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@ggiiaa | gia@forgetthefunnel.com
How to operationalize customer value
to maximize product growth
claire suellentrop
coo & co-founder
Operationalizing Jobs to be Done
claire@forgetthefunnel.com | operationalizing jobs to be done
“Beyond testimonials on our website,
what else should we be doing to leverage
the JTBD interviews we run?"
claire@forgetthefunnel.com | operationalizing jobs to be done
This is us! (Claire & Gia)
Available in
paperback,
audio &
Kindle
geni.us/forgetthefunnel
**or low-fi PDF:
claire@forgetthefunnel.com
claire@forgetthefunnel.com | operationalizing jobs to be done
📊 Finhealth.io: analytics platform, helps credit unions assess their
members’ financial health and track/report on its progress over time
🪴Landscaping.io: All-in-one business mgmt for landscaping companies
🔈Listening.io: Turns academic papers into audiobooks
claire@forgetthefunnel.com | operationalizing jobs to be done
📊 Finhealth.io
● Big, hairy, internal team alignment stuff
● Scaling beyond founder-led sales
● KPIs that tie the team’s success to customers’ success
● Deep in the weeds of implementation now
claire@forgetthefunnel.com | operationalizing jobs to be done
🪴Landscaping.io
claire@forgetthefunnel.com | operationalizing jobs to be done
🔈Listening.io
+11%
Homepage
conversion rate increase
(key feature demo)
+30%
Homepage
conversion rate increase
(messaging strategy)
claire@forgetthefunnel.com | operationalizing jobs to be done
Leveraging JTBD internally
● Understand why people choose your product vs any other solution
● Make strategic decisions about which JTBD to prioritize day-to-day
● Make “value” for those customers quantified and unambiguous
● Tie team success to customers’ success
claire@forgetthefunnel.com | operationalizing jobs to be done
Understand why people
choose your product
📊 Finhealth.io
1. Measurers: When we don’t have enough data and I don't have a way
to measure it over time, give me an internally & externally easy way to
gather data, so I can demonstrate our legitimacy and impact.
claire@forgetthefunnel.com | operationalizing jobs to be done
Understand why people
choose your product
📊 Finhealth.io
2. Initiative Builders: When we have a financial health initiative
coming from the top and it’s going to be a ton of work for me, give me a
faster, simpler way to get financial health data…So I can build financial
health initiatives across the org.
claire@forgetthefunnel.com | operationalizing jobs to be done
Understand why people
choose your product
📊 Finhealth.io
3. Personalizers: When we’re already working on segmenting our
members by financial health and we’re trying to build more
personalized experiences, give me additional data to validate my
segmentation, so I can build the personalized member experiences
we’re trying to build.
claire@forgetthefunnel.com | operationalizing jobs to be done
Understand why people
choose your product
🪴Landscaping.io
1. “WHAT’S NOT WORKING?!”: When I have no sense of my
business’ profitability, give me a way to clearly see my “numbers”
(what’s coming in and out), so I can see my profitability > make
informed business decisions > feel confident I’m charging enough for
my services.
claire@forgetthefunnel.com | operationalizing jobs to be done
Understand why people
choose your product
🪴Landscaping.io
2. “My tools are clunky”: When estimating is taking me
forever…when I can figure out my profitability but it’s a huge pain and I
don’t even know whether it’s accurate…give me a faster, easier, and
more trustworthy way to check / work with my numbers…so I can make
smart decisions faster.
claire@forgetthefunnel.com | operationalizing jobs to be done
Understand why people
choose your product
🪴Landscaping.io
3. “Fix my back office”: When my back-office processes are manual
and messy (invoicing, scheduling, sending job orders) and I'm feeling
super chaotic / disorganized, give me a faster, more automatic way to
get my office work done, so I can go home early and be more organized.
claire@forgetthefunnel.com | operationalizing jobs to be done
Make strategic decisions about
which JTBD to prioritize
claire@forgetthefunnel.com | operationalizing jobs to be done
Make strategic decisions about
which JTBD to prioritize
📊 Finhealth.io
Measurers
Initiative builders
Personalizers
X X
X
X X X
X X
X X
?? ?? ??
claire@forgetthefunnel.com | operationalizing jobs to be done
Make strategic decisions about
which JTBD to prioritize
🪴Landscaping.io
WHAT’S NOT WORKING?!
