Clay Christensen's Milkshake Marketing (2011)

2026-02-088:423927www.library.hbs.edu

Updated to clarify a failure rate figure included in an earlier version.When planning new products, companies often start by segmenting their markets and positioning their merchandise accordingly.…

Updated to clarify a failure rate figure included in an earlier version.

When planning new products, companies often start by segmenting their markets and positioning their merchandise accordingly. This segmentation involves either dividing the market into product categories, such as function or price, or dividing the customer base into target demographics, such as age, gender, education, or income level.

Unfortunately, neither way works very well, according to Harvard Business School professor Clayton Christensen, who notes that each year 30,000 new consumer products are launched—and many of them fail.

The jobs-to-be-done point of view causes you to crawl into the skin of your customer and go with her as she goes about her day, always asking the question as she does something: Why did she do it that way?

The problem is that consumers usually don't go about their shopping by conforming to particular segments. Rather, they take life as it comes. And when faced with a job that needs doing, they essentially "hire" a product to do that job. To that end, Christensen suggests that companies start segmenting their markets according to "jobs-to-be-done." It's a concept that he has been honing with several colleagues for more than a decade.

"The fact that you're 18 to 35 years old with a college degree does not cause you to buy a product," Christensen says. "It may be correlated with the decision, but it doesn't cause it. We developed this idea because we wanted to understand what causes us to buy a product, not what's correlated with it. We realized that the causal mechanism behind a purchase is, 'Oh, I've got a job to be done.' And it turns out that it's really effective in allowing a company to build products that people want to buy."

Christensen, who is planning to publish a book on the subject of jobs-to-be-done marketing, explains that there's an important difference between determining a product's function and its job. "Looking at the market from the function of a product really originates from your competitors or your own employees deciding what you need," he says. "Whereas the jobs-to-be-done point of view causes you to crawl into the skin of your customer and go with her as she goes about her day, always asking the question as she does something: Why did she do it that way?"

Hiring A Milkshake

In his MBA course, Christensen shares the story of a fast-food restaurant chain that wanted to improve its milkshake sales. The company started by segmenting its market both by product (milkshakes) and by demographics (a marketer's profile of a typical milkshake drinker). Next, the marketing department asked people who fit the demographic to list the characteristics of an ideal milkshake (thick, thin, chunky, smooth, fruity, chocolaty, etc.). The would-be customers answered as honestly as they could, and the company responded to the feedback. But alas, milkshake sales did not improve.

The company then enlisted the help of one of Christensen's fellow researchers, who approached the situation by trying to deduce the "job" that customers were "hiring" a milkshake to do. First, he spent a full day in one of the chain's restaurants, carefully documenting who was buying milkshakes, when they bought them, and whether they drank them on the premises. He discovered that 40 percent of the milkshakes were purchased first thing in the morning, by commuters who ordered them to go.

The next morning, he returned to the restaurant and interviewed customers who left with milkshake in hand, asking them what job they had hired the milkshake to do. Christensen details the findings in a recent teaching note, "Integrating Around the Job to be Done."

"Most of them, it turned out, bought [the milkshake] to do a similar job," he writes. "They faced a long, boring commute and needed something to keep that extra hand busy and to make the commute more interesting. They weren't yet hungry, but knew that they'd be hungry by 10 a.m.; they wanted to consume something now that would stave off hunger until noon. And they faced constraints: They were in a hurry, they were wearing work clothes, and they had (at most) one free hand."

The milkshake was hired in lieu of a bagel or doughnut because it was relatively tidy and appetite-quenching, and because trying to suck a thick liquid through a thin straw gave customers something to do with their boring commute. Understanding the job to be done, the company could then respond by creating a morning milkshake that was even thicker (to last through a long commute) and more interesting (with chunks of fruit) than its predecessor. The chain could also respond to a separate job that customers needed milkshakes to do: serve as a special treat for young children—without making the parents wait a half hour as the children tried to work the milkshake through a straw. In that case, a different, thinner milkshake was in order.

Proven Success And Purpose Branding

Several major companies that have succeeded with a jobs-to-be-done mechanism: FedEx, for example, fulfills the job of getting a package from here to there as fast as possible. Disney does the job of providing warm, safe, fantasy vacations for families. OnStar provides peace of mind.

Procter & Gamble's product success rate rose dramatically when the company started segmenting its markets according to a product's job, Christensen says. He adds that this marketing paradigm comes with the additional benefit of being difficult to rip off. Nobody, for example, has managed to copy IKEA, which helps its customers do the job of furnishing an apartment right now.

Christensen also cites the importance of "purpose branding"—building an entire brand around a particular job-to-be-done. Quite simply, purpose branding involves naming the product after the purpose it serves.

