15 OKR examples for Customers

What are Customers 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 Customers 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 Customers 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 Customers OKRs examples

You will find in the next section many different Customers 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 enhance protection of vulnerable customers against fraud

  • ObjectiveEnhance protection of vulnerable customers against fraud
  • Key ResultTrain 100% of customer service representatives on fraud detection and prevention
  • TaskMonitor and evaluate participants' understanding and application
  • TaskDevelop comprehensive fraud detection and prevention training program
  • TaskSchedule mandatory training sessions for all representatives
  • Key ResultDecrease fraud incidents among vulnerable customers by 40%
  • TaskImplement stronger identity verification measures for customer transactions
  • TaskEnhance fraud detection software to identify suspicious activities
  • TaskDevelop fraud awareness and prevention training for staff
  • Key ResultImplement a guided session program for 90% of identified vulnerable customers
  • TaskIdentify customers who are deemed vulnerable
  • TaskDevelop guided session program tailored to their needs
  • TaskTrain staff in delivering the program

OKRs to turn customers into advocates

  • ObjectiveOur customers are championing our product and services
  • Key ResultGet 100 reviews on G2 or Capterra
  • TaskIdentify happy users through NPS feedback
  • Key ResultWe have published 10 customer success stories
  • Key ResultWe get 20 leads every week coming from our referral program
  • TaskBuild a partner community
  • TaskCreate supporting material for our partners

OKRs to inspire customers with relevant homepage content to drive app revisits

  • ObjectiveInspire customers with relevant homepage content to drive app revisits
  • Key ResultIncrease homepage content personalization by 30% to improve user relevance
  • TaskPerform A/B testing on personalized homepage layouts
  • TaskAnalyze user data to understand personal preferences
  • TaskImplement AI-based recommendations for user-specific content
  • Key ResultElevate returning user rate by 20% through engaging homepage enhancements
  • TaskOptimize homepage loading speed and responsiveness
  • TaskConduct usability testing to identify improvements
  • TaskImplement engaging personalized content on the homepage
  • Key ResultMeasure a 25% uplift in average time users spend on the app
  • TaskDevelop strategies to increase user engagement by 25%
  • TaskImplement analytics tracking for user activity on the app
  • TaskAnalyze current average usage time per user

OKRs to boost usage rates of our key product among existing customers

  • ObjectiveBoost usage rates of our key product among existing customers
  • Key ResultGather and analyse customer feedback for the product to improve it by 10%
  • TaskImplement changes based on the analyzed feedback
  • TaskAnalyze received feedback for common issues and suggestions
  • TaskSend out surveys to customers to collect feedback on the product
  • Key ResultAchieve a 15% increase in product usage among current customers
  • TaskImplement a customer engagement campaign via email and social media
  • TaskProvide incentives for increased product use, like discounts or rewards
  • TaskEnhance product features based on user feedback and announce updates
  • Key ResultExecute 3 product education webinars reaching at least 50% of current customers
  • TaskReview webinar attendance and feedback for improvement
  • TaskIdentify topics that spark customer interest for each webinar
  • TaskMarket webinars to current customers via email and social media

OKRs to implement fraud reporting applications for customers

  • ObjectiveImplement fraud reporting applications for customers
  • Key ResultLaunch application and achieve 30% adoption among active customers within one month
  • TaskInitiate a marketing campaign for app awareness
  • TaskOffer attractive incentives for initial app adopters
  • TaskDevelop a user-friendly and appealing app interface
  • Key ResultTest application with 100 users within three weeks of prototype completion
  • TaskFinalize prototype for application testing
  • TaskRecruit 100 users for application testing
  • TaskConduct application testing within three weeks
  • Key ResultDevelop a prototype for the fraud reporting application in two weeks
  • TaskDevelop a functional prototype within the deadline
  • TaskConduct and document initial usability tests
  • TaskOutline necessary features for the fraud reporting app