My tools are clunky
Fix my back office
claire@forgetthefunnel.com | operationalizing jobs to be done
Make “value” for those customers
quantified and unambiguous
First Value 🥲
Struggle Evaluation Growth
KPI KPI KPI KPI
KPI KPI
Value Value Value Value
Value Value
Struggle
Interest
Value Realization
🤩
Continued Value
Value Growth
claire@forgetthefunnel.com | operationalizing jobs to be done
Make “value” for those customers
quantified and unambiguous
Demo call complete**
KPI KPI KPI KPI
KPI KPI
Value Value Value Value
Value Value
New website visit
Demo request
First Survey Set up +
First XX Responses Received
📊 Finhealth.io
claire@forgetthefunnel.com | operationalizing jobs to be done
Make “value” for those customers
quantified and unambiguous
Demo call complete**
KPI KPI KPI KPI
KPI KPI
Value Value Value Value
Value Value
New website visit
Demo request
SynkedUp account
customized to MY business!!
🪴Landscaping.io
claire@forgetthefunnel.com | operationalizing jobs to be done
● Remove friction between CTA <> customer reaching
“first value”
● Rework your messaging strategy to highlight features,
attributes that deliver value
● Rewrite marketing copy, sales assets using voice of the
customer (VoC)
Leveraging JTBD externally
claire@forgetthefunnel.com | operationalizing jobs to be done
Remove friction between CTA
<> reaching “first value”
🪴Landscaping.io
claire@forgetthefunnel.com | operationalizing jobs to be done
Remove friction between CTA
<> reaching “first value”
📊 Finhealth.io
claire@forgetthefunnel.com | operationalizing jobs to be done
Messaging strategy to highlight
features that deliver value
🔈Listening.io
claire@forgetthefunnel.com | operationalizing jobs to be done
Rewrite copy using
voice of the customer (VoC)
🔈Listening.io

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BoSEU24 | Claire Suellentrop | How to Operationalise JTBD

  • 1. @ggiiaa | gia@forgetthefunnel.com How to operationalize customer value to maximize product growth claire suellentrop coo & co-founder Operationalizing Jobs to be Done
  • 2. claire@forgetthefunnel.com | operationalizing jobs to be done “Beyond testimonials on our website, what else should we be doing to leverage the JTBD interviews we run?"
  • 3. claire@forgetthefunnel.com | operationalizing jobs to be done This is us! (Claire & Gia) Available in paperback, audio & Kindle geni.us/forgetthefunnel **or low-fi PDF: claire@forgetthefunnel.com
  • 4. claire@forgetthefunnel.com | operationalizing jobs to be done 📊 Finhealth.io: analytics platform, helps credit unions assess their members’ financial health and track/report on its progress over time 🪴Landscaping.io: All-in-one business mgmt for landscaping companies 🔈Listening.io: Turns academic papers into audiobooks
  • 5. claire@forgetthefunnel.com | operationalizing jobs to be done 📊 Finhealth.io ● Big, hairy, internal team alignment stuff ● Scaling beyond founder-led sales ● KPIs that tie the team’s success to customers’ success ● Deep in the weeds of implementation now
  • 6. claire@forgetthefunnel.com | operationalizing jobs to be done 🪴Landscaping.io
  • 7. claire@forgetthefunnel.com | operationalizing jobs to be done 🔈Listening.io +11% Homepage conversion rate increase (key feature demo) +30% Homepage conversion rate increase (messaging strategy)
  • 8. claire@forgetthefunnel.com | operationalizing jobs to be done Leveraging JTBD internally ● Understand why people choose your product vs any other solution ● Make strategic decisions about which JTBD to prioritize day-to-day ● Make “value” for those customers quantified and unambiguous ● Tie team success to customers’ success
  • 9. claire@forgetthefunnel.com | operationalizing jobs to be done Understand why people choose your product 📊 Finhealth.io 1. Measurers: When we don’t have enough data and I don't have a way to measure it over time, give me an internally & externally easy way to gather data, so I can demonstrate our legitimacy and impact.
