Table of content

15 OKR examples for Customer Service

What are Customer Service 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 Service 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 Service OKRs examples

You will find in the next section many different Customer Service 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 elevate the quality of customer service

  • ObjectiveElevate the quality of customer service
  • Key ResultImplement new staff training to increase the customer service skills score by 25%
  • TaskDevelop a comprehensive customer service training program
  • TaskAllocate staff members to participate in the training
  • TaskEvaluate and monitor improvements in customer service scores
  • Key ResultReduce service complaints by 30% through improved response times
  • TaskRegularly review and update response time goals
  • TaskIntroduce better systems for ticket prioritizing functionality
  • TaskImplement customer service training to enhance response efficiency
  • Key ResultImprove customer satisfaction scores by 20% in the customer feedback survey
  • TaskImplement regular staff training on superior customer service
  • TaskDevelop a loyalty program appealing to existing customers
  • TaskInitiate a quick response system for customer inquiries

OKRs to enhance customer advocacy throughout our service processes

  • ObjectiveEnhance customer advocacy throughout our service processes
  • Key ResultReduce customer complaints by 30% through improved service delivery
  • TaskEstablish a proactive feedback system for customers
  • TaskImplement ongoing customer service training for all staff
  • TaskRegularly review and update service delivery protocols
  • Key ResultIncrease Net Promoter Score (NPS) by 25% initiating customer-first policies
  • TaskOffer consistent, high-quality customer support and after-sales service
  • TaskTrain staff on proactive customer experience strategies and techniques
  • TaskImplement customer feedback mechanisms for improved service provision
  • Key ResultIncrease customer retention rate by 20% with personalized follow-ups
  • TaskTrain staff in personalised customer service techniques
  • TaskImplement customer tracking software for personalized follow-up
  • TaskCreate an effective customer feedback system

OKRs to enhance satisfaction levels of IT Service Desk

  • ObjectiveEnhance satisfaction levels of IT Service Desk
  • Key ResultAchieve a first-contact resolution rate of 80%
  • TaskDevelop an efficient customer complaint system
  • TaskRegularly review and improve resolution strategies
  • TaskImplement thorough training for customer service reps
  • Key ResultIncrease CSAT scores by 20%
  • TaskIntroduce rewards program for exceptional customer service
  • TaskImprove customer service training programs for better service delivery
  • TaskImplement customer feedback system to identify improvement areas
  • Key ResultReduce ticket resolution time by 15%
  • TaskAssign dedicated teams to address frequent issues
  • TaskEstablish a knowledge base for common queries
  • TaskImplement and train staff on a new ticket prioritization system

OKRs to enhance productivity of IT Service Desk Analysts and maintain SLAs

  • ObjectiveEnhance productivity of IT Service Desk Analysts and maintain SLAs
  • Key ResultReduce weekly outstanding tickets by 20%
  • TaskIncrease feedback and training to improve first-call resolution rates
  • TaskPrioritize resolution of high-priority and oldest tickets first
  • TaskImplement an automated reminder system for unresolved tickets
  • Key ResultDecrease the average ticket resolution time by 15%
  • TaskEstablish escalation protocols for complex tickets
  • TaskImplement advanced ticket resolution training for customer service staff
  • TaskInvest in technological software to automate ticket resolution
  • Key ResultIncrease customer satisfaction rate to 90%
  • TaskEnhance customer service training for staff
  • TaskImplement customer feedback surveys to identify areas requiring improvement
  • TaskCreate effective customer loyalty programs

OKRs to enhance customer service by reducing average response time

  • ObjectiveEnhance customer service by reducing average response time
  • Key ResultImplement an automated response system to handle 35% of queries
  • TaskSelect suitable software for automated response system
  • TaskIdentify the most frequent queries for automation
  • TaskTrain staff on managing and updating the system
  • Key ResultDecrease the average response time by 15%
  • TaskProvide advanced training for customer service staff
  • TaskImplement a streamlined process for responding to queries
  • TaskInvest in quicker, more efficient customer service software
  • Key ResultTrain 70% of customer service staff in time-efficient response practices
  • TaskDevelop a time-efficient response training program
  • TaskImplement the program and monitor progress
  • TaskIdentify 70% customer service staff for training

