Mastering JTBD – Understand your customers. Prove your impact.

A live online workshop for consultants, innovation managers and trainers – with Peter Rochel, creator of the JTBD Innovation Framework and the Progress Design Map.

Four weeks · eight live modules · Tue + Fri 09:00–11:30 · money-back guarantee after Module 1.

Next workshop

  • 08.09. – 02.10.2026 · final date in 2026
  • Live online · 8 modules · Tue + Fri · 09:00–11:30
  • From €2,100 (solo) · tiered pricing for teams · early-bird discounts of up to 15%

Modules  ·  Dates & prices  ·  FAQ  ·  Reserve your place →

You know JTBD from books and podcasts. You apply it for clients. But for your own work, the tools are missing.

Everyone knows we need to interview customers – but in the end, nobody has a tool for actually running an interview.

Until now, it always sounded perfectly sensible for clients – just not for me.

Of course, we have already thrown plenty of money out of the window on agencies and campaigns.

If that sounds familiar, you are in the same position as many experienced consultants, trainers and innovation managers. Mastering JTBD starts exactly here.

What Mastering JTBD is

Mastering JTBD is a live online workshop in which you learn to understand customer decisions systematically and turn that understanding into better product, marketing and sales decisions. AI is used deliberately as an assistant – within a clearly documented, legally sound process. Developed by Peter Rochel on the basis of more than 700 innovation and strategy projects since 2006.

What you achieve with it

  • You reduce the share of decisions that are essentially based on gut feeling
  • You gain clarity faster about which initiatives are worth pursuing – and which are not
  • You can give your management board, advisory board or investors better reasons why you are backing particular measures

Why learn it from Peter Rochel – and nowhere else

His own framework

Mastering JTBD is built on the JTBD Innovation Framework – developed by Peter Rochel. Other workshops teach JTBD second-hand. Here you learn the method from the person who built it.

His own tools

You work with tools you will not get in any other workshop:

  • The Wheel of Progress (co-created with Eckhart Böhme) – a visual structure for every customer interview
  • Progress Design Map – translates customer insights into product and marketing decisions
  • Progress Management Map – anchors customer progress in day-to-day operations

Practice & international compatibility

More than 700 innovation and strategy projects since 2006. In ongoing professional exchange with Bob Moesta, co-architect of international JTBD theory. The method connects globally – the tools were developed independently in the DACH region.

What happens if you carry on as before

  • You keep investing in campaigns and agencies that never hit the real problem language of your target groups
  • You keep working with JTBD concept knowledge from books and podcasts – but without a tool you can apply in your day-to-day work
  • You keep building marketing and sales on hypotheses instead of evidenced decision paths – and only notice when the next launch falls flat

Mastering JTBD starts exactly here.

What you can do after Mastering JTBD

After Mastering JTBD you can – together with your team:

  • Run real in-depth JTBD interviews in a structured way – from the opening through events and forces to analysing the results as a team
  • Ask customers not just about “needs”, but specifically about situations and triggers
  • Structure the answers so that clear patterns emerge instead of loose quotes
  • Use AI sensibly as an assistant – for research, analysis and pattern recognition, without putting data protection or compliance at risk
  • Prioritise product, marketing and sales decisions and give clear reasons for the next experiments
  • Document your process so that it can be audited and defended internally

For managing directors and boards, this means: decisions become easier to explain, easier to measure and rest on a documented customer view instead of whoever shouts loudest.

Four routes – one decision

If you want to make better decisions, you have several routes. This overview helps you decide whether option 4 is the right one for you.

