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What are Customer Facing (Collaborative) OKRs?

Achieve vertical and horizontal alignment between customer and vendor's internal customer facing teams
(2 reviews)
11 students
Created by


CourseMarks Score®







Platform: Udemy
Video: 2h 43m
Language: English
Next start: On Demand

Table of contents


What’s the problem?
•Miscommunication and misunderstanding between vendor and customer
•A unified understanding  gap of customer needs from all vendor’s customer-facing departments
•Lack of organization and structure when handling customer problems
What is the CF-OKR framework solution?
To help achieve vertical and horizontal alignment between customer and vendor’s internal customer-facing teams
What tools can help support this framework?
In this course, we will use Basecamp 3 as the optimal project management tool for both vendors and customers to practice this framework
What are the benefits of this framework using Basecamp 3?
Strategic Advantages
•Clean, declarative overview of the projects worked on within a quarterly snapshot
•Executive reporting friendly organization because the structure is based on the OKR goal management model
•Big picture understanding of customer’s project activities
•Encapsulates each project in 1-todo list to historically track communication engagements
•A scalable approach to customer project documentation
•Easy to understand transparency, visibility on projects for both vendor and Customers
•Better internal customer-facing team alignment
•Easier to do customer account retrospectives (QBRs, etc)
Tactical Advantages
•Todo-items are assignable to people for better accountability
•Todo-items allow for setting due dates
•Can check off items that are done
•Rearrange (Drag-drop) todo-items based on priority
•Comment discussion thread on individual todo-item

And more detailed benefits are presented in this course.

You will learn

✓ OKR goal management framework
✓ OKR in a customer facing purpose
✓ Project management concepts
✓ Basecamp 3
✓ Manage project task life cycles
✓ How to align customer and vendor goals
✓ Goal management techniques


• None, if you just want to learn what this concept is about
• Create a free Basecamp 3 account if you want to follow along

This course is for

• Customer Success Managers
• Account Executives
• Implementation Managers
• Product Managers
• Project Managers
• Program Managers
• Onboarding Specialist
• Or anyone trying to break into the aforementioned role to use this framework during interviews

How much does the What are Customer Facing (Collaborative) OKRs? course cost? Is it worth it?

The course costs $14.99. And currently there is a 25% discount on the original price of the course, which was $19.99. So you save $5 if you enroll the course now.
The average price is $15.4 of 16 OKR courses. So this course is 3% cheaper than the average OKR course on Udemy.

Does the What are Customer Facing (Collaborative) OKRs? course have a money back guarantee or refund policy?

YES, What are Customer Facing (Collaborative) OKRs? has a 30-day money back guarantee. The 30-day refund policy is designed to allow students to study without risk.

Are there any SCHOLARSHIPS for this course?

Currently we could not find a scholarship for the What are Customer Facing (Collaborative) OKRs? course, but there is a $5 discount from the original price ($19.99). So the current price is just $14.99.

Who is the instructor? Is Alex Cho a SCAM or a TRUSTED instructor?

Alex Cho has created 2 courses that got 16 reviews which are generally positive. Alex Cho has taught 69 students and received a 3.9 average review out of 16 reviews. Depending on the information available, Alex Cho is a TRUSTED instructor.
Technical Customer Success Manager
1. Currently, I am a Technical Customer Success Manager in the Business Intelligence and Data Science field.
2. Recently,  I was a self-taught software developer specialized in JavaScript web development for close to 2 years. (I am still practicing software development on the side)
3. Prior to this career path, I was in Software Sales for close to 3 years.
4. Moreover, I’ve attempted to run a wholesales mobile accessories e-commerce business as a co-founder, Director Sales at LTEMP.
5. I also was a strategic advisor for early-stage start-ups like Twic – AI, and CompassionLeaders.
6. Before starting my professional career, I’ve accumulated 5+ years in leadership roles at different non-profits.
What differentiates me from other more “professional” Udemy Instructors is that I am quite average and normal:
1. I went to San Francisco State University, double majored in Linguistics and Philosophy vs Ivy League schools or UCs (Stanford, UCLA, etc)
2. I don’t have a technical background (unless you count competitive video gaming – CS, Warcraft, Starcraft, etc ;)
Everything I teach will be very practical and it comes from a laymen’s perspective, therefore, it will hopefully be more relatable to the broader audience.
Because in the end, you and I are not that different, therefore, you can achieve similar or greater outcomes than me with the information I share.

Browse all courses by on Coursemarks.
Platform: Udemy
Video: 2h 43m
Language: English
Next start: On Demand

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