Kodak, for example, has seen great success with its FunSaver brand of single-use cameras, which performs the job of preserving fun memories. Milwaukee Electric Tool Corp. has cornered the market on reciprocating saws with its trademarked Sawzall, which does the job of helping consumers safely saw through pretty much anything. Its Hole-Hawg drills, which make big holes between studs and joists, are also quite popular. The company's other tools, which rely on the Milwaukee brand, are not nearly as celebrated.

"The word 'Milwaukee' doesn't give you any market whatsoever," Christensen says.

So, if jobs-to-be-done market segmentation is so effective, why aren't more companies designing their products accordingly? For one thing, future product planning usually involves analyzing existing data, and most existing data is organized by customer demographics or product category.

"I've got a list of mistakes that God made in creating the world, and one of them is, dang it, he only made data available about the past!" Christensen says. "All the data is organized by product category or customer category because that's easy to get. To go out and get data about a job is really hard. But there are a lot of people who hire consultants to tell them how big the market is. And because the data is organized in the wrong way, you start to believe that's how the market should be organized."

Furthermore, it's difficult for product developers to break the mold when many of their customers organize their store shelves around traditional marketing metrics. Christensen gives the example of a company that developed a novel tool designed to help carpenters with the daunting task of installing a door in a doorframe, a job that usually took several tools to do. But a major home goods store refused to sell the tool because its shelves were organized by product category—and there was no shelf in the store dedicated to the singular job of hanging a door.

"Most organizations are already organized around product categories or customer categories," Christensen says, "and therefore people only see opportunities within this little frame that they've stuck you in. So you have to think inside of a category as opposed to getting out. You've just got to make the decision to divorce yourself from the constraints that are arbitrarily created by the design of the old org chart."


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Comments

  • By pwatsonwailes 2026-02-1211:333 reply

    The problem I tend to see is that companies say they're doing JTBD research, but they're actually just running attribute preference surveys (asking customers to rank features, from a list of things the company would like to build, rather than starting off by assuming you don't know what customers require).

    Listening to what people say they want (feature preferences) almost always diverges from what they actually want the product to do (a functional, emotional, or social outcome). That gets more complex when we think about that there's different levels by which you can evaluate what someone wants, which in the JTBD word are thought of as jobs as progress (why they're doing the thing), and jobs as outcomes (how they're doing the thing). There's another famous example, which is from Bosch's circular saw evolution. Professionals said they wanted lighter tools (and that's true), but the constraint they experienced as a result of weight was the impacts that had. So you can solve for weight, or you can solve for improved usability. Symptoms vs causes sort of thing.

    This is also why product teams should involve marketers, and why marketers should understand research design. The teams who I've seen do this well at this aren't running quick preference tests and A/B tests on features most of the time. They're generally more focused on running continuous feedback loops, where they conduct broader research, then engage in grounded theory style interpretation to understand what they can do, look at field validation to figure out what they should do, and then iterate.

    For B2B especially as a side note, if your value proposition is something like accountability or proof of value, but your product's workflows don't make accountability or proving value effortless, fixing that workflow will do more for brand perception than any campaign, because nothing nukes good comms like a poor experience.

    • By CGMthrowaway 2026-02-1223:14

      >Professionals said they wanted lighter tools (and that's true), but the constraint they experienced as a result of weight was the impacts that had. So you can solve for weight, or you can solve for improved usability.

      "I want a lighter hammer, smaller bags of concrete, etc" Drake turning away --> "I want a heavy hammer with a long handle, and big bags plus a dolly/block & tackle" Drake nodding in approval

    • By squirrel6 2026-02-1211:551 reply

      This is all very true. I always try to push for customer interviews to be as much about formulating new hypotheses as they are about validating existing hypotheses.

      • By getnormality 2026-02-1213:243 reply

        I want to scream [1] every. single. time. a business wants to talk to me. Every second of the conversation is just the same thing, over and over: here are my boxes. Please put yourself in one of my boxes.

        There is no room for my feelings or free expression. It is inconvenient to the agenda of whoever created the survey.

        If companies are so desperate to know what customers want, how come no one, in the past 25 years of my life as a consumer, has ever had any time to ask me a single real question?

        [1] At least that's how I would feel if I hadn't numbed myself to this decades ago. Now I just escape. I hang up, I click the X, I think of nothing but getting away from this thing that, no matter what its motivation, no matter what product or cause it's selling, has exactly the same agenda: "would you like to dehumanize yourself for five minutes, so that I can make a data table that I was paid to make by someone who doesn't know what they're doing or why?"

        • By deaux 2026-02-1213:551 reply

          Too many layers and competing interests. The person who ends up creating the survey realistically cares much more about going home 1 minute earlier or with 1% less neural energy spent. They've got their kids to manage when they get home.

