Quadrant 01 · Upper left
Awareness
The struggling moment, the glimpse of the other side, and the initial motivation to search for a new way of doing things.
Jobs-to-be-done · Customer progress · Go-to-market
A jobs-to-be-done interview framework for mapping how customers actually move — from first thought to continuous use. Not who your buyer is. When they move, and what moves them.
The Wheel of Progress® was created by Eckhart Boehme and Peter Rochel. This overview explains the framework and the go-to-market decisions it informs.
Why study customer progress
A persona tells you a VP of Operations at a 200-person company cares about efficiency. It does not tell you why she did nothing about it for fourteen months and then evaluated three vendors in a single week. The second thing is the one your pipeline runs on.
Demand has a clock. Someone recognises a struggle, tolerates it, gets pushed past tolerance by a specific event, compares options against criteria they set themselves, then hires one solution and fires the thing that was doing the job badly before. That hire/fire pair is the unit of analysis, and every moment leading to it is a place where go-to-market either meets the customer or misses them.
Studying customer progress means reconstructing that sequence from people who actually completed it — in their words, in their order, with the events dated. What comes back is not a profile. It's a causal account of a purchase, covering jobs that are at once aspirational, functional, emotional, and social.
A job is “the progress a person is trying to make in a particular circumstance.”
Clayton M. Christensen, with Taddy Hall, Karen Dillon and David S. Duncan · Competing Against Luck, 2016
Circumstance is intrinsic to that definition rather than background colour. A job statement stripped of its circumstance is close to worthless — “wants to save time” is an attribute wearing a job's clothing. The Wheel of Progress® exists to hold the circumstance in place while you map everything else onto it.
The framework
A canvas used while conducting customer research. It captures the journey a customer takes from first thought to continuous use, the forces at play in switching behaviour, the constraints in the way, and the four quadrants those insights map onto.
Quadrant 01 · Upper left
The struggling moment, the glimpse of the other side, and the initial motivation to search for a new way of doing things.
Quadrant 04 · Lower left
The inventory of customer jobs, and the pains and gains of actually consuming the product or service.
Quadrant 02 · Upper right
The expectations, desires, and avoidances a customer holds even before deciding which solution best fits their needs.
Quadrant 03 · Lower right
Where customers weigh their constraints against the criteria that matter most for choosing a solution.
As interviews are conducted, what the customer says is mapped into the quadrant it belongs to, then synthesised across every interview into a jobs hierarchy with opportunities identified in each one. The stages printed around the wheel are the subject of the rest of this page.
Related
Segments built from this research group people by shared struggle and shared constraint rather than by firmographics — which is why two customers with identical company profiles can be driven by opposite forces. The longer case for it, and why job-based and attribute-based segmentation are complements rather than alternatives, is set out separately.
Why segment by job instead of by attribute →Choosing the instrument
None of these is wrong. Each was built to answer something specific, and each answers it well. The useful exercise is not ranking them — it's knowing which part of the customer's journey each one can actually observe, and therefore which question you should not expect it to answer. Pick one.
Interactive Select any instrument below to light up the stages it can actually observe on the wheel.
01
The earliest recognition — often subtle or subconscious — that the current way of achieving progress is no longer sufficient. Dissatisfaction, new opportunities, or changing circumstances create awareness that something needs to change.
GTM read Nobody is in-market yet. Content that names the struggle in the customer's own words gets found here. Product messaging does not.
02
The buyer becomes more attentive to potential solutions without actively researching them. They notice conversations, content, peers, vendors, or industry trends related to their struggling moment but have not yet committed time and effort to finding a solution.
GTM read You're being noticed, not evaluated. Category education and discoverability compound here — months before any measurable intent signal appears.
03
A specific event or accumulation of pressure causes the buyer to transition from passive awareness to active search. This trigger may result from increasing Push — pain, risk, inefficiency, missed goals — or increasing Pull: seeing a better way, competitive pressure, executive direction, peer success.
GTM read The single highest-leverage signal in the cycle. Once triggers are named and dated across interviews, they become targetable. Timing beats targeting.
04
The buyer deliberately invests time and effort exploring potential solutions. They clarify desired outcomes, identify requirements, educate themselves on available options, and begin forming opinions about different vendors or approaches.
GTM read Comparison starts. Your positioning is now being tested against a set of alternatives you did not choose and often did not know about.
05
Another event or increasing urgency moves the buyer from exploration to evaluation. Decision criteria become clearer, viable options narrow, and the forces pushing and pulling toward change begin competing directly with the habits and allegiances already in place and the anxieties that switching creates.
GTM read The shortlist forms here. Anything not already in the consideration set won't be added — which means the real competition for this deal happened earlier.
