Flevy Management Insights Q&A
What strategies can businesses employ to uncover the real jobs-to-be-done through customer insights?
     David Tang    |    Customer Insight


This article provides a detailed response to: What strategies can businesses employ to uncover the real jobs-to-be-done through customer insights? For a comprehensive understanding of Customer Insight, we also include relevant case studies for further reading and links to Customer Insight best practice resources.

TLDR Businesses can uncover real Jobs-to-Be-Done through deep customer research, robust feedback loops, and co-creation strategies, focusing on understanding and solving underlying customer needs for innovation and resonance.

Reading time: 4 minutes

Before we begin, let's review some important management concepts, as they related to this question.

What does Jobs-to-be-Done (JTBD) Framework mean?
What does Customer Feedback Loops mean?
What does Co-Creation and Crowdsourcing mean?


Understanding the real jobs-to-be-done (JTBD) for customers is pivotal for organizations aiming to innovate and stay competitive. This approach shifts the focus from the product to the underlying need or problem the customer is trying to solve. By uncovering these insights, organizations can develop solutions that are truly valuable to their customers, leading to enhanced customer satisfaction and loyalty.

Engaging in Deep Customer Research

One effective strategy for uncovering JTBD is conducting deep customer research. This involves going beyond traditional surveys and focus groups to employ techniques such as ethnographic studies, in-depth interviews, and customer journey mapping. Ethnographic studies, where researchers observe customers in their natural environment, can reveal unarticulated needs and behaviors that customers themselves may not be aware of. For example, IDEO, a global design company, has famously used this approach to design products that meet deeply felt but unexpressed needs. Similarly, customer journey mapping allows organizations to identify pain points and moments of truth across the customer experience, providing insights into where improvements or innovations could have the most impact.

Moreover, in-depth interviews that explore the customer's life, routines, frustrations, and aspirations can uncover the emotional and social jobs that customers are trying to get done. These insights are invaluable for creating products and services that resonate on a deeper level with customers. Accenture's research has shown that companies that effectively decode human behavior and tailor their offerings accordingly can achieve higher customer satisfaction rates.

Additionally, leveraging advanced analytics to sift through customer data can reveal patterns and insights that might not be visible through manual analysis. Predictive analytics, for instance, can help anticipate customer needs before they are fully articulated, allowing organizations to be proactive rather than reactive in their solution development.

Are you familiar with Flevy? We are you shortcut to immediate value.
Flevy provides business best practices—the same as those produced by top-tier consulting firms and used by Fortune 100 companies. Our best practice business frameworks, financial models, and templates are of the same caliber as those produced by top-tier management consulting firms, like McKinsey, BCG, Bain, Deloitte, and Accenture. Most were developed by seasoned executives and consultants with 20+ years of experience.

Trusted by over 10,000+ Client Organizations
Since 2012, we have provided best practices to over 10,000 businesses and organizations of all sizes, from startups and small businesses to the Fortune 100, in over 130 countries.
AT&T GE Cisco Intel IBM Coke Dell Toyota HP Nike Samsung Microsoft Astrazeneca JP Morgan KPMG Walgreens Walmart 3M Kaiser Oracle SAP Google E&Y Volvo Bosch Merck Fedex Shell Amgen Eli Lilly Roche AIG Abbott Amazon PwC T-Mobile Broadcom Bayer Pearson Titleist ConEd Pfizer NTT Data Schwab

Creating Customer Feedback Loops

Another critical strategy is the creation of robust customer feedback loops. This involves not just collecting feedback through surveys and reviews but also creating channels for continuous dialogue with customers. Social media platforms, customer forums, and advisory boards can serve as effective platforms for this dialogue. By actively listening to customer feedback and engaging in conversations, organizations can gain a deeper understanding of the evolving needs and challenges their customers face.

For instance, LEGO has successfully used customer ideas and feedback to design new products through its LEGO Ideas platform. This approach not only uncovers the JTBD but also fosters a sense of community and loyalty among customers. Similarly, technology companies like Apple and Samsung regularly monitor online forums and social media to gather insights into customer experiences and expectations, which in turn informs their product development and innovation strategies.

It's also beneficial to integrate feedback mechanisms directly into the product or service. For digital products, this could mean in-app feedback forms or usage analytics. For physical products, QR codes linked to feedback forms or dedicated customer service channels can be effective. These real-time feedback mechanisms can provide immediate insights into how customers are using the product and the jobs they are trying to get done, enabling quicker iterations and improvements.

Leveraging Co-Creation and Crowdsourcing

Co-creation and crowdsourcing present powerful avenues for uncovering JTBD. By involving customers directly in the design and development process, organizations can ensure that the solutions they create are closely aligned with customer needs. This approach not only generates innovative ideas but also builds a deeper emotional connection between the customer and the brand.

Companies like Starbucks and Dell have leveraged crowdsourcing platforms to gather ideas and feedback from customers, leading to the development of new products and services that directly address customer needs. For example, Starbucks' "My Starbucks Idea" platform has led to the implementation of hundreds of ideas suggested by customers, ranging from digital tipping to the introduction of new drink flavors.