          Do you use any products from a one-person shop? They will be so much more likely to ask you real questions. Not guaranteed, of course, as some people are just clueless. Those usually don't last long as business owners though.

          • By getnormality 2026-02-1214:113 reply

            That's precisely what I'm wondering about now.

            Is it possible that all real product ideas come from the mind of a single person, understanding and interacting with other people as actual people? And corporations are some sort of Thing that takes humanity and squishes it into a Box, a Box with one very narrow goal: to freeze the product idea from the single person and mass-produce it, "scale it up" so that millions of people are aware of its existence and are able to use it?

            I mean, Google didn't even invent Google Docs. Some random little startup did. Google just bought it, then made it discoverable and usable to millions.

            Which is not a small thing, I guess. But I don't know what the marketing department is for. Other than putting Google Docs on billboards, maybe, or their digital equivalent.

            • By FloorEgg 2026-02-1220:16

              I think the problem is that it's rare for people to be capable of empathizing at that level and be capable of doing all the types of things that the leader of a large company needs to be able to do. It's also like a game of telephone. It's not enough to just empathize with the customer, it actually has to be turned into a product or experience. In big companies this means it gets communicated through multiple layers and each of those layers will warp and shift the actual empathy for the customer.

              But honestly, I think the biggest issue is that leaders don't even realize they have this problem. I don't think it's the lower level employee being lazy. I think it's the leader not realizing how important customer and market empathy is, and not baking it into the company culture and processes. I agree wholeheartedly with the op comment at the top of this thread.

              It's one of the reasons why monopolies lead to such bad experiences and products because there's no competitive pressure to empathize with the customer.

            • By pwatsonwailes 2026-02-1214:18

              Doesn't need to be a single person, but yes, all good products come from someone or a (generally) small team, spotting something, and fixing it.

              As for the marketing department - depends on definition, but assuming you mean (as it mostly is nowdays) comms, it's two things:

              1. Making sure that potential future customers know you exist, so when they enter the market to buy, they know you're relevant and can purchase from you.

              2. Making sure that when someone is in the market to buy now, that they're more likely to buy from you, because you have a compelling reason for people to pick you, and not the other brands in the space that they can think of.

              Mostly 1, some of 2, if the marketing team is good. Ratios vary as to how much though by more than you'd think, depending on industry, customer lifecycle, brand maturity and so on.

            • By deaux 2026-02-1214:22

              I think it's very often repeated that the hardest thing about growing a business is keeping the culture, and it's simply impossible past a certain size unless you literally develop a cult of personality like Jobs or to a lesser extent Musk. Extremely few manage to do it. And when the culture goes, that's what you get: least effort. And the least effort is to do what you're saying, "just do more of the same, but bigger, or with a hint of chocolate".

              At least in most of the modern world. I think this effect is a _little_ weaker in China. It definitely used to be much weaker in the West too, at some point in time. But individualism, cultural capture by big capital, yaddah yaddah.

        • By pwatsonwailes 2026-02-1213:29

          "how come no one, in the past 25 years of my life as a consumer, has ever had any time to ask me a single real question"

          There's a lot of shit marketers, is my short answer.

          Like, a lot.

        • By FloorEgg 2026-02-1220:081 reply

          Hahaha. I'm sorry but I find this funny. I discovered jobs to be done in 2017, then dove deep into outcome-driven innovation and spent years consulting as a practitioner who interviewed people on behalf of my clients. My clients would push for their hypotheses to validate, but instead I would approach the interviews as open-ended exploratory empathy building exercises.

          I would start out my interviews with things like " in your own words, what is the purpose of what you do?" And then engage in an open conversation stopping by at questions like what do you enjoy the most about what you do, what do you find the most difficult, what do you find the most tedious, what's the most important thing that you need to get done that you're the least satisfied with?

          Most of my questions would be follow-up questions. I would also do a lot of active listening.

          What I find funny is that people would often be a bit resistant to doing these interviews, but almost every single interview went long because the interviewee was clearly enjoying it so much. I tended not to ask whether they had a hard stop at the start of the interview, but instead would ask if they had a hard stop about 15 minutes before the scheduled end time. Of course, when interviewees truly did have a hard stop we would end on time, but I swear about 80% of the time. Interviews went long, sometimes 2 hours long. I started to realize that part of what I was doing was providing therapy.

          Often the clients hypotheses wouldn't be validated, but I could almost always point to what the interviewees would value and what opportunities were there.

          I don't do this anymore because most of the clients I worked with couldn't see the value in it, and I'm sure for very similar reasons that you were lamenting in your comment.

