15 OKR examples for Customer Engagement Team

What are Customer Engagement Team 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 Team 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 Engagement Team 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 Customer Engagement Team OKRs examples

You will find in the next section many different Customer Engagement Team 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 improve customer show rate to increase value time efficiency

  • ObjectiveImprove customer show rate to increase value time efficiency
  • Key ResultImplement an effective appointment reminder system to decrease customer forgetfulness by 10%
  • TaskResearch best appointment reminder software options
  • TaskTrain staff on using the new system
  • TaskImplement follow-up strategies post-appointment
  • Key ResultReduce no-show rate by 15% through enhanced customer engagement
  • TaskImplement automated reminders for appointments via phone or email
  • TaskInitiate personal follow-ups to understand reasons for missed appointments
  • TaskDevelop a loyalty program to incentivize regular attendance
  • Key ResultIncorporate a reward system to incentivize 20% more customers to show up
  • TaskDesign a customer point system for frequent visits
  • TaskPublicize rewards program via social media or email
  • TaskImplement a referral bonus for existing customers

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 boost the frequency of value-driven discussions

  • ObjectiveBoost the frequency of value-driven discussions
  • Key ResultIncrease employee training sessions on value communication by 50%
  • TaskMonitor and report on the improvement in value communication
  • TaskDevelop and execute detailed plans for additional training sessions
  • TaskReview and identify gaps in current value communication training schedules
  • Key ResultImprove customer engagement through value dialogues by 20%
  • TaskImplement personalized engagement strategies for key customers
  • TaskEvaluate and improve existing customer interaction methods
  • TaskDevelop an empathetic customer communication strategy
  • Key ResultEnhance value dialogue initiation among team members by at least 30%
  • TaskIncorporate regular team-building exercises or activities
  • TaskImplement training sessions for effective communication skills
  • TaskEncourage frequent brainstorming sessions across all teams

OKRs to amplify enterprise producer engagement

  • ObjectiveAmplify enterprise producer engagement
  • Key ResultAchieve 20% growth in enterprise producer sign-ups by the end of the quarter
  • TaskCreate lucrative incentive programs to attract new enterprise producers
  • TaskImplement an aggressive digital marketing campaign targeting potential enterprise producers
  • TaskOptimize the sign-up process to improve user experience and conversion
  • Key ResultIncrease customer satisfaction by 10% as measured by enterprise producer survey results
  • TaskImplement a feedback system for customer complaints
  • TaskTrain staff in enhanced customer service skills
  • TaskLaunch a customer loyalty reward program
  • Key ResultBoost producer product usage with a 15% increase in usage metrics
  • TaskImprove product advertising and demonstration resources
  • TaskImplement targeted training sessions on product features
  • TaskDevelop incentive programs for frequent usage

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 establish leadership in impactful digital product delivery

  • ObjectiveEstablish leadership in impactful digital product delivery
  • Key ResultIncrease user engagement metrics by 20% across all digital products
  • TaskDevelop and implement compelling content to attract users
  • TaskLaunch promotional campaigns to drive user engagement
  • TaskEnhance interactivity features and UX across platforms
  • Key ResultEnsure customer satisfaction rate surpasses 80% via enhanced digital experiences
  • TaskProvide quick and effective online customer service
  • TaskImplement user-friendly interfaces in digital platforms
  • TaskOffer personalized digital experiences based on customer preferences
  • Key ResultLaunch 3 new innovative features improving product performance by 15%
  • TaskIdentify areas in current product requiring performance enhancements
  • TaskDevelop three innovative features targeting identified areas
  • TaskTest and integrate these features into the existing product

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 boost client engagement and improve retention rates

  • ObjectiveBoost client engagement and improve retention rates
  • Key ResultEnhance engagement on client quarterly webinars by 30% through targeted content
  • TaskDevelop relatable, industry-specific content for webinar presentations
  • TaskPersonalize webinar invites to boost attendee interest
  • TaskOptimize webinar time based on client availability and preference
  • Key ResultDecrease client churn rate by 10% via improving customer service response time
  • TaskTrain customer service reps for quicker query resolution
  • TaskMonitor and optimize current support response times
  • TaskImplement real-time chat for immediate customer support interactions
  • Key ResultIncrease monthly product usage by 15% by implementing personalisation in user journey
  • TaskImplement personalisation features into the user journey
  • TaskMonitor and analyze user engagement data regularly
  • TaskRun marketing campaigns promoting new personalized features

OKRs to drive customer engagement through product flyers

  • ObjectiveDrive customer engagement through product flyers
  • Key ResultAchieve 15% response rate to product flyers sent
  • TaskInclude a compelling call-to-action on each flyer
  • TaskRegularly track and analyze flyer response rates
  • TaskCreate engaging, attention-grabbing flyer designs
  • Key ResultMail out 100% of product flyers to customer base
  • TaskSend product flyers to all addresses via mail
  • TaskPrint out sufficient copies of the product flyers
  • TaskCompile a list of all customer addresses
  • Key ResultDesign and print 500 product flyers by week 3
  • TaskWrite and edit content for the flyer
  • TaskCreate a design layout for the product flyers
  • TaskSend the finalized design for printing 500 copies

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 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 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 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 invoice value for slurry pumps and spares to $800,000

  • ObjectiveBoost invoice value for slurry pumps and spares to $800,000
  • Key ResultImprove sales closure rate by 20% through targeted sales initiatives
  • TaskDevelop specific proposals tailored for each potential customer's needs
  • TaskUtilize data analytics to identify and target high conversion rate customers
  • TaskImplement a continuous training program to sharpen sales team's closing skills
  • Key ResultIncrease average order value to $4,000 by upselling related products
  • TaskTrain sales team on effective upselling techniques
  • TaskDevelop recommendations for related, higher-priced products
  • TaskImplement upselling strategies during post-sale follow-up
  • Key ResultAchieve 200 customer orders for slurry pumps and spare parts
  • TaskDevelop a detailed marketing plan targeting potential customers
  • TaskBoost online presence via SEO and social media advertising
  • TaskInitiate contact with relevant industry influencers for partnerships

Best practices for managing your Customer Engagement Team 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 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.

Best way to track your Customer Engagement Team 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:

  • 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 Engagement Team 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

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