14 OKR examples for Customer Research Team

What are Customer Research 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 Research 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 Research 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 Research Team OKRs examples

You will find in the next section many different Customer Research 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 develop a comprehensive new customer database

  • ObjectiveDevelop a comprehensive new customer database
  • Key ResultAchieve 100% data entry accuracy for new customer database
  • TaskTrain team on high-standard data entry protocols
  • TaskImplement stringent data verification processes
  • TaskUse software to identify and correct errors
  • Key ResultIdentify 500 potential customers for inclusion in new customer database
  • TaskGather contact details for decision-makers at these companies
  • TaskResearch industries relevant to our product/service
  • TaskCompile a list of companies within these industries
  • Key ResultCollect accurate contact and preference information from 100% of identified customers
  • TaskImplement a system to regularly update customer data
  • TaskTrain staff on preference elicitation techniques
  • TaskDevelop a standardized customer information collection form

OKRs to enhance product-market fit by conducting customer research and implementing user feedback

  • ObjectiveImprove product-market fit by leveraging customer research and user feedback
  • Key ResultMeasure the impact of the improvements on product-market fit by tracking user metrics
  • Key ResultConduct in-depth interviews with 50 potential and existing customers
  • Key ResultImplement the top 3 product improvements within 3 weeks
  • Key ResultAnalyze user feedback and identify the top 3 product improvements

OKRs to launch machine learning product on website

  • ObjectiveLaunch machine learning product on website
  • Key ResultGenerate at least 100 sign-ups for the machine learning product through website registration
  • TaskCollaborate with influencers or industry experts to promote the machine learning product
  • TaskImplement targeted online advertising campaigns to drive traffic to the website
  • TaskOptimize website registration page to increase conversion rate
  • TaskRun referral programs and offer incentives to encourage users to refer others
  • Key ResultGenerate a revenue of $50,000 from sales of the machine learning product
  • TaskImplement effective online advertising and social media campaigns to reach potential customers
  • TaskIdentify target market and create a comprehensive marketing strategy for machine learning product
  • TaskTrain sales team and provide them with necessary resources to effectively promote machine learning product
  • TaskConduct market research to determine competitive pricing and set optimal price point
  • Key ResultIncrease website traffic by 20% through targeted marketing campaigns
  • TaskOptimize website content with relevant keywords to improve organic search rankings
  • TaskConduct extensive keyword research to identify high-performing search terms
  • TaskDevelop and implement targeted advertising campaigns on social media platforms
  • TaskCollaborate with industry influencers to gain exposure and drive traffic to the website
  • Key ResultAchieve a customer satisfaction rating of 4 out of 5 through user feedback surveys
  • TaskAnalyze feedback survey data to identify areas for improvement and prioritize actions
  • TaskContinuously monitor customer satisfaction ratings and adjust strategies as needed for improvement
  • TaskImplement changes and improvements based on user feedback to enhance customer satisfaction
  • TaskDevelop and distribute user feedback surveys to gather customer satisfaction ratings

OKRs to boost customer loyalty and extend business footprint

  • ObjectiveBoost customer loyalty and extend business footprint
  • Key ResultLaunch 2 brand-new offerings for current customers
  • TaskConduct market research to test and validate the ideas
  • TaskDevelop creative and unique ideas for new product offerings
  • TaskInitiate marketing campaigns to promote new offerings
  • Key ResultIncrease customer retention rate by 15%
  • TaskImplement a customer loyalty rewards program
  • TaskImprove after-sale follow-up and customer service interactions
  • TaskCreate personalized re-engagement strategies for inactive customers
  • Key ResultAchieve a 20% growth in cross-selling opportunities with existing clients
  • TaskDevelop targeted cross-selling strategies and tactics
  • TaskAnalyze existing customers' purchase patterns and needs
  • TaskTrain team on effective cross-selling techniques

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 increase Atlassian partnership conditions by region

  • ObjectiveIncrease Atlassian partnership conditions by region
  • Key ResultAchieve a customer satisfaction rating of 4.5 or higher for Atlassian partnerships in each region
  • TaskImplement action plans to address client feedback and improve customer satisfaction scores
  • TaskConduct customer satisfaction surveys with Atlassian partnership clients in each region
  • TaskAnalyze survey results to identify areas for improvement and develop action plans
  • TaskMonitor and track customer satisfaction ratings regularly to ensure continuous improvement
  • Key ResultImprove partner enablement resources utilization rate by 20%
  • Key ResultIncrease revenue generated through Atlassian partnerships in each region by 10%
  • TaskConduct market research to identify potential untapped regions for Atlassian partnerships
  • TaskDevelop a targeted marketing strategy to attract new partners and expand reach
  • TaskStrengthen relationship with existing partners through regular communication and collaboration
  • TaskOffer incentives and discounts to encourage partners to increase sales and revenue
  • Key ResultIncrease the number of Atlassian partners in each region by 15%
  • TaskProvide incentives and benefits for current partners to refer new partners
  • TaskCollaborate with local business associations to identify and onboard potential Atlassian partners
  • TaskEnhance the partner onboarding process to facilitate easy and quick registration
  • TaskImprove marketing campaigns to attract new potential Atlassian partners in each region

