Jobs-to-be-Done Research
Jobs-to-be-Done (JTBD) is a human-centred framework for understanding what people are really trying to achieve, and why they choose one product or brand over another. We use it to help brands create, launch and grow propositions that customers genuinely value.
What is Jobs-to-be-Done?
A Job-to-be-Done is the underlying goal that shapes someone's needs and choices in a given situation. People "hire" the products and brands that help them get a Job done well, and drop the ones that don't.
Most brands look inward, asking what their product needs to compete. JTBD flips this, starting with people: what are they trying to accomplish, and how can we help them succeed? The Job, not the product, defines the real market. "Streaming audio" is a product category. "Enjoy the audio I love wherever I am" is a Job, and it endures while the solutions around it keep changing - from the Walkman, to mp3 players, to mobile streaming, etc.
Jobs operate at different levels, and each one guides a different kind of decision:
Aspirational
Jobs
For people: The bigger ambition I'm ultimately trying to fulfil. "I want to enjoy the audio I love wherever I am."
For brands: Defines the real category and territory you can own (and your competition).
Big
Jobs
For people: The main goals I'm working towards along the way. "Help me discover new music I'll love."
For brands: The principal opportunities for growth and differentiation.
Emotional &
social Jobs
For people: How I want to feel ("Lift my mood."), and how I want to be seen ( "Be the friend with great taste.")
For brands: Shapes content, messaging and brand experience.
Functional
Jobs
For people: The specific, practical things I need to get done. "Let me build playlists that sync across my devices."
For brands: Points to specific product features and UX that adds value.
Why it matters
Brands who help people achieve their Jobs to be Done, add value to peoples’ lives - they matter and if they matter, they grow.
The most disruptive brands reframe their market around human motivations rather than product categories, and that reframing is where new opportunities come from: less friction, better experiences, and an edge over competitors still thinking product-first.
Done well, JTBD creates value on both sides:
For your customers
Solutions built around what they're actually trying to achieve - that add value to their lives
For your brand
Unifying strategy across product, marketing and CX, so you get chosen in more situations
How we apply Jobs-to-be-Done
We organise JTBD around three stages of the growth journey:
Create
Foundational audience insight and innovation opportunities. We identify what audiences are trying to achieve, when and for whom Jobs become relevant, and where unmet needs sit.
Launch
Audience definition and proposition development. We define segments around shared priority Jobs and design propositions with strong product-market fit across functional, emotional and social Jobs.
Growth
Acquisition, retention and experience. We identify the Switching Forces that make people choose, stay or leave, and measure how well your brand delivers against the Jobs that matter most.
How we research Jobs-to-be-Done
Identifying Jobs and turning them into strategy is part science, part craft. Over many projects we've refined a five-stage approach. Brands don't need to do all of it at once, each stage delivers value on its own.
Discover the JTBD
Identify the Jobs in a category and understand why and when they matter.
How: Diary studies and follow-up interviews, using contextual, in-situ methods rather than focus groups.
Find the Opportunities
Quantify the reach and importance of each Job, and find which are important but underserved.
How: Audience surveys with MaxDiff and Outcome-Driven Innovation.
Audiences & territories
Segment people by the Jobs that matter most to them, building distinctive territories and personas.
How: JTBD cluster analysis, persona interviews and empathy mapping.
Growth & Retention
Map the push, pull, anxiety and habit forces shaping brand choice.
How: Switching Forces interviews, Value Proposition Canvas and quantitative validation.
Performance Measurement
Track how well you and competitors deliver against priority Jobs over time.
How: brand experience tracking using Customer Performance Indicators.
JTBD Research Case studies
Video streaming Jobs-to-be-Done
To help grow the audience and usage of ITV’s video streaming service ITVX, we provided fresh insights into the needs of UK TV & Video users. Combining the Jobs-to-be-Done framework with a creative blend of diary studies, online qual, robust surveys and analytics, we surfaced, prioritised and brought to life the outcomes audiences desire when choosing TV or video services.
Free TV Jobs to be Done &
Audience Segmentation
We helped Everyone TV build a deep understanding of what free TV audiences are really seeking from their viewing experience. Using a blend of exploratory diary research, an online qualitative community and a large-scale survey of free TV viewers, we surfaced and prioritised the Jobs-to-be-Done that drive platform choice - then segmented the audience based on shared outcome priorities. Rich personas brought each segment to life, giving Everyone TV's product, UX and CX teams a shared, empathy-driven foundation for roadmap decisions.
Find out more.
Audience segmentation & journey research for a workplace charity
We partnered with GroceryAid to help the grocery industry charity move from a service-led to a needs-led approach to supporting its audience. Combining qualitative community research with a large-scale segmentation survey, we applied Jobs-to-be-Done and Switching Forces frameworks to uncover the needs, crisis journeys and barriers to help-seeking among grocery workers - delivering audience segments, rich personas and actionable guidance to help GroceryAid reach more people, earlier.
Frequently Asked Questions - Jobs to be Done Research
-
Jobs-to-be-Done (JTBD) is a framework for understanding the underlying goal someone is trying to achieve in a given situation. The core idea is that people "hire" products and brands to get a Job done, and drop the ones that fall short. It shifts the focus from what a product is to what a customer is trying to accomplish, which tends to surface richer, more durable insight than a product-led view.
-
Traditional segmentation usually groups people by demographics, attitudes or past behaviour. JTBD segmentation groups them by the Jobs that matter most to them, the things actually driving their choices. The result is fewer "who they are" labels and more "what they're trying to do" territories, which makes the segments far easier to act on across product, marketing and experience.
-
It depends on the question, but a full programme typically moves through five stages. Discovery uses contextual qualitative methods like moderated diary studies and interviews. Opportunity sizing uses quantitative surveys with MaxDiff and Outcome-Driven Innovation. Segmentation uses cluster analysis and persona work. Growth and retention use Switching Forces interviews and the Value Proposition Canvas. Performance measurement uses brand tracking built around Customer Performance Indicators. Brands rarely need all of it at once, each stage stands on its own.
-
JTBD is most valuable when you're creating something new, repositioning, or trying to understand why customers choose or leave you. It works well for new proposition and product development, entering a category, sharpening segmentation and messaging, and diagnosing acquisition or retention problems. If the question is "why do people really choose this, and how do we serve them better," JTBD is a strong fit.
-
These are the three dimensions of any Job. Functional Jobs are the practical task someone wants to complete. Emotional Jobs are how they want to feel, or avoid feeling, while doing it. Social Jobs are how they want to be seen by others. The functional Job often gets the attention, but the emotional and social dimensions are usually where the most useful insight for messaging and experience sits.
-
Switching Forces, also known as the Four Forces model,, developed by Bob Moesta, explains what drives or blocks someone from adopting a new solution. It weighs four forces: the push of the current situation, the pull of a new option, the anxiety about switching, and the habit of staying put. Mapping these helps a brand reduce friction and strengthen its appeal at the moments that decide a choice.
-
It varies with scope. A focused discovery study can run in a few weeks, while a full programme spanning discovery, quantification and segmentation typically takes a few months. Because each stage delivers value independently, we can scope to your priorities and timeline rather than insisting on the whole sequence up front.
-
JTBD is used across digital, media, technology, financial services and consumer brands, particularly by organisations that want to compete on customer understanding rather than category convention. It originated in academic and innovation circles and is now a mainstream tool for product, strategy and insight teams.