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TMMF #005 · March 6, 2024

A Masterclass On the ‘Jobs to Be Done’ Framework

A Masterclass On the ‘Jobs to Be Done’ Framework, Reframing Sales in SaaS, and Redefining the Fintech’s Landscape.

Guest: Derik Sutton & Kyle Bazzy Messaging Show notes

Why listen

The signal, minus the noise.

“Questions are places in the brain in which you have to place an answer… questions can be a very attractive force.”

In this episode, we dive deep into the “Jobs to Be Done” methodology with Derik Sutton and Kyle Bazzy. Derik is CMO and Kyle is SVP of Customer Success at Autobooks. The guys are seasoned professionals in B2B SaaS marketing, sales, and the fintech industry. We dive into their personal journeys that led them to SaaS, and walk you through the (often unconventional) strategies you can use to deeply understand and speak to your customers.

Kyle shares his unconventional entry into the sales world, and how a passion for entrepreneurship and technology led him to co-found a successful SaaS platform during his college days. Derik, takes us through his transition from traditional sales roles into the fintech space, emphasizing the critical role of product love and marketing in driving innovation.

Key topics covered

A skimmable map of the conversation.

Start with the idea you need, then jump into the full episode when something catches.

Getting to Know the Guests: Background and Journey

At 02:32, Chris and Derik dig into getting to know the guests: background and journey — a useful jump-in point if you want the practical part of this episode without scanning the whole conversation.

The Intersection of Sales, Marketing, and Product

At 03:25, Chris and Derik dig into the intersection of sales, marketing, and product — a useful jump-in point if you want the practical part of this episode without scanning the whole conversation.

The Impact of Customer-Centric Approach

At 04:28, Chris and Derik dig into the impact of customer-centric approach — a useful jump-in point if you want the practical part of this episode without scanning the whole conversation.

The Role of Surveys and Customer Interviews

At 11:43, Chris and Derik dig into the role of surveys and customer interviews — a useful jump-in point if you want the practical part of this episode without scanning the whole conversation.

The Power of Questions in Sales and Marketing

At 18:09, Chris and Derik dig into the power of questions in sales and marketing — a useful jump-in point if you want the practical part of this episode without scanning the whole conversation.

The Conference Experience: A New Approach

At 20:45, Chris and Derik dig into the conference experience: a new approach — a useful jump-in point if you want the practical part of this episode without scanning the whole conversation.

Understanding the Sales Perspective

At 27:59, Chris and Derik dig into understanding the sales perspective — a useful jump-in point if you want the practical part of this episode without scanning the whole conversation.

The Importance of Aligning Goals

At 28:24, Chris and Derik dig into the importance of aligning goals — a useful jump-in point if you want the practical part of this episode without scanning the whole conversation.

Show notes

Jump to the right moment.

Use the timestamps as shortcuts: scan the arc, skip the obvious bit, replay the useful bit.

02:32

Getting to Know the Guests: Background and Journey

03:25

The Intersection of Sales, Marketing, and Product

04:28

The Impact of Customer-Centric Approach

11:43

The Role of Surveys and Customer Interviews

18:09

The Power of Questions in Sales and Marketing

20:45

The Conference Experience: A New Approach

27:59

Understanding the Sales Perspective

28:24

The Importance of Aligning Goals

28:33

The Power of Asking the Right Questions

29:18

The Role of Marketing in Sales

29:41

The Art of Crafting Effective Presentations

30:26

The Impact of Personal Commitment in Sales

30:46

The Importance of Understanding Customer Progress

31:43

The Power of Messaging in Sales

32:03

Understanding the Customer’s Career Progress

32:58

The Role of Trust in Building Customer Relationships

37:32

The Impact of Empathy in Sales and Marketing

42:06

The Importance of Research in Understanding Customers

49:27

The Challenge of Connecting and Speaking to Customers

53:26

Conclusion: The Power of Customer-Centric Approach

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