15 customisable 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:
- 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 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!
1. OKRs to enhance protection of vulnerable customers against fraud
Enhance protection of vulnerable customers against fraud
Train 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
- Decrease 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
- Implement 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
2. OKRs to turn customers into advocates
- Our customers are championing our product and services
- Get 100 reviews on G2 or Capterra
- Identify happy users through NPS feedback
- We have published 10 customer success stories
- We get 20 leads every week coming from our referral program
- Build a partner community
- Create supporting material for our partners
3. OKRs to inspire customers with relevant homepage content to drive app revisits
- Inspire customers with relevant homepage content to drive app revisits
- Increase 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
- Elevate 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
- Measure 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
4. OKRs to boost usage rates of our key product among existing customers
- Boost usage rates of our key product among existing customers
- Gather 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
- Achieve 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
- Execute 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
5. OKRs to implement fraud reporting applications for customers
- Implement fraud reporting applications for customers
- Launch 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
- Test 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
- Develop 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
6. OKRs to engage customers with allurements and cost-saving opportunities
- Engage customers with allurements and cost-saving opportunities
- Increase website click-through rate on offers by 20%
- Optimize landing pages to highlight specific offers
- Enhance website load speed and mobile optimization
- Implement A/B testing to improve advertisement efficiency
- Increase subscription to email newsletters for special offers by 15%
- Implement a referral program for existing subscribers
- Create engaging content to encourage newsletter sign-ups
- Optimize website for user-friendly newsletter sign-ups
- Elevate redeemed coupon rate by 25%
- Create appealing, well-targeted marketing emails for current and potential customers
- Simplify the coupon redemption process for customers
- Improve and diversify coupon incentives
7. OKRs to accelerate growth to reach a $33 mln yearly revenue target
- Accelerate growth to reach a $33 mln yearly revenue target
- Improve upselling strategies to boost average order value by 10%
- Train staff on effective upselling and cross-selling techniques
- Develop limited-time promotional offers to encourage larger purchases
- Implement product recommendation algorithms on the website
- Acquire 15 new high-value customers
- Develop a targeted marketing strategy for potential high-value customers
- Implement a customer referral program with enticing incentives
- Enhance sales presentations to highlight value and benefits
- Increase monthly sales revenue by 20%
- Implement an upselling strategy into daily sales efforts
- Enhance marketing efforts to broaden customer reach
- Improve customer retention through loyalty programs
8. OKRs to enhance homepage with contextually relevant content to engage customers
- Enhance homepage with contextually relevant content to engage customers
- A/B test and improve homepage layout for better content visibility by 15%
- Identify elements on homepage for A/B testing
- Implement A/B testing with different layouts
- Analyze results and adjust layout accordingly
- Implement content personalization for 70% of homepage visitors
- Set up tracking and analytics for homepage visits
- Develop personalized content based on user profiles
- Identify audience characteristics and create user profiles
- Increase customer engagement rate on homepage by 25%
- Implement interactive elements like quizzes or surveys on the homepage
- Improve website loading speed for superior user experience
- Personalize the homepage based on user's preferences
9. OKRs to increase sales and retain customers
- Increase sales and retain customers
- Achieve a customer satisfaction rating of 90% by providing excellent service
- Implement regular customer surveys to gather feedback and identify areas for improvement
- Establish a customer service monitoring system to ensure consistency and quality of service
- Recognize and reward employees who consistently exceed customer expectations to motivate and inspire
- Train staff in effective communication and problem-solving skills to enhance customer interactions
- Enhance customer loyalty by increasing repeat purchases by 20%
- Send personalized, targeted promotions via email to encourage repeat purchases
- Gather customer feedback and make necessary improvements to enhance overall customer experience
- Implement a customer rewards program to incentivize repeat purchases
- Provide exceptional customer service to ensure customer satisfaction and encourage loyalty
- Increase new sales by 50% through targeted marketing campaigns
- Utilize social media and online advertising channels to reach the identified target demographics
- Track and analyze campaign performance regularly to optimize strategies and maximize results
- Conduct market research to identify key target demographics and their preferences
- Develop compelling and personalized marketing messaging for each identified target demographic
- Reduce customer churn rate by 10% through improved retention strategies
- Conduct customer surveys to identify pain points and areas for improvement
- Provide valuable content and resources to enhance customer engagement and create brand advocacy
- Implement proactive customer outreach to address concerns and resolve issues promptly
- Offer personalized discounts or rewards to incentivize customer loyalty
10. OKRs to help customers expand usage faster
- Help customers expand faster
- 25% of new customers expand to 5+ users in their first week.
- Include step to invite team in the onboarding process
- Add domain sharing marketing email to the drip feed
- 60% of customers have turned on the team domain sharing
- Publish post explaining the benefits of using the platform with a team
- Run special marketing campaign to increase activation
11. OKRs to regain 35% of lost customers from our database
- Regain 35% of lost customers from our database
- Improve customer support response time by 20%
- Develop round-the-clock support with rotating shifts for immediate response
- Implement a new customer service software for faster query resolution
- Train support staff to enhance problem-solving speed and efficiency
- Increase our efforts in customer communication by 50%
- Double weekly newsletters sent to customers
- Boost social media engagement with customers by 50%
- Implement biweekly customer satisfaction surveys
- Implement re-engagement strategies to recover 10% of lost customers
- Personalize and send re-engagement emails to lost customers
- Develop incentive-based re-engagement campaigns
- Identify reasons behind customer churn from reviews and feedback
12. OKRs to boost active customers of our B2B SaaS app
- Boost active customers of our B2B SaaS app
- Achieve a 30% increase in free trial to paid subscription conversions
- Offer incentives for transitioning to paid subscription
- Enhance user experience during the free trial
- Implement targeted, value-based email marketing campaigns
- Decrease customer churn rate by 20% through improved customer service
- Implement a detailed customer feedback system for service improvement
- Train customer service staff in conflict resolution and cancellation prevention
- Establish personalized communication strategies for high-risk churn customers
- Implement two new features or updates based on customer feedback analysis and requests
- Design and develop the chosen updates or features
- Analyze customer feedback and identify two potential feature updates
- Perform testing and roll out the new features to customers
13. OKRs to successfully attract and retain 10 net new customers
- Successfully attract and retain 10 net new customers
- Develop and implement a customer loyalty program
- Roll out the program to a select customer group for beta testing
- Research effective strategies of existing customer loyalty programs
- Design a customer loyalty program tailored to our brand
- Reduce customer churn rate by 10% through improved customer service
- Introduce loyalty incentives to retain existing customers
- Enhance training program for customer service representatives
- Implement a comprehensive customer feedback system
- Increase lead generation efforts by 20% to expand customer reach
- Utilize social media advertising to reach wider audiences
- Implement new SEO strategies to improve website visibility
- Offer incentives for customer referrals to generate leads
14. OKRs to implement diverse payment methods for customers
- Implement diverse payment methods for customers
- Research and identify at least 3 new suitable payment options by week 4
- Decrease transaction failures by 15% with the newly implemented payment methods
- Analyze recent transaction data to identify failure patterns
- Train customer service on troubleshooting new payment methods
- Implement technical improvements based on analysis
- Increase customer payment satisfaction by 20% through customer feedback surveys
- Implement regular customer feedback surveys after payments
- Based on feedback, streamline and improve payment process
- Analyse survey results to identify customer dissatisfaction areas
15. OKRs to improve relationships and delivery results with internet customers and project managers
- Improve relationships and delivery results with internet customers and project managers
- Increase customer satisfaction ratings by 25% through improved communication protocols and response times
- Develop and enforce a timely customer response protocol
- Implement team training on effective communication and customer interaction
- Regularly review and adjust communication strategies based on customer feedback
- Boost customer retention rates by 15% through improved project management and after-sales follow-ups
- Track and analyze customer retention metrics regularly
- Develop an effective after-sales follow-up system
- Implement meticulous project management strategies for customer satisfaction
- Successfully complete 100% of projects within promised deadlines and budgets
- Streamline processes and eliminate unnecessary tasks
- Prioritize tasks based on urgency and available resources
- Regularly review and update budget and timeline
Customers 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's audit dashboard will highlight opportunities to improve OKRsTip #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's check-ins will save you hours and increase transparencyTip #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 Customers 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
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.
Tability's Strategy Map makes it easy to see all your org's OKRsIf 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 to strengthen quality control for product consistency
- OKRs to achieve exceptional sales performance as a Hotel Sales Director
- OKRs to enhance stability and resilience in Virtual Desktop Infrastructure (VDI)
- OKRs to boost customer base and broaden our market influence
- OKRs to attract 400 new members to our community
- OKRs to enhance communication and training for Business-led IT services
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 👀
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