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Derive Jobs to Be Done from Interviews: Turn Conversations Into Actionable JTBDs

TL;DR: What this template does

This template extracts customer goals, struggles, and motivations from interview transcripts — and organizes them into clear Jobs to Be Done (JTBD) statements.
Upload your research calls and get structured, quote-backed job stories that fuel roadmap, design, and messaging.

What are Jobs to Be Done (JTBD) and why do they matter?

JTBDs describe what users are trying to get done, not just what features they want.

They connect product decisions to actual outcomes customers care about.

Definition: JTBD is a framework for capturing underlying user motivations, needs, and contexts through structured “job stories” — e.g., “When I’m trying to [do X], I want to [solve Y] so I can [achieve Z].”

How does this template work?

Step 1: Upload Interview Data
  • Works with generative research interviews, problem exploration calls, or onboarding convos
  • Accepts text, video, or audio
  • Minimum input: 6–10 diverse customer interviews
Step 2: Extract Jobs-to-Be-Done Themes
  • AI identifies goals, pain points, and behavioral triggers
  • Organizes language into standardized JTBD structure
  • Clusters similar jobs across personas or segments
Step 3: Output — JTBD Dashboard
  • Structured JTBD statements
  • Quote references per job
  • Visual overview of customer motivation patterns

What benefits does this template provide?

BenefitDescriptionImpact
Clarity of PurposeKnow what users really want to accomplishSharper roadmap and messaging
Standardized JobsTurn messy feedback into structured JTBDsBetter internal alignment
Faster DiscoveryAutomate what takes hours to code manuallySave 10+ hours per sprint
Use-Case DrivenSee feature ideas in the context of jobsBuild more user-centric products

How do different teams use this template?

Product Managers: Guide roadmap using jobs, not just requests
UX Researchers: Translate findings into strategic outcomes
PMMs: Align messaging to user goals
Founders: Ground early positioning in customer motivation</p

Frequently Asked Questions

Can I use this for B2B or B2C interviews?
Yes — it works for both. It analyzes goals and motivations, regardless of segment.
Does this template generate job stories?
Not exactly. Instead of traditional job stories, it extracts customer goals and provides actionable recommendations aligned with the Jobs to Be Done mindset.
How do I use the output?
Use it in roadmaps, research reports, persona docs, and feature planning.

What Teams Are Saying

“Insight7 extracts the value props and use cases directly from qualitative data — I get hours of time back and my positioning is sharper.”


— Adrienne Hibbert, Research Manager, Teknicks

Ready to turn interviews into JTBD clarity?