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STATION 2 OF 11

Strategy & Customer Insight

Suggested time: 5–7 hours · Level: Beginner to intermediate · Before this: Station 1 · 16 free resources


Why it matters

Every channel and experiment works better when you know exactly who you are growing for and why they buy. Teams that skip this step test endless tactics on the wrong audience with the wrong message.

This station covers how to define your ideal customer, understand the job they hire your product for, run interviews that tell you the truth, and turn all of it into clear positioning.

After this station you can

  • Write an ideal customer profile with real criteria
  • Describe a product in Jobs to be Done terms
  • Run a customer interview without leading questions
  • Draft a positioning statement and test it against competitors

Every resource below is free to read or watch online. Links open in a new tab.

2.1 ICP & personas

ResourceTypeLevelTime
Ideal customer profiles and buyer personas: How are they different? — HubSpotSeparates the ICP (which companies to target) from personas (which people inside them) and how to use both.ArticleBeginner10 min
How to create detailed buyer personas for your business — HubSpotWalks through researching and writing buyer personas from real customer data and interviews.GuideBeginner20 min

2.2 Jobs to be Done

ResourceTypeLevelTime
Understanding the Job (milkshake story) — Clayton Christensen (Christensen Institute)The classic milkshake story that shows customers hire products to make progress in a situation.VideoBeginner5 min
What is Jobs to be Done (JTBD)? — Alan Klement (JTBD.info)A short, clear definition of JTBD focused on the progress customers want, not product features.ArticleBeginner10 min
Intercom on Jobs-to-be-Done — Intercom How a software company applied JTBD to research, product decisions and marketing, with interview advice.GuideIntermediate2 h

2.3 Customer research & interviews

ResourceTypeLevelTime
How to Talk to Users (YC Startup School) — Eric MigicovskyWhich questions to ask, which to avoid, and how to turn user conversations into decisions.VideoBeginner25 min
Ask Teresa: What Are the Best Customer Interview Questions? — Teresa Torres (Product Talk)Shows how story-based questions about past behaviour give more reliable insight than opinion questions.ArticleIntermediate15 min
How to Build a Startup — Steve Blank (Udacity)Customer development course: test your business assumptions by getting out of the building and talking to customers.CourseIntermediate15 h

2.4 Positioning & messaging

ResourceTypeLevelTime
A Quickstart Guide to Positioning — April DunfordThe core components of positioning and a short process to define them for your product.ArticleBeginner15 min
A Product Positioning Exercise — April DunfordA hands-on team exercise for working out your positioning from alternatives, attributes and value.GuideIntermediate20 min

2.5 Competitive analysis

ResourceTypeLevelTime
What is competitive analysis? How to outrank your competition — HubSpotStep-by-step method for researching competitors' products, pricing, content and channels, with templates.GuideBeginner20 min
Positioning and Competition — April DunfordExplains how customers' real alternatives, not your feature list, should frame competitive positioning.ArticleIntermediate10 min

2.6 Choosing a growth model

ResourceTypeLevelTime
What is Product-Led Growth? — OpenViewDefines product-led growth and when the product itself should drive acquisition, conversion and expansion.ArticleBeginner15 min
How to Create Your Lean Canvas — Ash Maurya (LEANSTACK)A one-page template for laying out customers, problem, channels and revenue model before you scale.GuideBeginner20 min
Five ways to build a $100 million business — Christoph JanzShows how deal size (flies to whales) determines which acquisition model can work for you.EssayIntermediate10 min
The Four Fits: A Growth Framework — Brian BalfourExplains how market, product, channel and model must fit together, and why product-market fit alone is not enough.EssayAdvanced45 min
Exercise.txt — Interview three customers
  1. Find three people who use a product you work on, or one you know well.
  2. Ask each about the last time they chose it: what happened before, what else they tried, what nearly stopped them.
  3. Write down the job they hired the product for, in their words.
  4. Rewrite the product's one-line pitch using what you heard.
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Station 2 checklist

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Terms in this station

ICPPersonaJobs to be DoneSwitch interviewPositioningMessaging

On the bookshelf

Paid books that go deeper on this station: The Mom Test by Rob Fitzpatrick, Obviously Awesome by April Dunford, Competing Against Luck by Clayton Christensen, Crossing the Chasm by Geoffrey Moore, Positioning by Al Ries & Jack Trout, The Startup Owner's Manual by Steve Blank & Bob Dorf, Running Lean by Ash Maurya, Continuous Discovery Habits by Teresa Torres. See the full bookshelf.