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Jeffrey

Pheteau

Director, Customer Success

First Advantage

Jeffrey is a customer success leader with extensive experience driving business transformation through strategy, technology, and customer-centric leadership. As Director of Customer Success at First Advantage, he helps organizations simplify complex challenges by aligning people, processes, and technology to improve customer experience, accelerate adoption, and deliver measurable business outcomes. His background spans SaaS, HR technology, staffing, healthcare, and enterprise program delivery across global markets, with a focus on operational excellence, data-driven decision-making, and long-term customer value.

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19 August 2026 10:45 - 11:15

Fireside chat | From renewal to expansion: Running QBRs that open the door to growth

Most QBRs end with a scorecard and a handshake. The best ones end with a roadmap. This session gives you a practical framework for transforming business reviews from backward-looking recaps into forward-facing conversations, ones that surface expansion naturally because the customer asked for it. Key takeaways: - How to structure a QBR agenda that moves from "here's what we did" to "here's what's next" - Techniques for engaging executive stakeholders on outcomes, not activity metrics - The questions and moments in a review most likely to surface genuine expansion intent If your QBRs consistently lead to renewals but rarely lead to growth, this framework changes that.