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Mastering JTBD: In-house training for your team

For us, this knowledge is the most valuable thing a business can have.

Rope jammed on a winch on deck

Suppose people in your team could uncover it themselves with every new idea – and it grew with every conversation.

Mastering JTBD is the first step towards embedding this capability in your company and turning it into a system. The whole framework, for your team: a mindset, a shared language and a method – from the interview and the analysis of why customers buy through to products and business models.

What others have done with this method.

Two microphones on a dark table, blank cards and a small blue box between them, a hand on the right.

5×

more sales – reported for Mantrafant by the German business magazine impulse (April 2023), after new marketing copy, a trial guarantee and partnerships with yoga studios. It all started with four interviews that showed why customers threw out a mat.

The case: Mantrafant →

A brand of its own

An IT services firm went on to build a cybersecurity unit with its own brand. ‘[…] I’ve probably hired eight people.’ – the COO on the growth, project 2021/22.

The case: IT services firm →

What story would you like to be telling a year from now?

Where are you right now?

01

Your team applies JTBD for clients. For its own work, it lacks the tool.

‘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.’

From 14 buying-reason interviews with our own customers and prospects, translated from German.

02

Your team should run customer interviews itself instead of farming every question out.

03

You have to justify decisions internally – with your customers’ view rather than the loudest opinion.

Who Mastering JTBD is not right for

If your team is encountering JTBD for the first time – for a first introduction, our sprint briefing is the better route.

If you need to make a specific quarterly decision and want help with it – the Customer Insights Sprint is the right format for that.

If your team has no time to work continuously on a real question of its own between the modules – Mastering JTBD is learning by doing, not a lecture course.

Explore the Customer Insights Sprint

Request the sprint briefing

What your team can do afterwards.

After the eight modules, your team can:

  1. run in-depth JTBD interviews – from the opening to analysing them together
  2. turn many conversations into robust patterns instead of loose quotes
  3. translate reasons to buy into product, marketing and sales decisions
  4. use AI as an assistant without replacing the real conversation

Plus templates, field-tested tools and a certificate.

What you are booking, in detail
  • Live online workshop, 8 modules for your team
  • Interactive sessions with exercises, examples and direct feedback
  • Working templates, checklists and digital boards
  • Examples of good questions and analysis logic
  • Prompt templates for your own AI assistants
  • Recordings of the modules (by arrangement)
  • Confirmation of participation / certificate on completion

How it works.

Eight modules, live online, on dates agreed with your team – worked through on a real question of your own.

  1. Modules 1–2

    Foundations and a shared language

  2. Modules 3–4

    Interview – a real interview, live, in Module 4

  3. Modules 5–6

    Analysis – conversations become patterns

  4. Modules 7–8

    Implementation – from insights to action

8 live modules · 1–2 hours of practice in between · dates by arrangement

All modules in detail
Compass on the deck of a sailing yacht

Modules 1–2 Foundations

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 you do in M1
  • 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?

What you do in M2
  • 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
  • Looking at competitors from outside your category
Two people talking at a table, one pointing at a sheet

Modules 3–4 Interview

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?

What you do in M3
  • 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?

What you do in M4
  • 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
A hand arranging sticky notes into groups on a glass wall

Modules 5–6 Analysis

M5

Sorting data without getting lost in it

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

What you do in M5
  • 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?

What you do in M6
  • Job prioritisation with two methods: 1-2-4-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
Planning board with cards in columns on a wall

Modules 7–8 Implementation

M7

From insights to concrete action

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

What you do in M7
  • 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?

What you do in M8
  • 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

What it feels like.

In Module 4, your team runs a real interview, live.

Another participant, 09/2025

‘I am about to run online marketing ads and put budget behind them, and I feel better prepared than if I were just fumbling around in the dark. … This way it is simply a bit more valid.’

Sabine, provider with her own offering · Mastering JTBD 09/2025 · translated from German
Voices from projects using the method

‘[…] completely shifted my perspective on market needs and customer loyalty. […] Peter Rochel’s JTBD Innovation Framework changed the game in that respect.’

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 · translated from German

‘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 · translated from German

Why Peter Rochel.

Completed Wheel of Progress with coloured notes on expectations, experiences, forces and trade-offs
The Wheel of Progress – a completed example from an interview, name changed
Progress Design Map: working template with the demand side at the top and the supply side at the bottom, meeting in the middle
Progress Design Map
Progress Management Map: working template with five customer phases from Passive Looking to Little Hire
Progress Management Map

700+

innovation and strategy projects since 2006

His own framework

Your team learns the method from the person who developed the JTBD Innovation Framework, not second-hand.

His own tools

The Wheel of Progress (co-created with Eckhart Böhme), the Progress Design Map and the Progress Management Map.

What a finished analysis looks like

Peter is in ongoing professional exchange with Bob Moesta, co-architect of international JTBD theory.

This is what a fully analysed conversation looks like – exactly what your team learns to produce itself:

Questions before you get in touch.

Does my team need prior experience with JTBD?

Your team should know JTBD from books, podcasts or its own practice. For a very first introduction, the sprint briefing is a better fit.

More on this

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 your team is encountering JTBD for the first time, our sprint briefing or the Customer Insights Sprint is the better starting point.

How much time is needed between the modules?

One to two hours per person, on your own question.

More on this

Between the modules, plan for 1–2 hours applying the method to your own question. Mastering JTBD is learning by doing – your team works through the method on its own project, not on a made-up example.

And if someone misses a module? Modules can be recorded by arrangement. We recommend attending at least six of the eight live modules; the live format gives you the direct opportunity to ask questions and practise.

Can’t we do this with books, podcasts or AI tools?

Carry on with them. Mastering JTBD adds what they lack: the real conversation, practised and analysed together.

More on this

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. It does not replace the real conversation.

In which language is the training delivered?

In English. On request, in German.

Your investment

Mastering JTBD as in-house training · your own dates for your team · live online

from€14,500net, depending on group size

Dates by arrangement · delivered in English, or in German on request · eight live modules

Peter Rochel, portrait

Talk to Peter for 15 minutes first

We agree dates, group size and language with you before anything is booked.

This offer is for businesses only. For business customers in other EU countries, we invoice without German VAT.