Customer JTBD Frameworks and Methods

5.0 (5)

·

2 Weeks

·

Cohort-based Course

By the end of this course, you’ll shift from a product-focused mindset to a customer progress and outcomes-oriented mindset.

Course overview

How to utilize Top 3 Jobs-to-be-done (JTBD) Frameworks

By the end of this course, you will experience a complete transformation in how you approach customer behavior, decision-making, and product/service development.


You'll learn the strengths and weaknesses of the three core customer jobs-to-be-done frameworks in the marketplace:

- Ulwick's Outcome-Driven Innovation Framework;

- Kalbach's JTBD Canvas 2.0; and

- Boehme's Wheel of Progress® framework.


How they stand up (and compare) when tackling different goals and objectives, use cases, related to product innovation, job mapping, experience design, and customer progress design.


You'll get practical, hands-on use of each framework through a collection of ChatGPT prompt engineering exercises built around select B2C and B2B case studies.



Here’s how:


Shift from Product-Centric to Progress-Centric Thinking


- Move beyond focusing on product features and demographics.


- Understand that customers hire products to make progress in their lives.


- Learn to design products and services that meet specific customer jobs and outcomes.


Master Practical JTBD Frameworks


- Learn three key frameworks: Ulwick’s Outcome-Driven Innovation (ODI), Kalbach’s JTBD Canvas, and Boehme’s Wheel of Progress®.


- Confidently apply the right framework for product innovation, journey mapping, and behavioral analysis.


- Gain tools to map customer journeys, uncover unmet needs, and prioritize opportunities.


Improve Decision-Making with Deeper Customer Insights


- Understand the Forces of Progress that drive customer decisions (habits, pushes, desires, avoidances, pulls, anxieties).


- Learn to address barriers to adoption and motivate customers to choose your solution.


- Make better strategic decisions by grounding them in behavioral and emotional insights.


Identify and Prioritize High-Impact Opportunities


- Use Kalbach's JTBD Canvas 2.0 to map out the end-to-end experience.


- Use Ulwick’s ODI framework to quantify customer needs and calculate Opportunity Scores.


- Learn how to prioritize features and innovations based on customer outcomes, focusing on what delivers the most value.


Gain Expertise in Emotional and Behavioral Drivers


- Understand the emotional and social dimensions that influence purchasing decisions.


- Identify key moments of struggle and progress using the Wheel of Progress®.


- Design solutions that resonate not just functionally, but emotionally and behaviorally.


Select and Apply the Right JTBD Framework with Confidence


- Get clarity on when and how to use each framework based on your goals and team needs.


- Confidently lead cross-functional teams through the JTBD process, aligning efforts around customer progress.


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By the end, you’ll have a strategic toolkit to create products and services that genuinely help customers make progress, while improving your ability to innovate, map customer journeys, and prioritize the right opportunities for growth.

Who is this course for

01

Product Managers and Innovators looking to uncover and prioritize unmet customer needs to drive product innovation and market success.

02

Customer Experience (CX) and UX Designers who want to map customer journeys more effectively to address why people 'hired' the product.

03

Marketers and Behavioral Analysts who need to create messaging that resonates with customer progress, motivations, and emotional drivers.

04

Business Strategists aiming to apply JTBD insights to gain a competitive advantage and align teams around clear customer goals and needs.

05

Entrepreneurs interested in developing products or services that meet real customer jobs, avoiding the pitfalls of feature-focused methods.

What you’ll get out of this course

An Introduction to Job Theory

What is Job Theory? It's origins. Core concepts related to identifying the struggling moment, situational context, customer progress (not products), job types, and outcomes.

An overview of the three core JTBD frameworks

An overview of the three core frameworks for customer jobs-to-be-done research: Ulwicks Outcome-Driven Innovation, Kalbachh's JTBD Canvas 2.0, and Boehme's Wheel of Progress® (informed by the work of Bob Moesta).

The five types of innovation and which framework should you leverage

An overview of the five types of innovation (product or service, operational, new market, disruptive, and transformational). Which JTBD framework is best to utilize in each case.

A deep dive into Ulwick's Outcome-Driven Innovation framework (ChatGPT-driven)

A deep dive into the Outcome-Driven Innovation framework leveraging ChatGPT prompt engineering to demonstrate it's strength's and weaknesses centered around a specific case study.

A deep dive into Kalbach's JTBD Canvas 2.0 framework (ChatGPT-driven)

A deep dive into the JTBD Canvas 2.0 framework leveraging ChatGPT prompt engineering to demonstrate it's strength's and weaknesses centered around a specific case study.

A deep dive into Boehme's Wheel of Progress® framework (ChatGPT-driven)

A deep dive into the Wheel of Progress® framework leveraging ChatGPT prompt engineering to demonstrate it's strength's and weaknesses centered around a specific case study.

Selecting the right Customer JTBD Framework for your Use Case

Determining which JTBD Framework is best for your use case based upon your problem space and key outcomes. Matching your goals to the 'best fit' framework and its associated strengths/weaknesses.

What’s included

JOHN GUSIFF

Live sessions

Learn directly from JOHN GUSIFF in a real-time, interactive format.

Lifetime access

Go back to course content and recordings whenever you need to.

Community of peers

Stay accountable and share insights with like-minded professionals.

Certificate of completion

Share your new skills with your employer or on LinkedIn.

Maven Guarantee

This course is backed by the Maven Guarantee. Students are eligible for a full refund up until the halfway point of the course.