Option 1: Carry on as before

Untidy pile of colourful documents – unsystematic customer work
  • Decisions remain heavily dependent on individuals
  • Results are hard to explain and difficult to repeat
  • “Let’s just give it a try” remains the default

Option 2: Traditional market research

Document and magnifying glass – traditional market research
  • Solid, but often expensive and slow
  • Valuable knowledge stays with the service provider
  • Not every method is set up with AI or the AI Act in mind

Option 3: Using AI tools on their own

Lightning symbol above unsorted dots – AI without a clear method
  • Fast and cheap
  • Impressive answers, but hard to assess
  • Legal questions and biases often remain unresolved

Option 4: Mastering JTBD (the workshop)

Structured JTBD process on a whiteboard
  • Real in-depth JTBD interviews with real people – you learn the craft in a live interview, not in a simulation
  • A clear process for gathering and analysing customer insights yourself
  • AI used deliberately as an assistant for research and analysis – not as a substitute for the conversation
  • You learn what matters legally and in terms of documentation
  • Decisions become traceable – for you, your team and your management

Five typical areas of application

What you can use Mastering JTBD for in practice – from customer research to making the case on risk.

1. Customer research

Customer research

Reach clear insights faster

  • You learn to run conversations and collect data in a way that makes real decision paths visible.
  • You build a process you can later repeat with your team.

2. Product development & innovation

Product development & innovation

Prioritise without endless debates

  • You see which problems really matter to your customers.
  • You can justify and prioritise feature and product decisions with more confidence.

3. Marketing & sales

Marketing & sales

Messages that land where it counts

  • You understand in which situations people are open to change.
  • You craft offers and messages that hit those situations.

4. Growth & revenue

Growth & revenue

Unlock potential where it pays off

  • You see in which situations marketing and sales effort is particularly worthwhile.
  • You can explain why certain customers or segments matter more than others.

5. Risk & resources

Risk & resources

Stronger arguments for your decisions

  • You have a traceable basis for conversations with your management board, advisory board or investors.
  • You can show what you have tried, what you have learnt – and what comes next.

What you are booking – at a glance

By joining Mastering JTBD you get:

Live online workshop, 8 modules in a small groupCore service
Interactive sessions with exercises, examples and direct feedbackincluded
Working templates, checklists and digital boardsincluded
Examples of good questions and analysis logicincluded
Prompt templates for your own AI assistantsincluded
Access to recordings (where provided)included
Confirmation of participation / certificate on completionincluded

Bonus included: “Rechtssicher-KI” self-service certificate course

Legally reviewed, audit-proof evidence in line with Article 4 of the EU AI Act. Regular price €119 per person – included for Mastering JTBD participants.

  • A 100% discount code for every participant on the OC learning platform
  • Start any time within 6 months, whenever it suits you
  • In 30–60 minutes you earn audit-proof evidence of your training in the legally sound use of AI in your business

The eight modules

Four weeks, eight live modules – Tuesdays and Fridays, 09:00–11:30. You work through the method on your own real question, not on a made-up example.

M1 – Foundations & a shared language

Customers never choose the best product – they choose the least-bad compromise in a specific situation. Under what conditions do they switch at all?

  • What a job is: functional, emotional, social – three dimensions shown on the same example
  • The system of progress elements: events, forces and limiting context as a shared language
  • First hands-on work on the Mural board: finding problems, not solutions
M2 – Finding focus & sharpening questions

Most of what you think you know about your customers is an assumption – how do you check what is actually real?

  • Who to talk to: existing customers, new customers, switchers or non-consumers? Selection based on your research goal
  • Separating the three roles in B2B: user, influencer, consumer
  • Thinking about competitors that do not play in your category
M3 – The JTBD interview: structure, set-up, dry run

How do you get people to tell their switching story so that you actually recognise events, forces and context – instead of collecting opinions?

  • Structured interview phases: opening, letting the story unfold, listening for the five phases of progress
  • Distinguishing the four forces: push, pull, habit, anxiety
  • Eight rules + team roles + a dry run on a real sample interview
M4 – A real live interview + joint debrief

Which hypotheses leap out at you from a real interview that you never saw in the script?

  • Team roles: lead + observers with clear tasks (events, problems, gains, context)
  • Instant debrief: what story emerged, which forces were visible, which hypotheses hold?
  • From first insight to experiment: how a real event becomes a testable marketing experiment
M5 – Sorting data without drowning in it

How do you turn ten interviews into robust patterns without drowning in the data?

  • Team clustering with timeboxing to beat analysis paralysis
  • Lifting jobs to a higher level of abstraction – not staying too specific
  • AI as a helper – but never skip the manual sorting, because empathy only comes from handling the data yourself
M6 – Building a basis for decisions

How do you turn your interview patterns into a basis for decisions your team can commit to?

