15 OKR examples for Customer Support

What are Customer Support 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 Support 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 Support 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 Support OKRs examples

You will find in the next section many different Customer Support 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 decrease customer issue resolution time by 20%

  • ObjectiveDecrease customer issue resolution time by 20%
  • Key ResultImplement new ticketing system to streamline support process in 4 weeks
  • TaskCreate a system implementation and training plan
  • TaskResearch and select appropriate ticketing system software
  • TaskExecute the plan and monitor its effectiveness
  • Key ResultIncrease first-contact resolution rate to 75% from current rate
  • TaskMonitor and adjust strategies based on resolution rates
  • TaskImplement specialized training to address identified issues
  • TaskAnalyze recent unresolved customer interactions for common issues
  • Key ResultTrain customer support staff in issue escalation and resolution techniques
  • TaskSchedule regular role-play exercises to simulate escalation scenarios
  • TaskConduct a needs assessment for escalation training among support staff
  • TaskDevelop a comprehensive training curriculum on issue resolution techniques

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 enhance superior customer support to VIP clients

  • ObjectiveEnhance superior customer support to VIP clients
  • Key ResultIncrease client satisfaction score to 90% for VIPs
  • TaskImprove product/service quality based on feedback
  • TaskImplement personalized customer service for VIP clients
  • TaskRegularly request and analyze VIP client feedback
  • Key ResultAchieve first-response times under 2 hours for all VIP client inquiries
  • TaskImplement a priority system for VIP client inquiries
  • TaskEstablish dedicated response teams for VIP clients
  • TaskTrain staff on quick and efficient response techniques
  • Key ResultReduce VIP client complaint rate by 20%
  • TaskImplement customized training on VIP client servicing for staff
  • TaskEnhance VIP client communication and response times
  • TaskRegularly review and improve VIP client service process

OKRs to reduce customer churn by 5%

  • ObjectiveReduce customer churn by 5%
  • Key ResultIncrease customer retention rate by 2% through enhanced engagement strategies
  • TaskCreate a loyalty program to reward and incentivize customer loyalty
  • TaskEnhance customer support channels by implementing live chat and reducing response times
  • TaskConduct regular customer surveys to gather feedback and identify areas for improvement
  • TaskImplement personalized email marketing campaigns to provide tailored content and offers
  • Key ResultImprove customer satisfaction score by 10 points through personalized support and proactive communication
  • TaskConduct regular customer surveys to gain insights and address concerns promptly
  • TaskDevelop a communication plan to proactively update customers about product developments
  • TaskAssign dedicated customer support representatives to provide personalized assistance
  • TaskImplement a CRM system to track and analyze customer data accurately
  • Key ResultIncrease the number of customers actively using premium features by 15% through targeted promotions
  • TaskMonitor customer engagement and analyze the results to continuously improve targeted promotions
  • TaskAnalyze customer data to identify preferences for targeted promotions
  • TaskImplement A/B testing to optimize the effectiveness of targeted promotions
  • TaskCreate personalized and compelling promotional campaigns to showcase the value of premium features
  • Key ResultDecrease the average time to resolve customer issues by 20% through process optimization
  • TaskRegularly track and evaluate customer issue resolution metrics to identify areas for further process optimization
  • TaskImplement automation tools to streamline and expedite customer issue resolution workflow
  • TaskAnalyze current customer issue resolution process to identify inefficiencies and bottlenecks
  • TaskTrain customer support team members on efficient problem-solving techniques and effective communication skills

OKRs to reduce support requests by 10%

  • ObjectiveReduce support requests by 10%
  • Key ResultIncrease customer support training programs to decrease errors by 3%
  • TaskDevelop comprehensive customer support training modules
  • TaskSchedule regular training sessions for staff
  • TaskMonitor customer service errors to track progress
  • Key ResultImprove FAQ and troubleshooting documentation to decrease inquiry submissions by 3%
  • TaskUpdate, simplify, and reorganize troubleshooting guides for better clarity
  • TaskIdentify prevalent customer inquiries and incorporate responses in FAQ
  • TaskConduct thorough review and analysis of current FAQ and troubleshooting documents
  • Key ResultImplement self-service support options which reduces ticket volume by 4%
  • TaskLaunch an AI-powered chatbot for instant customer queries
  • TaskImplement a user-friendly FAQ section on the website
  • TaskDevelop informative how-to guides for common issues

OKRs to improve sales performance across all product lines

  • ObjectiveImprove sales performance across all product lines
  • Key ResultRaise customer retention rate by 15%
  • TaskImprove customer support and response time
  • TaskImplement loyalty programs and reward frequent customers
  • TaskCollect feedback to understand and solve customer problems
  • Key ResultAchieve a 25% increase in overall unit sales
  • TaskEnhance distribution channels to broaden product accessibility
  • TaskImplement a marketing campaign to raise product awareness and demand
  • TaskOffer customer incentives like discounts or loyalty programs
  • Key ResultBoost the average purchase value by 10% per customer
  • TaskIntroduce premium versions or add-ons of popular products
  • TaskImplement strategic up-selling and cross-selling techniques
  • TaskOffer discounts or incentives for bulk purchases

