Key Takeaways
1. Jobs to be Done (JTBD) theory focuses on customer progress, not product attributes
"Customers don't want your product or what it does; they want help making themselves better."
Progress over features. JTBD theory shifts the focus from product attributes to customer progress. Instead of asking "What features should we add?", innovators should ask "How can we help customers make progress in their lives?" This perspective helps create products that truly resonate with customers' desires for self-improvement.
Emotional motivation. Understanding the emotional drivers behind customer progress is crucial. For example, Charles Revson of Revlon famously said, "In the factory, we make cosmetics. In the drugstore, we sell hope." This illustrates how products are merely vehicles for delivering emotional progress to customers.
Avoid feature obsession. Many companies fall into the trap of continually adding features without considering whether they truly help customers progress. By focusing on JTBD, innovators can create more impactful products that customers actually want and will pay for.
2. Customers hire products to transform their life-situations
"A Job to be Done is the process a consumer goes through whenever she aims to transform her existing life-situation into a preferred one, but cannot because there are constraints that stop her."
Transformation focus. JTBD theory views customers as seeking transformation rather than simply buying products. They "hire" products to help them overcome constraints and achieve a desired life-situation.
Identifying JTBD. To uncover a customer's JTBD, ask:
- What struggle are they facing?
- How do they envision their life improving?
- What solutions have they already tried?
- What anxieties or habits are holding them back?
Example: Parents buying Honest Company products aren't just purchasing diapers or cleaning supplies. They're hiring these products to transform their situation from stressed and uncertain about their children's safety to confident and enjoying parenthood.
3. Competition is defined by customers' desire for progress, not product categories
"Competition is defined in the minds of customers, and they use progress as their criterion."
Redefining competition. JTBD theory expands the view of competition beyond traditional product categories. Products that seem unrelated can compete for the same job if they help customers make similar progress.
Examples of unexpected competition:
- Conferences vs. online expert calls (Clarity)
- Theater vs. video games (Form Theatricals)
- Grocery delivery vs. meal planning services (YourGrocer)
Implications for innovation. By understanding how customers define competition, innovators can:
- Identify unexpected threats and opportunities
- Create more compelling value propositions
- Develop products that truly stand out in customers' minds
4. Push and pull forces generate demand, while anxiety and inertia reduce it
"The forces of progress are the emotional forces that generate and shape customers' demand for a product."
Four forces of progress:
- Push: Dissatisfaction with current situation
- Pull: Attraction to a better life
- Anxiety: Concerns about new solution
- Inertia: Habit and comfort with status quo
Balancing forces. Successful innovations must generate enough push and pull to overcome anxiety and inertia. Understanding these forces helps innovators:
- Create more compelling marketing messages
- Identify and address customer hesitations
- Design products that reduce switching friction
Example: Clarity succeeded by addressing the push (entrepreneur's motivation slump) and pull (advice from respected experts) while minimizing anxiety (clear pricing, call preparation guidance) and inertia (on-demand availability).
5. Innovation success comes from understanding the system of progress
"Innovation success comes from studying those interdependencies and understanding how they work together to help customers realize progress."
Systems thinking. JTBD theory views customer progress as part of a larger system involving customers, producers, products, and market forces. Understanding this system is crucial for sustainable innovation.
Key system components:
- Customer's desire for progress
- Search and selection of solutions
- Use of chosen solution
- Realization of progress (or lack thereof)
Continuous cycle. As customers make progress, new aspirations and struggles emerge, creating opportunities for further innovation. Successful companies create product ecosystems that support customers through multiple cycles of progress.
6. Customers can't articulate their future needs; innovators must envision progress
"It isn't the consumer's job to know what they want."
Limitations of customer input. Customers are experts in their current struggles but often can't envision radically new solutions. Innovators must go beyond simply asking customers what they want.
Innovator's role:
- Understand customers' current struggles and desired progress
- Envision new ways to help customers make that progress
- Create solutions customers may not have imagined
Examples:
- Henry Ford: "If I had asked people what they wanted, they would have said faster horses."
- Steve Jobs: Created products like the iPhone that customers didn't know they needed
7. Deliver ongoing customer progress through complementary product systems
"Think of your business as delivering a combination of products that work together to forward the system of progress."
