LEARN Podcast

Time to Retire QBRs? Jamie Davidson, CEO & Co-Founder of Vitally, Weighs In (Ep. 9)


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“I called it MVR. It's a monthly value review. I made it up, but it was essentially creating a notion document, like a template you sent to the customer every month to remind them when the renewal is, what the general sentiment is, what their goals are, and what the progress is to control. You're constantly communicating value to the customer every month. So they're reminded that you're providing them a value, which is a good starting point for shrinking it from quarterly to monthly.”

Additionally, Jamie chats with Ted about:

  • Ways to scale and automate your CS
  • The importance of getting creative with customer communication
  • The lessons he learned while growing Vitally

Plus, more.

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LEARN PodcastBy WorkRamp