OKRs to increase customer migration from on-premises product to cloud product

  • ObjectiveIncrease customer migration from on-premises product to cloud product
  • Key ResultReduce on-premises product support requests by 15% due to migration success
  • TaskProvide comprehensive training on new system usage to all staff
  • TaskCreate detailed user guides and FAQs about the migrated product
  • TaskTrack and address recurring issues proactively
  • Key ResultSecure positive customer feedback on the benefits and ease of transitioning
  • TaskOffer incentives for leaving positive, detailed feedback
  • TaskImplement staff training to ensure smooth customer transitions
  • TaskConduct a post-transition survey to gather customer opinions
  • Key ResultAchieve 20% increase in cloud product subscriptions compared to on-premises
  • TaskOffer special discounts for cloud over on-premises subscriptions
  • TaskIncrease customer awareness of cloud advantages through online webinars
  • TaskImplement an aggressive marketing campaign for cloud products

OKRs to launch a viable, user-friendly SaaS product

  • ObjectiveLaunch a viable, user-friendly SaaS product
  • Key ResultAchieve a customer satisfaction score of above 85%
  • TaskDevelop a proactive customer communication strategy for problem resolution
  • TaskImplement a customer feedback system to identify improvement areas
  • TaskTrain staff in customer service protocols and problem-solving
  • Key ResultDevelop MVP with essential features by involving 10 beta testers
  • TaskGather and integrate feedback to refine MVP features
  • TaskIdentify the essential features needed for MVP development
  • TaskRecruit 10 beta testers for product evaluation
  • Key ResultObtain initial sign ups exceeding 50 customers
  • TaskDevelop enticing advertising campaign targeting potential customers
  • TaskLaunch sign-up incentive program or promotional offers
  • TaskMaximize reach through social media marketing strategies

OKRs to boost enterprise customer attraction to our platform

  • ObjectiveBoost enterprise customer attraction to our platform
  • Key ResultExpand platform features based on 75% of enterprise-client feedback
  • TaskAnalyze feedback from 75% of enterprise clients
  • TaskIdentify commonly requested platform features
  • TaskInitiate development of new features
  • Key ResultIncrease demo requests by 30% over the next quarter
  • TaskImplement a user-friendly online demo request form
  • TaskEnhance demo product features to attract more customer interest
  • TaskDevelop targeted marketing campaigns to boost demo visibility
  • Key ResultEnhance customer support satisfaction rate by 45%
  • TaskImplement a customer feedback system to gauge satisfaction
  • TaskImplement comprehensive training programs for customer support staff
  • TaskImprove product/service quality based on customer insights

OKRs to decrease the Mean Time to Resolution (MTTR) for all incidents

  • ObjectiveDecrease the Mean Time to Resolution (MTTR) for all incidents
  • Key ResultImprove technical skills, aiming for 15% faster handling of subsequent incidents
  • TaskPractice problem-solving using tech simulations
  • TaskEnroll in technical skill-enhancing workshops/courses
  • TaskRead, study and apply latest tech manuals/guides
  • Key ResultCut the average initial response time by 20%
  • TaskAutomate initial responses with a well-structured bot
  • TaskProvide quick response training to customer service teams
  • TaskImplement 24/7 customer support service
  • Key ResultImplement a system that ensures 90% of incidents are first-time fixes
  • TaskDevelop a robust incident reporting protocol
  • TaskTrain team on comprehensive problem-solving techniques
  • TaskIncorporate quality assurance check within the process

OKRs to develop a comprehensive understanding of user requirements for secure document backup

  • ObjectiveDevelop a comprehensive understanding of user requirements for secure document backup
  • Key ResultAnalyze data from customer support logs to identify the top 3 issues faced by users regarding document backup
  • TaskCompile a report highlighting the top 3 document backup issues faced by users
  • TaskIdentify recurring keywords or phrases associated with users' document backup problems
  • TaskCollect and sort customer support logs relevant to document backup issues
  • TaskAnalyze the frequency and severity of each identified issue to determine their significance
  • Key ResultConduct surveys to gather feedback from at least 500 users regarding their document backup preferences
  • TaskCreate an online survey questionnaire to gather document backup preferences from users
  • TaskAnalyze and summarize the survey data to compile a report on user preferences
  • TaskShare the survey link through email, social media, and company newsletters
  • TaskMonitor the survey responses and identify any issues or trends
  • Key ResultSummarize and present user requirements in a detailed report to guide future development and improvements
  • TaskAnalyze and identify common patterns and trends within the user requirements
  • TaskCollect user requirements through surveys, interviews, and feedback channels
  • TaskCreate a comprehensive and detailed report outlining the summarized user requirements for development guidance
  • TaskOrganize and categorize user requirements based on their importance and potential impact
  • Key ResultOrganize focus groups with a minimum of 3 diverse user segments to identify specific needs and pain points
  • TaskDevelop a structured questionnaire to gather insights on user needs and pain points
  • TaskSet up a schedule and secure venue for conducting focus groups
  • TaskIdentify and select diverse user segments based on key demographics and characteristics
  • TaskRecruit participants for each focus group and provide clear instructions for their involvement

