Using the Jobs To Be Done Framework to Maximize Revenue in B2B Ads [+Free Template]
Understanding the Jobs To Be Done framework developed by Tony Ulwick can be confusing and overwhelming because most of the information you’ll find is focused on product development.
In this article, I’m going to unpack the Jobs To Be Done framework from a B2B advertising perspective.
Why? Because identifying what job your customers are truly “hiring” your product or service to do will be the secret to launching a powerful ad campaign.
This article is part of our B2B learning track so if you’re serious about learning B2B advertising you’re in the right place!
Let’s dive into it 👏
TABLE OF CONTENTS:
- Understand Why Customers Choose Your Product
- Using the Jobs to Be Done Interview Matrix Template
- Customize Your Messaging with Personality Insights
- Real Use Case of the JBTB Matrix Template
- Free Resources to Jumpstart Your B2B Marketing Career
Understand Why Customers Choose Your Product
In any industry, people don’t buy products, they invest in solutions to get a job done. It’s not just to buy another thing like your cat-hoarding grandmother. 😅🐈
For B2B marketers, Tony Ulwick’s Jobs to Be Done framework should be focused on why your customers “hire” your product or service, so you can put them and their needs at the heart of your advertising story.
This will help you to identify what pain points you’re helping your customers solve to get to the root of what motivates them because your advertising campaign should be about them — not you.
But how can you do that?
You can use the Jobs To Be Done framework when you're launching a new advertising campaign or when you want to improve the conversion rates of your existing advertising campaigns (aka your ads that aren’t converting)
The most impactful way to start is by identifying three to five recent customers who fit your target market (or Ideal Customer Profile - ICP).
If you need help identifying your ideal customer profile, check out this article: “How to Craft B2B Buyer Personas for Ad Targeting”
Select customers who either recently purchased or have the potential to represent your ideal buyer. These interviews will reveal why they chose your service and what specific pain points you helped them solve.
To make your life easier, I developed a free template called Jobs to Be Done Interview Matrix 🙌
You can find it in Module 2, Lesson 3 of my free B2B Advertising Foundations course, and it’s your roadmap for collecting insights during interviews.
Using the Jobs to Be Done Interview Matrix Template to Gather Actionable Insights
In this JTBD Interview Matrix Template, you’ll be looking for five key points that highlight your customer’s journey with your brand:
- Situation and Pain Points - What challenges are they facing?
- Motivation - Why did they start looking for a solution?
- Trigger - What prompted them to move forward with your service?
- Ideal Outcome - What result are they seeking?
- Competitor Evaluation - What other options were they considering?
The matrix helps you organize answers by each customer’s profile and offers a side-by-side comparison of their unique characteristics.
It also offers 8 helpful interview questions you can use to uncover the right golden nuggets that will make your campaign shine. ✨
Customize Your Messaging with Personality Insights
Finally, understanding your customer’s personality type is like having the key to crafting messaging that lands with confidence.
Resources like Crystal can help you determine each customer’s DISC personality type (Dominance, Influence, Steadiness, Compliance) by scraping their LinkedIn profiles, labelling how they like and prefer to be communicated with, and their style and tone because this will ultimately influence the messaging that you can create for each of your advertising personas.
Here’s a real use case for you to understand each step of the JTBD Interview Matrix
Let’s take Spotify as an example. I love Spotify, so if I were doing an interview with a Spotify customer, it would look like this:
Situation & Pain Points
I get tired of hearing the same songs on the radio. I can’t easily listen to the exact song I want to hear.
Motivation
I want to listen to specific songs when I want
Trigger
I’m in the gym, and I need a song to pump me up
Ideal Outcome
I want to listen to the music I choose, everywhere
Other Solutions/ Products Evaluated – Competitors
Radio, XM Radio, Pandora, Apple Music, Silence
Personality characteristics (DiSC type, DiSC archetype, etc)
Trailblazer - ID. Confident style, with a mix of informality and formality gets their attention.
- Pace: Speak slightly fast. Sounds like a ‘gets shit done’ person.
