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Unlocking Customer Insights: The Jobs-To-Be-Done Framework

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Chapter 1: The McDonald's Milkshake Case Study

About a decade ago, McDonald's faced a challenge from its management: boost milkshake sales. Given the expertise of their marketing team and a seemingly limitless budget, this task appeared straightforward.

The team established a focus group based on the milkshake buyer profile derived from data collected from millions of customers. They conducted interviews to enhance the product, exploring aspects like flavors, calorie content, and portion sizes. However, after implementing their insights, there was no noticeable increase in sales.

Frustrated by the lack of progress, they turned to Harvard Business School Professor Clayton Christensen for assistance.

Finding the Job-to-Be-Done

Christensen dispatched a researcher to a McDonald's location known for high milkshake sales. Over a day, the researcher meticulously observed customer behaviors: when they purchased milkshakes, whether they accompanied meals, and if they consumed them on-site or while driving.

A surprising trend emerged: half of the milkshake transactions occurred before 8:30 a.m., with these customers opting to buy only a milkshake, alone, and immediately driving off.

Confronting these early morning customers revealed crucial insights. They sought a solution to alleviate boredom during their commute while also providing satiety.

Why a milkshake, though? When Christensen probed further about previous alternatives, customers shared their experiences:

  • "I tried a banana, but it was gone in a minute, leaving me hungry an hour later."
  • "Donuts make a mess; they crumble everywhere."
  • "A Snickers bar leaves me feeling guilty."

Ultimately, customers preferred milkshakes because they were more satisfying, lasted longer, and were easy to consume while driving.

This revelation shifted the McDonald's team's perspective. Instead of focusing on demographics, flavors, or calories, they recognized that customers were seeking a specific solution.

By enhancing the thickness of the milkshake for prolonged enjoyment and streamlining the purchasing process, McDonald's launched a marketing campaign centered around these insights, resulting in a staggering 400% increase in milkshake sales.

The Jobs-To-Be-Done Framework: Key Benefits

Christensen's approach has proven effective across various companies. Here are three significant benefits of adopting the Jobs-To-Be-Done framework:

  1. Enhancing Product Value: Understanding what customers genuinely aim to achieve allows businesses to create superior products, simplifying marketing and sales efforts.
  2. Identifying True Competition: McDonald's initially believed they were competing against Burger King's milkshake. In reality, their competition included donuts, bananas, and chocolate bars, significantly broadening their market scope.
  3. Recognizing Unmet Needs: Focusing on jobs reveals gaps in the market, enabling companies to develop solutions that address issues overlooked by others.

Chapter 2: Implementing the Jobs-To-Be-Done Framework

The first video, "The Ultimate Guide to JTBD | Bob Moesta," features insights from the framework's co-creator, discussing how to uncover customer motivations effectively.

Moving Beyond Demographics

When Howard Schultz visited Italy, he noticed a cultural phenomenon—people enjoyed a third space between home and work: cafés. Recognizing a similar demand in the U.S. but without a fitting solution, he launched Il Giornale in Seattle, leading to immense success. This inspired him to acquire Starbucks, transforming the coffee landscape.

Schultz's approach centered on understanding the job customers needed to fulfill rather than merely focusing on demographic details. Christensen warns against the common pitfall of overemphasizing customer characteristics, noting that purchasing decisions are driven by the desire to achieve specific outcomes, whether for entertainment, socialization, or enrichment.

Utilizing a Job Statement Template

A practical approach to applying the Jobs-To-Be-Done framework involves drafting job statements to test hypotheses.

Jobs-to-be-Done Framework Template

Designing Products with Purpose

When hiring a designer, would proficiency in Chinese matter? While it could be beneficial, it’s irrelevant to the job at hand. Similarly, businesses often create products without understanding the specific jobs customers hire them for, resulting in irrelevant features that fail to drive sales.

Viewing your product as a candidate for a specific job allows for intentional design that aligns with customer needs.

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