3 customisable OKR examples for Customer Support Agent

What are Customer Support Agent 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 Agent 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 Agent 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 customisable Customer Support Agent OKRs examples

You will find in the next section many different Customer Support Agent 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. OKR 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

2. OKR to enhance user satisfaction and engagement with our app

  • ObjectiveEnhance user satisfaction and engagement with our app
  • Key ResultReduce average response time to user inquiries to under 24 hours through streamlined customer support
  • TaskRegularly analyze response time data to identify bottlenecks and implement process improvements
  • TaskEstablish clear guidelines and documentation for resolving common user inquiries
  • TaskTrain customer support agents to handle inquiries effectively and efficiently
  • TaskImplement a ticketing system for efficient tracking and prioritization of user inquiries
  • Key ResultIncrease user retention rate by 15% through personalized push notifications and enhanced features
  • TaskContinuously monitor and optimize push notification campaigns and feature updates for maximum effectiveness
  • TaskDevelop and implement a comprehensive push notification strategy based on user insights
  • TaskAnalyze user behavior to identify key preferences and interests for personalized push notifications
  • TaskEnhance user experience by adding new features and improving existing functionalities
  • Key ResultIncrease user reviews by 20% through targeted campaigns and incentivized prompts
  • TaskUse social media platforms to highlight positive user reviews and encourage others to share their experiences
  • TaskCreate personalized email campaigns to request user reviews with compelling copy and visuals
  • TaskOffer exclusive incentives, such as discounts or freebies, for users who leave reviews
  • TaskImplement in-app prompts at strategic moments to remind and encourage users to submit reviews
  • Key ResultIncrease average app rating to 4.5 stars through user feedback and app improvements

3. OKR to increase revenue through client acquisition using technology tools

  • ObjectiveIncrease revenue through client acquisition using technology tools
  • Key ResultAchieve a customer satisfaction score of 90% through improved customer support and service
  • TaskImplement a customer feedback system to continuously gather insights and measure satisfaction
  • TaskStreamline customer support processes and reduce response time to ensure prompt resolution of issues
  • TaskRegularly analyze customer feedback data to identify trends, patterns, and areas of improvement
  • TaskProvide comprehensive training to customer support agents to enhance their communication and problem-solving skills
  • Key ResultIncrease website traffic by 20% through targeted digital marketing campaigns
  • TaskConduct thorough keyword research to identify high-traffic and relevant search terms
  • TaskUtilize targeted online ads and promotions to attract specific demographics and increase conversions
  • TaskOptimize website content and meta tags to improve search engine visibility
  • TaskCreate engaging blog posts and social media content to drive organic traffic
  • Key ResultImprove conversion rate by 15% through UX/UI optimization and A/B testing
  • TaskImplement responsive design to improve user experience across mobile and desktop devices
  • TaskRedesign landing page layout to emphasize key call-to-action elements
  • TaskConduct A/B tests for different color schemes to determine optimal visual appeal
  • TaskAnalyze user behavior and identify pain points in the current UX/UI design
  • Key ResultIncrease average transaction value by 10% through upselling and cross-selling strategies
  • TaskImplement personalized product recommendations based on customer preferences and buying history
  • TaskTrain sales team on effective upselling and cross-selling techniques
  • TaskIncrease visibility of high-margin products by promoting them at checkout or online
  • TaskOffer bundled packages at a discounted price to encourage larger purchases

Best practices for managing your Customer Support Agent 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 Agent OKRs

Your quarterly OKRs should be tracked weekly in order to get all the benefits of the OKRs 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

We recommend using a spreadsheet for your first OKRs cycle. You'll need to get familiar with the scoring and tracking first. Then, you can scale your OKRs process by using a proper OKR-tracking tool for it.

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 Agent 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

You can use Tability to create OKRs with AI – and keep yourself accountable 👀

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