
The Customer UnSuccess Podcast Stop People-Pleasing, Start Outcome-Pleasing w/ Jess Szivos VP of Customer Success at Invisory
We unpack why generic 30-60-90 plans fall flat and how to turn them into customer coauthored blueprints tied to KPIs. Jess shares therapist-grade discovery tactics, persona-aware messaging, and how data plus boundaries create real influence and sustainable results.
• shifting from templated onboarding to coauthored success plans
• using layered why questions and silence to deepen discovery
• mapping who’s who in the zoo to build champions
• pacing value with milestones instead of month-one heroics
• tailoring talk tracks for operators vs executives
• combining quantitative metrics with voice of the customer
• strengthening cross-functional ties and shared ownership
• setting boundaries to avoid reactive, always-on expectations
• growing career confidence with mentors, habits, and a tangible toolkit
• practical resources and small weekly routines that compound
If you got some value from this conversation, hit subscribe, leave a rating or review, and share it with someone who's also out there trying to build a better customer success or go-to-market strategy, even if it's messy along the way.
And if you want more frameworks, tools, automated playbooks, check out JoeDoesTechTouch.com and subscribe to our newsletter
🎙️ Guest: Jess Szivos
Vice President of Customer Success at Invisory
📣 Find Jess:
LinkedIn: https://www.linkedin.com/in/jlszivos/
🔥 Topics Covered:
🟣 How to create a personalized 30-60-90 day plan as a blueprint for customer success
🟣 Why active listening and giving space in conversations builds trust and customer rapport
🟣 Strategies for aligning customer goals with your own metrics and success plans
🟣 “Who’s Who in the Zoo” approach to mapping key stakeholders and building champions
🟣 Managing expectations, pacing, and slowing down to focus on long-term impact
🟣 How to leverage qualitative and quantitative data to inform decisions and demonstrate value
🟣 Best practices for cross-functional collaboration with product, marketing, and other internal teams
🟣 The importance of protecting your boundaries while maintaining a growth mindset
🟣 Using your voice in the organization to influence and advocate for customers
🟣 Investing in yourself: continuous learning, mentorship, and building your personal toolkit
🌐 Website
https://www.joedoestechtouch.com/
📰 Subscribe to the JDTT Newsletter –
Get raw insights, no-fluff frameworks, and tech touch tactics straight to your inbox: https://www.joedoestechtouch.com/jdttnewsletter
🎙️ Be a Guest on the Podcast
Have a CS horror story or digital-first strategy worth sharing? Submit to be a guest:https://www.joedoestechtouch.com/podcast
🔗 Connect with Joe on LinkedIn
https://www.linkedin.com/in/josephdigrande
📺 Watch Full Episodes on YouTube: https://www.youtube.com/channel/UCaH58ojbaWym4ej_PedQ4Fw
_______________________________
Tools:
Logitech Creators Blue Yeti USB Microphone: https://amzn.to/4nHOFDN
Logitech Brio 4K Webcam: https://amzn.to/3GtKsmx
Sony WH-1000XM4 Noise Cancelling Wireless Headphones: https://amzn.to/44Q0xv4
Apple 2024 MacBook Pro Laptop: https://amzn.to/4lH6u3W
