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2 OKR examples for Customer Conversions

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What are Customer Conversions 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 Conversions 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.

How to write your own Customer Conversions OKRs

1. Get tailored OKRs with an AI

You'll find some examples below, but it's likely that you have very specific needs that won't be covered.

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.

Tability will then use your prompt to generate a fully editable OKR template.

Watch the video below to see it in action 👇

Option 2. Optimise existing OKRs with Tability Feedback tool

If you already have existing goals, and you want to improve them. You can use Tability's AI feedback to help you.

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.

Option 3. Use the free OKR generator

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.

Customer Conversions OKRs examples

You will find in the next section many different Customer Conversions 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!

OKRs to enhance email marketing effectiveness to boost customer conversions

  • ObjectiveEnhance email marketing effectiveness to boost customer conversions
  • KRIncrease email open rate by 20%
  • TaskManage send times to optimize recipient availability
  • TaskRedesign email layout to improve visibility and engagement
  • TaskPersonalize email subjects to pique recipient's interest
  • KRImprove click-through rate by 15%
  • TaskEnhance ad copy with persuasive, clear messaging
  • TaskOptimize email subject lines for better open rates
  • TaskTest and refine call-to-action buttons for visibility
  • KRBoost conversion rate by 10% from email marketing campaigns
  • TaskSegment email list for targeted, personalized content
  • TaskRedesign email template to highlight call-to-actions
  • TaskA/B test different subject lines to increase open rates

OKRs to improve staff proficiency in sales and customer service via a training program

  • ObjectiveImprove staff proficiency in sales and customer service via a training program
  • KRIncrease sales conversions by 20% post-training
  • TaskImplement a comprehensive post-training feedback system
  • TaskAnalyze sales data for performance improvement opportunities
  • TaskInitiate regular follow-ups with potential clients
  • KREnsure 95% participation of staff in the training program
  • TaskRegularly remind staff about the training
  • TaskOffer flexible scheduling for the training sessions
  • TaskCreate attractive, valuable content for the training program
  • KRAchieve 90% customer satisfaction ratings after implementing training
  • TaskRegularly review and update training materials
  • TaskMonitor and track customer satisfaction levels closely
  • TaskImplement comprehensive customer service training for all employees

Customer Conversions 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 Customer Conversions 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:

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.

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 Conversions OKR templates

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

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