Tability is a cheatcode for goal-driven teams. Set perfect OKRs with AI, stay focused on the work that matters.
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.
The best tools for writing perfect Customers OKRs
Here are 2 tools that can help you draft your OKRs in no time.
Tability AI: to generate OKRs based on a prompt
Tability AI allows you to describe your goals in a prompt, and generate a fully editable OKR template in seconds.
- 1. Create a Tability account
- 2. Click on the Generate goals using AI
- 3. Describe your goals in a prompt
- 4. Get your fully editable OKR template
- 5. Publish to start tracking progress and get automated OKR dashboards
Watch the video below to see it in action 👇
Tability Feedback: to improve existing OKRs
You can use Tability's AI feedback to improve your OKRs if you already have existing goals.
- 1. Create your Tability account
- 2. Add your existing OKRs (you can import them from a spreadsheet)
- 3. Click on Generate analysis
- 4. Review the suggestions and decide to accept or dismiss them
- 5. Publish to start tracking progress and get automated OKR dashboards
Tability will scan your OKRs and offer different suggestions to improve them. This can range from a small rewrite of a statement to make it clearer to a complete rewrite of the entire OKR.
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 ensure all RFM customers receive immediate sales team attention
ObjectiveEnsure all RFM customers receive immediate sales team attention
KRIncrease weekly sales team visits to RFM customers by 50%
Implement incentives for increased visit frequency to RFM customers- Hire additional sales team members to handle increased visits
- Arrange additional transportation resources for sales team
- KRReduce customer response time to under 24 hours for all RFM customers
- Incorporate an automated email response system
- Introduce mandatory customer service training sessions
- Implement a dedicated RFM customer service team
- KRAchieve a 100% contact rate with RFM customers needing immediate attention
- Identify RFM customers requiring urgent attention
- Develop an effective, personalized contact strategy
- Implement the contact strategy across all communication channels
OKRs to enhance protection of vulnerable customers against fraud
- ObjectiveEnhance protection of vulnerable customers against fraud
- KRTrain 100% of customer service representatives on fraud detection and prevention
- Monitor and evaluate participants' understanding and application
- Develop comprehensive fraud detection and prevention training program
- Schedule mandatory training sessions for all representatives
- KRDecrease fraud incidents among vulnerable customers by 40%
- Implement stronger identity verification measures for customer transactions
- Enhance fraud detection software to identify suspicious activities
- Develop fraud awareness and prevention training for staff
- KRImplement a guided session program for 90% of identified vulnerable customers
- Identify customers who are deemed vulnerable
- Develop guided session program tailored to their needs
- Train staff in delivering the program
OKRs to reconnect with old customers for exciting deals
- ObjectiveReconnect with old customers for exciting deals
- KRAnalyze and categorize 500 customers' buying patterns and preferences by week two
- Gather data on 500 customers' purchase histories
- Analyze purchasing patterns and personal preferences
- Categorize findings before end of week two
- KRAchieve 30% successful re-engagement with previous customers through new deals
- Deploy tailored email marketing campaigns to the target group
- Analyze feedback and adjust strategy as required
- Develop attractive promotional deals tailored for previous customers
- KRCraft personalized communication with 60% identified customers offering new deals
OKRs to enhance the effectiveness of vulnerability management services for customers
- ObjectiveEnhance the effectiveness of vulnerability management services for customers
- KRIncrease customer satisfaction rate by 20% through improved service response time
- Adopt a robust customer relationship management software
- Implement efficient customer service training for all staff members
- Regularly review and improve service protocols
- KRTrain 90% of the team on advanced vulnerability management techniques to improve service quality
- Identify team members lacking in advanced vulnerability management skills
- Arrange training sessions on advanced vulnerability management techniques
- Evaluate and track the team members' progress post-training
- KRImplement a new vulnerability detection tool to reduce undetected threats by 15%
- Train relevant staff on tool operation and interpretation
- Monitor and periodically evaluate tool efficacy
- Research and select a suitable vulnerability detection tool
OKRs to turn customers into advocates
- ObjectiveOur customers are championing our product and services
- KRGet 100 reviews on G2 or Capterra
- Identify happy users through NPS feedback
- KRWe have published 10 customer success stories
- KRWe get 20 leads every week coming from our referral program
- Build a partner community
