Table of content

15 OKR examples for Customer Engagement

What are Customer Engagement 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 Engagement 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.

Our Customer Engagement OKRs examples

You will find in the next section many different Customer Engagement 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 raise Customer Score and Customer Engagement Rate

  • ObjectiveIncrease Customer Satisfaction and Engagement
  • Key ResultReduce customer churn rate by 15% through proactive retention strategies
  • Key ResultImplement and launch a loyalty program with a minimum of 20% customer enrollment
  • Key ResultIncrease overall Customer Score by 5 points through weekly post-purchase surveys
  • Key ResultAchieve a 10% increase in average monthly Customer Engagement Rate on social media platforms

OKRs 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

OKRs to drive stakeholder UX comprehension and increase customer engagement in decision-making

  • ObjectiveDrive stakeholder UX comprehension and increase customer engagement in decision-making
  • Key ResultIncrease customer decision participation by 30% through implantation of a decision-sharing platform
  • TaskResearch and select a suitable decision-sharing platform
  • TaskTrain staff to effectively utilize the platform
  • TaskImplement the chosen platform across the business
  • Key ResultConduct five UX training sessions for stakeholders and evaluate knowledge with post-training quizzes
  • TaskIdentify topic areas and develop a UX training curriculum
  • TaskImplement post-training quizzes to assess learning
  • TaskSchedule five training sessions for stakeholders
  • Key ResultAchieve a 10% improvement in stakeholder UX understanding survey scores
  • TaskConduct a stakeholder-focused UX training session
  • TaskSchedule regular stakeholder UX feedback sessions
  • TaskImprove clarity in UX-related communications

OKRs to enhance customer engagement and satisfaction in the existing client base

  • ObjectiveEnhance customer engagement and satisfaction in the existing client base
  • Key ResultReduce negative feedback responses by 15% through improved support services
  • TaskTrain support staff on communication and problem-solving techniques
  • TaskImplement a responsive and user-friendly support system
  • TaskRegularly monitor and analyze feedback for improvement areas
  • Key ResultIncrease client satisfaction rate by 20% on post-service survey results
  • TaskInitiate immediate resolutions for client complaints
  • TaskImplement regular client feedback surveys post-service
  • TaskEnhance customer service training for all employees
  • Key ResultAchieve a 25% increase in customer interaction on all digital platforms
  • TaskIncrease promotional activities to boost online visibility of brand
  • TaskDeliver consistent, high-quality content tailored to customer interests
  • TaskImplement compelling engagement strategies across all digital platforms

OKRs to enhance user satisfaction and engagement with our app

  • ObjectiveEnhance user satisfaction and engagement with our app
  • Key ResultReduce average response time to user inquiries to under 24 hours through streamlined customer support
  • TaskRegularly analyze response time data to identify bottlenecks and implement process improvements
  • TaskEstablish clear guidelines and documentation for resolving common user inquiries
  • TaskTrain customer support agents to handle inquiries effectively and efficiently
  • TaskImplement a ticketing system for efficient tracking and prioritization of user inquiries
  • Key ResultIncrease user retention rate by 15% through personalized push notifications and enhanced features
  • TaskContinuously monitor and optimize push notification campaigns and feature updates for maximum effectiveness
  • TaskDevelop and implement a comprehensive push notification strategy based on user insights
  • TaskAnalyze user behavior to identify key preferences and interests for personalized push notifications
  • TaskEnhance user experience by adding new features and improving existing functionalities
  • Key ResultIncrease user reviews by 20% through targeted campaigns and incentivized prompts
  • TaskUse social media platforms to highlight positive user reviews and encourage others to share their experiences
  • TaskCreate personalized email campaigns to request user reviews with compelling copy and visuals
  • TaskOffer exclusive incentives, such as discounts or freebies, for users who leave reviews
  • TaskImplement in-app prompts at strategic moments to remind and encourage users to submit reviews
  • Key ResultIncrease average app rating to 4.5 stars through user feedback and app improvements