06
The buyer evaluates shortlisted solutions against their decision criteria. They compare capabilities, implementation effort, cost, risk, vendor credibility, stakeholder alignment, and expected business outcomes before selecting a preferred solution.
GTM read Trade-off criteria are set here, by the customer. Proof, pricing structure, and risk reduction do the work. Feature lists mostly don't.
07
The moment of commitment. The organisation hires a new solution to enable desired progress while simultaneously firing an existing product, process, vendor, or internal approach that no longer adequately serves the job.
GTM read What got fired is your real competitive set. If it's a spreadsheet, an agency, or nothing at all, your battlecard is aimed at the wrong opponent.
08
The organisation implements the solution and begins integrating it into everyday workflows. Users learn the product, stakeholders adopt new behaviours, integrations are completed, and the customer evaluates whether the solution delivers the expected outcomes and business value.
GTM read Onboarding either confirms or contradicts the promise that won the deal. Gaps found here are usually messaging debt, not product debt.
09
The solution becomes embedded in normal operations and everyday work. Users consistently achieve desired outcomes, new habits form, switching costs increase, and the organisation becomes less receptive to competing solutions until a new struggling moment emerges.
GTM read Habit formation. Retention, expansion, and the referral language other buyers will hear all originate here — then feed the next customer's first thought.
The distinct contribution of progress interviews isn't that they beat the others. It's that they supply the causal chain the others are measuring pieces of — the reason a demo request appeared in week fourteen and not week two, and the reason a deal that looked healthy in the pipeline stalled. Read alongside the rest, they turn seven descriptions of what happened into one account of why.
Instrument by instrument
The same seven instruments from the comparison above, each with at least two blind spots in the actual words of a founder, a head of growth, or a product owner — and what a progress interview specifically surfaces to close the gap.
FounderCustomer Personas
We built ICP personas from our best accounts. Why do we still lose deals we thought we'd win?
A persona describes who buys, not why today became the day they started looking. It's a classification model — it watches no part of the journey directly.
All 9 stages
How a progress interview closes it
It asks each buyer what was happening right before they started looking — the specific pressure or event that separated the accounts that moved from the ones that didn't. No persona field captures that.
Head of GrowthCustomer Personas
Our ICP score was high and the deal still went nowhere. What did we miss?
Firmographic fit predicts nothing about circumstance. Two accounts that score the same can be six months apart in the buying cycle, and a persona can't tell them apart.
Stage 01–02
How a progress interview closes it
It places each account on the timeline — passively aware, actively looking, or not yet struggling at all — so "high fit" stops being treated as "ready now."
Head of GrowthWebsite & Attribution
Our attribution report says paid search won this deal. Did it?
Attribution stitches together the touches it can see after someone starts searching. The struggle that sent them looking existed months before any tag fired.
Stage 01–02
How a progress interview closes it
It asks the buyer to walk back past the first click to the moment the problem became real, then checks whether the channel that gets credit was cause or coincidence.
ProductWebsite & Attribution
The deal closed clean in the dashboard. Why did onboarding still stall?
Attribution ends at conversion. It has no visibility into what happens once the contract is signed — which is exactly where the promise gets tested.
Stage 08–09
How a progress interview closes it
It follows the same account past the close, into onboarding, and asks what the buyer expected to be true by now — surfacing the gap attribution has no reason to look for.
Head of GrowthInbound Demo Requests
We got the demo request. Why do we still lose the room?
A demo request is evidence a buying process is already underway, not the start of one. Everything that created the demand happened before the form was submitted.
Stage 01–03
How a progress interview closes it
It reconstructs everything that happened before the form was filled out — who else got pulled in, what they'd already ruled out — so the room isn't a surprise.
FounderInbound Demo Requests
Nobody requested a demo this month. Does that mean nobody's looking?
Silence in the form isn't silence in the market — it's silence in one narrow channel. Passive lookers, and anyone early in the trigger, never show up here at all.
Stage 02–04
How a progress interview closes it
It finds and talks to people earlier in the cycle — passively looking, not yet filling out forms — so a quiet quarter in demo requests doesn't get mistaken for a quiet market.
FounderCRM & Pipeline
The pipeline says we're on track. Why does this quarter feel worse than the number?
Pipeline only starts once a prospect has already entered the sales process. It has no memory of why they entered, or how close they came to never entering at all.
Stage 01–05
How a progress interview closes it
It asks closed-lost and closed-won buyers alike what almost stopped them from ever entering the pipeline, giving the number underneath the stage a reason.
Head of GrowthCRM & Pipeline
This deal looked healthy right up until it went dark. What didn't we see coming?
Stage changes in CRM record sales activity, not buyer conviction. A deal can move forward on the board and backward in the buyer's mind at the same time.
Stage 05–06
How a progress interview closes it
Talking to the buyer afterward names the exact moment conviction cracked — usually weeks before the stage in CRM caught up.
