In partnership with
Why does every QBR sound like it took an hour to prep?
The strategic-account QBR has a different feeling. The CSM walks in knowing the buying committee, usage trends, support history, news on the company. They've blocked an hour to prep. The customer feels seen.
The other 190 QBRs don't get that hour. The CSM scans the dashboard five minutes before the call. They wing it. The customer answers the same baseline questions for the third time this year.
What if every QBR was a strategic-account QBR? Two minutes before the call, your CSM has the full brief in Slack: usage trends, support history, NPS, news on the company, what their champion just posted on LinkedIn.
Every customer feels like your top customer. Even when there are 200 of them.
3,000+ tools connected. SOC 2 certified. Your data never trains models.
"It was almost instantly adopted by the bulk of my team." Boris Wexler, CEO, Space Dinosaurs
AI is no longer something reserved for programmers or big tech companies. It is quickly becoming a daily workplace skill for professionals in every field. The advantage today is not simply knowing what AI is, but knowing which tools to use for real work, and how to use them responsibly.
The first tool is ChatGPT. Most people know it, but many still use it only for basic questions. Used correctly, it can help you write clearer emails, summarize documents, turn rough ideas into structured reports, brainstorm solutions, prepare for interviews, create learning plans, and even assist with troubleshooting or drafting scripts. Think of it as an assistant that helps you think faster and communicate better, especially when you start with a clear prompt and you review the output carefully.
The second category is AI meeting notes, such as Otter.ai or Fireflies.ai. Meetings often force you to do three things at once: listen, take notes, and still participate. That is difficult, and it usually leads to missed action items. AI note tools can record, transcribe, summarize key points, and capture next steps so you can stay engaged in the conversation and review the summary afterward. This is useful for managers, project teams, sales, consultants, and anyone who sits in frequent meetings.
The third category is AI presentation tools, such as Gamma or Beautiful.ai. Presentations can take hours because you are doing two jobs: writing the content and designing the slides. AI presentation tools help you generate a solid first draft from an outline or topic, then you refine it with your expertise. It is a faster way to go from blank page to a presentable deck, especially when you need to communicate ideas clearly and quickly.
The fourth category is AI for design and visuals, such as Canva AI or Adobe Firefly. Whether you are building a thumbnail, a social post, a flyer, a slide graphic, or a blog image, visuals are now part of professional communication. These tools can speed up design work and help you produce polished assets without being a full-time designer. The goal is not to replace creativity. The goal is to reduce the time it takes to produce something clean and professional.
The fifth category is AI research tools, such as Perplexity or NotebookLM. Professionals are always learning, comparing options, preparing for meetings, and trying to understand new topics. Research tools can speed up reading and summarization. NotebookLM is especially useful when you want answers based on your own materials, like PDFs, notes, or documents. Used well, these tools help you turn information overload into clarity.
One reminder matters with every AI tool: AI is not magic. You still need human judgment. Review outputs, validate steps before implementing them, and be careful with private or confidential information. Do not paste passwords, customer data, or sensitive internal documents into tools unless your organization has approved it.
If you want to build momentum, do not try to learn everything at once. Pick one tool this week and apply it to real work. Use ChatGPT to improve an email, use a meeting tool to capture action items, use an AI deck tool to draft a presentation, use Canva AI to create a clean visual, or use NotebookLM to understand a document faster. The professionals who use AI wisely will move faster, communicate better, and stand out.