OKRs to increase sales and retain customers

  • ObjectiveIncrease sales and retain customers
  • Key ResultAchieve a customer satisfaction rating of 90% by providing excellent service
  • TaskImplement regular customer surveys to gather feedback and identify areas for improvement
  • TaskEstablish a customer service monitoring system to ensure consistency and quality of service
  • TaskRecognize and reward employees who consistently exceed customer expectations to motivate and inspire
  • TaskTrain staff in effective communication and problem-solving skills to enhance customer interactions
  • Key ResultEnhance customer loyalty by increasing repeat purchases by 20%
  • TaskSend personalized, targeted promotions via email to encourage repeat purchases
  • TaskGather customer feedback and make necessary improvements to enhance overall customer experience
  • TaskImplement a customer rewards program to incentivize repeat purchases
  • TaskProvide exceptional customer service to ensure customer satisfaction and encourage loyalty
  • Key ResultIncrease new sales by 50% through targeted marketing campaigns
  • TaskUtilize social media and online advertising channels to reach the identified target demographics
  • TaskTrack and analyze campaign performance regularly to optimize strategies and maximize results
  • TaskConduct market research to identify key target demographics and their preferences
  • TaskDevelop compelling and personalized marketing messaging for each identified target demographic
  • Key ResultReduce customer churn rate by 10% through improved retention strategies
  • TaskConduct customer surveys to identify pain points and areas for improvement
  • TaskProvide valuable content and resources to enhance customer engagement and create brand advocacy
  • TaskImplement proactive customer outreach to address concerns and resolve issues promptly
  • TaskOffer personalized discounts or rewards to incentivize customer loyalty

OKRs to help customers expand usage faster

  • ObjectiveHelp customers expand faster
  • Key Result25% of new customers expand to 5+ users in their first week.
  • TaskInclude step to invite team in the onboarding process
  • TaskAdd domain sharing marketing email to the drip feed
  • Key Result60% of customers have turned on the team domain sharing
  • TaskPublish post explaining the benefits of using the platform with a team
  • TaskRun special marketing campaign to increase activation

OKRs to boost active customers of our B2B SaaS app

  • ObjectiveBoost active customers of our B2B SaaS app
  • Key ResultAchieve a 30% increase in free trial to paid subscription conversions
  • TaskOffer incentives for transitioning to paid subscription
  • TaskEnhance user experience during the free trial
  • TaskImplement targeted, value-based email marketing campaigns
  • Key ResultDecrease customer churn rate by 20% through improved customer service
  • TaskImplement a detailed customer feedback system for service improvement
  • TaskTrain customer service staff in conflict resolution and cancellation prevention
  • TaskEstablish personalized communication strategies for high-risk churn customers
  • Key ResultImplement two new features or updates based on customer feedback analysis and requests
  • TaskDesign and develop the chosen updates or features
  • TaskAnalyze customer feedback and identify two potential feature updates
  • TaskPerform testing and roll out the new features to customers

OKRs to implement diverse payment methods for customers

  • ObjectiveImplement diverse payment methods for customers
  • Key ResultResearch and identify at least 3 new suitable payment options by week 4
  • Key ResultDecrease transaction failures by 15% with the newly implemented payment methods
  • TaskAnalyze recent transaction data to identify failure patterns
  • TaskTrain customer service on troubleshooting new payment methods
  • TaskImplement technical improvements based on analysis
  • Key ResultIncrease customer payment satisfaction by 20% through customer feedback surveys
  • TaskImplement regular customer feedback surveys after payments
  • TaskBased on feedback, streamline and improve payment process
  • TaskAnalyse survey results to identify customer dissatisfaction areas

OKRs to improve relationships and delivery results with internet customers and project managers

  • ObjectiveImprove relationships and delivery results with internet customers and project managers
  • Key ResultIncrease customer satisfaction ratings by 25% through improved communication protocols and response times
  • TaskDevelop and enforce a timely customer response protocol
  • TaskImplement team training on effective communication and customer interaction
  • TaskRegularly review and adjust communication strategies based on customer feedback
  • Key ResultBoost customer retention rates by 15% through improved project management and after-sales follow-ups
  • TaskTrack and analyze customer retention metrics regularly
  • TaskDevelop an effective after-sales follow-up system
  • TaskImplement meticulous project management strategies for customer satisfaction
  • Key ResultSuccessfully complete 100% of projects within promised deadlines and budgets
  • TaskStreamline processes and eliminate unnecessary tasks
  • TaskPrioritize tasks based on urgency and available resources
  • TaskRegularly review and update budget and timeline

