Discover jobs to be done (JTBD), an important theory for boosting business innovation and understanding customers, and apply it to your business.
Understanding customers’ motivations for making the choices they make can help drive innovation and, ultimately, help write a product’s success story. Although organizations have access to an ever-increasing pool of data to aid in making decisions, data alone only provides some of the necessary insights. That’s where the jobs to be done method shines because it takes customers’ thought processes and goals into account to optimize products and the customer experience.
Explore jobs to be done in more detail, and learn how you can put it into action to improve marketing efforts, refine business plans, and more.
If you're ready to better understand how to connect with customers, consider enrolling in the Salesforce Sales Operations Professional Certificate, where you can learn about customer relationship management, sales development, campaign management, and more.
Jobs to be done (JTBD) refers to a business theory, framework, and perspective on why customers buy products. Jobs to be done theory, also called jobs theory, posits that people don’t buy products; they “hire” them to do jobs, such as solving a problem or fulfilling a desire.
When you think in terms of jobs to be done theory, you focus more on a customer’s circumstances—what they experience that leads them to make a purchase—than their demographic or psychographic profile, such as age, level of education, and value system. While you may notice some correlation between sales and the demographics or psychographics of the customers, customer attributes do not equate to causation. A product’s ability to get a job done effectively and at the best price determines purchase decisions, according to JTBD theory.
Now that you know the definition of jobs to be done as a theory and framework, explore what a job to be done actually is. You can think about it in a few different ways:
Something a customer wants to accomplish in a specific situation or circumstance
A metaphor to refer to what customers want from the products they buy
Something functional in a customer’s life, with emotional and social components
Use the following examples of jobs you can do as inspiration for applying JTBD theory in your work.
Get my clothes clean and fresh: “Hire” laundry detergent to deliver the result.
Nourish my body: “Hire” vitamins, supplements, and healthy food.
Find my documents easily: “Hire” a digital app for note-taking and file storage.
Did you know? Jobs to be done originated from a concept called outcome-driven innovation (ODI). ODI was developed by Tony Ulwick, founder of the innovative consulting firm Strategyn. Ulwick later introduced ODI to Clayton Christensen, a Harvard Professor, who popularized ODI and called it jobs to be done.
The JTBD framework helps to conceptualize your customer needs and how your product will help meet them. You can use the JTBD framework to benefit your business in several ways:
Reveal your customers’ true needs and desires. What is their objective or desired outcome for a given situation?
Develop products that meet needs and fulfill desires.
Design memorable customer experiences.
Predict how your innovations will fare on the market.
Inform marketing content and messaging that speaks to the fulfillment of customers’ needs and desires.
Develop a JTBD-inspired business plan centered around customers’ needs and desires to guide your business decisions.
To gain a deeper understanding of JTBD, consider taking the Using Design to Generate Innovative Business Solutions course, which is part of the Business Innovation and Digital Disruption Specialization.
The four elements of the JTBD framework are the following:
1. Job performer: Represents the individual or group wanting to complete a job
2. Job to be done: What the job performer is trying to accomplish
3. Circumstances: Essentially, the time, place, and manner in which an organization wants to complete a job
4. Customer needs: Acquire an understanding of the customer’s needs in order to determine a solution that addresses what the customer deems as a success
Jobs to be done as a business approach can work for any type of product or industry. Follow these steps to discover more about your target customers and the jobs your products can perform for them.
Ask yourself the following questions:
What pain points do my customers have in common?
What do they currently lack?
What challenges exist for them?
Without reference to the products or solutions you currently provide, complete the following phrases as though you were the customer:
Help me do ________.
Help me to avoid ________.
I need to _______.
For example, “Help me save time in the morning” or “I need to take more clothes when I travel” articulate desires and could lead to product ideas such as an app for scheduling morning routines or a carry-on suitcase with more storage compartments.
You may find it helpful to ask customers and prospects to complete these phrases so that you can gather a variety of jobs-to-be-done insights.
What does a customer want to achieve in a particular circumstance?
What could help the customer achieve this, such as resources, tools, or information?
What constraints keep the customer from achieving the desired outcome, such as not having access to needed resources or doubting their abilities?
What are the functional aspects of what they need done? What will it help them do, such as complete a task more efficiently or avoid tasks they don’t want to do?
What social or emotional factors correspond to a customer’s objective, including how they want to feel and have others perceive them?
Read more: 11 Important Customer Service Skills to Be Successful
Using the ideas you gathered in steps 1, 2, and 3, construct a jobs to be done statement that can lead to more product innovations. Draw from the template and music streaming example below.
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