OKRs to enhance service infrastructure to improve customer satisfaction

  • ObjectiveImprove customer satisfaction through enhanced service infrastructure
  • Key ResultEnhance service infrastructure to achieve a 10% reduction in customer complaints
  • Key ResultImplement a customer feedback system resulting in a 15% increase in positive feedback
  • TaskTrain employees to address customer concerns effectively and efficiently
  • TaskAnalyze feedback data to identify areas for improvement and implement necessary changes
  • TaskConduct a survey to gather customer feedback on a regular basis
  • TaskImplement a rewards program to incentivize customers to provide positive feedback
  • Key ResultReduce average resolution time by 20% through optimized service processes
  • TaskRegularly evaluate and update service technology and tools to improve response time
  • TaskStreamline service protocols and eliminate unnecessary steps to expedite resolution time
  • TaskImplement training programs to enhance the skills and efficiency of service representatives
  • TaskIdentify bottlenecks in service process through thorough analysis and data examination
  • Key ResultIncrease customer satisfaction score by 10% through improved service response time

OKRs to improve customer support quality

  • ObjectiveImprove customer support quality
  • Key ResultReduce average response time to customer inquiries by 20%
  • TaskRegularly review and update customer inquiry response templates to ensure accuracy and effectiveness
  • TaskStreamline the customer inquiry process by optimizing communication channels and eliminating unnecessary steps
  • TaskImplement a user-friendly chatbot to answer common customer inquiries instantly
  • TaskTrain customer service agents to improve their efficiency and speed in responding to inquiries
  • Key ResultIncrease average customer satisfaction rating to 4.8 out of 5
  • TaskImplement targeted initiatives to address the identified areas of improvement
  • TaskConduct a comprehensive survey to gather feedback from customers
  • TaskAnalyze the survey results to identify areas of improvement and prioritize action
  • TaskRegularly monitor customer satisfaction metrics and adjust initiatives accordingly
  • Key ResultImplement a comprehensive training program for support staff to enhance product knowledge
  • Key ResultIncrease the first-call resolution rate to 90%
  • TaskEnhance communication channels for timely collaboration and knowledge sharing among agents
  • TaskAnalyze customer feedback data to identify commonly recurring issues for targeted resolution strategies
  • TaskImprove documentation resources to provide agents with accurate and concise troubleshooting information
  • TaskImplement comprehensive agent training program for enhanced issue resolution skills

OKRs to improve our delivery of results to clients

  • ObjectiveImprove our delivery of results to clients
  • Key ResultIncrease customer satisfaction rate by 20% through improved result delivery
  • TaskAnalyze feedback to identify areas needing improvement
  • TaskImplement result-oriented training for customer service
  • TaskRegularly monitor and adjust delivery processes
  • Key ResultComplete 95% of projects on time without any delay
  • TaskRegularly review progress towards project deadlines
  • TaskPrioritize jobs based on deadline and complexity
  • TaskImplement efficient project management tools
  • Key ResultReduce error rates in result delivery by 15%
  • TaskImplement comprehensive quality checking procedures
  • TaskConduct regular audits to identify problematic areas
  • TaskProvide additional training to delivery team

OKRs to boost overall CSAT score

  • ObjectiveBoost overall CSAT score
  • Key ResultReduce customer complaints by 10%
  • TaskReview and update company policies regularly
  • TaskTrain staff in effective customer service techniques
  • TaskImplement customer feedback system for service improvements
  • Key ResultImplement 3 new initiatives to improve customer service based on feedback
  • TaskContinuously track the initiatives' effectiveness and impact on service
  • TaskReview and analyze customers' feedback for potential improvements
  • TaskCreate and implement three new customer service initiatives
  • Key ResultAchieve a 15% increase in positive customer feedback responses
  • TaskImplement regular staff training on customer service skills
  • TaskImprove response time to customer queries and complaints
  • TaskRegularly update and optimize products based on customer suggestions

