Customer · Diagnose, Explore

Jobs to be Done

People do not buy products, they hire them to make progress. Get the job right and half your strategy questions answer themselves; get it wrong and you optimise the wrong thing beautifully.

The printable canvas and the handoff into Claude Code are part of a paid plan. See what a plan includes. It needs the Claude desktop app on this machine, and your team and the prompt library already installed in that project — we cannot see your disk, so open it there.

Stage
01 Diagnose, 02 Explore
Works at
Business, Department
Maturity
Any
Time
90 minutes, more with interviews to work through

What it is

A way of describing demand in terms of the progress a customer is trying to make, rather than the product category they happen to buy in. The framing comes from Clayton Christensen: people do not buy products, they hire them to do a job, and they fire them when something does the job better. Get the job right and your competitive set, your roadmap and your positioning all change.

The functional job
What the customer is practically trying to accomplish. Concrete and measurable — "get a fixing into masonry without cracking it".
The emotional job
What they are trying to feel, or avoid feeling. "Not look like an amateur in front of the client." Businesses routinely over-serve the functional job and ignore this one, which is where loyalty actually lives.
The circumstance
The situation that triggers the job. Jobs belong to circumstances, not to demographics — the same person hires different things on a rush job and a showcase job.
Push and pull
What pushes the customer away from their current solution (frustration) and what pulls them toward a new one (appeal). Both must be present for anyone to switch.
Anxiety and habit
The two forces holding them where they are: worry about the new thing, and the pull of the familiar. Most failed launches lose to these rather than to a competitor.
The mistake people makeThe output should be written in the customer's language, not yours. If a job could appear in your own marketing copy unchanged, it is a product description wearing a costume.
What it’s forYou want to know what customers actually hire you for, in their language, not your product categories.
What it’s not forYou are tuning an existing offer for known users. JTBD is for discovering the need, not polishing the feature.

How you run it

  1. Start from the switch, not the productAsk what the customer was doing before they bought from you, and what pushed them to change. The struggle is the job.
  2. Write the job as progress, not a feature"A hammer that lasts" is a product. "Not looking like an amateur in front of a client" is a job.
  3. Separate functional from emotionalEvery job has both. Businesses over-serve the functional half and ignore the emotional one, which is where loyalty lives.
  4. Name the real competitive setWhat would they hire instead if you vanished? Often not a competitor at all — doing nothing, or an in-house workaround.
  5. Mark evidence versus assumptionLabel each job: heard from customers, or inferred by us. Take the inferred ones into a real conversation before building strategy on them.

The prompt

Two ways to run it

Run this tool in your own Claude

The short prompt starts your partner against the library on your disk. The long one carries everything with it and needs nothing installed.

🔒 Prompt locked

Everything above is free — what this tool is, what it is for, what it is not for, and how to run it as a workshop. Three tool prompts a month are free with an account; beyond three, and for the printable canvas, it is the paid part.

See plans — from £19 a month