- Tone: Do not sound too eager, as if you have met a friend suddenly after a long time. Keep the tone calm but confident.
- Tactics To Win: Strong words, focus on results, respectful confidence
Based on the JBT Interview Matrix, here are some Spotify ad examples:
The main takeaway is that you can make your ad campaigns even stronger when you really know what “job” your customers are “hiring” your product or service to take care of.
Use the Jobs To Be Done matrix to dig deep into what matters most to them and adjust your messaging to connect on a personal level. 🙂
I hope you found this article helpful!
Connect with me on LinkedIn, and let’s keep the conversation going.
You can also visit my website here for more valuable content.
Jumpstart Your B2B Marketing Career
If you’re serious about mastering B2B advertising, then you definitely need to check out my free course that will teach you the foundational knowledge to becoming a high-performing B2B marketer who knows how to use advertising to drive legit business and revenue impact without the fluff or wasting your time and money learning the ropes the hard way.
- Module 1: you’ll get a crash course in the B2Bverse and master terminology, sales processes, and working across teams.
- Module 2: you’ll learn how to become your customer's psychologist and understand them deeply with buyer personas that allow you to craft effective messaging.
- Module 3: you’ll master the B2B funnel and learn how to think like a CEO to identify performance bottlenecks and convert more leads into revenue.
- Module 4: you’ll learn how to put it all together and build your go-to-market strategy that gets your ad in front of your dream buyers and converts attention.
This course was designed with absolute beginners in mind.
Accelerate your learning curve and start the course today for free.
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Other Articles You May Enjoy.
B2B Advertising in 2024: The Definitive Guide
Today I’m going to give you a crash course in B2B advertising.
In this comprehensive guide I’ll cover:
- What is B2B advertising?
- 7 ways B2B differs from B2C
- 20 B2B Terms and Metrics you need to know
- Top 3 B2B Revenue Models
- B2B ad examples by revenue model
- How to create a B2B advertising strategy
- The Five Stages Model
- The Best B2B Ad Channels
- Advice from 20 B2B Advertising Experts
So if you need to get up-to-speed on B2B as quickly as possible, you’ll love this guide.
Let’s get started 🔥
What Is Business-to-Business Advertising?
B2B advertising is the process of any paid marketing efforts directed toward influencing multiple individuals within a company for a purchase decision (known as a buying committee) vs a single consumer.
7 Differences between B2B and B2C Advertising:
- Longer sales cycles (3 - 36 months)
- Larger average deal sizes (< $1,000 - $250,000+)
- More stakeholders involved in the purchase decision (ex: c-suite, finance)
- Focus on impacting the entire buyer's journey not just the first conversion (unlike B2C).
- Smaller audiences (< 300,000) with a focus on reaching the right person and company vs B2C with broad audiences ( > 300,000) as more people can purchase your product.
- B2B requires strategic alignment between marketing and sales as you’re joining forces (inbound and outbound) to win accounts.
- B2B supports multiple revenue models, the big three being; product-led, sales-led, and hybrid. Whereas e-commerce is solely product-led.
Check out more examples in the article: B2B vs B2C Advertising: 8 Differences & Examples You Need To Know.
20 B2B Terms and Metrics you Need to Know
One of the first things you realize when you get into B2B is how much jargon there is! MQL, SQL, ACV, ARR, and the list goes on!
In order to make sure you understand the language, here’s 20 B2B terms and metrics you need to know:
Unfortunately there are many more terms you’ll need throughout your B2B career 😂 and every company creates their own (it’s a constant struggle) but these 20 will give you a solid foundation. For a great list of b2b terms check out our B2B Advertising Glossary.
Top 3 B2B Revenue Models
If you’re working in B2B there are three common revenue models you’ll likely work with.
If your job is to promote this organization, understanding the revenue model is key as it will change everything from how you approach your strategy, the offers you choose, channels, and more.
B2B Ad Examples by Revenue Model:
Sales Led
Product Led
How to build a full-funnel B2B Advertising Strategy
Now that you know how B2B differs from B2C.
How do you build a full-funnel B2B advertising strategy?
Full-funnel refers to building a strategy that covers all touch points along the customer journey.
