By clicking “Accept All Cookies”, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts. View our Privacy Policy for more information.
Resource Hub
This is some text inside of a div block.

Complete Guide to OKRs for Customer Success

No items found.

In the fast-paced realm of Customer Success (CS), the quest to maintain satisfaction and retention stands as a paramount objective. As CS teams are the guiding force behind ensuring clients derive maximum value from products or services offered, clearly identified goals are central to their mission.

This is where CS Objectives and Key Results (OKRs) come into play. In this blog, we’ll provide valuable insights, practical examples, and actionable guidance on creating effective CS OKRs. To start us off, let’s get into what these OKRs really are.

What are Customer Success OKRs?

CS OKRs are meticulously crafted goals aimed at measuring and enhancing customer satisfaction, retention, and overall success.

These OKRs serve as the compass guiding CS teams towards measurable outcomes aligned with organisational goals. This way, Customer Success Managers can effectively focus their efforts with an end in sight, drive performance, and align teams towards common objectives. 

OKRs serve as a strategic tool for goal-setting and performance management, providing clarity, focus, and accountability within organisations. At its core, OKRs consist of two components: objectives and key results.


Objectives articulate the overarching goals or desired outcomes that an organisation, team, or individual aims to achieve. These objectives serve as guiding principles, providing clarity, direction, and purpose for efforts. ‘

They are ambitious, qualitative statements that define the destination towards which teams strive. Objectives play a crucial role in aligning efforts, ensuring everyone is working towards the same overarching goals.

For example, a CS team might set an objective to "enhance customer satisfaction and retention". This objective reflects the team's overarching goal of improving customer relationships and ensuring long-term success.

By setting clear objectives like this, CS teams provide a guiding beacon for their efforts, ensuring alignment and focus towards common goals. With a final goal in mind, teams can prioritise initiatives that directly contribute to achieving the desired outcomes, ultimately leading to enhanced customer satisfaction and long-term success.

In the next section, we'll delve into the importance of key results and how they connect to these objectives.

Key Results

Key results are specific, measurable milestones or metrics that indicate progress towards achieving objectives. These quantitative and actionable metrics provide a clear roadmap for success. Key Results answer the question, "How will we know if we're making progress towards our objectives?".

Continuing with the example of enhancing customer satisfaction and retention, some key results might include:

1. Increase Net Promoter Score (NPS) by 10 points within the next quarter

2. Reduce customer churn rate by 20% by the end of the year

3. Achieve an average customer satisfaction rating of 4.5 out of 5 in quarterly surveys

By setting clear objectives and measurable key results, organisations can align their efforts, focus on what matters most, and drive meaningful results in the realm of CS.

In the next section, we’ll delve into the importance of setting OKRs to drive performance, foster accountability, and ultimately lead to improved customer satisfaction and retention.

7 Reasons You Need to Set Customer Success OKRs

Before delving into the specifics of OKRs, it's crucial to understand why setting these goals is paramount in SaaS products. Here are seven reasons your CS team needs to start thinking about OKRs:

1. Focus on outcomes: OKRs shift the focus from tasks and activities to measurable outcomes. By defining clear objectives and key results, CS teams can direct their efforts towards achieving tangible results that drive customer satisfaction and retention.

2. Alignment with organisational goals: OKRs ensure alignment between CS efforts and broader organisational objectives. By setting OKRs that are in line with the company's mission and vision, teams can work towards common goals, maximising their impact on overall business success.

3. Provide clarity and direction: Setting OKRs provides clarity and direction for CS teams. By articulating clear objectives and measurable key results, teams have a clear understanding of what needs to be achieved and how success will be measured.

4. Drive accountability: OKRs create a culture of accountability within CS teams. By setting specific, measurable goals, teams are held accountable for their performance and progress towards achieving those goals. This accountability encourages ownership and responsibility, driving teams to deliver results consistently.

5. Facilitate continuous improvement: OKRs foster a culture of continuous improvement within CS teams. By regularly reviewing and refining their OKRs, teams can identify areas for improvement, adjust their strategies accordingly, and strive for excellence in customer satisfaction and retention.

6. Enhance team collaboration: OKRs promote collaboration and alignment across different teams and departments within the organisation. By setting OKRs that are interconnected and mutually supportive, teams can work together towards common objectives, leveraging each other's strengths and resources.

7. Empower and motivate: OKRs empower CS teams by providing them with autonomy and ownership over their goals. This sense of empowerment motivates teams to perform at their best, driving innovation and creativity in their efforts to achieve their OKRs.

By leveraging both OKRs and cutting-edge technology, organisations can unlock new opportunities for growth, foster lasting customer relationships, and establish themselves as leaders in their respective industries. 

In the next section, we will explore practical tips for effectively implementing OKRs in CSM. Keep reading to learn how to harness the full potential of OKRs for success in customer satisfaction and retention.

4 Steps to Creating Effective Customer Success OKRs

Crafting effective CS OKRs is essential for driving performance, focusing efforts, and aligning teams towards common objectives. Here's a comprehensive guide on how to write impactful OKRs, along with some integrated examples:

1. Define clear objectives

Ensure that your objectives focus on measurable outcomes rather than activities or outputs. This will help keep the team focused on delivering results that drive customer satisfaction and retention.