Course syllabus

4 live sessions • 37 lessons • 6 projects

Week 1

Sep 16—Sep 21

    Sep

    16

    Session 1: Introduction to Job Theory and JTBD Frameworks

    Tue 9/167:00 PM—9:00 PM (UTC)

    Overview of Jobs to Be Done Theory

    9 items

    Overview of the Three Core Frameworks

    4 items

    Sep

    19

    Session 2: A Deep Dive into each Customer JTBD Framework (includes ChatGPT exercises)

    Fri 9/197:00 PM—9:00 PM (UTC)

    Ulwick's Outcome-Driven Innovation (ODI)

    7 items

    Kalbach's JTBD Canvas 2.0

    7 items

    Boehme's Wheel of Progress® Framework (informed by Bob Moesta)

    8 items

Week 2

Sep 22—Sep 27

    Sep

    22

    Session 3: Selecting the Right Framework for your Use Case

    Mon 9/227:00 PM—9:00 PM (UTC)

    Recapping Key Strengths/Weaknesses of Each Framework

    1 item

    Establishing your JTBD Goals

    2 items

    Use Case Alignment with JTBD Framework

    2 items

    Sep

    25

    Session 4: Group Shareouts of JTBD Use Case with Cohort

    Thu 9/257:00 PM—8:30 PM (UTC)

    Shareouts and Group Discussion

    1 item

    Evaluating Resources and Constraints

    1 item

    Opportunities to Learn More

    1 item

5.0 (5 ratings)

What students are saying

What people are saying

        John is a great course instructor. Not only are his presentations high quality, he also gives illustrative B2C & B2B examples from his rich consulting experience.
Pete Savigny

Pete Savigny

Senior UX Researcher
        As a CX practioner, I was seeking deeper knowledge of the Jobs to be Done methodology to better understand customer needs. This training delivered - providing a comprehensive overview of JTBD frameworks and methods, plus invaluable hands-on practice (leveraging ChatGPT).
Michael Mattson

Michael Mattson

Experience Management, Travelers
        The extensive material John provides about the JTBD framework, and how easy he makes it look, clearly show his experience. The addition of ChatGPT to test different scenarios offers an interesting approach to how GenAI can help inform human-centered design.
Jose Diaz

Jose Diaz

UX Lead Designer, Ludicrum
        Terrific course for Product Marketers looking to conduct deeper customer research. John teaches how to get the crowd knowledge quickly using ChatGPT and then dive into different synthetic personas.
Josh Porter

Josh Porter

Product Marketing Director
        John's course cover both the principles and methods along with practical exercises to quickly apply what you've learned. More interactive, rather than just a lecture. Much better for being able to use JTBD in my work world.
Carla Fleming

Carla Fleming

B2B Product Marketing, Pivoting Strategies LLC
        The Forces and Desires Model of itself is like 'gold'. It helped us build a better understanding of homeowner motivations and switching behavior related to moving in, repairing, upgrading, maintaining or improving their homes.
Kyle Sandburg

Kyle Sandburg

Former VP Strategy, Porch.com
        I would call this more of a workshop vs. course because you get a lot of practical hands on time to test the theoretical knowledge (well-presented)—all with a ton of support by John, who has decades of real-world experience and is a great instructor. Highly recommend!
Sharon Rylander

Sharon Rylander

UX Resarch and Strategy, for Startups

Meet your instructor

JOHN GUSIFF

JOHN GUSIFF

John Gusiff is the Managing Partner for Customer Centric Solutions LLC. He founded the company in 2002 after spending 15 years helping leading brands across B2C, B2B, and B2B2C industries, design and implement customer acquisition, engagement, service, and retention strategies.


He is passionate about improving the lives of customers via human-centered design and design thinking methods. He leverages customer jobs-to-be-done (jtbd) insights research along with applied behavioral science when consulting with his clients.


He has worked directly with executives in marketing, sales, product development, customer service and support functions to help them rethink how they better service their customers and implement the processes, organization, and technology to support it.


Clients have included: American Honda, Canada Goose, Citibank, Ecobee, G Adventures, Gympass, Humana, Porch, lululemon, Royal Ambulance, Shaklee, and TransAlta.

A pattern of wavy dots

Join an upcoming cohort

Customer JTBD Frameworks and Methods

Cohort 4

$525

Dates

Sep 16—27, 2025

Payment Deadline

Sep 19, 2025
Get reimbursed

Course schedule

2 Sessions per Week; 4 Hours per Week

  • June 3rd to 12th

    11 am to 1 pm PST

    Four Live Cohort Sessions; all sessions recorded.

  • Case Study Based

    Taught using both B2C and B2B Case Studies using tailored ChatGPT Prompts for each case study.


    Final project to apply learnings around a Use Case of your choice. Opportunity to mix and match different Customer JTBD Frameworks to fit your needs.

Learning is better with cohorts

Learning is better with cohorts

Active hands-on learning

This course builds on live workshops and hands-on projects

Interactive and project-based

You’ll be interacting with other learners through breakout rooms and project teams

Learn with a cohort of peers

Join a community of like-minded people who want to learn and grow alongside you

Frequently Asked Questions

A pattern of wavy dots

Join an upcoming cohort

Customer JTBD Frameworks and Methods

Cohort 4

$525

Dates

Sep 16—27, 2025

Payment Deadline

Sep 19, 2025
Get reimbursed

$525

5.0 (5)

·

2 Weeks