15 customisable OKR examples for Customer Success Team
What are Customer Success 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 Success 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 Success 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:
- 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 Success Team OKRs examples
You will find in the next section many different Customer Success 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!
1. OKRs to enhance customer satisfaction for our SaaS product
Enhance customer satisfaction for our SaaS product
Increase customer retention rate by 10%
Improve customer service response times
Set up loyalty incentives program with potential rewards
Regularly request feedback and implement suggestions
Decrease customer support ticket response time by 25%
Schedule overlapping shifts for continuous coverage
Implement efficient customer support software
Train support staff on quick issue resolution
Improve customer satisfaction score by 15%
Implement comprehensive customer service training for all staff
Initiate customer surveys to understand their needs and expectations better
Develop effective loyalty programs to encourage repeat business
2. OKRs to streamline onboard services for robust engagement environment
Streamline onboard services for robust engagement environment
Decrease user churn rate by 15% via optimizing onboarding process
Integrate a user feedback system during onboarding process
Regularly update onboarding materials based on metrics analysis
Redesign onboarding tutorials to highlight software's key features
Increase customer engagement rates by 20% through enhanced onboard services
Conduct regular surveys to assess and improve onboard services
Improve onboard service responsiveness to customer inquiries/requests
Develop new, engaging onboard activities for customers
Implement 3 new features that improve onboarding experience, verified by user feedback
Identify pain points in the current onboarding process
Develop and integrate 3 user-centric features
Gather user feedback post-implementation
3. 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
4. OKRs to minimize customer touchpoints during onboarding
Minimize customer touchpoints during onboarding
Decrease customer contact rate by 25% throughout the onboarding process
Automate common queries using chatbots
Implement a self-service portal for customers
Develop a comprehensive FAQ section
Implement a self-service portal to handle at least 30% of inquiries
Promote portal usage to customers via various channels
Train staff to update and maintain the portal's content
Identify software for creating a user-friendly self-service portal
Increase first call resolution rate to 60% or higher
Implement policies for effective call handling
Regularly review and improve scripts
Provide comprehensive training for customer service representatives
5. OKRs to increase user revenue and reduce churn rate
Increase user revenue and reduce churn rate
Reduce user churn rate by 10%
Implement personalized engagement strategies to retain users
Improve customer service and responsiveness to issues
Analyze past user data to identify common patterns of churn
Achieve 15% increase in average revenue per user
Develop new premium features for upselling to existing users
Intensify marketing campaigns targeting user engagement and purchases
Implement dynamic pricing based on user behaviors and preferences
Increase user engagement with premium features by 20%
Implement a rewards program for premium-feature usage
Develop specific in-app messages promoting premium features
Provide free trials of premium features to users
6. 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
7. OKRs to boost the effectiveness of SaaS onboarding process
Boost the effectiveness of SaaS onboarding process
Elevate customer's successful onboarding completion rate by 20%
Introduce interactive tutorials and guides
Implement a structured follow-up system for user assistance
Simplify the onboarding process to decrease user confusion
Improve feedback ratings on customer onboarding experience by 15%
Implement needed improvements based on customer feedback
Develop a comprehensive onboarding guide for new customers
Initiate customer satisfaction surveys post-onboarding
Reduce the average time for onboarding completion by 30%
Implement efficient, digital onboarding tools
Streamline the onboarding process by removing unnecessary steps
Offer comprehensive training for new hires
8. OKRs to strengthen platform performance and maintain market leadership
Strengthen platform performance and maintain market leadership
Increase platform uptime to 99.99% to ensure operational readiness
Conduct regular preventive maintenance to avoid outages
Implement automated system monitoring for constant vigilance
Improve server redundancy to reduce single-points-of-failure
Reduce customer complaints by 20% by enhancing platform stability and functionalities
Conduct regular maintenance checks to ensure platform stability
Implement timely fixes for identified bugs and issues
Update platform features to improve user experience
Onboard 200 new high-value clients to expand market dominance
Implement follow-up strategy to ensure satisfaction
Identify and target potential high-value clients
Develop personalized onboarding programs
9. 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
10. OKRs to enhance our SaaS reference base
Enhance our SaaS reference base
Onboard 20% more SaaS clients by end of next quarter
Improve customer onboarding process and documentation
Implement focused marketing campaign targeting SaaS potential clients
Develop personalized outreach programs for prospective customers
Increase successful case studies by 30% featuring our new SaaS clients
Identify key SaaS clients with successful product experiences
Obtain testimonials and document success stories
Implement a promotional campaign featuring these case studies
Achieve a 95% customer satisfaction level among new SaaS clients
Establish regular check-ins for performance feedback
Implement comprehensive onboarding for all new SaaS clients
Resolve reported issues within 24 hours
11. 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
12. OKRs to boost IDV completion success for business clientele
Boost IDV completion success for business clientele
Achieve a 20% increase in successful IDV attempts by end of next quarter
Improve user experience leading to a 25% increase in client satisfaction survey scores
Enhance customer service response times and quality
Initiate regular customer feedback loops for continuous improvement
Revamp website layout for easy navigation and quick access
Reduce by 15% the errors in the IDV process in the next quarter
Implement targeted training to address identified issues
Review and analyze errors in current IDV process
Monitor and adjust the IDV process regularly
13. 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
14. 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
15. OKRs to validate MVP's success with the target audience
Validate MVP's success with the target audience
Obtain a 70% positive feedback rate from potential customers about the MVP
Engage with customers to encourage feedback submission
Develop and implement a customer feedback system for MVP
Regularly analyze feedback and make necessary improvements
Conduct 50 customer interviews to assess their interest in our MVP
Conduct the customer interviews
Create a questionnaire to assess MVP interest
Identify 50 existing customers for the interview
Identify and address top three riskiest assumptions via weekly product testing sessions
Determine top three riskiest assumptions
Organize weekly product testing sessions
Evaluate and mitigate identified risks
Customer Success Team 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 Insights Dashboard](https://tability-templates-v2.vercel.app/_next/static/media/tability-insights-board.e70f9466.png)
Tip #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 Insights Dashboard](https://tability-templates-v2.vercel.app/_next/static/media/checkins-graph.b2aec458.png)
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.
How to turn your Customer Success Team 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.
![A strategy map in Tability](https://tability-templates-v2.vercel.app/_next/static/media/tability_strategy_map.2ad25843.png)
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 Success Team OKR templates
We have more templates to help you draft your team goals and OKRs.
OKRs to improve Arbor's inclusivity
OKRs to implement strategies to enhance sustainable revenue growth
OKRs to increase sales and profitability for sellers in the next quarter
OKRs to boost sales figures utilizing CAIS distribution team
OKRs to drive an effective agile transformation for all team operations
OKRs to improve mobile app reusability throughout the organization
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 👀
Tability is a unique goal-tracking platform built to save hours at work and help teams stay on top of their goals.
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