Want FREE Templates on Digital Transformation? Download our FREE compilation of 50+ slides. This is an exclusive promotion being run on LinkedIn.







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


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


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.

Learn more about Customer Experience Customer Satisfaction Customer Journey Customer Journey Mapping

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.

Learn more about Customer Service

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.

Learn more about Customer Insight

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 Strategy for Boutique Travel Agency Focused on Luxury Experiences

Scenario: A boutique travel agency specializing in luxury experiences is struggling to maintain its market position in an increasingly competitive niche, lacking deep customer insight.

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

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

Omni-Channel Strategy for D2C Sporting Goods Retailer

Scenario: A direct-to-consumer (D2C) sporting goods retailer is facing a strategic challenge in leveraging customer insight to drive sales and loyalty.

Read Full Case Study

Operational Efficiency Strategy for Pipeline Transportation Firm in North America

Scenario: A leading pipeline transportation company in North America, renowned for its significant role in the energy sector, is facing a strategic challenge in enhancing customer insight to better align its services with evolving market demands.

Read Full Case Study

Operational Efficiency Strategy for Industrial Recycling Company in North America

Scenario: The organization is a leading industrial recycling firm in North America, facing significant challenges in maintaining its market position due to insufficient customer insight.

Read Full Case Study


Explore all Flevy Management Case Studies

Related Questions

Here are our additional questions you may be interested in.

In what ways are customer insights shaping the future of omnichannel marketing strategies?
Customer insights are reshaping omnichannel marketing strategies through Personalization at Scale, ensuring a Unified Customer Experience across channels, and optimizing Marketing Spend for better ROI. [Read full explanation]
How are companies using customer insights to drive sustainability and ethical practices in their operations?
Organizations leverage customer insights to align sustainability initiatives with consumer expectations, driving Operational Excellence, brand loyalty, and long-term profitability. [Read full explanation]
What are the key challenges in integrating customer insights across different business units and how can they be overcome?
Overcoming the challenges of integrating customer insights across business units involves breaking down silos, standardizing data practices, and establishing clear ownership, facilitated by Leadership and a collaborative culture. [Read full explanation]
What role does artificial intelligence play in enhancing the collection and analysis of customer insights?
Artificial Intelligence (AI) revolutionizes the collection and analysis of customer insights by enabling personalized experiences, predicting trends, and informing Strategy Development, driving Operational Excellence and Innovation in businesses. [Read full explanation]
What metrics are most effective for measuring the impact of customer insights on business performance?
Effective measurement of customer insights' impact on business performance involves CSAT, NPS, and CLV metrics, focusing on customer satisfaction, loyalty, and financial outcomes. [Read full explanation]
What are the latest trends in customer insight analytics tools and technologies?
AI and ML integration, real-time analytics, and Customer Data Platforms are revolutionizing customer insight analytics, driving personalized experiences and operational efficiency. [Read full explanation]
How can organizations effectively integrate customer insights into their agile development processes?
Organizations can effectively integrate customer insights into Agile development by embedding customer feedback loops, leveraging cross-functional teams, and utilizing advanced analytics and AI to align products with customer needs and expectations. [Read full explanation]
What strategies can companies employ to ensure customer insights are reflected in their value proposition design?
Employ Strategic Planning, Advanced Analytics, and Customer-Centric Culture to integrate Customer Insights into Value Proposition Design, boosting Engagement, Loyalty, and Sales. [Read full explanation]
What role do customer insights play in driving organizational innovation and product development?
Customer insights are crucial for Innovation and Product Development, enabling organizations to meet market demands swiftly, tailor offerings, and prioritize features that resonate with customer needs, thus driving growth and loyalty. [Read full explanation]
How does consumer behavior analysis complement customer insights for product innovation?
Consumer behavior analysis and customer insights together provide a holistic view for Strategic Innovation, enabling organizations to tailor products closely to evolving market needs and drive success. [Read full explanation]
How should companies adjust their pricing strategy based on evolving customer insights?
Organizations should adjust pricing strategies by leveraging Data Analytics for personalized pricing, understanding the Psychology of Pricing to influence perception, and recognizing Market Trends to stay relevant and competitive. [Read full explanation]
How can companies personalize customer experiences at scale based on insights without infringing on privacy?
Develop a Privacy-Centric Personalization Framework using data analytics, customer consent, and advanced technologies like AI, ML, and Blockchain to balance customization and privacy. [Read full explanation]
How can organizations foster a culture that prioritizes customer insights in decision-making?
Organizations can prioritize customer insights by embedding them into Strategic Planning, fostering a culture of Continuous Learning and Adaptation, and operationalizing feedback for Operational Excellence, thereby driving innovation and sustained growth. [Read full explanation]
How can businesses leverage customer insights to enhance their competitive positioning in saturated markets?
Businesses can improve their position in saturated markets by leveraging Data Analytics for Strategic Planning, creating Feedback Loops for continuous improvement, and driving Innovation to meet unique customer needs. [Read full explanation]
How can companies use customer insights to develop a maturity model for continuous improvement?
Leveraging customer insights into Strategic Planning, Operational Excellence, and Performance Management is crucial for developing a maturity model for continuous improvement, driving innovation, and customer satisfaction. [Read full explanation]
How is the rise of voice search and smart assistants transforming the way companies gather and interpret customer insights?
Voice search and smart assistants are transforming Customer Insights by necessitating advanced analytics, personalized engagement, and robust data privacy measures. [Read full explanation]
How are emerging technologies like blockchain affecting the transparency and security of customer data used for insights?
Blockchain technology is revolutionizing data management by significantly improving transparency and security in customer data handling, fostering trust and simplifying compliance. [Read full explanation]
What impact do real-time customer insights have on dynamic pricing strategies?
Real-time customer insights enable agile, responsive dynamic pricing strategies that optimize revenue, market share, and customer satisfaction. [Read full explanation]
What are the best practices for maintaining the relevance and accuracy of customer insights over time?
Maintaining customer insights' relevance and accuracy involves Continuous Data Collection and Analysis, Multi-Channel Engagement, and fostering a Culture of Customer-Centricity to align strategies with evolving customer needs. [Read full explanation]
What role does consumer behavior play in refining customer personas based on insights?
Consumer behavior analysis refines customer personas, enabling tailored marketing, product development, and customer service strategies that drive business growth and customer satisfaction. [Read full explanation]

Source: Executive Q&A: Customer Insight Questions, Flevy Management Insights, 2024


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



Download our FREE Strategy & Transformation Framework Templates

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