This means advertising to individuals who are (e.g. Eugene's Schwartz Stages of Awareness):
- Unaware = have no clue they even have a problem in the first place (ex: blissfully mismanaging customer relationships)
- Problem Aware = know they have a problem but are not sure how to solve it (ex: realize managing customer relationships is important but don't know how).
- Solution Aware = need help deciding on the right solution (ex: should I use Google Sheets, a filing cabinet 😂 or a CRM?).
- Product Aware = know of your brand/product but not sure if you're the best option (ex: comparing CRM software; Salesforce vs HubSpot vs Pipedrive).
- Offer Aware = know of your brand and exactly how you can help but need some nudging (ex: pricing discounts, better contract terms, customer references).
- Most Aware = Existing customers, familiar with your brand and working with you (ex: referral program).
Understanding your prospects' stage of awareness allows you to create messaging, and offers that better resonate with where they are in the customer journey.
It helps to have a model (think of it like a map) to make complicated topics simple.
We’re going to use The Five Stages model covered in our course Building a Paid Media Program.
Here’s how it works:
Based on the stage; the outcome, awareness level, offers, tactics, and KPIs differ.
- Outcome = the end goal you're trying to achieve in each stage.
- Awareness = the familiarity level of your brand/product/solution.
- Offers = what you're providing your target audience in each stage.
- Tactics = how you're going to actually execute your strategy per stage.
- KPIs = how you're going to measure success in each stage.
Let's dive into examples for each stage so you really understand!
The Five Stages Model
Stage 1: Create
Stage 2: Capture
Stage 3: Accelerate (Sales Led) / Activate (Product Led)
Stage 4: Revive
Stage 5: Expand
The Five Stages model allows you to plan across all the lifecycle stages past initial conversion.
Ultimately no one knows for certain where someone is in their buyer's journey and everyone moves through it at different speeds. Use your best judgment.
If you're confused on which stage someone would be, remember the target audience's level of awareness dictates the stage they fall under.
Which stage should you invest in?
Generally speaking if you want to maximize ROI in the short-term you should work from the bottom of the Five Stages and move towards the top (Expand → Create).
You don't have to build a full-funnel strategy at once, take it one stage at a time.
Putting The Five Stages into practice
- Decide on which stage you want to focus on based on the outcome you’re after. If you have a smaller budget (ex: < $5,000/month) focus exclusively on one stage first.
- Once you’ve decided on the stage fill in your budget, and leading + lagging KPIs. If you’re unsure of what KPIs to select refer to Module 5- Lesson 1 of Building a Paid Media Program.
- Next decide on which channels you’ll advertise on to reach individuals in this stage and how you’ll target them and exclude the wrong audience. If you’re unsure of what channels to advertise on, refer to Choosing the BEST channels.
- Finally decide on what offers you’re going to promote in these channels for this stage (the offers listed above are only examples to give you ideas).
- If you’re targeting multiple stages repeat steps 1-4 for each.
Click here to become an AdConversion student and get free access to The Five Stages planning template in Module 2 - Lesson 1 where we cover how to build your paid media strategy in depth.
After you’ve filled in The Five Stages planning template you now have your strategy in place and can easily move into execution and start assembling your campaigns, creatives, and messaging.
What are the BEST B2B advertising channels?
The obvious answer is where your audience hangs out online!
But not all channels are equal, some are more effective at certain stages.
Most channels can be grouped into these 5 primary categories ↓
How to decide on the best channel?
There's four key criteria to consider when deciding on a channel:
- Targeting options
- Media cost
- Reach
- Policy
Let's dive into each ↓
If the channel you’re considering meets all four of these criteria then you should consider running a test campaign for $100 to get your real average CPC & CPM.
Recommended Channels by Stage
Based on my experience these channels work best for each stage:
(Use this as inspiration not restriction)
Let this be a guide to help you get started, take what serves you and abandon the rest.
Test what works for you until proven otherwise.
Advice from 20 B2B advertising experts
One of the best parts about being in B2B is the quality of marketers in this space.