OKRs to acquire new potential customers

  • ObjectiveAcquire new potential customers
  • Key ResultIncrease website traffic by 40% through targeted digital marketing campaigns
  • TaskDevelop engaging SEO-driven content to increase visibility
  • TaskIdentify target audience for effective demographic-focused marketing
  • TaskLaunch paid search and social media ads to drive traffic
  • Key ResultConvert 20% of inbound leads into sales with effective sales strategies
  • TaskDevelop a well-structured sales pitch targeting specific customer needs
  • TaskTrain sales team on effective closing techniques
  • TaskImplement a follow-up system to re-engage potential customers
  • Key ResultIncrease customer engagement on social media platforms by 30%
  • TaskAmplify user-generated content sharing
  • TaskExpand social media promotions and giveaways
  • TaskDevelop and implement an interactive content strategy

OKRs to improve project delivery margins while keeping existing customers happy

  • ObjectiveIncrease profitability of project delivery while keeping customers happy
  • Key ResultReduce operational costs associated with project delivery by 8%
  • TaskImplement cost saving measures
  • TaskIdentify areas for potential cost savings
  • TaskAnalyze current operational costs associated with project delivery
  • TaskMonitor and adjust cost saving measures as needed
  • Key ResultReduce project delivery cycle time by 20%
  • Key ResultIncrease customer satisfaction ratings on project delivery by 10%

OKRs to implement engagement visibility for corporate customers on Mina Sidor

  • ObjectiveImplement engagement visibility for corporate customers on Mina Sidor
  • Key ResultIncrease the number of corporate users by 20% through improved platform functionality
  • TaskConduct targeted marketing for corporate users
  • TaskUpgrade platform features based on popular user feedback
  • TaskOffer limited-time promotions for corporate sign-ups
  • Key ResultReduce customer inquiries regarding engagement status by 30% after feature implementation
  • TaskImplement a self-help guide for new feature
  • TaskApply customer feedback for feature improvement
  • TaskConduct webinars demonstrating feature usage
  • Key ResultAchieve 90% positive feedback on newly implemented engagement visibility feature
  • TaskGather initial user feedback on engagement visibility feature
  • TaskContinuously monitor and adjust feature for user satisfaction
  • TaskImprove feature based on user feedback and comments

OKRs to streamline implementation process for customers

  • ObjectiveStreamline implementation process for customers
  • Key ResultReduce average implementation time to 90 days or less
  • TaskProvide additional training and resources to project teams to enhance efficiency
  • TaskStreamline project documentation and approval processes for faster sign-offs
  • TaskIdentify and address common bottlenecks in the implementation process to eliminate delays
  • TaskImplement regular review meetings and progress tracking to ensure timely completion
  • Key ResultAchieve a customer satisfaction rating of at least 95% post-implementation
  • TaskProvide comprehensive training and support to ensure customers fully understand and utilize the implemented solution
  • TaskContinuously monitor and evaluate customer satisfaction metrics to identify trends and implement necessary actions
  • TaskImprove communication channels with customers to address any concerns or issues promptly
  • TaskConduct regular customer satisfaction surveys to gather feedback and identify areas for improvement
  • Key ResultIncrease team productivity by 20% through process optimization
  • TaskConduct a thorough analysis of current processes to identify areas for improvement
  • TaskImplement automation tools and technologies to streamline repetitive tasks
  • TaskProvide regular training and support to team members to enhance their skills and efficiency
  • TaskStreamline workflows and eliminate unnecessary steps or duplication of effort
  • Key ResultDecrease the number of customer escalations related to implementation issues by 50%
  • TaskImplement a robust quality assurance process for all implementation projects
  • TaskDevelop a comprehensive training program for implementation team
  • TaskEnhance communication channels between implementation team and customers
  • TaskConduct regular customer feedback surveys to identify and address implementation issues proactively

OKRs to maximize self-service options for private customers

  • ObjectiveMaximize self-service options for private customers
  • Key ResultLaunch 3 new intuitive self-service features by the end of the quarter
  • TaskDevelop and test these self-service features thoroughly
  • TaskIdentify potential features through market research and user feedback
  • TaskEfficiently integrate and deploy new features into the system
  • Key ResultAchieve 25% customer usage of these new self-service features
  • TaskImplement a marketing campaign highlighting feature benefits
  • TaskDevelop engaging tutorials on utilizing new self-service features
  • TaskConduct user experience surveys to uncover usage barriers
  • Key ResultReduce customer support queries by 15% through increased self-service utilization
  • TaskImplement comprehensive FAQ section on the website
  • TaskImplement a robust chatbot for common queries
  • TaskDevelop easy-to-understand user manuals

Best practices for managing your Customers 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 Customers OKRs

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

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 Customers 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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