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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 11:30 - 12:00
Running QBRs that open the door to growth
Quarterly Business Reviews (QBRs) are often treated as status updates, but the most effective customer success teams use them as strategic conversations that deepen partnerships, demonstrate value, and uncover growth opportunities. In this session, we'll explore how to transform QBRs from retrospective reporting meetings into forward-looking business discussions that align customer outcomes with expansion potential. Attendees will learn practical frameworks for preparing, leading, and following up on QBRs that strengthen executive relationships and create a natural path to growth. Key takeaways: - Shift QBRs from operational reviews to strategic business conversations. - Identify and communicate measurable customer value and outcomes. - Engage executive stakeholders with relevant business insights. - Use discovery techniques to uncover new needs, priorities, and opportunities. - Create actionable next steps that support retention, adoption, and expansion. - Build a repeatable QBR framework that drives both customer success and revenue growth.