OKRs to enhance customer engagement and satisfaction in the existing client base

  • ObjectiveEnhance customer engagement and satisfaction in the existing client base
  • Key ResultReduce negative feedback responses by 15% through improved support services
  • TaskTrain support staff on communication and problem-solving techniques
  • TaskImplement a responsive and user-friendly support system
  • TaskRegularly monitor and analyze feedback for improvement areas
  • Key ResultIncrease client satisfaction rate by 20% on post-service survey results
  • TaskInitiate immediate resolutions for client complaints
  • TaskImplement regular client feedback surveys post-service
  • TaskEnhance customer service training for all employees
  • Key ResultAchieve a 25% increase in customer interaction on all digital platforms
  • TaskIncrease promotional activities to boost online visibility of brand
  • TaskDeliver consistent, high-quality content tailored to customer interests
  • TaskImplement compelling engagement strategies across all digital platforms

OKRs to enhance the SLA adherence for IT tickets

  • ObjectiveEnhance the SLA adherence for IT tickets
  • Key ResultReduce IT ticket resolution time by 30%
  • TaskProvide comprehensive training to IT support team
  • TaskDevelop a streamlined ticket prioritization process
  • TaskImplement efficient IT incident management tools
  • Key ResultAchieve a 90% customer satisfaction rate regarding ticket handling and resolution
  • TaskImplement regular training sessions on customer communication for support staff
  • TaskDevelop a responsive and efficient ticket resolution system
  • TaskMonitor and analyze customer feedback regularly
  • Key ResultImplement a new ticket tracking system for improved process efficiency
  • TaskTrain employees on new system use
  • TaskEvaluate potential ticket tracking systems
  • TaskSelect and purchase preferred system
  • Key ResultTrain all IT staff on SLA compliance and ticket handling best practices
  • TaskDevelop module on ticket handling best practices
  • TaskSchedule comprehensive SLA compliance training for IT staff
  • TaskEnsure periodic reinforcement training sessions

OKRs to enhance investor relations operations to drive excellence and stakeholder satisfaction

  • ObjectiveEnhance investor relations operations to drive excellence and stakeholder satisfaction
  • Key ResultAchieve 90% accuracy in timely reporting and dissemination of investor-related information
  • TaskProvide training and resources to ensure all staff members understand and follow reporting protocols
  • TaskImplement an efficient system for tracking and organizing investor-related information
  • TaskEstablish clear guidelines and deadlines for reporting and disseminating investor information
  • TaskRegularly monitor and review the accuracy of investor-related information before dissemination
  • Key ResultImprove investor satisfaction rating to 4.5 out of 5 through effective feedback and responsiveness
  • TaskEstablish a streamlined communication channel to provide timely updates and responses to investors
  • TaskAssign dedicated staff to promptly address investor inquiries and concerns
  • TaskConduct training programs for employees on effective feedback techniques and responsiveness to enhance investor satisfaction
  • TaskImplement regular investor surveys to gather feedback on satisfaction rating and identify areas for improvement
  • Key ResultIncrease investor confidence by reducing average response time for inquiries by 30%
  • TaskStreamline internal communication channels to ensure swift resolution of investor inquiries
  • TaskTrain customer support team to prioritize and respond promptly to investor inquiries
  • TaskRegularly monitor and analyze response times to identify areas for improvement and optimization
  • TaskImplement automated email templates for frequently asked investor inquiries
  • Key ResultIncrease investor engagement by 20% through proactive communication and targeted outreach
  • TaskConduct personalized phone calls to address specific investor queries and provide support
  • TaskHost monthly webinars to update investors on market trends and the company's progress
  • TaskDevelop a quarterly newsletter with updates, performance metrics, and investment opportunities
  • TaskExpand social media presence to share regular updates, industry insights, and engage with investors

OKRs to enhance intuitive feature navigation and findability

  • ObjectiveEnhance intuitive feature navigation and findability
  • Key ResultIncrease customer satisfaction rate by 20% via enhanced feature findability
  • TaskConduct user research to understand feature usage problems
  • TaskImplement UX training for customer support team
  • TaskUpdate product design for improved feature accessibility
  • Key ResultAchieve 15% less customer queries relating to feature discovery and navigation
  • TaskImplement intuitive user interfaces for easier feature discovery
  • TaskInitiate customer training sessions for navigation assistance
  • TaskImprove feature-related content in user manuals and FAQs
  • Key ResultReduce user navigation time by 30% through improved design usability
  • TaskConduct usability tests to identify current site navigation issues
  • TaskImplement A/B testing to refine navigation elements
  • TaskDevelop a more intuitive, user-friendly interface layout

Best practices for managing your Customer Support 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 Support 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 Support 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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