Beyond single products. Successful companies create ecosystems of complementary products that support customers through multiple stages of progress.
Examples:
- Apple: iPhone + App Store + Services
- Honest Company: Various household and childcare products
- Ash Maurya's Lean Stack: Lean Canvas + Validation Plan + Experiment Report
Benefits:
- Increased customer retention
- Higher lifetime value
- Reduced vulnerability to competition
8. Describe JTBD as the transformation from current to desired life-situation
"Free me from the stress I deal with when figuring out what products won't harm my children, so I can have more time to enjoy being a parent."
Two-part structure:
- Current struggle or constraint
- Desired outcome or progress
Effective JTBD descriptions:
- Focus on transformation, not product features
- Highlight emotional and functional progress
- Apply to multiple potential solutions
Testing JTBD descriptions:
- Does it describe the solution(s) it replaced?
- Does it avoid mentioning specific products or technologies?
- Can it apply to future, yet-to-be-invented solutions?
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FAQ
1. What is "When Coffee & Kale Compete" by Alan Klement about?
- Focus on Customer Jobs Theory: The book introduces and explains the "Jobs to be Done" (JTBD) theory, which centers on understanding why customers buy and use products—not for the product itself, but for the progress it enables in their lives.
- Innovation and Product Development: It provides a framework for innovators, entrepreneurs, and product managers to create products that people will actually buy by focusing on customer motivation and self-betterment.
- Case Studies and Practical Application: The book is filled with real-world case studies and actionable advice, showing how JTBD can be applied to various industries and product types.
- Challenging Conventional Wisdom: Klement critiques traditional approaches like demographic segmentation and feature-driven development, advocating for a shift toward understanding the deeper reasons behind customer choices.
2. Why should I read "When Coffee & Kale Compete" by Alan Klement?
- Become a Better Innovator: The book equips readers with principles to create and sell products that customers truly want, making innovation more predictable and profitable.
- Move Beyond Surface-Level Data: It helps readers distinguish between useful and misleading data, focusing on what actually drives customer decisions.
- Avoid Common Pitfalls: By understanding JTBD, readers can avoid costly mistakes like overengineering products, misidentifying competition, and relying on vanity metrics.
- Real-World Success Stories: The book’s case studies demonstrate how JTBD thinking leads to tangible business results, making the theory practical and relatable.
3. What are the key takeaways from "When Coffee & Kale Compete"?
- Customers Seek Progress: People buy products to make progress in their lives, not for the product’s features or attributes.
- Competition Is Contextual: True competition is defined by the customer’s perspective and the progress they seek, not by product categories.
- Focus on Emotional Motivation: Understanding the emotional and aspirational drivers behind customer choices is crucial for innovation.
- Systems Thinking Matters: Products, customers, and producers are all part of a larger system of progress, and innovation should optimize how these parts work together.
4. How does Alan Klement define a "Job to be Done" (JTBD) in this book?
- Transformation Process: A JTBD is the process a consumer goes through to transform their existing life-situation into a preferred one, but cannot due to constraints.
- Not a Task or Activity: JTBD is not about specific tasks or product usage; it’s about the desired change or progress in the customer’s life.
- Emotional and Aspirational: The focus is on the emotional motivation and aspiration for self-betterment, rather than functional or social goals alone.
- Unique to Each Customer: Every JTBD is a unique combination of desires and circumstances, making it essential to understand the specific context.
5. What are the main principles of Customer Jobs Theory according to "When Coffee & Kale Compete"?
- Customers Want Progress: People don’t want products; they want to become better versions of themselves.
- People Have Jobs, Not Products: Only people have JTBD; products are merely solutions to help them achieve progress.
- Competition Is in the Mind: Customers define competition based on what helps them make progress, not on product similarities.
- Value Is Contextual: The value of a product is determined by the progress it enables in a specific context, not by its inherent features.
- Systems Approach: Producers, consumers, and products should be viewed as parts of a system that evolves together.
6. How does "When Coffee & Kale Compete" suggest identifying what customers really want?
- Study Struggling Moments: Look for moments when customers are dissatisfied or struggling, as these signal opportunities for progress.
