Episode 197

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Published on:

21st Dec 2024

The Regifting Extravaganza #21: Jess Cohen (previously aired Jul 11, '24)

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:

SundaySky

Matik

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About the Podcast

The Daily Standup
Delivering fresh new customer success ideas every single day.
Do you want to know what other customer success and post-sale professionals are thinking about, struggling with, or succeeding with?

The Daily Standup is the flagship podcast on the Lifetime Value Media network, cohosted by Dillon Young, Jean-Pierre "JP" Frost, and Rob Zambito. We're publishing daily and sharing the most diverse and unfiltered array of guests. Tune in to hear industry titans and newbies alike chopping it up, sharing their hot takes, workshopping their current challenges, or just giving Rob another new nickname.

The Lifetime Value Media network is your destination for customer success and go-to-market content.

About your host

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Dillon Young

Dillon is a career Customer Success professional, having done tours of duty in Technical Support, Training, and Implementations as well. He did Sales that one time, but doesn't like to talk about it. Since 2019, he has been a people leader in CS orgs for early stage technology companies, primarily in the financial and human resources spaces.

Dillon founded Lifetime Value in 2023 with the vision of delivering entertaining, educational, and non-biased content to this exciting profession *without* selling (gasp) an ebook.

So far, so good.