OKRs to enhance the quality and comprehensibility of technical documentation

  • ObjectiveEnhance the quality and comprehensibility of technical documentation
  • Key ResultImprove user-satisfaction score regarding documentation clarity by 25%
  • TaskRevise and simplify technical language in existing documentation
  • TaskCollect user feedback regularly to pinpoint confusion
  • TaskInput visual aids to enhance document comprehensibility
  • Key ResultIncrease documentation completeness by 30%
  • TaskConduct comprehensive review of existing documents for gaps
  • TaskAllocate resources for completing incomplete documents
  • TaskEstablish system to maintain document updates
  • Key ResultConduct bi-weekly documentation review and update to ensure current and error-free information
  • TaskEvaluate and rectify any errors in the documentation
  • TaskUpdate outdated sections of the document
  • TaskSet a bi-weekly schedule for documentation reviews
  • Key ResultReduce customer support queries about product functionality by 20%
  • TaskConduct regular user experience testing for feedback
  • TaskLaunch an online FAQ page on product functionality
  • TaskImprove product user manual for clarity and comprehensiveness

OKRs to increase outsourcing sales performance

  • ObjectiveIncrease outsourcing sales performance
  • Key ResultReduce the average sales cycle time for outsourcing deals by 20%
  • TaskConduct regular training sessions to enhance negotiation skills and close deals more efficiently
  • TaskImprove efficiency by implementing automation tools and standardized templates for contract and proposal preparation
  • TaskStreamline communication channels and establish clear guidelines to expedite decision-making processes
  • TaskAnalyze and optimize the sales pipeline by identifying bottlenecks and removing unnecessary steps
  • Key ResultAchieve a 10% increase in the number of new outsourcing clients acquired
  • TaskEnhance online presence through search engine optimization and increased social media engagement
  • TaskProvide exceptional customer service to existing clients to encourage referrals and positive reviews
  • TaskOffer discounted introductory rates or incentives to attract new outsourcing clients
  • TaskImplement targeted digital marketing campaigns to reach potential outsourcing clients
  • Key ResultImprove customer satisfaction ratings for outsourcing services to 90%
  • TaskContinuously review and refine processes to streamline operations and exceed customer expectations
  • TaskConduct customer satisfaction surveys regularly to gather feedback and identify areas for improvement
  • TaskImplement a robust training program for outsourcing service agents to enhance their skills
  • TaskEstablish clear communication channels and respond promptly to customer inquiries and concerns
  • Key ResultIncrease the average value of each outsourcing contract by 15%
  • TaskAnalyze past successful outsourcing contracts to identify factors that contribute to higher values
  • TaskTrain sales team on effectively communicating the value proposition of higher value outsourcing contracts
  • TaskDevelop targeted marketing campaigns highlighting the added value and benefits of outsourcing services
  • TaskConduct market research to identify areas where higher value outsourcing contracts are prevalent

OKRs to enhance research and response strategies for agency requests

  • ObjectiveEnhance research and response strategies for agency requests
  • Key ResultAchieve a 95% satisfaction rate in agency feedback on request handling
  • TaskIntroduce a resolution policy for negative feedback
  • TaskRegularly assess and improve request handling processes
  • TaskImplement customer service training for agency staff
  • Key ResultRespond to 98% of requests from contracted agencies within 48 hours
  • TaskPrioritize urgent requests from contracted agencies
  • TaskTrack and monitor response times to requests
  • TaskAllocate specific time daily to address agency requests
  • Key ResultImprove request research effectiveness, reducing turnaround time by 15%
  • TaskImplement a standardized research protocol to increase efficiency
  • TaskTrain staff to boost research productivity and accuracy
  • TaskPrioritize and categorize requests to expedite processing

OKRs to boost customer base and broaden our market influence

  • ObjectiveBoost customer base and broaden our market influence
  • Key ResultAchieve a conversion rate of 15% from new marketing campaigns
  • TaskConstruct engaging, persuasive call-to-actions in marketing materials
  • TaskTrack, analyze, and optimize campaign performance regularly
  • TaskImplement targeted marketing techniques towards specific customer profiles
  • Key ResultPenetrate two new potential markets to extend our market footprint
  • TaskDevelop targeted marketing strategies for these markets
  • TaskImplement marketing strategies and measure results
  • TaskIdentify two potential markets compatible with our product
  • Key ResultSecure 20% more new customers than last quarter
  • TaskImprove customer service to boost positive referrals
  • TaskDevelop strategic marketing campaigns targeting potential customers
  • TaskOptimize digital platforms for better lead generation

