Customer Success
Expand customer advocacy OKR Template
A ready-to-use OKR template for Customer Success teams. Copy it directly into OKRs Tool or download as Excel / Google Sheets.
Use this template directly in OKRs Tool — your OKR will be live in under 60 seconds.
Use This in OKRs Tool →The Template
Expand customer advocacy
1
Collect 10 new G2 reviews
2
Identify 5 potential case study candidates
3
Launch a quarterly customer spotlight
Why This OKR Works
Advocacy is earned through genuine success — but it requires active cultivation. This OKR creates a systematic approach to turning happy customers into visible proof points through reviews, case studies, and spotlights.
How to use this template
Three steps to get started
G2 review requests should go to your most engaged customers — check login frequency and NPS scores before reaching out.
Case study candidates should have a clear before/after story. Ask your CSMs which customers have had the most dramatic improvements.
The customer spotlight doesn't need to be elaborate — a LinkedIn post with a quote and results is enough to start.
Ready to track this OKR with your team?
Use this template in OKRs Tool and your OKR will be live on your dashboard in under 60 seconds — with progress tracking, check-ins, and health scores built in.
Use This in OKRs Tool →Free for 1–5 users · No credit card required · No per-user fees
