15 customisable OKR examples for Customer Research
What are Customer Research 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 Research 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 Research 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 Customer Research OKRs examples
You will find in the next section many different Customer Research 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 product-market fit by conducting customer research and implementing user feedback
Improve product-market fit by leveraging customer research and user feedback
Measure the impact of the improvements on product-market fit by tracking user metrics- Conduct in-depth interviews with 50 potential and existing customers
- Implement the top 3 product improvements within 3 weeks
- Analyze user feedback and identify the top 3 product improvements
2. OKRs to develop a comprehensive new customer database
- Develop a comprehensive new customer database
- Achieve 100% data entry accuracy for new customer database
Train team on high-standard data entry protocols- Implement stringent data verification processes
- Use software to identify and correct errors
- Identify 500 potential customers for inclusion in new customer database
- Gather contact details for decision-makers at these companies
- Research industries relevant to our product/service
- Compile a list of companies within these industries
- Collect accurate contact and preference information from 100% of identified customers
- Implement a system to regularly update customer data
- Train staff on preference elicitation techniques
- Develop a standardized customer information collection form
3. OKRs to boost customer loyalty and extend business footprint
- Boost customer loyalty and extend business footprint
- Launch 2 brand-new offerings for current customers
- Conduct market research to test and validate the ideas
- Develop creative and unique ideas for new product offerings
- Initiate marketing campaigns to promote new offerings
- Increase customer retention rate by 15%
- Implement a customer loyalty rewards program
- Improve after-sale follow-up and customer service interactions
- Create personalized re-engagement strategies for inactive customers
- Achieve a 20% growth in cross-selling opportunities with existing clients
- Develop targeted cross-selling strategies and tactics
- Analyze existing customers' purchase patterns and needs
- Train team on effective cross-selling techniques
4. OKRs to increase AliExpress purchases
- Increase AliExpress purchases
- Research trending products weekly
- Browse popular e-commerce sites for current top-selling items
- Analyze Google Trends data for rising product searches
- Follow relevant industry influencers and note product recommendations
- Place orders for at least 5 items per week
- Review product availability and pricing from suppliers
- Submit at least 5 orders to suppliers each week
- Compile a list of desired products for purchase weekly
- Track delivery times and customer satisfaction
- Set up a system to record and monitor delivery times
- Analyze collected data and develop improvement strategies
- Create customer satisfaction surveys after product delivery
5. OKRs to enhance audience segmentation and customer journey strategies
- Enhance audience segmentation and customer journey strategies
- Increase customer conversion rate by 10% for each defined segment
- Offer incentives or rewards to repeat customers
- Enhance user experience on the company website
- Implement personalized marketing strategies for each target segment
- Develop and implement 4 tailored customer journey maps for selected segments
- Develop tailored journey maps for each segment
- Identify four key customer segments for journey mapping
- Implement and monitor journey maps
- Define 5 new distinct customer segments based on market research data
- Identify and document five unique customer behavior clusters
- Analyze market research data for customer behavior patterns
- Create detailed profiles for each identified customer segment
6. OKRs to enhance efficiency in handling travel time requests
- Enhance efficiency in handling travel time requests
- Read and analyze 10 research articles per week to improve response quality
- Schedule dedicated time blocks for reading
- Write analysis notes for each article
- Identify 10 relevant research articles each week
- Reduce average response time for requests to two business days
- Monitor and improve the current request workflow
- Implement an efficient ticketing system for quicker request assignment
- Train staff to prioritize and process requests effectively
- Increase request resolution rate to 95%
- Improve the training of customer service representatives
- Implement effective resolution procedures and guidelines
- Monitor closely and optimize resolution metrics
7. OKRs to enhance research and response strategies for agency requests
- Enhance research and response strategies for agency requests
- Achieve a 95% satisfaction rate in agency feedback on request handling
- Introduce a resolution policy for negative feedback
- Regularly assess and improve request handling processes
- Implement customer service training for agency staff
- Respond to 98% of requests from contracted agencies within 48 hours
- Prioritize urgent requests from contracted agencies
- Track and monitor response times to requests
- Allocate specific time daily to address agency requests
- Improve request research effectiveness, reducing turnaround time by 15%
- Implement a standardized research protocol to increase efficiency
- Train staff to boost research productivity and accuracy
- Prioritize and categorize requests to expedite processing
8. OKRs to implement a robust loyalty feature in the banking app
