EPISODE · Mar 23, 2026 · 48 MIN
Stop People-Pleasing, Start Outcome-Pleasing w/ Jess Szivos VP of Customer Success at Invisory
from The Customer UnSuccess Podcast · host Joe Di Grande
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 compoundIf 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 SzivosVice 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/4nHOFDNLogitech Brio 4K Webcam: https://amzn.to/3GtKsmxSony WH-1000XM4 Noise Cancelling Wireless Headphones: https://amzn.to/44Q0xv4Apple 2024 MacBook Pro Laptop: https://amzn.to/4lH6u3W
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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 h...
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Stop People-Pleasing, Start Outcome-Pleasing w/ Jess Szivos VP of Customer Success at Invisory
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