FounderWin/Loss Interviews
We ran win/loss on this one. Why does the story still feel incomplete?
Win/loss starts with a shortlist that already assumes the buyer recognized the problem and entered the market. It never asks what took them so long to get there.
Stage 01–04
How a progress interview closes it
It extends the same conversation back past the shortlist, to the struggling moment that put the buyer in market in the first place.
Head of GrowthWin/Loss Interviews
We lost, and the rep says it was price. Is that the real reason?
A single win/loss call gets one voice — usually the easiest one to reach — days or weeks after the decision was already made and rationalized.
Stage 06–07
How a progress interview closes it
It reaches the full buying committee, not just the one contact willing to take the debrief call, so the stated reason can be checked against the other people in the room.
ProductProduct Analytics
Usage looks healthy. Why did they still churn?
Product analytics measures behaviour after adoption. It can't explain why someone bought, which means it can't explain why the reasons they bought stopped being true.
Stage 01–07
How a progress interview closes it
It goes back to why the account bought in the first place, then checks whether that reason is still true — the question usage data was never built to ask.
FounderProduct Analytics
The trial converted at twelve percent last quarter. Why not the other eighty-eight?
Analytics shows what a trial user clicked — not the job they hired the trial to do, or the moment they quietly decided it wouldn't do it.
Stage 07–08
How a progress interview closes it
Interviewing trial users who didn't convert surfaces what they were actually trying to get done — and where the product stopped matching that job.
FounderVoice of Customer
NPS was an eight. Why did they still leave?
Only existing, responding customers have a voice in VoC. The champion who answers the survey isn't the five people who quietly went back to spreadsheets.
Stage 09
How a progress interview closes it
It reaches past the champion who answers surveys, to the people actually doing the work — the ones whose quiet reversion never shows up in an NPS score.
ProductVoice of Customer
Support tickets are down. Are we actually winning, or did people just stop complaining?
VoC hears every frustration from people still using the product — and none of the reasons prospects never bought it, or quiet churners never explained.
Stage 01, 09
How a progress interview closes it
It asks directly whether the job is getting done, instead of waiting for a frustration to become a ticket — catching silent disengagement before it becomes a cancellation.
From the field
These aren't one engagement repeated. Each reaches a different stretch of the wheel — who is in the room before the decision, what actually got fired at it, and what happens to the people who have to live with the thing afterwards.
B2B · Governed AI delivery
Reaches First Thought → Deciding
B2B · Revenue intelligence
Reaches Actively Looking → Hiring / Firing
Synthetic · Product adoption
Reaches Onboarding & Adoption → Continuous Use
Work with us
The B2B Customer Intelligence Sprint is ten days of progress interviews run against your market — reconstructing completed decisions from the people who made them, then mapping what comes back onto the wheel. You don't get a persona deck. You get a causal account of why your buyers moved, in their words, with the events dated.
What you get
“In ten days we gained clarity we couldn't have built in months.”
Alexandra Botezatu · CEO & Co-Founder, Narrio
“It's like having a window into your buyers' internal office discussions.”
Octavian Brînzea · Founder & CEO, erom.io
The third is the one worth dwelling on. Every instrument in the comparison above goes quiet after the signature — product analytics and Voice of Customer reach those two stages, but only for people who already stayed. The account that renews on a champion's enthusiasm while the people underneath quietly revert to Slack is invisible to all of them, and it is the same failure as an unnamed triggering event, arriving from the other end of the cycle.
Learn the method
The hard part isn't the canvas. It's getting a customer to reconstruct a decision they made months ago, in the right order, without you leading them. That's a trained skill — and it's what these courses teach. The two foundations courses walk the same nine stages mapped above, applied end to end against a single case.
Thinkific · Self-paced · $185
The full method through a consumer case: The Serenity App, chasing the job of achieving mindfulness. Eight chapters, 55 lessons — the nine stages above, plus constraints, forces and desires, and synthetic personas built on Big Five traits.
View the course — free preview →Thinkific · Self-paced · $245
The same method through an enterprise case: safeguarding a company from cyber-security threats. Nine chapters, 73 lessons — adds the dark funnel, B2B buyer types, the Five Rings of B2B Buyer Insights™, and value proposition work.
View the course — free preview →Maven · 3-hour workshop
Hands-on practice running Six Forces switch interviews — pushes, pulls, desires, avoidances, habits, anxieties — then turning what you hear into opportunity statements that inform product, positioning, and go-to-market.
View the workshop →Maven · Live cohort
Co-taught with Dominic Ricchetti. Move past the interview and turn progress and outcomes into statistically valid, rankable input for roadmap, positioning, and prioritisation decisions.
View the course →Not sure which is the right starting point? Book a short call and describe what you're trying to figure out.