- Implement a robust loyalty feature in the banking app
- Achieve a 25% user participation rate in the loyalty program post-launch
- Develop engaging promotional materials for loyalty program
- Implement incentivized referrals to boost user rates
- Establish effective communication channels for advertising
- Test the prototype with 200 customers and achieve at least 85% satisfaction rate
- Gather and analyze customer satisfaction data
- Execute the prototype testing strategy
- Select 200 customers for prototype testing
- Design and develop a user-friendly loyalty feature prototype by end of month one
- Develop minimum viable prototype
- Sketch initial design of the prototype
- Conduct research on successful user-friendly loyalty features
9. OKRs to increase Atlassian partnership conditions by region
- Increase Atlassian partnership conditions by region
- Achieve a customer satisfaction rating of 4.5 or higher for Atlassian partnerships in each region
- Implement action plans to address client feedback and improve customer satisfaction scores
- Conduct customer satisfaction surveys with Atlassian partnership clients in each region
- Analyze survey results to identify areas for improvement and develop action plans
- Monitor and track customer satisfaction ratings regularly to ensure continuous improvement
- Improve partner enablement resources utilization rate by 20%
- Increase revenue generated through Atlassian partnerships in each region by 10%
- Conduct market research to identify potential untapped regions for Atlassian partnerships
- Develop a targeted marketing strategy to attract new partners and expand reach
- Strengthen relationship with existing partners through regular communication and collaboration
- Offer incentives and discounts to encourage partners to increase sales and revenue
- Increase the number of Atlassian partners in each region by 15%
- Provide incentives and benefits for current partners to refer new partners
- Collaborate with local business associations to identify and onboard potential Atlassian partners
- Enhance the partner onboarding process to facilitate easy and quick registration
- Improve marketing campaigns to attract new potential Atlassian partners in each region
10. OKRs to enhance the quality and comprehensibility of technical documentation
- Enhance the quality and comprehensibility of technical documentation
- Improve user-satisfaction score regarding documentation clarity by 25%
- Revise and simplify technical language in existing documentation
- Collect user feedback regularly to pinpoint confusion
- Input visual aids to enhance document comprehensibility
- Increase documentation completeness by 30%
- Conduct comprehensive review of existing documents for gaps
- Allocate resources for completing incomplete documents
- Establish system to maintain document updates
- Conduct bi-weekly documentation review and update to ensure current and error-free information
- Evaluate and rectify any errors in the documentation
- Update outdated sections of the document
- Set a bi-weekly schedule for documentation reviews
- Reduce customer support queries about product functionality by 20%
- Conduct regular user experience testing for feedback
- Launch an online FAQ page on product functionality
- Improve product user manual for clarity and comprehensiveness
11. OKRs to increase outsourcing sales performance
- Increase outsourcing sales performance
- Reduce the average sales cycle time for outsourcing deals by 20%
- Conduct regular training sessions to enhance negotiation skills and close deals more efficiently
- Improve efficiency by implementing automation tools and standardized templates for contract and proposal preparation
- Streamline communication channels and establish clear guidelines to expedite decision-making processes
- Analyze and optimize the sales pipeline by identifying bottlenecks and removing unnecessary steps
- Achieve a 10% increase in the number of new outsourcing clients acquired
- Enhance online presence through search engine optimization and increased social media engagement
- Provide exceptional customer service to existing clients to encourage referrals and positive reviews
- Offer discounted introductory rates or incentives to attract new outsourcing clients
- Implement targeted digital marketing campaigns to reach potential outsourcing clients
- Improve customer satisfaction ratings for outsourcing services to 90%
- Continuously review and refine processes to streamline operations and exceed customer expectations
- Conduct customer satisfaction surveys regularly to gather feedback and identify areas for improvement
- Implement a robust training program for outsourcing service agents to enhance their skills
- Establish clear communication channels and respond promptly to customer inquiries and concerns
- Increase the average value of each outsourcing contract by 15%
- Analyze past successful outsourcing contracts to identify factors that contribute to higher values
- Train sales team on effectively communicating the value proposition of higher value outsourcing contracts
- Develop targeted marketing campaigns highlighting the added value and benefits of outsourcing services
- Conduct market research to identify areas where higher value outsourcing contracts are prevalent
12. OKRs to launch machine learning product on website
- Launch machine learning product on website
- Generate at least 100 sign-ups for the machine learning product through website registration
- Collaborate with influencers or industry experts to promote the machine learning product
- Implement targeted online advertising campaigns to drive traffic to the website
- Optimize website registration page to increase conversion rate
- Run referral programs and offer incentives to encourage users to refer others
