Concierge implementation for teams rolling out OKRs Tool. Strategy alignment, admin setup, team workshops, training, and quarterly reviews — structured around a 90-day plan that makes OKRs stick past cycle one.
Most software onboarding focuses on configuration. Ours is built around strategy, ownership, and weekly habits — the things that decide whether OKRs survive cycle one.
User imports and existing OKRs can be handled quickly. The more important work is defining what “good” looks like for the first cycle. Get this right and onboarding becomes the start of a disciplined execution rhythm. Skip it and you're configuring software that tracks disconnected goals.
The admin session is less about exploring features and more about preventing confusion later. If scoring rules differ across teams or editing permissions are unclear, trust erodes quickly. Getting governance right upfront prevents delays mid-cycle.
After admin setup, we run a leadership strategy alignment session. This is where company-level OKRs get reviewed, refined, and locked in — before teams start writing their own. Technology cannot compensate for unclear direction; this session is where direction becomes explicit.
We run training once your team OKRs are drafted, so people learn using their own real goals — not dummy data. This is the single biggest change we've made to onboarding in the last two years, and it's why training sessions land differently here.
Live sessions are scheduled around your team's working hours — if you're spread across timezones, we run separate live sessions so nobody dials in at 2am. Every session is recorded and shared with anyone who misses it or joins later.
Most OKR rollouts don't collapse — they fade. The 7-day, 30-day, and 90-day reviews exist specifically to catch the fade before it becomes terminal. Each review has a different focus, escalating from activation to quality to measurable impact.
At 45–60 days, we run a structured executive OKR health review with your leadership team. The goal isn't just to check progress — it's to assess whether OKRs are functioning as a leadership system or quietly becoming a side project.
Templates, recordings, guides, and a direct line. Built so the work outlasts the implementation lead.
Concierge implementation is included with the Expand plan. Launch and Scale customers get self-serve onboarding with guides, recordings, and email support — designed to get a team live without a call.
Strong OKR onboarding is not about configuration. It is about behavior change.
Book an implementation call and we'll walk through the four phases together, map them to your timeline, and answer anything you need before signing. No sales pitch, no slide deck — just a working session.
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