  • Job prioritisation with two methods: One-to-Four-All (Liberating Structures) for team consensus, utility analysis for strategic assessment
  • Building The Wheel of Progress: one job, cross-category competitors, events and forces as one overall picture
  • What this implies for product, marketing and service
M7 – From insights to concrete action

How do you translate interviews into messages, experiments and a business model that sells?

  • Connecting the four framework levels: project, data/research, design, strategy
  • Progress Design Map and Progress Management Map: crafting and managing messages for each customer phase
  • Business Model Canvas as the strategy level + testing hypotheses with sales metrics
M8 – Transfer, scaling & open questions

Why do most JTBD initiatives fail not because of the method, but because of the day after?

  • Q&A on your own use case: how do you get insights past stakeholders, middle management and corporate inertia?
  • The 72-hour rule: what you do not start this week, you never will
  • The tool you use to convince your CFO – before every good method dies at the budget stage

Optional deep-dive module: M3+/M4+ – Synthetic interviews with AI personas

Bookable separately. For special cases where real interviewees are unavailable or out of reach: how to set up AI-based customer personas so that the results are useful despite every caveat. Documenting assumptions and limits instead of hiding them – and knowing exactly when this method holds up and when it does not. A low-threshold entry into JTBD research, not a substitute for real conversations.

You learn JTBD in real conversations. Synthetic AI interviews are available as an optional deep-dive module – not as the main route.

Next workshop – the final date in 2026

JTBD-MC 2609 · starts Tuesday, 08.09.2026 · final date in 2026.

Show all 8 module dates – Tue + Fri, 09:00–11:30 each, 08.09.–02.10.2026
ModuleDateTime
M1 – Foundations & a shared languageTue, 08.09.202609:00 – 11:30
M2 – Finding focus & sharpening questionsFri, 11.09.202609:00 – 11:30
M3 – The JTBD interview: structure + dry runTue, 15.09.202609:00 – 11:30
M4 – Real live interview + debriefFri, 18.09.202609:00 – 11:30
M5 – Sorting dataTue, 22.09.202609:00 – 11:30
M6 – Building a basis for decisionsFri, 25.09.202609:00 – 11:30
M7 – From insights to actionTue, 29.09.202609:00 – 11:30
M8 – Transfer & open questionsFri, 02.10.202609:00 – 11:30
Show prices & team tiers – from €2,100 (solo), tiered pricing for teams of 2 or more

Prices (plus 19% VAT):

Solo (individual)€2,100
Duet (2 people)€3,800
Trio (3 people)€5,400
Quartet (4 people)€6,800
Quintet (5 people)€8,000
Sextet (6 people)€9,000
Septet (7 people)€9,800
Octet (8 people)€10,400
Nonet (9 people)€10,800
10 or more people€1,100 / person
FreshUp (refresher rate for holders of a valid JTBD certificate)€1,000 / person
Show early-bird discounts – up to 15% for early booking + payment

Booking and payment received before:

TierDeadlineDiscount
3 months before the startby 08.06.202615%
2 months before the startby 08.07.202610%
1 month before the startby 08.08.20265%

The early-bird discount applies only to the standard solo price of €2,100 – not to already reduced team tiers.

Reserve your place

Ordering works by email. You will receive the invoice with all the details – receipt of payment secures your place and determines your early-bird discount.

If the workshop is not right for you

Money-back guarantee after Module 1

If after the first live module (Tue 08.09.2026, 09:00–11:30) you find the workshop is not right for your situation, write to us by the end of that day – and you get the full participation fee back. No debate, no justification required.

More than 15 years of experience have taught us: if you do not know after 2.5 hours whether this fits, Module 8 will not change that. Both sides deserve that clarity – you and me.

Who Mastering JTBD is not right for

Mastering JTBD is not the right format for you if:

  • you are encountering JTBD for the first time – for a first introduction, our sprint briefing is the better route
  • you need to make a specific quarterly decision and want help with it – the Customer Insights Sprint is the right format for that
  • you have no time to work continuously on your own question during the four weeks – Mastering JTBD is learning by doing, not a lecture course

The Decision Pack as a PDF – for your internal discussion.