          I'm grateful for the experience. I performed over 500 of interviews like this across many different industries from Frontline workers to c-suite of Fortune 500 companies. The experience was so valuable. Now I build product firsthand and exercise the skills I developed with my own customers and the market I serve, and being in a tight feedback loop is working really well so far. It's fun to build things people want.

          • By uxcolumbo 2026-02-1414:48

            Which reading material would you recommend to get up to speed with outcome-driven innovation and JTBD.

            And why didn't your clients see value in this? Was it because these insights didn't make its way to their service or product?

            What's the current demand for JTBD and ODI consulting?

    • By renato_shira 2026-02-1215:04

      [flagged]

  • By fifticon 2026-02-129:403 reply

    It is a bit sad that people have to be taught this; I am presuming the product people are a kind of humans too. But when I see their outputs, maybe this Christensen guy is right.

    I tried to adjust the background image on microsoft Teams video calls this morning; the UI I had to use or rather figure out, to achieve that, was a major depression. (1) the settings menus in teams are well hidden, for reasons unclear to me(). (2) but the _actual_ settings you need are hidden unless you START a meeting call. (3) but, the _actual_ settings are a long chain of ".. but are you sure you REALLY want to see the ACTUAL settings?", where you must continue to click 'more settings', 'advanced settings', 'full actual settings' (I am paraphrasing.)

    () I suspect what they are though.. Something about dumbing the UI down to the level where the people in charge of teams can understand them, plus some kind of fear of UI designs where any given screen or view contains more than 1 or 2 elements (the second element being "show further settings").

    We are dumbing down UI to the level of people with no hands, no eyes, no brains, which I presume is the target audience. I must have mah minimalism.

    • By FloorEgg 2026-02-1220:48

      The thing I find the most hilarious about all these companies jamming llms in all over the place is that they don't ever put it where it makes the most sense to me - to manage the settings.

      They could do away with all these mazes of settings and configurations and just have a little chat thing. You pop open and then tell the AI hey I want to change the background and then it just does it. You could have a huge and complex array of settings that would be a headache to navigate in a typical form format, but a breeze with an llm that has an API into them.

      As an aside, another one that I just find hilarious is the LLM implementation into Google sheets. I'll ask it. "Hey how do I do this?" and then it goes "I don't know" and I'm like WTF why is this here

    • By pwatsonwailes 2026-02-1211:16

      It's what always happens when there's a disconnect between the product built and the actual thing people want to do. In marketing, we differentiate between Jobs-As-Activities (the task of "changing a background") and Jobs-As-Progress (the user trying to go from something being unsatisfactory to something better).

      When UI feels dumbed down to that level, or hidden behind advanced settings, it’s often because the product team ends up treating users as a gestalt persona, rather than thinking about their constraints around time and attention. The most meaningful innovations occur when customer insights influence development before launch; sadly, that frequently doesn't happen. People launch the thing, come up with features they could add, ask what people want from that list (and potentially don't even do that) and then add stuff like barnacles accumulating on a ship.

    • By fifticon 2026-02-129:411 reply

      Though I did not follow the idea of chunkier fruit in those travel milkshakes, isn't that what clogs the straw, which is not ideal for a 1-hand treat.

      • By thaumasiotes 2026-02-1210:33

        The article presents the fruit as a way to make the milkshake more "interesting", addressing the fact that existing customers were purchasing milkshakes in part to make their commute less boring.

        Weirdly, there's no followup on whether the changes improved sales, margins, or other goals.

  • By JohnCClarke 2026-02-1211:414 reply

    This example is always cited as different from the "demographics" approach. But it literally started by segmenting the buyers, and then focussing on a previously unrecognised demographic sector (car commuters).

    Clay Christensen is smart, and one of the many things he is smart about is marketing Clay Christensen.

    • By CGMthrowaway 2026-02-1223:23

      Marketers would call your car commuter segment an "occasion." Perhaps more than finding new demographic segments (age/race/income/etc), food bev & QSR look for novel "occasions" like car snack, desk grazing, pre/post-workout, airport indulgence, social apertif, etc to drive sales growth

      (One might also think of "functional foods," "mood boosters" etc which are neither an occasion nor a demographic. Perhaps these in particular are closer to a true JTBD)

    • By getnormality 2026-02-1213:28

      How is "car commuters" a demographic segment?

      Does the word "demography" mean anything?

      Is "people who like to buy milkshakes" a demographic segment too?

    • By pwatsonwailes 2026-02-1213:30

      Good segmentation is mostly not by demography nowadays. At best, demographics are a correlative element to something more fundamental, usually economic, behavioural or psychographic.

    • By pfdietz 2026-02-1214:30

      > Clay Christensen is smart

      Not anymore. He died in 2020.

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