Jobs-to-be-Done Discovery
Jobs-to-be-Done Discovery helps the founder or programme team complete a focused intervention on customer jobs, triggers, desired outcomes and current workarounds. Within Customer Discovery, Validation & Evidence, it turns a broad or uncertain area of the venture into a concrete Bertie work product that can be reviewed, improved and reused. The task is intentionally discrete: it should produce a specific artefact, decision, evidence item or risk signal rather than general learning notes.
Complete a focused intervention that advances Jobs-to-be-Done Discovery. The objective is to remove ambiguity around customer jobs, triggers, desired outcomes and current workarounds, give the founder a decision-ready output, and make it clear whether the venture should progress, repeat the task with stronger evidence, escalate to expert support, or move into a linked stage.
Bertie or a programme manager assigns Jobs-to-be-Done Discovery when the venture needs a decision-ready output for this group. Typical triggers include group-gate reviews, evidence gaps identified by the co-pilot or founder request.
problem hypothesis; target customer assumptions; existing interviews or evidence; current alternatives; evidence log; specific context for customer jobs, triggers, desired outcomes and current workarounds.
Establish the exact boundary and strategic intent of this Jobs-to-be-Done intervention within the broader customer discovery framework. Identify the specific target customer segment and the functional, emotional, or social jobs requiring immediate investigation.
ObjectiveClarifying the purpose aligns the venture team on the precise boundaries and strategic focus of the discovery effort. It ensures subsequent research efforts remain targeted on actionable customer realities rather than generic user interviews.
What's expectedThe founder must produce a written discovery scope document detailing the target customer profile, candidate job hypothesis, and explicit boundaries. This artefact must clearly state which customer behaviours and market segments are included and excluded from this cycle.
Open action arrow_forwardConsultant stress-test · 5 questions- 1.What evidence forced you to focus on this specific customer job rather than adjacent pain points?
- 2.Why did you choose this target customer segment for JTBD analysis at this precise stage of venture maturity?
- 3.How do you ensure this scope isolates underlying functional jobs rather than superficial product feature requests?
- 4.What specific strategic decision will this discovery work enable once completed?
- 5.How does this discovery scope align with your current assumptions regarding market size and urgency?
- A data-room asset titled Jobs-to-be-Done Discovery
- A clear task output, updated venture DNA and recommended next action
- It should update the venture DNA with specific evidence or decisions about customer jobs, triggers, desired outcomes and current workarounds, create a visible milestone in the founder journey, and generate one or more recommended next tasks
Bertie co-pilot turns interview notes and customer signals into tagged evidence, detects confirmation bias, scores evidence quality, and recommends validation or MVP tasks. For this task, it should focus on customer jobs, triggers, desired outcomes and current workarounds, prompt the founder for missing inputs, draft or improve the output, flag weak assumptions, and record the result back into the relevant data-room section.
A mentor or evaluator can review the output at the group gate. Programme managers can require an advisor checkpoint before Bertie moves the venture forward.