A customer success OKR holds up when it moves retention and adoption, not activity like reviews held.
Customer success sits on the most honest scoreboard in the company: do customers stay and grow? The strongest CS OKRs work backwards from that, into time to value, adoption depth and early risk signals. The weak ones count activity: QBRs held, touchpoints logged, emails sent.
One pattern worth stealing from the examples below: pair every lagging retention number with a leading one the team can move this week. Retention tells you the truth too late to act on it alone.
Mål: Get every new customer to their first win fast
Nivå: Team Team: Customer success Bolagstyp: SaaS
Coachens poäng ★★★★★
Measurable ★★★★★
Outcome-based ★★★★★
Focused ★★★★★
Niklas Olsson · OKR-coach
Gross revenue retention, time to first value, adoption of the modules that predict renewal, and risk-signal coverage. Each one moves when customers get more value, and none can be hit by simply doing more meetings.
Retention revenue, yes: it is the direct result of the work. New expansion revenue depends on who owns the commercial conversation in your model. If sales closes expansion, give CS the leading indicators, like adoption and health, and let the revenue land where the deal is signed.
OKRnest ger ditt team strukturen som exemplen bygger på, och en veckovis check-in-vana som håller dem vid liv. Gratis för upp till 3 användare.
Ambitious, and trying to attack the first days of the customer experience from several angles. The main feedback is that it is focused on the first part of the customer journey, but that is still a very broad focus. Each of these individual key results probably has more than a quarter's work in it to really make it move, depending on resources of course. There are also a couple of built-in definitions here: first value milestone, onboarding completion, core module. In cases like this it is extremely important that the team already knows exactly what those mean, so they can work efficiently toward the OKR.
The core improvement would be to take one of the key results and make that the objective, for example get new customers to value quickly through the core module, and then break down two to four key results from that.