22 OKR 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 OKR meaning online.
Best practices for OKR
Your objectives should be ambitious, but achievable. Your key results should be measurable and time-bound. It can also be helfpul to list strategic initiatives under your key results, as it'll help you avoid the common mistake of listing projects in your KRs.
Building your own 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.
- Use our free OKRs generator
- Use Tability, a complete platform to set and track OKRs and initiatives – including a GPT-4 powered goal generator
How to track 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.
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.
OKRs to enhance client success and retention in North America
Enhance client success and retention in North America
Reduce client churn by 15% by improving customer service response time
Implement quicker communication channels- Train customer service representatives to respond more efficiently
- Regularly review and improve resolution times
- Increase client retention rate by 20% in Canada and USA
- Enhance customer service training for employees
- Implement robust customer loyalty programs in Canada and USA
- Regularly collect and analyze customer feedback
- Implement and track 2 client success initiatives resulting in higher customer satisfaction
- Implement those two initiatives for client enhancement
- Identify two key initiatives that will improve client success
- Regularly monitor and record the initiatives' impact on customer satisfaction
OKRs to increase account expansion by securing contract renewals for 90% of existing clients
- 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
OKRs to enhance expertise in customer success strategies and methodologies
- Enhance expertise in customer success strategies and methodologies
- Achieve a 10% increase in customer satisfaction scores through the implemented changes
- Implement enhanced customer service training for employees
- Review and optimize after-sale services
- Update customer feedback mechanisms for easier responses
- Implement 3 identified best practices in customer service in real projects
- Train servicing team and monitor the implementation process
- Review and understand each identified customer service best practice
- Select real-time projects for implementing these practices
- Successfully complete 4 relevant industry-recognized certifications
- Complete and pass all certification exams
- Identify and enroll in four industry-recognized certification programs
- Establish a study schedule for each certification program
OKRs to improve customer satisfaction
- 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
OKRs to boost client engagement in our analytics services
- Boost client engagement in our analytics services
- Achieve a 15% rise in client satisfaction scores for our analytics services
- Develop and provide additional personalized analytics services
- Implement regular feedback collections from clients for service improvement
- Enhance client communication and response times
- Secure a 20% increase in signed-up clients using our analytics services
- Offer a limited-time discount or bundle option for new sign-ups
- Organize webinars or workshops showcasing our analytics capabilities
- Develop a compelling marketing strategy for our analytics services
- Deliver 3 new value-added analytics features to stimulate client usage
- Develop and test these features with a focus on value-add
- Identify potential new analytical features based on user feedback
- Implement and promote these features to existing clients
OKRs to improve customer retention rate by implementing a loyalty program
- Increase customer loyalty
- Collect customer feedback and iterate program based on results
- Launch a loyalty program within 2 weeks
- Increase customer retention rate by 20% within the first month
- Increase repeat purchases by 15% within the first quarter
OKRs to land and expand through product stickiness
- 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%
OKRs to improve user retention rate and reduce churn
- 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%
OKRs to reduce activation churn
- 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
OKRs to get better user retention
- 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.
