Free OKR Templates
Download templatesStruggling to connect the dots between customer support, happy customers, and your company’s overall goals?
The good news is there’s a way to craft goals that are both customer-focused and strategically aligned with other departments
Curious how it works in action? This blog post will dive into real-world OKR templates for customer support.
Learn from it and create meaningful OKRs for your team.
15 OKR Templates to Enhance Customer Support and Satisfaction
These OKR templates have been designed to cater to the unique challenges, priorities, and goals of customer support teams. The quantifiable elements in these templates are denoted as ‘X.’
Utilize these OKRs as a valuable resource to derive inspiration and tailor your customized OKRs for your customer success team.
1. Objective: Enhance support team skills
Owner: Training and Development Manager, Quality Assurance Specialist, Senior Customer Support Representative
Due date: 3 months
- KR1: Attain an X% completion rate in advanced customer service training modules
- KR2: Increase the average customer service quality rating by X% in internal evaluations
- KR3: Conduct monthly skill-sharing sessions for a X% increase in resolving complex issues
2. Objective: Improve customer satisfaction
Owner: Customer Experience Manager, Support Team Lead, Quality Assurance Specialist
Due date: 3 months
- KR1: Increase Net Promoter Score (NPS) from X to Y
- KR2: Reduce average resolution time by X% to enhance customer experience
- KR3: Achieve an X% positive feedback rate on customer service surveys
3. Objective: Enhance proactive support initiatives
Owner: Customer Support Outreach Specialist, Customer Support Quality Assurance Manager, Customer Support Resolution Team Lead
Due date: 3 months
- KR1: Launch a proactive outreach program for an X% decrease in incoming support requests
- KR2: Achieve an X% increase in customer satisfaction scores for proactive support interactions
- KR3: Reduce the number of issues reported more than once by X%
4. Objective: Develop a personalized support experience
Owner: Customer Segmentation Specialist, Communication Specialist, Customer Satisfaction Analyst
Due date: 3 months
- KR1: Implement a customer segmentation strategy for a X% increase in personalized support interactions
- KR2: Increase customer engagement with personalized content by X% through targeted communication
- KR3: Achieve an X% rise in customer satisfaction scores for personalized support interactions
5. Objective: Build a customer-centric culture
Owner: Customer Experience Manager, HR Manager, Customer Support Excellence Team Lead
Due date: 3 months
- KR1: Conduct monthly customer feedback sessions, implementing X% of actionable suggestions
- KR2: Increase employee NPS (eNPS) by X points through initiatives promoting customer-centric values
- KR3: Recognize and reward employees with exceptional customer-centric behavior through a regular award program
6. Objective: Enhance first response time efficiency
Owner: Support Team Lead, Technology Integration Specialist, Training and Development Manager
Due date: 3 months
- KR1: Decrease average response time to customer inquiries from A hours to B hours
- KR2: Implement a new chatbot system, reducing initial response time by X%
- KR3: Train support staff to handle X% more inquiries per hour effectively
7. Objective: Increase customer retention
Owner: Customer Success Manager, Marketing Specialist, Customer Retention Specialist
Due date: 6 months
- KR1: Achieve an X% increase in customer retention rate
- KR2: Implement a loyalty program, resulting in an X% rise in repeat purchases
- KR3: Reduce churn by X% through engagement strategies with at-risk customers
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8. Objective: Optimize knowledge base and resources
Owner: Knowledge Base Manager, Content Quality Analyst, User Experience Designer
Due date: 3 months
- KR1: Increase self-service resolution rate by X% through knowledge base improvements
- KR2: Ensure X% accuracy and relevancy in articles within the knowledge base
- KR3: Implement a user-friendly search system resulting in an X% decrease in support inquiries
9. Objective: Improve team efficiency
Owner: IT Manager, Team Lead, Operations Manager
Due date: 3 months
- KR1: Implement a new ticketing system, resulting in an X% decrease in unresolved tickets
- KR2: Increase agent productivity by X%, measured by the number of cases closed per hour
- KR3: Reduce idle time by X% through better scheduling and workload distribution
10. Objective: Streamline escalation procedures
Owner: Tier 1 Support Manager, Communication Channels Improvement Team Lead, Tier 2 Support Training Coordinator
Due date: 3 months
- KR1: Reduce escalations by X% by enhancing Tier 1 support capabilities
- KR2: Decrease the time for issue escalation by X% through improved communication channels
- KR3: Implement a specialized training program for Tier 2 support for a X% faster resolution of escalated issues
11. Objective: Enhance multi-channel support
Owner: Social Media Support Specialist, Quality Assurance Manager, Live Chat Support Lead
Due date: 3 months
- KR1: Introduce a new support channel and achieve X% adoption by customers
- KR2: Ensure consistency in support quality across all channels, maintaining an average rating of X/5
- KR3: Decrease resolution time by X% for cases handled via the newly introduced channel
12. Objective: Enhance the customer feedback loop
Owner: Customer Experience Manager, Product Manager, Quality Assurance Lead
Due date: 3 months
- KR1: Increase the response rate to customer feedback surveys by X%
- KR2: Implement changes within two weeks for X% of received suggestions
- KR3: Achieve an X% increase in positive sentiment in customer feedback
13. Objective: Optimize customer service metrics
Owner: Customer Support Manager, Escalations Team Lead, Financial Analyst
Due date: 3 months
- KR1: Achieve an X% customer service level agreement (SLA) adherence rate
- KR2: Decrease the number of unresolved escalations by X% through better process alignment
- KR3: Maintain a customer service cost per interaction that is X% below the industry average
14. Objective: Enhance technical support capabilities
Owner: Technical Support Lead, Senior Technical Support Specialist, Training and Development Manager
Due date: 3 months
- KR1: Attain an X% first-call resolution rate for technical issues
- KR2: Implement UI/UX enhancements addressing identified issues
- KR3: Conduct monthly technical training sessions for a X% increase in technical issue resolutions
15. Objective: Improve knowledge transfer within support teams
Owner: Knowledge Management Specialist, Training and Development Lead, Onboarding Program Manager
Due date: 3 months
- KR1: Establish a knowledge-sharing platform for a X% increase in cross-team knowledge transfer
- KR2: Conduct bi-weekly knowledge-sharing sessions with an X% attendance rate
- KR3: Reduce the time taken to onboard new support agents by X%