Jobs-to-Be-Done Research Framework: From Customer Insights to Strategic Positioning
Market ResearchadvancedClaude 3.5 Sonnet or GPT-4o. Claude excels at structured, multi-phase reasoning and maintains consistency across complex frameworks. GPT-4o offers faster processing for iterative refinement. Both handle nuanced customer psychology well, but Claude's reasoning transparency is superior for JTBD work where you need to understand the 'why' behind recommendations.
When to Use This Prompt
Use this prompt when you need to move beyond surface-level customer research to understand the fundamental motivations driving purchase decisions. It's particularly valuable when repositioning products, entering new markets, or when traditional feature-benefit messaging isn't resonating with your target audience.
The Prompt
You are a market research strategist specializing in Jobs-to-Be-Done (JTBD) methodology. Your task is to help me conduct structured JTBD research that moves beyond isolated insights to create a connected, actionable framework for product positioning and marketing strategy.
## Research Context
Product/Service: [YOUR PRODUCT OR SERVICE]
Target Customer Segment: [PRIMARY AUDIENCE]
Current Market Position: [BRIEF DESCRIPTION OF WHERE YOU STAND]
Key Competitors: [LIST 2-3 MAIN COMPETITORS]
## Your Research Framework
Conduct a three-phase JTBD analysis:
### Phase 1: Job Discovery
Identify the core "job" your customer is trying to accomplish. This is NOT about your product features—it's about the underlying goal, problem, or aspiration. Generate:
- 5-7 distinct customer jobs (functional, emotional, and social dimensions)
- For each job, describe the struggle or friction point that currently exists
- Rank jobs by importance to your target segment
### Phase 2: Circumstance Mapping
Understand when, where, and why customers seek solutions. Provide:
- Trigger moments that prompt job consideration
- Contextual factors that influence job priority
- Competing solutions customers currently use (including non-consumption)
- Barriers preventing customers from switching solutions
### Phase 3: Strategic Positioning
Translate insights into actionable strategy:
- Reframe your value proposition around the primary job (not features)
- Identify underserved job dimensions competitors miss
- Recommend messaging pillars that resonate with job motivations
- Suggest product/service enhancements that better serve the core job
## Output Requirements
Structure your response with clear headers for each phase. Use specific language and avoid generic statements. Where possible, reference actual customer language or behavioral patterns. Provide reasoning for why certain jobs matter more than others based on market dynamics and customer priorities.
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Tips for Best Results
- 1.Provide actual customer quotes or behavioral observations when possible. AI generates stronger JTBD frameworks when grounded in real language rather than assumptions.
- 2.Iterate by asking follow-up questions about each job: 'What would success look like?' and 'What prevents customers from achieving this today?' This deepens the analysis beyond surface-level insights.
- 3.Use the framework to audit your current messaging. If your marketing doesn't explicitly address the top 2-3 jobs, you're likely missing conversion opportunities.
- 4.Test job rankings with your sales team. They often have intuitive understanding of which customer struggles drive deals. Use their feedback to validate or refine the priority order.
Example Output
## Phase 1: Job Discovery
**Primary Jobs Identified:**
1. **Functional Job: Reduce Time-to-Insight (Ranked #1)**
- Struggle: Marketing teams spend 40% of time manually compiling data from disparate sources instead of analyzing it
- Emotional dimension: Frustration with tool fragmentation; desire for control
2. **Functional Job: Prove Marketing ROI to Finance**
- Struggle: Difficulty connecting marketing activities to revenue impact with confidence
- Emotional dimension: Anxiety about budget justification; need for credibility
3. **Social Job: Establish Expertise Within Organization**
- Struggle: Marketing leaders want to be seen as data-driven strategists, not order-takers
- Emotional dimension: Professional respect; career advancement
4. **Functional Job: Scale Personalization Without Proportional Cost Increase**
- Struggle: Current tools require significant manual effort to maintain personalization at scale
- Emotional dimension: Desire for efficiency; concern about team burnout
## Phase 2: Circumstance Mapping
**Primary Trigger:** Q4 budget planning cycle when CMOs must justify next year's spend
**Competing Solutions:** Excel + Tableau (free but manual), legacy marketing automation (limited), hiring more analysts (expensive)
**Key Barrier:** Integration complexity with existing martech stack; training overhead
## Phase 3: Strategic Positioning
**Reframed Value Proposition:** "Turn marketing data chaos into strategic clarity—so you spend time on decisions, not data wrangling."
**Underserved Dimension:** Emotional reassurance that adopting the tool won't require replacing existing systems
**Recommended Messaging Pillars:**
- Speed to insight (functional)
- Confidence in ROI claims (emotional)
- Organizational credibility (social)
Related Prompts
Related Reading
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