---
title: OKR Framework for Client Success
type: article
created: '2026-04-05'
updated: '2026-04-05'
source_docs:
- raw/2026-02-17-account-coordinator-1st-round-interview-katie-m-123070840.md
tags:
- client-management
- okr
- strategy
- growth-agency
- reporting
layer: 2
client_source: null
industry_context: null
transferable: true
---

# OKR Framework for Client Success

## Overview

Asymmetric uses a quarterly **Objectives & Key Results (OKR)** framework to define, track, and evaluate client success. Rather than measuring success purely by task completion or client satisfaction, OKRs tie agency work to concrete business outcomes — reinforcing the agency's positioning as a growth agency, not just a marketing vendor.

OKRs are set collaboratively with the client at the start of each quarter and reviewed at the end.

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## Structure

Each client engagement carries approximately **three Objectives** per quarter. Each Objective has one or more **Key Results** — specific, measurable analytics targets that indicate progress toward the objective.

| Level | Description | Example |
|---|---|---|
| **Objective** | A strategic goal to accomplish | Improve sales efficiency |
| **Key Result** | A measurable outcome tied to the objective | Increase phone call answer rate by 50% |

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## Quarterly Cadence

1. **Start of quarter:** Set OKRs with the client — agree on objectives and measurable key results.
2. **During quarter:** Monthly internal meetings review active tasks against OKRs to ensure work is aligned with strategic goals (not just reactive requests).
3. **End of quarter:** Review results with the client — what was hit, what was missed, what needs adjustment — then define new objectives for the next quarter.

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## Why It Matters

The OKR framework serves two purposes:

- **Client accountability:** Gives clients a clear picture of what success looks like and how the agency is contributing to it.
- **Internal prioritization:** Prevents the team from spending disproportionate time on low-impact, feel-good tasks (e.g., a one-off social media graphic) at the expense of work that actually moves the needle on agreed objectives.

> "We want to make sure we're also not spending the majority of our time on those things that might not be helping us actually achieve what we're trying to achieve." — Karly Oykhman

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## Relationship to Client Tiers

OKRs are part of the **strategy layer** of client management, owned by the Strategist role. The [[wiki/knowledge/client-management/client-tier-structure|Client Tier Structure]] determines how frequently OKR progress is reviewed in client-facing meetings (bi-weekly for mid-tier, monthly for third-tier). The [[wiki/knowledge/org-structure/ac-strategist-role-split|Account Coordinator / Strategist Role Split]] clarifies that OKR setting and strategy ownership sits with the Strategist, while the AC is responsible for surfacing client feedback and flagging when requests may fall outside OKR scope.

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## Related

- [[wiki/knowledge/client-management/client-tier-structure]]
- [[wiki/knowledge/org-structure/ac-strategist-role-split]]
- [[wiki/knowledge/client-management/communication-triage-process]]