OKRs to increase new offering adoption to 50% of our userbase

  • ObjectiveIncrease new offering adoption to 50% of our userbase
  • Key ResultImprove onboarding experience to increase user engagement with the new offering
  • TaskCollect and analyze user feedback to continuously improve and refine the onboarding experience
  • TaskOffer personalized support and assistance to address any user concerns or queries
  • TaskSimplify the onboarding process for a smooth and user-friendly experience
  • TaskProvide interactive tutorials and guides to educate users about the new offering
  • Key ResultIncrease user awareness of the new offering through targeted marketing campaigns
  • TaskUtilize various advertising channels, such as social media and email marketing, to reach targeted audience effectively
  • TaskDevelop a compelling marketing message highlighting the unique benefits of the new offering
  • TaskIdentify and target specific customer segments most likely to be interested in the new offering
  • TaskMeasure the success of marketing campaigns through relevant metrics to optimize future efforts
  • Key ResultIncrease conversion rate by driving more users to complete the registration process
  • TaskOptimize the registration form to improve user experience and minimize drop-offs
  • TaskImplement a user-friendly reminder system to encourage users to complete the registration
  • TaskIncrease visibility and promotion of registration process through targeted marketing strategies
  • TaskOffer rewards or incentives to motivate users to complete the registration process
  • Key ResultAchieve a customer satisfaction score of at least 4.5 out of 5 through feedback surveys
  • TaskImplement a post-purchase feedback system to gather customer satisfaction data
  • TaskImplement customer satisfaction incentives to encourage participation in feedback surveys
  • TaskTrain customer service team to ensure excellent communication and problem-solving skills
  • TaskAnalyze feedback data regularly to identify areas for improvement and address customer concerns

OKRs to boost client engagement in our analytics services

  • ObjectiveBoost client engagement in our analytics services
  • Key ResultAchieve a 15% rise in client satisfaction scores for our analytics services
  • TaskDevelop and provide additional personalized analytics services
  • TaskImplement regular feedback collections from clients for service improvement
  • TaskEnhance client communication and response times
  • Key ResultSecure a 20% increase in signed-up clients using our analytics services
  • TaskOffer a limited-time discount or bundle option for new sign-ups
  • TaskOrganize webinars or workshops showcasing our analytics capabilities
  • TaskDevelop a compelling marketing strategy for our analytics services
  • Key ResultDeliver 3 new value-added analytics features to stimulate client usage
  • TaskDevelop and test these features with a focus on value-add
  • TaskIdentify potential new analytical features based on user feedback
  • TaskImplement and promote these features to existing clients

OKRs to implement engagement visibility for corporate customers on Mina Sidor

  • ObjectiveImplement engagement visibility for corporate customers on Mina Sidor
  • Key ResultIncrease the number of corporate users by 20% through improved platform functionality
  • TaskConduct targeted marketing for corporate users
  • TaskUpgrade platform features based on popular user feedback
  • TaskOffer limited-time promotions for corporate sign-ups
  • Key ResultReduce customer inquiries regarding engagement status by 30% after feature implementation
  • TaskImplement a self-help guide for new feature
  • TaskApply customer feedback for feature improvement
  • TaskConduct webinars demonstrating feature usage
  • Key ResultAchieve 90% positive feedback on newly implemented engagement visibility feature
  • TaskGather initial user feedback on engagement visibility feature
  • TaskContinuously monitor and adjust feature for user satisfaction
  • TaskImprove feature based on user feedback and comments

OKRs to drive revenue growth through personalisation

  • ObjectiveDrive revenue growth through personalisation
  • Key ResultImprove customer retention rate by 15% through tailored email marketing campaigns
  • TaskAnalyze campaign performance and make iterative improvements based on customer feedback and data
  • TaskImplement automated email workflows to consistently engage customers at different stages of their journey
  • TaskSegment customer database based on demographics, behavior, and purchasing patterns
  • TaskDevelop personalized email content that addresses individual customer needs and preferences
  • Key ResultIncrease conversion rate by 10% through personalised recommendations on the website
  • TaskOptimize website's user interface to prominently display personalized recommendations throughout the user journey
  • TaskAnalyze customer data to understand preferences and create tailored recommendation lists
  • TaskContinuously monitor and test recommendation algorithms to improve accuracy and relevance
  • TaskImplement an AI-driven recommendation engine to offer personalized product suggestions
  • Key ResultGenerate 30% more revenue from existing customers by delivering highly targeted promotions
  • TaskImplement a customer loyalty program to reward and incentivize existing customers for their continued business
  • TaskMonitor and track promotion effectiveness, making adjustments based on real-time customer feedback
  • TaskDevelop a strategic plan to increase customer engagement and encourage repeat purchases
  • TaskAnalyze customer data to identify interests and preferences for personalized promotions
  • Key ResultAchieve a 20% increase in average order value by leveraging personalised upselling techniques
  • TaskAnalyze customer shopping patterns to identify potential upselling opportunities
  • TaskImplement dynamic pricing strategies to showcase higher-value options and incentives for upselling
  • TaskTrain sales team on effective upselling techniques and how to personalize offers
  • TaskDevelop tailored product recommendations based on customer preferences and purchase history