- Create supporting material for our partners
OKRs to successfully develop and launch new products and platforms to customers
- ObjectiveSuccessfully develop and launch new products and platforms to customers
- KRDevelop 3 unique and customer-focused products in different categories on the platform
- Prototype, test and refine the three product concepts
- Brainstorm product ideas based on research findings
- Identify customer needs through surveys and market research
- KREnsure 95% of customer service responses about the new launches are positive after launch
- Implement customer suggestions for improvement swiftly
- Train customer service team on new product details prior to launch
- Monitor and analyze customer feedback regularly post-launch
- KRAchieve a 10% increase in customer engagement within the first month of launching products
- Implement a reward system for customer referrals and reviews
- Enhance social media marketing with engaging, interactive content
- Develop a post-purchase follow-up strategy to request feedback
OKRs to successful launch of the new service to all customers
- ObjectiveSuccessful launch of the new service to all customers
- KRSecure a 95% satisfaction rate from pilot service users
- Implement immediate feedback mechanism after service use
- Provide user support and quick problem resolution
- Consistently improve service based on user feedback
- KRFinalize user-friendly instructions for seamless service adoption
- Review and revise current service instructions for clarity
- Implement necessary changes and finalize the instructions
- Test instructions with a small group of users for feedback
- KRAchieve a 70% customer adoption rate of the new service
- Develop clear, compelling marketing materials for the new service
- Implement a comprehensive training program for customer education
- Offer incentives for early adoption of the new service
OKRs to inspire customers with relevant homepage content to drive app revisits
- ObjectiveInspire customers with relevant homepage content to drive app revisits
- KRIncrease homepage content personalization by 30% to improve user relevance
- Perform A/B testing on personalized homepage layouts
- Analyze user data to understand personal preferences
- Implement AI-based recommendations for user-specific content
- KRElevate returning user rate by 20% through engaging homepage enhancements
- Optimize homepage loading speed and responsiveness
- Conduct usability testing to identify improvements
- Implement engaging personalized content on the homepage
- KRMeasure a 25% uplift in average time users spend on the app
- Develop strategies to increase user engagement by 25%
- Implement analytics tracking for user activity on the app
- Analyze 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
- KRGather and analyse customer feedback for the product to improve it by 10%
- Implement changes based on the analyzed feedback
- Analyze received feedback for common issues and suggestions
- Send out surveys to customers to collect feedback on the product
- KRAchieve a 15% increase in product usage among current customers
- Implement a customer engagement campaign via email and social media
- Provide incentives for increased product use, like discounts or rewards
- Enhance product features based on user feedback and announce updates
- KRExecute 3 product education webinars reaching at least 50% of current customers
- Review webinar attendance and feedback for improvement
- Identify topics that spark customer interest for each webinar
- Market webinars to current customers via email and social media
OKRs to implement fraud reporting applications for customers
- ObjectiveImplement fraud reporting applications for customers
- KRLaunch application and achieve 30% adoption among active customers within one month
- Initiate a marketing campaign for app awareness
- Offer attractive incentives for initial app adopters
- Develop a user-friendly and appealing app interface
- KRTest application with 100 users within three weeks of prototype completion
- Finalize prototype for application testing
- Recruit 100 users for application testing
- Conduct application testing within three weeks
- KRDevelop a prototype for the fraud reporting application in two weeks
- Develop a functional prototype within the deadline
- Conduct and document initial usability tests
- Outline necessary features for the fraud reporting app
Customers OKR best practices
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.
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.
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.
Save hours with automated Customers OKR dashboards
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 Tability to save time with automated OKR dashboards, data connectors, and actionable insights.
How to get Tability dashboards:
- 1. Create a Tability account
- 2. Use the importers to add your OKRs (works with any spreadsheet or doc)
- 3. Publish your OKR plan
That's it! Tability will instantly get access to 10+ dashboards to monitor progress, visualise trends, and identify risks early.
More Customers OKR templates
We have more templates to help you draft your team goals and OKRs.