Start by identifying the overarching goals or desired outcomes that your CS team aims to achieve. These objectives should be specific, measurable, achievable, relevant, and time-bound (SMART). For example:

  • Objective: Increase customer satisfaction and retention rates
  • Description: Enhance overall customer experience to improve satisfaction and retain customers for the long term
  • SMART Criteria: Increase customer satisfaction ratings by 15% within the next six months.

2. Identify measurable key results

Once you have defined your objectives, identify the key results that will indicate progress towards achieving those objectives. Key results should be quantifiable and directly linked to the objectives. For instance:

  • Achieve a Net Promoter Score (NPS) of 9 or higher.
  • Reduce customer churn rate by 20%.
  • Increase average customer lifetime value (CLTV) by 15%.

3. Outline specific initiatives

Finally, outline specific initiatives or strategies that your team will undertake to achieve the key results. These initiatives should be actionable and directly contribute to the attainment of the key results. For example:

  • Implement a customer feedback program to gather insights and address pain points proactively.
  • Enhance onboarding processes to ensure new customers achieve value quickly.
  • Launch a customer advocacy program to incentivize loyal customers to refer new business.

4. Regularly review and update your OKRs

Reviewing your OKRs regularly is crucial for tracking progress, identifying areas for improvement, and making necessary adjustments. With customer needs and market dynamics constantly evolving, it's essential to stay agile and adapt your OKRs accordingly to remain relevant and effective. This process can be simplified with CSM software that has a reporting dashboard, like Velaris, but you can also do it manually by maintaining a detailed spreadsheet. 

By following these guidelines and incorporating them into your OKRs, you can create a roadmap for success that drives performance, fosters accountability, and ultimately leads to improved customer satisfaction and retention. Next, we’ll get into some examples of OKRs that you can use for your own company.

Examples of Customer Success OKRs

Figuring out where to begin with setting clear and actionable OKRs can feel like trying to find a needle in a haystack – but we’re here to lend a helping hand. We've got some real-life examples of CS OKRs that are ready for you to take and adapt to your own company's needs. Consider it your starting point to kick things off and drive some serious results in the world of CS. Let's jump in and get started.

1. Improving onboarding process

  • Objective: Enhance new user onboarding experience
  • Key Results:
    • Increase completion rate of onboarding checklist by 20% within three months
    • Reduce time-to-value for new customers by 2 days through streamlined onboarding processes
    • Achieve an average user satisfaction rating of 4.5 out of 5 in post-onboarding surveys
  • Analysis: In your own company, you can apply similar objectives and key results to refine your onboarding process. Consider implementing interactive tutorials, personalised welcome messages, and dedicated support channels to guide new users seamlessly through the onboarding journey.

2. Increasing customer engagement

  • Objective: Boost customer engagement and product usage
  • Key Results:some text
    • Increase monthly active users (MAUs) by 15% within six months
    • Achieve a 10% increase in feature utilisation among existing customers
    • Improve customer engagement metrics (e.g., time spent in app, interactions) by 20%
  • Analysis: To enhance customer engagement, focus on providing valuable content, introducing gamification elements, and fostering community interaction. Encourage users to explore advanced features and participate in forums or discussion boards to drive engagement and loyalty.

3. Enhancing customer satisfaction and retention

  • Objective: Improve customer satisfaction and retention rates
  • Key Results:some text
    • Achieve a Net Promoter Score (NPS) of 9 or higher
    • Reduce customer churn rate by 25% by the end of the year
    • Increase average customer lifetime value (CLTV) by 15% through upselling and cross-selling efforts
  • Analysis: Prioritise customer satisfaction and retention by implementing proactive support measures, conducting regular feedback surveys, and personalising communication channels. Focus on building long-term relationships with customers by offering tailored solutions and rewarding loyalty.

For a deeper dive into these metrics, check out our complete guide to customer success reporting.

By adapting these real-life examples to your own company, you can develop clear and actionable CS OKRs that align with your business objectives and drive tangible results. Remember to regularly review and refine your OKRs based on evolving customer needs and market dynamics to ensure continued success in customer satisfaction and retention.


In the dynamic landscape of CSM, the implementation of clear and actionable OKRs is not just a strategic choice but a necessity. Throughout this blog, we've explored the fundamental concepts of OKRs and their pivotal role in driving success for CS teams and organisations alike.

From enhancing customer satisfaction and retention to fostering continuous improvement and team collaboration, the benefits of setting CS OKRs are undeniable. However, it's not just about setting goals – it's about regularly reviewing and refining them to adapt to the ever-evolving needs of customers and the market.

Moreover, the integration of technology can significantly streamline the OKR process, making tracking metrics and progress easier and more efficient than ever before.

By tailoring the insights and examples provided in this blog to your company's objectives and priorities, you can empower your team to drive meaningful outcomes in customer satisfaction and retention.

Incorporating innovative solutions like Velaris further amplifies the effectiveness of OKRs, offering a seamless platform for tracking, analysing, and optimising your CS strategies. To understand how Velaris can support you, request a demo today.

Ready to discover your new Customer Success superpower?

Velaris will obliterate your team’s troubles and produce better experiences for your customers…and set up only takes minutes. What’s not to love? It’s, well, super!

Request a demo
Thank you for your interest! Check your email for more information.
Make sure to check your promotions/spam folder!
Oops! Something went wrong. Try again