OKRs to boost usage rates of our key product among existing customers

  • ObjectiveBoost usage rates of our key product among existing customers
  • Key ResultGather and analyse customer feedback for the product to improve it by 10%
  • TaskImplement changes based on the analyzed feedback
  • TaskAnalyze received feedback for common issues and suggestions
  • TaskSend out surveys to customers to collect feedback on the product
  • Key ResultAchieve a 15% increase in product usage among current customers
  • TaskImplement a customer engagement campaign via email and social media
  • TaskProvide incentives for increased product use, like discounts or rewards
  • TaskEnhance product features based on user feedback and announce updates
  • Key ResultExecute 3 product education webinars reaching at least 50% of current customers
  • TaskReview webinar attendance and feedback for improvement
  • TaskIdentify topics that spark customer interest for each webinar
  • TaskMarket webinars to current customers via email and social media

OKRs to improve app user experience through personalized design processes

  • ObjectiveImprove app user experience through personalized design processes
  • Key ResultAchieve a customer satisfaction rating of 4.5+ out of 5 through personalized design improvements
  • TaskRegularly monitor customer satisfaction metrics to track progress towards achieving the target rating
  • TaskImplement personalized design changes based on individual customer preferences and needs
  • TaskConduct a detailed analysis of customer feedback to identify specific design improvement areas
  • TaskContinuously analyze customer feedback and make necessary adjustments to further enhance customer satisfaction
  • Key ResultReduce user churn rate by 15% by enhancing personalized interactions and features
  • TaskImplement a comprehensive user feedback system to identify pain points and areas of improvement
  • TaskRegularly analyze user data to identify patterns and preferences for targeted personalized interactions
  • TaskContinuously optimize and update features based on user feedback and behavior analysis
  • TaskDevelop and incorporate personalized recommendations to enhance user experience and engagement
  • Key ResultIncrease average user session duration by 10% via tailored and intuitive app experiences
  • Key ResultIncrease user engagement by 20% through personalized app experiences

OKRs to foster user-centric culture through stakeholder engagement

  • ObjectiveDrive a user-centric culture by engaging stakeholders
  • Key ResultIncrease user feedback submission rate by 20% through improved communication channels
  • Key ResultConduct user surveys and incorporate findings in product development
  • Key ResultIncrease user satisfaction score by 10% through better UX design
  • Key ResultHost 3 cross-functional stakeholder workshops to prioritize user needs

OKRs to boost customer interaction on the homepage

  • ObjectiveBoost customer interaction on the homepage
  • Key ResultDecrease bounce rate on homepage by 15%
  • TaskRedesign homepage for ease of navigation and aesthetic appeal
  • TaskOptimize page load times for better user experience
  • TaskImplement engaging, relevant content on the homepage
  • Key ResultIncrease the average time users spend on homepage by 25%
  • TaskImprove homepage content and visual appeal
  • TaskIncorporate interactive features or videos
  • TaskUse analytics to identify and address user detractions
  • Key ResultAchieve a 20% increase in homepage click-through rate
  • TaskOptimize homepage layout for easier navigation
  • TaskCreate engaging, visually appealing homepage content
  • TaskImplement A/B testing to improve user engagement

OKRs to implement a robust loyalty feature in the banking app

  • ObjectiveImplement a robust loyalty feature in the banking app
  • Key ResultAchieve a 25% user participation rate in the loyalty program post-launch
  • TaskDevelop engaging promotional materials for loyalty program
  • TaskImplement incentivized referrals to boost user rates
  • TaskEstablish effective communication channels for advertising
  • Key ResultTest the prototype with 200 customers and achieve at least 85% satisfaction rate
  • TaskGather and analyze customer satisfaction data
  • TaskExecute the prototype testing strategy
  • TaskSelect 200 customers for prototype testing
  • Key ResultDesign and develop a user-friendly loyalty feature prototype by end of month one
  • TaskDevelop minimum viable prototype
  • TaskSketch initial design of the prototype
  • TaskConduct research on successful user-friendly loyalty features

OKRs to enhance platform performance through strategic commercial projects

  • ObjectiveEnhance platform performance through strategic commercial projects
  • Key ResultIncrease platform user engagement rate by 25%
  • TaskEnhance user experience with personalized content
  • TaskDevelop and implement new, interactive features to the platform
  • TaskOrganize regular virtual events for user engagement
  • Key ResultAdd 3 new significant revenue-driving features
  • TaskDevelop a business case for each proposed feature
  • TaskImplement, test, and launch the new features
  • TaskIdentify prospective features based on customer feedback and market trends
  • Key ResultAchieve a 15% reduction in overall platform churn rate
  • TaskDevelop a comprehensive customer retention strategy
  • TaskImplement customer satisfaction surveys to identify areas for improvement
  • TaskEnhance customer service training protocols

Best practices for managing your Customer Engagement OKRs

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 the weekly 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 below). 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.

Building your own Customer Engagement 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.

Best way to track your Customer Engagement OKRs

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

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 OKR-tracking tool for it.

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 Engagement 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.