaskImplement user-friendly tutorials for trial products
  • TaskEnhance customer service for trial users
  • Key ResultAchieve a 15% increase in new user activations
  • TaskStreamline the user onboarding process
  • TaskOffer incentives for new user sign-ups
  • TaskDevelop and implement a comprehensive marketing strategy

Customer Conversion 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 DashboardTability's audit dashboard will highlight opportunities to improve OKRs

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 DashboardTability's check-ins will save you hours and increase transparency

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 Customer Conversion OKRs in a strategy map

Quarterly OKRs should have weekly updates to get all the 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 Customer Conversion 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.

Create more examples in our app

You can use Tability to create OKRs with AI – and keep yourself accountable 👀

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