Methodology

Jobs To Be Done (JTBD)

Customers don't buy products. They hire solutions to make progress. JTBD is the framework that lets us understand exactly what progress they're seeking, and why.

The concept

What is a Job To Be Done?

Clayton Christensen put it this way: "Customers don't buy products, they hire them to do a job in their lives." When someone buys a milkshake at 7am at a petrol station, they're not buying a breakfast product. They're hiring a travel companion that keeps them sated enough to make it through the morning commute.

That "job" has three dimensions: what they need to achieve (functional), how they want to feel achieving it (emotional), and how they want to be perceived by others (social). Understanding all three is the difference between a product people adopt and one that gathers dust.

COMPETING AGAINST Luck The Story of Innovation and Customer Choice HARPER CLAYTON M. CHRISTENSEN with Taddy Hall, Karen Dillon & David S. Duncan COMPETING AGAINST LUCK
Three schools

Christensen, Ulwick and Moesta

JTBD is not a monolith. Three distinct thinkers have developed complementary approaches that together offer a complete picture.

Clayton Christensen

The philosopher. Popularised JTBD through Competing Against Luck. His key contribution is the perspective shift: from "what does our product do?" to "what job do customers hire it for?".

He gave us Little Hire (first purchase) vs. Big Hire (sustained adoption), and the insight that real competition is functional, not categorical: anything that resolves the same job is a competitor.

"The milkshake doesn't compete with other milkshakes. It competes with the banana, the coffee and the granola bar."

Anthony Ulwick

The engineer. Creator of Outcome-Driven Innovation (ODI). Ulwick transforms JTBD into a rigorous, quantitative process: customers don't just have jobs, they have measurable outcomes for each phase of the job.

His contribution is the opportunity score: Importance + max(Importance − Satisfaction, 0). This lets us prioritise where to innovate based on data, not gut feeling.

"Customers don't always know what they want, but they always know how they measure success."

Bob Moesta

The storyteller. JTBD Institute co-founder and author of Demand-Side Sales 101. Moesta provides the human stories behind switching: the Switch Moment, the Four Forces and interview methodology.

He teaches us that when someone enters your funnel, the mental process is already underway. The key is understanding what pushed the customer to move (Push), what attracted them to you (Pull), and what almost held them back (Anxieties, Habits).

"Demand-Side Sales doesn't promise selling more by talking better. It promises understanding the progress customers want to make."
Bob Moesta

The Four Forces of change

Moesta explains that every buying decision is governed by four forces in tension.

Push

Frustrations and limitations of the current solution that push the customer to seek something better. Without push, there's no motivation to change.

Example: "My current CRM makes me waste 2h a day on manual updates."

Pull

The promise of a better life offered by the new solution. Customers don't buy features, they buy the image of a future where their situation is better.

Example: "With this tool, my sales team will close more deals in less time."

Anxieties

Fear of getting it wrong: Will it work? Will it be hard to implement? Will I need to train the whole team? Anxieties slow change even when push and pull are strong.

Example: "What if the data migration fails? What if the team doesn't adopt it?"

Habits (Inertia)

The comfort of the familiar. Even with a clearly inferior solution, habit is a powerful brake. "We've always done it this way" is the enemy of adoption.

Example: "Excel isn't perfect, but I know how to use it and I don't want to learn something new."

"When someone enters your sales funnel, the mental process has already been underway for a while. Your challenge isn't to convince them. It's to understand where they are in the journey, and what they need to hear to take the next step."

— Bob Moesta, Demand-Side Sales 101
How to frame a job

The Job Statement

A well-formulated job statement describes the customer's context, motivation and expected outcome — without mentioning solutions. This forces us to think from the customer's perspective, not the product's.

When [situation], I want to [motivation], so I can [expected outcome]
Christensen's structure. No products or features mentioned.

Real example: "When I arrive at the airport with spare time, I want to stay awake and sated during the flight, so I can arrive rested and productive at my destination."

This job is not resolved by a milkshake alone. It's also resolved by snacks, coffee, audiobooks, or a business-class seat. That is the real competition.

Little Hire vs. Big Hire

Little Hire is the initial purchase. Big Hire is when the customer uses the product repeatedly and recommends it. Big Hire only happens if the product truly solves the job.

Negative Jobs

Christensen also identified negative jobs: tasks customers want to avoid doing. Every solution that eliminates friction (tax returns, cleaning, medical checkups) competes in this space.

The Switch Moment

The moment the customer decides to change. There's always a precipitating event: a frustration that builds until it becomes unbearable. Identifying it is key for sales and marketing design.

In practice

How to apply JTBD in your company

JTBD is not just theory. It's a research process that transforms how you define your product, your messaging and your growth strategy.

1

Switch interviews

Interview recent customers who bought your product (or a competitor's). Reconstruct the timeline of their decision: When was the first thought? What almost held them back?

2

Identify the core job

What job do customers hire your product for? What functional, emotional and social progress are they seeking? Formulate the job statement without mentioning your solution.

3

Map the real competition

What else are they competing with? Not just direct competitors: also Excel, "we handle it internally", or "we're not doing anything for now".

4

Redesign the value proposition

Rewrite your messaging from the customer's progress, not from your product's features. People don't want drills; they want holes in the wall.

The sandwich and the mayonnaise

Bob Moesta uses this metaphor: companies sell the whole sandwich (the full value proposition), but the customer only wants the mayonnaise (what they need right now).

Aligning what you offer to the customer's actual job — not your catalogue — is the difference between friction and flow in sales.

"People don't buy for features. They buy because you help them imagine a better life."

What's next? Prioritize with ODI

JTBD gives you the territory map. ODI tells you exactly which point on the map to focus your innovation resources.