OKRs to boost the rate of customer repetition

  • ObjectiveBoost the rate of customer repetition
  • Key ResultImplement a customer loyalty program leading to 15% higher engagement
  • TaskDesign and launch an intriguing loyalty program
  • TaskRegularly analyze and adjust program based on customer feedback
  • TaskIdentify potential rewards for a valued customer loyalty program
  • Key ResultDecrease customer churn rate by 10% with improved customer service experiences
  • TaskImplement a comprehensive customer feedback system
  • TaskProvide continuous team training for higher service quality
  • TaskDevelop a proactive customer service strategy
  • Key ResultIncrease repeat customer rate by 20% through enhancing client satisfaction metrics

OKRs to enhance the customer advocacy program

  • ObjectiveEnhance the customer advocacy program
  • Key ResultIncrease overall customer satisfaction rate by 15%
  • TaskImplement a comprehensive customer feedback system
  • TaskProvide robust training for customer service staff
  • TaskEnhance product/service quality based on feedback
  • Key ResultReduce customer complaints by 20%
  • TaskImplement a proactive customer satisfaction survey
  • TaskRevise and enhance company's product or service
  • TaskImprove staff training on customer service skills
  • Key ResultImprove Net Promoter Score (NPS) by 10 points
  • TaskIncrease personalization in our customer interactions
  • TaskRegularly gather and analyze customer feedback to improve service
  • TaskImplement high-quality training programs to enhance customer service skills

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 boost customer loyalty and satisfaction in finance department

  • ObjectiveBoost customer loyalty and satisfaction in finance department
  • Key ResultImprove retention of high-value customers by 10%
  • TaskDevelop loyalty programs offering exclusive benefits to high-value customers
  • TaskProvide regular personalized communication and top-tier customer service
  • TaskImplement feedback sessions to understand and address their specific needs
  • Key ResultIncrease our customer satisfaction survey results by 20%
  • TaskEnhance customer service training for better client interaction
  • TaskIntroduce loyalty programs or customer rewards
  • TaskImplement customer feedback for improved product/service quality
  • Key ResultDecrease customer complaint cases by 15%
  • TaskImplement improved product/service quality checks
  • TaskIntroduce more effective communication systems for customers
  • TaskDevelop customer complaint response training for staff

OKRs to boost customer acquisition rates significantly

  • ObjectiveBoost customer acquisition rates significantly
  • Key ResultConvert 5% of website visitors into customers using a refined sales funnel
  • TaskImplement a follow-up email campaign for site visitors
  • TaskImprove website navigation for easy access to product pages
  • TaskOptimize site content for stronger calls to action
  • Key ResultIncrease website traffic by 30% through improved SEO and online advertising
  • TaskAnalyze results regularly, adjust strategies accordingly
  • TaskImplement SEO strategies, focusing on keywords and website optimization
  • TaskInvest in online ads targeting your audience demographic
  • Key ResultDecrease customer churn rate by 10% through enhanced customer retention initiatives
  • TaskDevelop personalized promotional offers for loyal customers
  • TaskEnhance customer service training to improve customer satisfaction
  • TaskImplement a feedback system to understand customer's needs better

OKRs to elevate operational excellence and customer experience

  • ObjectiveElevate operational excellence and customer experience
  • Key ResultIncrease customer satisfaction scores by a minimum of 15%
  • TaskImplement thorough, user-friendly customer service training for all staff members
  • TaskInformation gathering - Survey customers to identify common satisfaction issues
  • TaskDevelop an effective customer loyalty program with exclusive benefits
  • Key ResultImplement at least 2 new process improvements, increasing efficiency by 10%
  • TaskIdentify areas in the workflow that require improvements
  • TaskCreate and implement 2 new efficient strategies
  • TaskMonitor and measure efficiency increases
  • Key ResultReduce product delivery time by 20% within the quarter
  • TaskImplement more efficient packaging methods
  • TaskStreamline the order fulfillment process
  • TaskEnhance courier partnerships for expedited delivery

Best practices for managing your Customer Service 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 Service 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 Service 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 Service 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.