- Ask About Past Behavior: Focus on what customers have actually done to solve their problems, not just what they say they want.
- Compare and Contrast Solutions: Investigate what other solutions customers have tried and what they liked or disliked about them.
- Uncover Emotional Drivers: Dig deeper to understand the emotional motivations and aspirations behind customer choices.
7. What are the "Forces of Progress" in Customer Jobs Theory as described by Alan Klement?
- Push and Pull: Push refers to the dissatisfaction with the current situation, while pull is the attraction to a better life or solution.
- Inertia and Anxiety: Inertia represents habits and resistance to change, while anxiety is the fear or uncertainty about adopting a new solution.
- Demand Generation and Reduction: These forces work together to either generate demand for a new product or reduce it, shaping customer decisions.
- Address All Four Forces: Successful innovation requires understanding and addressing all four forces, not just the desire for change.
8. How does "When Coffee & Kale Compete" redefine competition and market analysis?
- Customer-Defined Competition: Competition is determined by what customers consider as alternatives for making progress, not by industry categories.
- Look for Evidence of Switching: True competitors are those products or behaviors that customers switch from when adopting your solution.
- Avoid Product-Centric Thinking: Don’t assume products that look or function similarly are competitors; focus on the customer’s context and JTBD.
- Continuous Feedback: Regularly update your understanding of competition by talking to customers and observing their choices.
9. What practical steps does Alan Klement recommend for applying JTBD in product development?
- Conduct JTBD Interviews: Talk to customers about their struggles, aspirations, and the solutions they’ve tried.
- Frame Design Challenges as JTBD: Present problems to your team in terms of customer progress, not just features or tasks.
- Test for Real Struggle: Ensure there is genuine energy and motivation behind a customer’s desire for change before building solutions.
- Build Complementary Products: Instead of overengineering, create a system of products that work together to deliver ongoing progress.
10. How does "When Coffee & Kale Compete" address the role of systems thinking in innovation?
- Interdependencies Matter: Innovation should focus on how products, customers, and producers interact as a system, not just on individual parts.
- Optimize for the Whole: Improvements should enhance how the system delivers progress, rather than optimizing isolated features.
- Anticipate System Changes: Be aware that changes in one part of the system can have cascading effects elsewhere, affecting customer needs and product relevance.
- Continuous Evolution: The system of progress is ongoing, and successful businesses anticipate and respond to new customer aspirations as they arise.
11. What are the most common mistakes or myths about JTBD that "When Coffee & Kale Compete" warns against?
- Confusing Tasks with Jobs: Mistaking activities or product usage for the actual JTBD leads to shallow insights and missed opportunities.
- Over-Reliance on Demographics: Demographic data often misleads; focus on situational context and motivation instead.
- Chasing Visible Metrics: Relying solely on metrics like NPS or MAU can result in poor decisions if they don’t reflect true customer progress.
- Believing in "Impulse Purchases": Every purchase has underlying motivations and struggles; there are no truly random or impulsive buys.
12. What are the best quotes from "When Coffee & Kale Compete" and what do they mean?
- “Customers don’t want your product or what it does; they want help making themselves better.” – Emphasizes the core JTBD principle that people seek progress, not products.
- “Upgrade your user, not your product.” (Kathy Sierra) – Focus on enabling customer transformation rather than just adding features.
- “People have Jobs; things don’t.” – Reminds innovators that only people have aspirations and struggles; products are just tools.
- “Progress defines value; contrast reveals value.” – The value of a product is revealed by how much progress it enables compared to alternatives.
- “A Job to be Done is the process a consumer goes through whenever she aims to transform her existing life-situation into a preferred one, but cannot because there are constraints that stop her.” – The book’s formal definition of JTBD, highlighting the focus on transformation and overcoming constraints.
Review Summary
When Coffee and Kale Compete receives mixed reviews, with an overall rating of 4.03 out of 5. Readers appreciate the accessible explanation of the Jobs to be Done (JTBD) theory and its practical applications in product development. Many find the case studies helpful, though some criticize the lack of editorial work and repetitive content. The book is praised for its clear language and insights into customer behavior, but some readers note that it lacks depth in certain areas and could benefit from better structure. Despite criticisms, many consider it a valuable resource for understanding JTBD.
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