OKRs to increase AliExpress purchases

  • ObjectiveIncrease AliExpress purchases
  • Key ResultResearch trending products weekly
  • TaskBrowse popular e-commerce sites for current top-selling items
  • TaskAnalyze Google Trends data for rising product searches
  • TaskFollow relevant industry influencers and note product recommendations
  • Key ResultPlace orders for at least 5 items per week
  • TaskReview product availability and pricing from suppliers
  • TaskSubmit at least 5 orders to suppliers each week
  • TaskCompile a list of desired products for purchase weekly
  • Key ResultTrack delivery times and customer satisfaction
  • TaskSet up a system to record and monitor delivery times
  • TaskAnalyze collected data and develop improvement strategies
  • TaskCreate customer satisfaction surveys after product delivery

OKRs to drive 110% growth in MRR for our new product

  • ObjectiveDrive 110% growth in MRR for our new product
  • Key ResultEnhance customer retention rate for the new product by 15%
  • Key ResultAchieve a 10% increase in average revenue per customer for the new product
  • TaskAnalyze pricing strategy and competitive landscape to optimize product pricing for maximum revenue
  • TaskConduct market research to identify key customer segments and their willingness to pay
  • TaskDevelop targeted marketing campaigns to increase product adoption and upsell opportunities
  • TaskProvide additional training and resources to sales team to effectively communicate product value
  • Key ResultGenerate a 30% growth in upsell and cross-sell revenue from the new product
  • TaskDevelop targeted marketing campaigns to promote the upsell and cross-sell options of the new product
  • TaskImplement customer feedback mechanisms to continuously improve upsell and cross-sell strategies for the new product
  • TaskTrain sales teams on effectively presenting and selling the upsell and cross-sell options for the new product
  • TaskConduct thorough market research to identify potential upsell and cross-sell opportunities for the new product
  • Key ResultIncrease the number of paying customers for the new product by 20%
  • TaskImplement targeted online advertising to reach a wider audience
  • TaskOffer enticing promotional discounts to encourage immediate purchase
  • TaskLeverage social media platforms for customer engagement and word-of-mouth marketing
  • TaskEnhance product features and benefits to increase perceived value

OKRs to successfully penetrate and gain market share in a new market

  • ObjectiveSuccessfully penetrate and gain market share in a new market
  • Key ResultAcquire 100 new customers through effective lead generation strategies in the new market
  • TaskDevelop compelling lead magnets tailored to the needs and preferences of potential customers
  • TaskImplement targeted online advertising campaigns to capture the attention of the new market
  • TaskBuild strategic partnerships and collaborations to expand reach and attract new customers
  • TaskConduct market research to identify target audience and demographics in the new market
  • Key ResultGenerate $500,000 in revenue from sales of the new product in the new market
  • TaskEstablish partnerships or distribution channels to reach a wider audience in the new market
  • TaskDevelop a comprehensive marketing strategy to effectively promote the new product
  • TaskConduct market research to identify potential customers and understand their needs
  • TaskMonitor sales data and adjust pricing or strategies accordingly to maximize revenue
  • Key ResultIncrease brand awareness by achieving 50,000 impressions through targeted advertising campaigns
  • Key ResultAchieve a customer satisfaction rating of 90% or higher through post-purchase surveys

OKRs to maximize self-service options for private customers

  • ObjectiveMaximize self-service options for private customers
  • Key ResultLaunch 3 new intuitive self-service features by the end of the quarter
  • TaskDevelop and test these self-service features thoroughly
  • TaskIdentify potential features through market research and user feedback
  • TaskEfficiently integrate and deploy new features into the system
  • Key ResultAchieve 25% customer usage of these new self-service features
  • TaskImplement a marketing campaign highlighting feature benefits
  • TaskDevelop engaging tutorials on utilizing new self-service features
  • TaskConduct user experience surveys to uncover usage barriers
  • Key ResultReduce customer support queries by 15% through increased self-service utilization
  • TaskImplement comprehensive FAQ section on the website
  • TaskImplement a robust chatbot for common queries
  • TaskDevelop easy-to-understand user manuals

Best practices for managing your Customer Research 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 Research Team OKRs

Your quarterly OKRs should be tracked weekly in order to get all the benefits of the OKRs 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 Research 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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