We asked 20 B2B advertising experts:
What’s 1 tip you’d share with new marketers getting into B2B advertising?
50+ Ad Specs for The Top 10 Ad Platforms
Have you ever wondered what dimensions does that ad require? 🤔
Then started searching to find the answer? (same here lol)
To save you (and ourselves) trouble, we gathered the most popular ad specs across 10 channels in one place:
- Google Display Ad Specs
- LinkedIn Ad Specs
- Twitter (X) Ad Specs
- Quora Ad Specs
- Reddit Ad Specs
- YouTube Ad Specs
- Google Discovery / Demand Gen Ad Specs
- TikTok Ad Specs
- Meta Ad Specs
⭐️ Bookmark this article and refer back to it when you need ad specs.
Google Display Ad Specs
Source: support.google.com
Browse examples at adstransparency.google.com
LinkedIn Ad Specs
Source: business.linkedin.com
Browse examples at: linkedin.com/ad-library/home
X (Twitter) Ad Specs
Source: business.twitter.com
- You can request to have video lengths increased up to 10 minutes
- Carousel can use images or videos but must be in the same aspect ratio (ex: 1:1 or 16:9)
Quora Ad Specs
Source: image ads, video ads
Reddit Ad Specs
Source: reddit.my.site.com
* Headlines will be truncated to 100 characters on mobile/mobile web for the conversation placement.
Youtube Ad Specs
Source: support.google.com
Browse examples at adstransparency.google.com
Google Discovery / Demand Gen Ad Specs
Source: support.google.com
Browse examples at adstransparency.google.com
TikTok Ad Specs
Source: ads.tiktok.com
Browse examples at library.tiktok.com/ads
Meta Ad Specs (Facebook/Instagram)
Source: business.facebook.com
Browse examples at: www.facebook.com/ads/library
Resources for Mastering B2B Advertising
Hope you found this ad specs article useful!
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3 Powerful Strategies For Scaling SaaS Google Ads You Need To Know
Google Ads is a blessing and a curse.
You're blessed with intent and cursed with scale.
It’s a powerful channel for scaling pipeline for SaaS startups but low search volume is a challenge.
In this article you’re going to learn 3 powerful strategies for scaling your SaaS google ads further.
This won’t solve your limited search volume issues that's just the nature of your target keywords and B2B SaaS but these strategies will help you squeeze more performance from your account.
Let’s dive into it 👇
TABLE OF CONTENTS
- Strategy #1: Broad Match Discovery
- Strategy #2: Advertising outside of English
- Strategy #3: Industry campaigns
Strategy #1: Broad Match Discovery
Before you click away I’m not talking about using broad match in the traditional sense.
Where you let Google show your ads for WHATEVER they think is relevant.
Broad match discovery is where you combine broad match keywords AND an audience.
It essentially means you’re giving Google the flexibility to show your ads for whatever they feel is relevant but within the confines of your targeted audience.
I would not recommend testing this approach unless you have:
- Strong negative keyword lists
- Proven converting phrase match keywords
- Significant conversion volume (> 15/month)
The benefit is you get to scale your top keywords safely past phrase match.
How to implement broad match discovery:
Step 1: Find proven converting phrase match keywords
Review your performance across converting phrase match keywords to identify which you’re going to prioritize testing with broad match discovery.
Don’t rely on “total conversions” make sure you’re viewing performance by keyword based on the custom metrics that matter for your business (ex: Demo, Trial, SQL, SAL, Opp, etc).
Once you’ve identified some worthwhile keywords it’s time for step 2.
Step 2: Brainstorm your targeted audiences
Google has 5 audience types you can leverage for targeting in your search campaigns.
- Your data = website visitors or contact lists
- In-market = people actively researching a given topic
- Life events = people who’ve accomplished a life milestone (ex: create a business, get married)
- Detailed demographics = industries, company sizes, education level.
- Affinity = people who are interested in a certain topic
You can use a mixture of all these different types of audiences to layer on top of your broad match discovery campaigns.
If you’re dealing with < 500 searches/month for your keywords I recommend clustering a minim of 10-15 audiences on top of your campaigns to help with delivery.
