4 OKR examples for Client Engagement
Crafting effective OKRs can be challenging, particularly for beginners. Emphasizing outcomes rather than projects should be the core of your planning.
We've tailored a list of OKRs examples for Client Engagement to help you. You can look at any of the templates below to get some inspiration for your own goals.
If you want to learn more about the framework, you can read more about the OKR meaning online.
Best practices for OKR
Your objectives should be ambitious, but achievable. Your key results should be measurable and time-bound. It can also be helfpul to list strategic initiatives under your key results, as it'll help you avoid the common mistake of listing projects in your KRs.
Building your own OKRs with AI
While we have some examples below, it's likely that you'll have specific scenarios that aren't covered here. There are 2 options available to you.
- Use our free OKRs generator
- Use Tability, a complete platform to set and track OKRs and initiatives – including a GPT-4 powered goal generator
How to track 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.
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 OKRs-tracking tool for it.
We recommend Tability for an easy way to set and track OKRs with your team.
Check out the 5 best OKR tracking templates to find the best way to monitor progress during the quarter.
Client Engagement OKRs templates
The examples have Client Engagement Objectives and Key Results, but they may also include the tasks that can help you get there.
OKRs to boost client engagement in our analytics services
Boost client engagement in our analytics services
Achieve a 15% rise in client satisfaction scores for our analytics services
Develop and provide additional personalized analytics services- Implement regular feedback collections from clients for service improvement
- Enhance client communication and response times
- Secure a 20% increase in signed-up clients using our analytics services
- Offer a limited-time discount or bundle option for new sign-ups
- Organize webinars or workshops showcasing our analytics capabilities
- Develop a compelling marketing strategy for our analytics services
- Deliver 3 new value-added analytics features to stimulate client usage
- Develop and test these features with a focus on value-add
- Identify potential new analytical features based on user feedback
- Implement and promote these features to existing clients
OKRs to enhance customer engagement and satisfaction in the existing client base
- Enhance customer engagement and satisfaction in the existing client base
- Reduce negative feedback responses by 15% through improved support services
- Train support staff on communication and problem-solving techniques
- Implement a responsive and user-friendly support system
- Regularly monitor and analyze feedback for improvement areas
- Increase client satisfaction rate by 20% on post-service survey results
- Initiate immediate resolutions for client complaints
- Implement regular client feedback surveys post-service
- Enhance customer service training for all employees
- Achieve a 25% increase in customer interaction on all digital platforms
- Increase promotional activities to boost online visibility of brand
- Deliver consistent, high-quality content tailored to customer interests
- Implement compelling engagement strategies across all digital platforms
OKRs to enhance provision of advisory services
- Enhance provision of advisory services
- Attain 25% more client engagements for advisory services by quarter end
- Offer discounted packages for new clients
- Conduct webinars to showcase expertise
- Implement aggressive marketing strategies for advisory services
- Offer 3 new advisory services that cater to specific client needs
- Implement and market new advisory services
- Research current client's needs to identify gaps in advisory services
- Develop three new advisory service proposals
- Improve client satisfaction rate by 15% through superior advisory service
- Further customize advisory approaches for individual clients
- Implement ongoing customer service training for advisory staff
- Routinely solicit client feedback on advisory services
OKRs to improve Braze comprehension to boost confidence when presenting to potential clients
- Improve Braze comprehension to boost confidence when presenting to potential clients
- Complete all Braze training modules and quizzes
- Identify all required Braze training modules and quizzes
- Dedicate specific time daily to study and complete modules
- Complete and pass all associated quizzes
- Successfully pitch Braze to at least 5 test prospects
- Conduct the Braze product pitch to each prospect
- Analyze Braze features and benefits for effective pitching
- Identify and contact 5 potential test prospects
- Receive positive feedback from internal team on Braze knowledge improvement
- Request regular feedback on Braze usage from the team
- Apply learned Braze functionalities in daily tasks
- Attend regular training sessions on Braze software
More OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to implement automation in the reporting process
- OKRs to develop and launch the MVP for a real estate application
- OKRs to increase Social Media x3
- OKRs to launch user-friendly and engaging new B2B website
- OKRs to improve employee wellbeing
- OKRs to seek and secure a leadership role within the company
OKRs resources
Here are a list of resources to help you adopt the Objectives and Key Results framework.
- To learn: Complete 2024 OKR cheat sheet
- Blog posts: ODT Blog
- Success metrics: KPIs examples