This article provides a detailed response to: What is the role of Jobs-to-Be-Done in crafting more personalized customer engagement strategies? For a comprehensive understanding of Jobs-to-Be-Done, we also include relevant case studies for further reading and links to Jobs-to-Be-Done best practice resources.
TLDR Jobs-to-Be-Done theory enables organizations to create personalized customer engagement strategies by focusing on the actual tasks customers aim to accomplish, leading to increased satisfaction and loyalty.
Before we begin, let's review some important management concepts, as they related to this question.
Jobs-to-Be-Done (JTBD) theory is a powerful tool for organizations aiming to enhance their customer engagement strategies. By focusing on the underlying tasks that customers are trying to accomplish, rather than merely on demographic factors or purchase history, organizations can develop more personalized and effective engagement strategies. This approach aligns product development, marketing, and customer service efforts with the actual needs and goals of customers, leading to increased satisfaction and loyalty.
The JTBD framework posits that customers "hire" products or services to get a job done. This job encompasses the progress that a customer seeks in a given circumstance. It's a perspective that shifts the focus from the product to the customer, emphasizing the importance of understanding why customers make the choices they do. By comprehensively understanding the jobs that customers are trying to accomplish, organizations can tailor their offerings and communications to better meet these needs, thereby enhancing customer engagement and loyalty.
For instance, when a customer buys a drill, what they're really seeking is a hole. The drill is merely the tool to achieve that end. This example illustrates the essence of JTBD theory: focusing on the outcome the customer desires, rather than the product itself. This approach requires a deep understanding of the customer's context, including the specific circumstances and challenges they face, as well as the broader goals they are trying to achieve.
Implementing a JTBD approach involves conducting in-depth customer research to uncover the jobs customers are trying to get done. This research goes beyond traditional market research, delving into the emotional and social dimensions of customer decisions. It's about understanding the customer's story, their pain points, and what success looks like to them. This level of insight is critical for crafting personalized engagement strategies that resonate on a deeper level.
Personalization is key to effective customer engagement in today's market. Customers expect organizations to understand their unique needs and preferences and to tailor their interactions accordingly. The JTBD framework offers a robust methodology for achieving this level of personalization. By understanding the specific jobs that different customer segments are trying to accomplish, organizations can customize their communications, offers, and services to better align with these needs.
For example, a financial services organization might identify that one segment of its customer base is seeking to "secure a comfortable retirement," while another segment is focused on "maximizing investment returns." These are fundamentally different jobs, requiring different engagement strategies. The former might respond better to content and advice focused on long-term planning and security, while the latter might be more interested in insights on market trends and investment strategies.
Moreover, the JTBD framework can help organizations identify unmet needs and innovation opportunities. By focusing on the job rather than the product, organizations can uncover new ways to help customers get their jobs done more effectively or efficiently. This can lead to the development of new products or services that better meet customer needs, further enhancing engagement and loyalty.
Several leading organizations have successfully applied the JTBD framework to enhance their customer engagement strategies. For instance, Clayton Christensen's work with McDonald's on improving their milkshake sales is a classic example. By understanding the job customers were hiring milkshakes to do (i.e., providing a filling, convenient breakfast that could be consumed on the go), McDonald's was able to make targeted improvements to their product and marketing strategies, resulting in increased sales.
Similarly, a report by Accenture highlights how banks are using JTBD to redesign their customer experiences. By focusing on the jobs that customers need to get done, such as "managing daily finances" or "planning for future financial security," banks are developing more personalized and relevant services. This approach has led to increased customer satisfaction and loyalty, as well as the identification of new service opportunities.
In the digital realm, organizations are leveraging JTBD to drive their Digital Transformation efforts. For example, Adobe's shift from selling boxed software to providing cloud-based services was driven by an understanding of the evolving jobs their customers needed to accomplish. This strategic pivot was not just about changing the delivery model but was deeply rooted in a commitment to better serving the jobs their customers were hiring Adobe products to do. As a result, Adobe has seen significant growth in customer engagement and subscription revenue.
In conclusion, the Jobs-to-Be-Done framework is a powerful tool for crafting more personalized customer engagement strategies. By focusing on the underlying jobs that customers are trying to accomplish, organizations can develop offerings and communications that are more closely aligned with customer needs. This leads to enhanced satisfaction, loyalty, and ultimately, business success. Implementing a JTBD approach requires a deep commitment to understanding customers at a granular level, but the rewards in terms of customer engagement and innovation are well worth the effort.
Here are best practices relevant to Jobs-to-Be-Done from the Flevy Marketplace. View all our Jobs-to-Be-Done materials here.
Explore all of our best practices in: Jobs-to-Be-Done
For a practical understanding of Jobs-to-Be-Done, take a look at these case studies.
Jobs-to-Be-Done Framework for E-commerce Personalization
Scenario: The organization is a mid-sized e-commerce player specializing in personalized consumer goods.
Consumer Insights Revamp for Luxury Fashion Brand in Competitive Market
Scenario: The organization in focus operates within the high-end luxury fashion sector, facing the challenge of aligning its product development and marketing strategies with the evolving Jobs-to-Be-Done of its affluent customer base.
Education Infrastructure Enhancement for Digital Transformation
Scenario: The organization is a leading provider of education infrastructure solutions in North America, looking to redefine its value proposition in light of the Jobs-to-Be-Done framework.
Jobs-to-Be-Done Framework Implementation for a Global Tech Firm
Scenario: A global tech firm, struggling with product innovation and customer satisfaction, seeks to adopt the Jobs-to-Be-Done (JTBD) framework to better understand its customers' needs and improve its product development process.
Emerging Esports Audience Engagement Enhancement
Scenario: The company is an emerging esports platform looking to improve its audience engagement and retention.
Jobs-to-Be-Done Framework Adoption for Media Conglomerate in Digital Space
Scenario: A multinational media firm is grappling with the challenge of adapting its content offerings to better align with evolving consumer needs in the digital landscape.
Explore all Flevy Management Case Studies
Here are our additional questions you may be interested in.
This Q&A article was reviewed by David Tang. David is the CEO and Founder of Flevy. Prior to Flevy, David worked as a management consultant for 8 years, where he served clients in North America, EMEA, and APAC. He graduated from Cornell with a BS in Electrical Engineering and MEng in Management.
To cite this article, please use:
Source: "What is the role of Jobs-to-Be-Done in crafting more personalized customer engagement strategies?," Flevy Management Insights, David Tang, 2025
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