- Generate a revenue of $50,000 from sales of the machine learning product
- Implement effective online advertising and social media campaigns to reach potential customers
- Identify target market and create a comprehensive marketing strategy for machine learning product
- Train sales team and provide them with necessary resources to effectively promote machine learning product
- Conduct market research to determine competitive pricing and set optimal price point
- Increase website traffic by 20% through targeted marketing campaigns
- Optimize website content with relevant keywords to improve organic search rankings
- Conduct extensive keyword research to identify high-performing search terms
- Develop and implement targeted advertising campaigns on social media platforms
- Collaborate with industry influencers to gain exposure and drive traffic to the website
- Achieve a customer satisfaction rating of 4 out of 5 through user feedback surveys
- Analyze feedback survey data to identify areas for improvement and prioritize actions
- Continuously monitor customer satisfaction ratings and adjust strategies as needed for improvement
- Implement changes and improvements based on user feedback to enhance customer satisfaction
- Develop and distribute user feedback surveys to gather customer satisfaction ratings
13. OKRs to successfully penetrate and gain market share in a new market
- Successfully penetrate and gain market share in a new market
- Acquire 100 new customers through effective lead generation strategies in the new market
- Develop compelling lead magnets tailored to the needs and preferences of potential customers
- Implement targeted online advertising campaigns to capture the attention of the new market
- Build strategic partnerships and collaborations to expand reach and attract new customers
- Conduct market research to identify target audience and demographics in the new market
- Generate $500,000 in revenue from sales of the new product in the new market
- Establish partnerships or distribution channels to reach a wider audience in the new market
- Develop a comprehensive marketing strategy to effectively promote the new product
- Conduct market research to identify potential customers and understand their needs
- Monitor sales data and adjust pricing or strategies accordingly to maximize revenue
- Increase brand awareness by achieving 50,000 impressions through targeted advertising campaigns
- Achieve a customer satisfaction rating of 90% or higher through post-purchase surveys
14. OKRs to boost customer base and broaden our market influence
- Boost customer base and broaden our market influence
- Achieve a conversion rate of 15% from new marketing campaigns
- Construct engaging, persuasive call-to-actions in marketing materials
- Track, analyze, and optimize campaign performance regularly
- Implement targeted marketing techniques towards specific customer profiles
- Penetrate two new potential markets to extend our market footprint
- Develop targeted marketing strategies for these markets
- Implement marketing strategies and measure results
- Identify two potential markets compatible with our product
- Secure 20% more new customers than last quarter
- Improve customer service to boost positive referrals
- Develop strategic marketing campaigns targeting potential customers
- Optimize digital platforms for better lead generation
15. OKRs to drive 110% growth in MRR for our new product
- Drive 110% growth in MRR for our new product
- Enhance customer retention rate for the new product by 15%
- Achieve a 10% increase in average revenue per customer for the new product
- Analyze pricing strategy and competitive landscape to optimize product pricing for maximum revenue
- Conduct market research to identify key customer segments and their willingness to pay
- Develop targeted marketing campaigns to increase product adoption and upsell opportunities
- Provide additional training and resources to sales team to effectively communicate product value
- Generate a 30% growth in upsell and cross-sell revenue from the new product
- Develop targeted marketing campaigns to promote the upsell and cross-sell options of the new product
- Implement customer feedback mechanisms to continuously improve upsell and cross-sell strategies for the new product
- Train sales teams on effectively presenting and selling the upsell and cross-sell options for the new product
- Conduct thorough market research to identify potential upsell and cross-sell opportunities for the new product
- Increase the number of paying customers for the new product by 20%
- Implement targeted online advertising to reach a wider audience
- Offer enticing promotional discounts to encourage immediate purchase
- Leverage social media platforms for customer engagement and word-of-mouth marketing
- Enhance product features and benefits to increase perceived value
Customer Research 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 Customer Research OKRs in a strategy map
The rules of OKRs are simple. Quarterly OKRs should be tracked weekly, and yearly OKRs should be tracked monthly. 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.
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 Customer Research OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to improve app user experience through personalized design processes
- OKRs to enhance interdepartmental collaboration as instructional designer
- OKRs to prepare a successful product launch
- OKRs to successfully launch and sell my online course
- OKRs to enter the US market
- OKRs to improve Continuous Integration process efficiency
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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