Customer Success Playbook

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Customer Success Playbook
Customer Success Playbook
9 Customer Success OKRs To Consider

9 Customer Success OKRs To Consider

New Year, New OKRs. But which are the most effective?

Sara Shih's avatar
Sara Shih
Jan 17, 2025
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Customer Success Playbook
Customer Success Playbook
9 Customer Success OKRs To Consider
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It’s that time of year again.

OKR planning time.

New year, new OKRs.

It’s easy to get overwhelmed trying to figure out what the most effective OKR strategy for your Customer Success (CS) team is.

The first step is understanding why we need OKRs and how to create effective OKRs for your team. Then once you have the overall company objectives, you’re ready to start creating CS-specific OKRs.

There might be many areas within your CS function that you want to improve, but having a max of 3-5 OKRs helps the team understands what is priority.

To help with your planning, here are 9 example OKRs commonly used in Customer Success.

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