Step 3: Setup a campaign experiment
The safest way you can test broad match discovery is in a 50/50 experiment alongside your top converting phrase match campaign.
You can easily AB test in Google Ads using the campaign experiments feature.
Located under Campaigns > Experiments
Using this feature build an experiment splitting the traffic by 50% for your original campaign vs the experiment version using broad match AND the targeted audiences you brainstormed in step 2.
Strategy #2: Advertising outside of English
English is the most competitive language in the world with the majority of advertisers.
We’ve seen reductions of up to 70% in our average CPC targeting other languages.
If your company has the resources to sell in multiple languages – take advantage of localization!
Localization campaigns are when you target keywords, write ad copy, and design landing pages that all are in your audience's native language (ex: Spanish, German, Portuguese).
You’ll reap the benefits of lower costs due to less competition.
The downside however with localization is search volume.
If you’re already advertising in English outside of North America and finding success, definitely recommend testing this strategy.
How to implement localized campaigns:
Step 1: Find proven converting phrase match keywords
Review your performance across converting phrase match keywords to identify which you’re going to prioritize testing with broad match discovery.
Don’t rely on “total conversions” make sure you’re viewing performance by keyword based on the custom metrics that matter for your business (ex: Demo, Trial, SQL, SAL, Opp, etc).
Step 2: Brainstorm your targeted languages
Ask your internal team what languages your sales team is able to sell in.
Based on your options make a list of potential languages.
Next, if you’re advertising outside of North America, review the top performing countries and identify their local languages and see if you have the internal resources that can speak that language.
If you can’t sell in this language then this strategy won’t make sense.
Step 3: Hire a local translator
Don’t make the mistake of relying on Google Translate to perform the bulk of your translation.
You’ll want to hire a translator that grew up in the area in which you want to advertise.
For instance, if you’re advertising in Portuguese.
The dialect for Europeans living in Portugal and those living in Brazil is very different.
A local Brazilian can tell if it’s not their dialect just like a native Portuguese.
I recommend hiring locals off Upwork can be as low as $12/hour depending on the language.
These translations will make a world difference in your ad and landing page copy.
Strategy #3: Industry campaigns
Industry campaigns can be great for coverage and quality.
This is where you’re going to bid on a desired keyword and add a related industry term.
For example, let’s say bidding on the keyword “crm software” here’s how you can modify this keyword to make it industry specific:
- healthcare crm software
- crm software for fintech
- crm software for small businesses
The benefits of industry campaigns:
- Personalized ad copy that can yield greater CTRs
- Higher quality leads due to a more qualified search term
- Lower cost per click prices due to less competition
The downside however is search volume (the constant struggle of Google for SaaS 😅).
How to implement industry campaigns:
Step 1: Find proven converting phrase match keywords
Just like the other strategies we’re going to identify proven keywords first that we can create industry variations for.
Step 2: Brainstorm your target industries
Run a win rate analysis in your CRM and understand which industries have the shortest sales cycles and largest deal sizes? Based on your findings, prioritise the industries in which you want to target.
Step 3: Build and prevent keyword overlap
Once you have your keywords and target industries you’re ready to build your campaigns.
Make sure to add your industry terms as negative keywords in your generic non-brand campaigns.
Otherwise you can have people seeing your generic ads for your industry terms.
Hope you found this article helpful!
Best of luck scaling your Google Ads campaigns for your SaaS.
Resources for mastering B2B advertising
If you’re serious about mastering B2B advertising then you definitely need to join 1,000+ B2B marketers leveling up their paid advertising skill sets in AdConversion.
Here’s 4 reasons why you should consider joining. Every one of our on-demand courses are:
✅ 100% free access.
✅ Taught by vetted industry experts.
✅ Have workbooks, resources, and templates.
✅ Less than 10 minutes per lesson.
We believe every marketer should know how to scale paid ads so they can:
- Scale their ideas
- Level up their careers
- Make a positive impact
Click Here to Join 1,000+ B2B Marketers Today and start leveling up your advertising skill set.
Takes < 90 seconds to sign up (seriously we timed it 😂)