Customer Centric Solutions LLC
Customer Centric Solutions LLC Seattle, WA JTBD Framework Overview

Jobs-to-be-done · Customer progress · Go-to-market

The Wheel of Progress®

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

Most go-to-market work describes the buyer. Very little of it explains the timing.

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

The Wheel of Progress® canvas

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

Awareness

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

Experience

The inventory of customer jobs, and the pains and gains of actually consuming the product or service.

The Wheel of Progress® canvas: a circular diagram with First Thought, Passively Looking, Triggering Event, Actively Looking, Deciding, Hiring/Firing, Consuming and Continuous Use arranged around the wheel, and the four quadrants — Awareness, Expectations, Trade-Offs and Experience — labelled at the edges. Created by Eckhart Boehme and Peter Rochel.

Quadrant 02 · Upper right

Expectations

The expectations, desires, and avoidances a customer holds even before deciding which solution best fits their needs.

Quadrant 03 · Lower right

Trade-offs

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

Every instrument answers a different question.

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.

Blind spot

Why it matters

The Wheel of Progress® canvas — a circular diagram of the customer progress cycle, with the four quadrants (Awareness, Expectations, Trade-offs, Experience) marked at its edges.

01

First ThoughtStruggling Moment

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

Passively Looking

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

First EventActivation

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

Actively Looking

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

Second EventDecision Readiness

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

Deciding

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

Hiring / Firing Event

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

Onboarding & Product Adoption

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

Continuous Use

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.

From the field

Three studies, three arcs of the same cycle

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

erom.io

Reaches First Thought → Deciding

The situation
A fifteen-year practitioner turning hard-won expertise into a product, selling into mid-market manufacturers in the US and UK.
What it surfaced
The job isn't held by one buyer. Four archetypes across the buying committee — CEO, COO, CCO and CISO — entering the cycle at different points, each carrying a different blocking force, and each needing a different thing said to them.
Honest limit
The committee is reconstructed from research, not observed live. The sprint maps the room; it doesn't sit in it.

B2B · Revenue intelligence

Narrio

Reaches Actively Looking → Hiring / Firing

The situation
A working product and a first customer, but no confident answer to the only question that scales: why does anyone else buy?
What it surfaced
The competitive set wasn't the named platforms. What buyers were actually firing was a personal arsenal of saved decks, manual customisation, improvisation, and asking a manager in Slack. Across four archetypes, three core jobs broke for the same five reasons — one broken system, five breakage points.
Honest limit
A single sprint against one ICP — mid-market B2B SaaS. The breakage pattern is specific to that market, not a category law.

Synthetic · Product adoption

ClickUp Adoption Diagnostic

Reaches Onboarding & Adoption → Continuous Use

The situation
Why the productivity gains a workflow tool promises so often fail to arrive — long after the contract is signed and the funnel has stopped watching.
What it surfaced
The buyer renews and the users revert. Twelve psychological shifts across four adoption phases; four never occur for the people in the tool every day. One didn't merely fail — it inverted, as radical transparency turned into surveillance anxiety. Leaders see clean dashboards, so the failure stays invisible from the top.
Honest limit
Synthetic archetypes, not first-person interviews. Directional and behavioural rather than statistically representative — a hypothesis engine that tells you where to look and what to ask, to be validated against your own users.
Read the diagnostic →

Work with us

Run the same diagnostic on your own buyers.

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

  • The buying committee, named. Every archetype actually in the room, each with its own job and its own blocking force.
  • The triggering events. What moved real buyers from passively to actively looking — dated, and therefore targetable.
  • Your real competitive set. What buyers fired to hire you, which is rarely what sits on the battlecard.
  • Buyer-confirmed language per archetype. Ready for positioning, sales conversations, and onboarding.

“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

Reading a framework is not the same as running an interview.

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.

Start with JTBD Switch Interviews →

Not sure which is the right starting point? Book a short call and describe what you're trying to figure out.