If you have to defend this programme internally, you need something you can put in someone else’s hands.

The Decision Pack is built for exactly that. 21 pages, a clear diagnosis, a trade-off table against the obvious alternatives, three real before-and-after cases – and a dedicated champion kit page with ready-made answers for management, line managers and procurement.

Straight to your inbox as a PDF. No newsletter, no substance-free sales sequence – a short email series you can stop at any time.

Request the Decision Pack
21 pages, delivered instantly by email. Double opt-in in line with the GDPR – you confirm your sign-up in a separate email.

What participants say about Mastering JTBD

The principle behind JTBD, developed at Harvard University, completely shifted my perspective on market needs and customer loyalty. But no one there showed you how to actually apply it. Peter Rochel’s JTBD Innovation Framework changed the game in that respect.

Co-Founder – Co-founder, B2B cybersecurity provider

Right from the start it became clear to me how valuable the qualitative research – and especially The Wheel of Progress combined with the channel phase model – is for strategic business decisions. It has revolutionised our corporate communications, customer approach and sales strategy. A real game changer!

Nils Wloka – CPTO, Steadybit

The clear presentation of the JTBD methodology and the expertise in the interviews gave us valuable insights for optimising our product development and addressing customer needs more effectively.

Michael von Pidoll – TÜV Rheinland AG

Voices from previous cohorts

The structure helped me stop landing in opinions and start landing in clear decisions.

Product team, B2B SaaS

The clustering was hard work, but extremely valuable.

Marketing/Growth, e-commerce

Not jumping straight into implementation, but running more small experiments instead.

Engineering/Tech, industrial sector

Frequently asked questions

What sets Mastering JTBD apart from other JTBD workshops?

Mastering JTBD is the original German-language edition of the method – developed by Peter Rochel on the basis of his work on more than 700 innovation and strategy projects since 2006. Other workshops teach JTBD second-hand or replace the customer conversation with AI simulations. Here you learn JTBD in real conversations with real people – and you learn it from the creator of the framework and its tools: The Wheel of Progress (co-created with Eckhart Böhme), the Progress Design Map and the Progress Management Map. In ongoing professional exchange with Bob Moesta, co-architect of international JTBD theory.

Do I need prior experience with JTBD?

Mastering JTBD is aimed at people who already know JTBD from books, podcasts or their own practice – and now want to apply it independently in their own work. If you are encountering JTBD for the first time, our sprint briefing or the Customer Insights Sprint is the better starting point.

How much time do I need between the modules?

The live modules each last 2.5 hours (Tue + Fri, 09:00–11:30). Between the modules, plan for 1–2 hours applying the method to your own question. Mastering JTBD is learning by doing – you work through the method on your own project, not on a made-up example.

What happens if I cannot attend one of the modules?

All modules are recorded (where provided). You can catch up on anything you miss, but the live format gives you the direct opportunity to ask questions and practise. We recommend attending at least 6 of the 8 live modules.

How does the money-back guarantee work?

You attend Module 1 (Tue 08.09.2026, 09:00–11:30). If you write to us by 23:59 on the same day to say the workshop is not right for your situation, you get the full participation fee back. No debate, no justification required. The one condition: you attended Module 1 live.

Does the workshop use AI or real interviews?

Both – but not in equal measure. The standard is real in-depth JTBD interviews with real people. In Module 4 we run a live interview with a real interviewee and analyse it together – that is the core. We use AI deliberately as an assistant: for research, analysis, documentation and pattern recognition afterwards. Synthetic interviews with AI personas are available as an optional deep-dive module (bookable separately) – useful for special cases where real interviewees are out of reach. They do not replace the real conversation.

Modules  ·  Dates & prices  ·  FAQ  ·  Reserve your place →

Ready for the next step?

The final workshop of 2026. Starts: Tue 08.09.2026. Early-bird discount of 15% for booking + payment by 08.06.2026.

Customer centricity does not start with gut feeling – it starts with clear, traceable insights.