Workshops, hackathons, and innovation labs can also serve as effective forums for co-creation. By bringing together customers, designers, and engineers in a collaborative environment, organizations can tap into the collective creativity and expertise of a diverse group. This approach not only helps identify the real JTBD but also accelerates the process of innovation and solution development.

In conclusion, uncovering the real jobs-to-be-done through customer insights requires a multifaceted approach that combines deep customer research, continuous feedback loops, and co-creation strategies. By focusing on understanding and solving the underlying needs of their customers, organizations can develop solutions that are not only innovative but also deeply resonant with their target audience.

Best Practices in Customer Insight

Here are best practices relevant to Customer Insight from the Flevy Marketplace. View all our Customer Insight materials here.

Did you know?
The average daily rate of a McKinsey consultant is $6,625 (not including expenses). The average price of a Flevy document is $65.

Explore all of our best practices in: Customer Insight

Customer Insight Case Studies

For a practical understanding of Customer Insight, take a look at these case studies.

Customer Insight Analytics for Fitness Wearables in Competitive Markets

Scenario: A leading fitness wearables firm in a highly competitive market is struggling to leverage the vast amount of customer data it collects.

Read Full Case Study

Customer Insight Enhancement for Aerospace Manufacturer

Scenario: The organization, a leading aerospace manufacturer, is striving to understand its customers' evolving needs to better align its product development and marketing strategies.

Read Full Case Study

Customer Insight Strategy for Luxury Fashion Retailer in Europe

Scenario: A luxury fashion retailer in Europe is struggling to align its brand strategy with evolving customer expectations and behaviors.

Read Full Case Study

Zero-Waste Strategy for Eco-Friendly Retailer in Sustainable Living

Scenario: An emerging eco-friendly retailer specializing in zero-waste products faces a critical challenge in aligning customer insight with its product offerings.

Read Full Case Study

Biotech Customer Insight Enhancement Initiative

Scenario: The organization is a biotech company specializing in personalized medicine and has recently penetrated the North American market.

Read Full Case Study

Esports Gaming Events Audience Engagement Enhancement

Scenario: The organization operates in the competitive esports industry, focusing on hosting large-scale gaming events.

Read Full Case Study




Flevy is the world's largest knowledge base of best practices.


Leverage the Experience of Experts.

Find documents of the same caliber as those used by top-tier consulting firms, like McKinsey, BCG, Bain, Deloitte, Accenture.

Download Immediately and Use.

Our PowerPoint presentations, Excel workbooks, and Word documents are completely customizable, including rebrandable.

Save Time, Effort, and Money.

Save yourself and your employees countless hours. Use that time to work on more value-added and fulfilling activities.




Read Customer Testimonials

  •  
    "As an Independent Management Consultant, I find Flevy to add great value as a source of best practices, templates and information on new trends. Flevy has matured and the quality and quantity of the library is excellent. Lastly the price charged is reasonable, creating a win-win value for "

    – Jim Schoen, Principal at FRC Group
  •  
    "As a small business owner, the resource material available from FlevyPro has proven to be invaluable. The ability to search for material on demand based our project events and client requirements was great for me and proved very beneficial to my clients. Importantly, being able to easily edit and tailor "

    – Michael Duff, Managing Director at Change Strategy (UK)
  •  
    "I am extremely grateful for the proactiveness and eagerness to help and I would gladly recommend the Flevy team if you are looking for data and toolkits to help you work through business solutions."

    – Trevor Booth, Partner, Fast Forward Consulting
  •  
    "As a consultant requiring up to date and professional material that will be of value and use to my clients, I find Flevy a very reliable resource.

    The variety and quality of material available through Flevy offers a very useful and commanding source for information. Using Flevy saves me time, enhances my expertise and ends up being a good decision."

    – Dennis Gershowitz, Principal at DG Associates
  •  
    "I like your product. I'm frequently designing PowerPoint presentations for my company and your product has given me so many great ideas on the use of charts, layouts, tools, and frameworks. I really think the templates are a valuable asset to the job."

    – Roberto Fuentes Martinez, Senior Executive Director at Technology Transformation Advisory
  •  
    "Flevy.com has proven to be an invaluable resource library to our Independent Management Consultancy, supporting and enabling us to better serve our enterprise clients.

    The value derived from our [FlevyPro] subscription in terms of the business it has helped to gain far exceeds the investment made, making a subscription a no-brainer for any growing consultancy – or in-house strategy team."

    – Dean Carlton, Chief Transformation Officer, Global Village Transformations Pty Ltd.
  •  
    "I have used Flevy services for a number of years and have never, ever been disappointed. As a matter of fact, David and his team continue, time after time, to impress me with their willingness to assist and in the real sense of the word. I have concluded in fact "

    – Roberto Pelliccia, Senior Executive in International Hospitality
  •  
    "My FlevyPro subscription provides me with the most popular frameworks and decks in demand in today’s market. They not only augment my existing consulting and coaching offerings and delivery, but also keep me abreast of the latest trends, inspire new products and service offerings for my practice, and educate me "

    – Bill Branson, Founder at Strategic Business Architects



Download our FREE Strategy & Transformation Framework Templates

Download our free compilation of 50+ Strategy & Transformation slides and templates. Frameworks include McKinsey 7-S Strategy Model, Balanced Scorecard, Disruptive Innovation, BCG Experience Curve, and many more.