OKRs examples for Customer Success
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 Success 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 more about the meaning of OKRs online.
How to use these templates?
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.
Spreadsheets are enough to get started. Then, once you need to scale you can use a proper OKRs-tracking platform to make things easier.
We recommend Tability for an easy way to set and track OKRs with your team.
Check out the 5 best OKR tracking templates to find the best way to monitor progress during the quarter.
Customer Success OKRs templates
The examples have Customer Success Objectives and Key Results, but they may also include the tasks that can help you get there.
- Achieve a high rate of contract renewals for existing clients
- Increase customer satisfaction rates by 15% via feedback surveys
- Improve account management processes to reduce churn by 10%
- Outperform monthly revenue targets by 20% to upsell and cross-sell
- Launch a customer referral program to generate 30% new business from existing clients
- Increase revenue through strategic account management
- Develop and execute personalized account plans for top 3 accounts
- Conduct 5 in-person meetings with key accounts to strengthen relationships
- Identify 3 new growth opportunities within key accounts
- Increase key account revenue by 10% through cross-selling and upselling
- Increase user loyalty and reduce attrition
- Increase overall retention rate by X%
- Increase average session duration by X%
- Decrease new user churn rate by X%
- Increase repeat purchase rate by X%
- Increase customer retention
- Increase customer satisfaction score by 20%
- Develop a customer satisfaction survey
- Implement customer service training for employees
- Analyze customer feedback to identify areas of improvement
- Increase customer retention rate by 30%
- Implement a loyalty program
- Track customer feedback and identify areas for improvement
- Offer discounts and incentives to retain customers
- Monitor customer churn rate and take corrective action
- Increase weekly active users from 100 to 150/week
- Implement changes to increase user retention.
- Develop strategies to encourage more user engagement.
- Analyze user behavior to identify areas of improvement.
- Monitor user activity and adjust strategies accordingly.
- Land and expand through product stickiness
- Reduce churn rate by 50%
- Double our ARPC(Average revenue per customer)
- Increase NPS rating by 10
- Improve results of Onboarding survey by 25%
- Leverage positive customer feedback to increase advocacy sentiment
- Publish 10 customer case studies
- Gain 40 public reviews with 4+ stars across all platforms
- Increase leads coming from advocacy resources from 50 to 85/week
- Reduce activation churn via high-touch onboarding
- Increase concierge onboarding sessions from 12% to 25% of leads
- Increase engagement with onboarding drip fro 10% to 20%
- Improve survey scores from 3.2 to 4.1 for personalized onboarding calls
- Improve team responsiveness while maintaining great customer satisfaction
- Decrease our First Reply Time from 6h to 20mins
- Increase support calls ratings from 3.8 to 4.2 stars
- Reduce our Average Resolution Time from 18h to 6h
- Achieve next level customer love ❤️
- Get 15 new 5-star ratings on G2 Crowd
- Reach out to users high NPS feedback asking for review
- Reduce the number of weekly support tickets by 50%
- Create a self serve documentation portal
- Improve the NPS score from 12 to 20
- Create a list of 15 highly requested features to implement
- Be known for having legendary support
- Improve CSAT from 70% to 85%
- Write FAQ for top 20 questions asked by users
- Reduce first response time to 1h
- Connect support channels to Slack
- Have a clear rotation of on-support calls
- Improve average resolution time to be under 5h
- Adopt a clear escalation process to get faster help from devs
- Create internal knowledge base for common issue
- Our customers are championing our product and services
- Get 100 reviews on G2 or Capterra
- Identify happy users through NPS feedback
- We have published 10 customer success stories
- We get 20 leads every week coming from our referral program
- Build a partner community
- Create supporting material for our partners
Need more OKR examples?
Option 1: Use AI to generate OKRs
Try our OKRs generator, or use a goal-setting AI to generate great OKRs for you based on a description of your objectives.
Option 2: Check out other examples
We have more templates to help you draft your team goals and OKRs.
Here are a list of resources to help you adopt the Objectives and Key Results framework.