How did we make it this far into TDSU without an episode about the quarterly business review?
No matter. Jess Cohen of UpdateAI rights our wrongs, and tells us why the QBR is destined for the trash can.
⏱️ Timestamps:
00:00:01 - Dismantling the QBR
00:01:08 - Jess Cohen, Head of CS at UpdateAI
00:02:00 - Jess's novel idea
00:03:32 - Engaging versus rote QBRs
00:04:38 - Replacing blank screens with AI
00:06:09 - Using data as discussion starters
00:08:02 - Proactive versus reactive QBRs
00:11:01 - Value landmines in customer success
00:12:33 - Like, comment, and subscribe!
📺 Lifetime Value: Your Destination for Customer Success content
Website: https://www.lifetimevaluemedia.com
🤝 Connect with the hosts:
Dillon's LinkedIn: https://www.linkedin.com/in/dillonryoung
JP's LinkedIn: https://www.linkedin.com/in/jeanpierrefrost/
Rob's LinkedIn: https://www.linkedin.com/in/rob-zambito/
👋 Connect with Jess Cohen:
Jess's LinkedIn: https://www.linkedin.com/in/jessicalaurencohen/
Mentioned in this episode: