Canonical method

Jobs to be done: understanding why customers choose an offer

What must be established

A useful analysis keeps its controls visible.

  1. 01

    Describe the situation in which the need arises, not the customer’s profile.

  2. 02

    State the job without naming a product: the situation, the progress sought and the expected outcome, with its functional, emotional and social dimensions.

  3. 03

    List every solution the customer hires today for this job, in-house workarounds and doing nothing included, before choosing which job to serve.

RESULT OBTAINED

One sheet per job: situation, statement, dimensions, competing solutions, reasons for hiring and firing, and the decision on which job to serve.

Decision reference

Make the next choice more explicit.

DECISION SUPPORTED

What progress is the customer trying to make in a given situation, and against which solutions does the offer really compete?

DELIVERABLE TO KEEP

One sheet per job: situation, statement, dimensions, competing solutions, reasons for hiring and firing, and the decision on which job to serve.

NEXT ELEMENT TO EXAMINE

Needs-based segmentationExplore →

What the customer hires, and why

Buying an offer means hiring it to get a job done. If it does the job well, the customer hires it again; if it does it badly, the customer fires it and looks for another solution. The job can be small, filling a waiting time, or considerable, finding a more fulfilling career. It is never merely functional: it also carries an emotional dimension, what the customer wants to feel or avoid feeling, and a social dimension, how the customer wants to be perceived. Above all, it depends on the situation. The same person does not hire the same offer on a rushed morning and on a quiet Sunday, and their characteristics, age, income or sector, predict poorly what they will choose. Profiles and correlations describe who buys; the job explains why, at that moment, one offer wins over the others. It is this causal explanation that makes it possible to design an offer that gets chosen, rather than an offer that resembles its buyers.

  • Hiring and firing
  • Situation rather than profile
  • Functional dimension
  • Emotional and social dimensions

State a job that guides a decision

A useful job is written in one sentence: when a given situation occurs, I want to make a given progress, in order to obtain a given outcome. It names no product and no solution, which makes it stable: solutions change, the job remains. It must be broad enough to matter and precise enough to steer a choice. Simulated example, taken from the site’s running case: when a breakdown stops my production line, I want to restore activity as quickly as possible, so as not to miss a delivery subject to penalties. Its functional dimension is fast recovery; its emotional dimension, not living through the anxiety of a stoppage without knowing when it will end; its social dimension, not being the one who let the ordering customer down. The persona does not replace this statement: it describes a person, the job describes the reason for a choice in a situation. Two customers with identical profiles can pursue two different jobs, and two opposite profiles the same one.

  • When, I want, so that
  • No product name
  • Stable when solutions change
  • Persona and job distinct

Redefine the competition, then choose the job to serve

Starting from the job changes the list of competitors. To restore a stopped line, the customer can hire a maintenance contract, an in-house technician, a competitor’s on-call service, or do nothing and pay the penalties: doing nothing is often the first competitor, and the most underestimated. Each solution is hired for some reasons and fired for others, and these reasons are gathered in interviews with customers who have just switched solutions, rather than by asking what they would like. What holds the customer back must also be named: habit, the cost of switching, the fear that a new solution will do worse. The decision then consists in retaining the job and the situation in which the offer can be hired in preference to the alternatives, and writing down the jobs given up. The neighbouring pages take over: needs-based segmentation measures the poorly served outcomes of the retained job, the customer value map places the offer against the alternatives, the value proposition writes the promise.

  • Every solution hired
  • Doing nothing as a competitor
  • Reasons to switch and to stay
  • Job retained and jobs set aside

DECISION ASSET

Jobs to be done sheet

Each job starts from a situation, is stated without a product name, names its three dimensions and lists every solution the customer hires today.

Situation

Input
Moment and context of the need
Control
When does the need arise?
Output
Situation described

Job

Input
Progress and expected outcome
Control
Free of any product name?
Output
Job statement

Dimensions

Input
Functional, emotional, social
Control
Are all three named?
Output
Complete job

Competition

Input
Solutions hired today
Control
Is doing nothing counted?
Output
Job retained
Decision enabled

Retain the job and the situation in which the offer can be hired in preference to the alternatives, and write down the jobs given up.

Guardrail

No job stated with a product name or a demographic profile. A job that neither interviews nor behaviour have verified remains an assumption.

Resources

Reuse the method and verify its foundations.

Download the jobs to be done sheet

MOVE FROM ANALYSIS TO YOUR DECISION

Test the preference, credibility and defence of the positioning

Test my positioning ↗

MOVE FROM ANALYSIS TO YOUR DECISION

Test the preference, credibility and defence of the positioning

Test my positioning ↗

RETURN TO THE DECISION SYSTEM

See the canonical definition of marketing strategy→