veterinary-clinic-okrs

Unleashing Your Veterinary Clinic’s Potential with OKRs

You’ve worked hard to build your vet clinic, and you clearly have a passion for helping our furry friends. But to ensure your clinic continues to thrive, it’s important to keep a close eye on your performance. That’s where OKRs (Objectives and Key Results) come into play. Let’s dive into which ones you should focus on to help your vet clinic grow and prosper.

Client Retention Rate

First things first – your clients are your most important asset. A high client retention rate indicates that you’re providing great care and service. It’s also more cost-effective to keep current clients than to acquire new ones. Track this metric by monitoring the number of clients who return within a given period (quarterly or yearly) compared to the total number of clients during that same period.

Objective: Enhance client retention by delivering exceptional care and service.


Key Results: Increase client retention rate by X% within one year.
Implement measures to improve client satisfaction and loyalty. Provide personalized and proactive communication with clients. Develop and implement customer retention strategies and initiatives. 

Digitail supports your client retention with features pet parents love, including:

Telemedicine: Digitail’s telemedicine feature allows you to offer virtual consultations, making it more convenient for clients to access your services, leading to increased retention and satisfaction.

Integrated communication: The platform offers seamless communication between your clinic and clients through chat, email, and SMS, ensuring clients are informed and engaged.

Health records and reminders: Digitail stores all patient health records in one place, making it easy to monitor patient progress and send timely reminders for vaccinations and check-ups, which contributes to overall client satisfaction.

New Clients Acquired

While retaining clients is crucial, you also need to attract new ones to continue growing. To do this, you can focus on marketing efforts, community outreach, and maintaining a strong online presence. Use this KPI to track the number of new clients you bring in per month, quarter, or year.

Objective: Expand customer base and attract new clients.


Key Results: Increase new client acquisition by X% within one year.
Enhance marketing efforts to reach a wider audience. Develop partnerships or collaborations to expand reach and attract new clients. Optimize online presence and visibility through digital marketing strategies. Implement referral programs to incentivize existing clients to refer new clients.

One of the key ways Digitail supports your clinic’s attracting new clients is by offering online appointment scheduling.

  • Clients can easily book appointments online 24/7, which means they don’t have to wait for your clinic to open or worry about phone tag.
  • With real-time availability, clients can choose the best time slot for their pet without calling the clinic. This reduces scheduling errors and frees up your team to focus on other tasks.

Average Transaction Value

Growing your clinic isn’t just about bringing in more clients; it’s also about maximizing the value of each visit. Look at your average transaction value to get an idea of how much each client spends per visit. To increase this number, consider offering additional services or products that clients may find valuable.

Objective: Increase the average value of transactions per client.


Key Results: Increase average transaction value by X% within one year.
Identify and offer additional services or products that provide value to clients. Train and empower staff to effectively present and upsell services or products. Analyze and optimize pricing strategies to maximize revenue per transaction.

Digitail supports your A.V.T.

Inventory management: Digitail’s inventory management system helps you optimize your stock, ensuring you have the right products available for upselling and increasing the average transaction value.

Bundle services and products: With Digitail, you can easily create and offer bundled services and products to clients, providing added value and increasing revenue during each visit.

Client Satisfaction

Happy clients are more likely to spread the word about your clinic, bringing in new clients and helping you grow. To measure client satisfaction, consider using surveys or asking for feedback after appointments. Use this feedback to improve your services and identify areas where your clinic shines.

Objective: Enhance overall client satisfaction and loyalty.


Key Results: Achieve a client satisfaction rate of X% or higher within one year. Implement feedback mechanisms (surveys, reviews, etc.) to gather client feedback. Actively listen to client feedback and make improvements based on their suggestions. Ensure clear and effective communication with clients. Provide exceptional customer service and promptly address any issues or concerns.

Clear communication is essential for building trust and maintaining transparency with your clients.

Digitail supports this goal by offering features that help you communicate more effectively:

Accurate estimates: With Digitail’s electronic estimates, clients can easily review the costs associated with their pet’s care, leading to a better understanding of the value they’re receiving.

Health records and reminders: Digitail stores all patient health records in one place, making it easy to monitor patient progress and send timely reminders for vaccinations and check-ups, which contributes to overall client satisfaction.

Pet Parent App: Chat logs and health records are automatically pushed and stored in the pet parent app, giving clients instant access to their pet’s information and providing them with a user-friendly experience. This transparency and ease of access further enhance the client experience.

Appointment Capacity Utilization

Are you making the most of your available appointment slots? To maximize revenue and ensure clients can get the care they need, it’s important to optimize your schedule. Track your appointment capacity utilization to ensure you’re filling as many slots as possible.

Objective: Optimize appointment scheduling to maximize efficiency and accessibility.

Key Results: Increase appointment capacity utilization to X% within one year.
Implement efficient scheduling practices to minimize gaps and maximize appointment slots. Analyze and optimize the appointment booking process for streamlined operations. Leverage technology or software solutions to automate appointment reminders and reduce no-shows.

Digitail’s online scheduling helps you increase appointment capacity utilization and improve client satisfaction.

Smart scheduling: Digitail’s scheduling system maximizes appointment capacity utilization by optimizing appointment slots and reducing gaps in your schedule.

Automated appointment reminders: The platform sends automated reminders to clients, which can help reduce no-shows and last-minute cancellations.

Employee Satisfaction

Your employees play a huge role in your clinic’s success. Keeping them happy and engaged is essential for providing top-notch care to your clients. Regularly check in with your team to see how they’re feeling and if they have any suggestions for improvement.

Objective: Foster a positive work environment and ensure employee satisfaction.


Key Results: Achieve an employee satisfaction rate of X% or higher within one year. Conduct regular employee feedback surveys to assess satisfaction levels and identify areas for improvement. Provide opportunities for professional development and growth. Foster a supportive and inclusive workplace culture. Recognize and reward employee achievements and contributions.

Digitail is here for you, our overall goal is to help vets and support staff to work effectively and efficiently.

Digitail’s task management feature helps your team stay organized and efficient, reducing workplace stress and contributing to employee satisfaction.

Centralized information: The platform keeps all important information, such as patient records, treatment plans, and inventory, in one place, making it easy for your team to access and update data.

Digitail provides dedicated customer success support, ensuring your team can access expert assistance whenever needed. This support helps your staff navigate the platform with ease, resolve any issues quickly,

By keeping a close eye on these OKRs you can ensure your vet clinic is on the right track for growth and success. Committing to continuous improvement, you’ll be the go-to spot for all the four-legged friends in your community!