OKRs to provide an awesome support experience
- 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
OKRs to grow revenue from existing accounts through upselling and cross-selling initiatives
- Increase revenue from existing accounts through upselling and cross-selling
- Achieve a 15% increase in revenue from cross-selling
- Conduct at least 3 effective cross-selling presentations per month
- Achieve a 10% increase in revenue from upselling
- Secure repeat business from 80% of existing clients
OKRs to strengthen relationships with key accounts and identifying opportunities for growth
- 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
OKRs to improve team responsiveness
- 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
OKRs to foster user-centric culture through stakeholder engagement
- Drive a user-centric culture by engaging stakeholders
- Increase user feedback submission rate by 20% through improved communication channels
- Conduct user surveys and incorporate findings in product development
- Increase user satisfaction score by 10% through better UX design
- Host 3 cross-functional stakeholder workshops to prioritize user needs
OKRs to leverage positive feedback to increase advocacy
- 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
OKRs to turn customers into advocates
- 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
OKRs to launch fintech product successfully
- Launch fintech product successfully
- Onboard and acquire a minimum of 1000 active users for the fintech product
- Implement referral program offering incentives to existing users for inviting new sign-ups
- Identify target audience and create detailed user personas for effective marketing strategies
- Develop a user-friendly onboarding process with intuitive interface and seamless experience
- Launch targeted digital marketing campaigns to attract and engage potential users
- Develop and implement a robust backend system that supports the fintech product
- Identify key features and requirements for the robust backend system
- Test and deploy the backend system, ensuring its functionality and scalability
- Conduct thorough research on existing backend systems in the fintech industry
- Collaborate with IT team to design and develop the backend system architecture
- Conduct thorough testing and ensure the fintech product meets all functional requirements
- Execute the test plan, meticulously examining each aspect of the product's functionality
- Develop a comprehensive test plan covering all functional requirements of the fintech product
- Document any issues or discrepancies encountered during the testing process for further analysis
- Continuously retest the product after resolving issues to ensure functional requirements are met
- Achieve at least 90% customer satisfaction rate through user feedback and surveys
- Implement a user feedback system to collect customer opinions and suggestions regularly
- Monitor and track customer satisfaction rate through ongoing feedback and surveys
- Analyze the data from user feedback and surveys to identify areas for improvement
- Develop and implement strategies based on user feedback to address customer concerns and enhance satisfaction
OKRs to successfully manage strategic partnership
- Drive strategic partnership success
- Secure 3 new strategic partnerships by leveraging network and industry connections
- Initiate contact with potential partners to gauge interest in forming a strategic partnership
- Identify potential strategic partners based on existing network and industry connections
- Present the benefits and value of a strategic partnership and negotiate terms
- Finalize agreements and establish clear communication channels for ongoing collaboration
- Maintain a customer satisfaction score of 90+ for all strategic partnership accounts
- Provide ongoing training and support to ensure customers are maximizing value from the partnership
- Regularly conduct surveys to measure customer satisfaction for all strategic partnership accounts
- Identify areas of improvement based on survey feedback and implement necessary changes
- Keep open lines of communication with strategic partnership accounts to address any concerns or issues promptly
- Increase revenue from strategic partnerships by 15% through cross-selling and upselling
- Train sales team on cross-selling techniques to effectively promote additional products/services
- Implement a referral program to incentivize existing clients to refer new customers to strategic partners
- Identify complementary products/services and develop a cross-selling strategy to upsell existing clients
- Conduct market research to identify potential strategic partners for joint marketing and sales efforts
- Achieve a renewal rate of 95% for strategic partnership contracts
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
OKRs to successfully launch challenge MVP (Minimum Viable Product)
- Successfully launch challenge MVP (Minimum Viable Product)
- Develop functional prototype of the MVP by engaging tech team
- Assign tasks to tech team for prototype development
- Define MVP specifications and requirements with relevant teams
- Regularly supervise and adjust prototype progress
- Validate MVP through feedback from 100 beta users
- Distribute MVP to these users and gather the feedback
- Identify and recruit 100 potential beta users for testing
- Analyze and implement suggestions from user feedback
- Achieve 70% user satisfaction rate post MVP launch
- Continuously improve product based on user feedback
- Enhance user support and engagement systems
- Implement customer feedback surveys post-launch
OKRs to successfully launch 20 e-services online
- Successfully launch 20 e-services online
- Successfully pilot test 5 e-services leading to a bug-free launch
- Fix identified issues following feedback for a bug-free launch
- Gather a targeted focus group for pilot testing feedback
- Develop beta versions of all 5 e-services for testing purposes
- Finalize operational plans for 10 e-services by end of month 2
- Review and update draft plans for all 10 e-services
- Approve and finalize all e-service operational plans
- Assign responsibilities for service implementation and management
- Achieve 90% user satisfaction rate on the first 10 e-services deployed
- Provide effective and quick customer support
- Implement frequent user feedback surveys on e-services
- Improve e-service interface design for increased usability
More OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to increase revenue by optimizing sales strategies and processes
- OKRs to reduce activation churn
- OKRs to successfully complete the GPU component
- OKRs to strengthen cybersecurity to reduce incidents by 50%
- OKRs to achieve a 20% upsurge in organic traffic for designated categories
- OKRs to boost product visibility and establish success pipeline in new markets
OKRs resources
Here are a list of resources to help you adopt the Objectives and Key Results framework.
- To learn: Complete 2024 OKR cheat sheet
- Blog posts: ODT Blog
- Success metrics: KPIs examples