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:

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