Onboarding OKRs

How you write your OKRs can make a huge difference on the impact that your team will have at the end of the quarter. But, it's not always easy to write a quarterly plan that focuses on outcomes instead of projects.

We've tailored a list of OKRs examples for Onboarding to help you. You can look at any of the templates below to get some inspiration for your own goals.

Examples of OKRs for Onboarding

You'll find Objectives and Key Results for Onboarding, but our examples may also include the tasks that can help you get there.

You'll find 3 OKRs examples for Onboarding below, and some extra tips to write better quarterly plans at the end.

OKRs to improve self-serve onboarding

  • ObjectiveOur users can onboard the product by themselves with success
  • Key Result70% of new leads complete their activation process on their first day
  • TaskAdd sample data to customer instances on load
  • TaskAdd in-product help to guide users through the onboarding
  • Key Result80% of our users are satisfied with the onboarding
  • TaskAdd onboarding satisfaction survey to the drip feed
  • Key ResultWe have 10 tutorials covering core parts of the product

OKRs to drastically improve onboarding and activation

  • ObjectiveGet amazing improvements in our onboarding process
  • Key ResultIncrease the number of trials/week from 20 to 35
  • TaskDisplay clear CTAs to help non-admins request upgrades
  • TaskAdd 5 clear upgrade paths for users
  • Key ResultIncrease week-1 activation rate from 55% to 65%
  • TaskIdentify drop-offs
  • TaskInstrument activation funnel in Amplitude
  • TaskTackle top 5 low-hanging fruits to improve onboarding
  • Key ResultReduce trials churn from 46% to 30%
  • TaskImplement fixes following feedback
  • TaskTalk to 20 churned customers to understand what went wrong

OKRs to improve user onboarding

  • ObjectiveStreamline onboarding and improve our user journey
  • Key ResultIncrease the number of user invites sent during onboarding by 8%
  • Key ResultReduce trial abandonment from 20% to 12%
  • Key Result90% of new sign-ups get through the entire onboarding flow
  • Key ResultImprove trial to paid conversion by 12%

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How to track your OKRs?

It's important to establish a cadence of check-ins for your Onboarding 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.

Most teams should start with a spreadsheet if they're using OKRs for the first time. Then, once you get comfortable you can graduate to a proper OKRs-tracking tool.

OKRs resources

Here are a list of resources to help you adopt the Objectives and Key Results framework.

Try Tability for your OKRs