  • 10. claire@forgetthefunnel.com | operationalizing jobs to be done Understand why people choose your product 📊 Finhealth.io 2. Initiative Builders: When we have a financial health initiative coming from the top and it’s going to be a ton of work for me, give me a faster, simpler way to get financial health data…So I can build financial health initiatives across the org.
  • 11. claire@forgetthefunnel.com | operationalizing jobs to be done Understand why people choose your product 📊 Finhealth.io 3. Personalizers: When we’re already working on segmenting our members by financial health and we’re trying to build more personalized experiences, give me additional data to validate my segmentation, so I can build the personalized member experiences we’re trying to build.
  • 12. claire@forgetthefunnel.com | operationalizing jobs to be done Understand why people choose your product 🪴Landscaping.io 1. “WHAT’S NOT WORKING?!”: When I have no sense of my business’ profitability, give me a way to clearly see my “numbers” (what’s coming in and out), so I can see my profitability > make informed business decisions > feel confident I’m charging enough for my services.
  • 13. claire@forgetthefunnel.com | operationalizing jobs to be done Understand why people choose your product 🪴Landscaping.io 2. “My tools are clunky”: When estimating is taking me forever…when I can figure out my profitability but it’s a huge pain and I don’t even know whether it’s accurate…give me a faster, easier, and more trustworthy way to check / work with my numbers…so I can make smart decisions faster.
  • 14. claire@forgetthefunnel.com | operationalizing jobs to be done Understand why people choose your product 🪴Landscaping.io 3. “Fix my back office”: When my back-office processes are manual and messy (invoicing, scheduling, sending job orders) and I'm feeling super chaotic / disorganized, give me a faster, more automatic way to get my office work done, so I can go home early and be more organized.
  • 15. claire@forgetthefunnel.com | operationalizing jobs to be done Make strategic decisions about which JTBD to prioritize
  • 16. claire@forgetthefunnel.com | operationalizing jobs to be done Make strategic decisions about which JTBD to prioritize 📊 Finhealth.io Measurers Initiative builders Personalizers X X X X X X X X X X ?? ?? ??
  • 17. claire@forgetthefunnel.com | operationalizing jobs to be done Make strategic decisions about which JTBD to prioritize 🪴Landscaping.io WHAT’S NOT WORKING?! My tools are clunky Fix my back office
  • 18. claire@forgetthefunnel.com | operationalizing jobs to be done Make “value” for those customers quantified and unambiguous First Value 🥲 Struggle Evaluation Growth KPI KPI KPI KPI KPI KPI Value Value Value Value Value Value Struggle Interest Value Realization 🤩 Continued Value Value Growth
  • 19. claire@forgetthefunnel.com | operationalizing jobs to be done Make “value” for those customers quantified and unambiguous Demo call complete** KPI KPI KPI KPI KPI KPI Value Value Value Value Value Value New website visit Demo request First Survey Set up + First XX Responses Received 📊 Finhealth.io
  • 20. claire@forgetthefunnel.com | operationalizing jobs to be done Make “value” for those customers quantified and unambiguous Demo call complete** KPI KPI KPI KPI KPI KPI Value Value Value Value Value Value New website visit Demo request SynkedUp account customized to MY business!! 🪴Landscaping.io
  • 21. claire@forgetthefunnel.com | operationalizing jobs to be done ● Remove friction between CTA <> customer reaching “first value” ● Rework your messaging strategy to highlight features, attributes that deliver value ● Rewrite marketing copy, sales assets using voice of the customer (VoC) Leveraging JTBD externally
  • 22. claire@forgetthefunnel.com | operationalizing jobs to be done Remove friction between CTA <> reaching “first value” 🪴Landscaping.io
  • 23. claire@forgetthefunnel.com | operationalizing jobs to be done Remove friction between CTA <> reaching “first value” 📊 Finhealth.io
  • 24. claire@forgetthefunnel.com | operationalizing jobs to be done Messaging strategy to highlight features that deliver value 🔈Listening.io
  • 25. claire@forgetthefunnel.com | operationalizing jobs to be done Rewrite copy using voice of the customer (VoC) 🔈Listening.io