Tur­ning Arti­fi­ci­al Intel­li­gence into Sales Value: Les­sons from the FAZ “KI-Play­­book” and the JTBD Framework

In its ongo­ing artic­le series DAS KI-PLAYBOOK, Frank­fur­ter All­ge­mei­ne Zei­tung the aut­hor pro­vi­des a com­pel­ling frame­work for how busi­nesses should approach the use of gene­ra­ti­ve AI. It’s not about pla­cing AI on top of exis­ting pro­ces­ses. The series encou­ra­ges com­pa­nies to go deeper and rethink what work real­ly mat­ters and whe­re AI can gene­ra­te big­ger value.

This per­spec­ti­ve unders­cores the neces­si­ty of focu­sing on value crea­ti­on rather than pro­cess refi­ne­ment. By ref­raming busi­ness chal­lenges through the lens of experts eva­lua­ting the pro­cess frame­work in the com­pa­ny, orga­niza­ti­ons can unlock trans­for­ma­ti­ve poten­ti­al whe­re it mat­ters most.

At the heart of the artic­le is the con­cept of Jobs to be Done (JTBD). JTBD defi­nes the kind of radi­cal pro­gress a busi­ness aims to achie­ve, whe­ther on a stra­te­gic, ope­ra­ti­ve or tac­ti­cal level, enab­led using AI.

The Blue Oce­an con­cept (a term inspi­red by the con­cept “Blue Oce­an Stra­tegy” deve­lo­ped by R. Mau­borg­ne and W. Ch. Kim) is clo­se­ly lin­ked to JTBD: It focu­ses on iden­ti­fy­ing high impact, often over­loo­ked tasks whe­re AI can unlock new value. The goal is not to impro­ve exis­ting pro­ces­ses but to rethink whe­re and how much more value can be crea­ted through AI trans­for­ma­ti­on. The aut­hor descri­bes the­se as Blue Oce­an Jobs, refer­ring to high-value tasks that are some­ti­mes known but often remain uniden­ti­fied or unexe­cu­ted. In many cases, they are left asi­de becau­se they seem too com­plex, too frag­men­ted across sys­tems or too deman­ding in terms of time and coor­di­na­ti­on. This is exact­ly whe­re a first-prin­ci­­p­les approach is essen­ti­al: to unco­ver the­se oppor­tu­ni­ties by brea­king down pro­ces­ses into their core com­pon­ents. AI, when appli­ed in a tar­ge­ted way, can then make the­se tasks fea­si­ble and unlock new busi­ness value. While JTBDs can be found on all levels (stra­te­gic, ope­ra­ti­ve, tac­ti­cal) not all of them qua­li­fy as Blue Oce­an Jobs.

Stra­te­gic, Ope­ra­ti­ve and Tac­ti­cal JTBDs

JTBDs can be found on dif­fe­rent levels of the organization:

  • Stra­te­gic JTBDs focus on com­­pa­­ny-wide goals. For exam­p­le: “Iden­ti­fy high growth mar­ket seg­ments so the sales orga­niza­ti­on can adjust resour­ces accordingly.”
  • Ope­ra­ti­ve JTBDs rela­te to team or depart­ment­al work­flows. For exam­p­le: “Prio­ri­ti­ze and assign inbound leads based on their sales potential.”
  • Tac­ti­cal JTBDs are tied to dai­ly tasks and actions. For exam­p­le: “Prepa­re a rele­vant fol­­low-up mes­sa­ge after a first sales call.”

To bring value through AI, the user has to break each pro­cess into three components:

Input → Trans­for­ma­ti­on → Out­put. Only then can we deci­de which AI method is best sui­ted to sup­port or sca­le the task.

The fol­lo­wing examp­les illus­tra­te how JTBDs and Blue Oce­an Jobs in sales can be bro­ken down using the JTBD frame­work, focu­sing on the core intent and value of each task rather than detail­ed imple­men­ta­ti­on steps.

Dis­co­ve­ring New Mar­ket Niches

JTBD: Iden­ti­fy new cus­to­mer seg­ments ear­ly so that we can allo­ca­te sales resour­ces more effec­tively and increase win rates in untap­ped markets.

  • Input: e.g. Com­pa­ny data from sources like Lin­ke­dIn or Crunchbase
  • Trans­for­ma­ti­on: Use a web-scra­­ping tool like Phan­tom­Bus­ter to coll­ect com­pa­ny data across regi­ons, indus­tries or growth signals. Feed this into ChatGPT to group com­pa­nies based on pat­terns (e.g. logi­stics start­ups in growth pha­se, B2B SaaS firms hiring in cer­tain roles).
  • Out­put: A prio­ri­ti­zed list of pro­mi­sing mar­ket niches with con­cre­te lead groups
  • Value: This is not a tra­di­tio­nal seg­men­ta­ti­on ana­ly­sis. It unco­vers mar­ket poten­ti­al that would other­wi­se stay hid­den in scat­te­red web sources. The result is more focu­sed sales efforts with a hig­her likeli­hood of ear­ly wins.

Map­ping Rele­vant Stakeholders

JTBD: Iden­ti­fy the rele­vant stake­hol­ders in com­plex accounts so that we can redu­ce sales cycles and increase the likeli­hood of suc­cessful deals.

  • Input: Public org data from Lin­ke­dIn pro­files and com­pa­ny websites.
  • Trans­for­ma­ti­on: Use Phan­tom­Bus­ter to extra­ct job titles and names from tar­get com­pa­nies. Then app­ly a GPT-based prompt to ana­ly­ze who likely holds decis­­i­on-making power, who influen­ces purcha­sing and who might block progress.
  • Out­put: A struc­tu­red stake­hol­der map with sug­gested mes­sa­ging angles per role.
  • Value: Ins­tead of rely­ing on assump­ti­ons or gene­ric out­reach, the sales team is equip­ped with a role-spe­ci­­fic ent­ry stra­tegy. This shor­tens the sales cycle and impro­ves win rates by addres­sing the right peo­p­le from the beginning.

Prio­ri­tiz­ing Leads Based on Fit and Potential

JTBD: Focus sales time on leads that ali­gn with our ide­al cus­to­mer pro­fi­le and long-term stra­tegy, so that we build a healt­hi­er and more sca­lable pipeline.

  • Input: CRM data, lead pro­fi­le infor­ma­ti­on, recent inter­ac­tion history
  • Trans­for­ma­ti­on: Crea­te a scoring sys­tem (e.g. based on com­pa­ny size, indus­try match, level of inte­rest). Use GPT to app­ly this logic con­sis­t­ent­ly to a lar­ge set of leads. The out­put includes scoring expl­ana­ti­ons and con­fi­dence levels.
  • Out­put: Cate­go­ri­zed lead list with clear A‑B‑C prio­ri­ties and assi­gned fol­­low-up actions
  • Value: Replaces incon­sis­tent lead scoring done manu­al­ly or not at all. Sales teams con­cen­tra­te on the leads that mat­ter most, redu­cing time was­te and incre­asing the qua­li­ty of cus­to­mer interaction.

Draf­ting Per­so­na­li­zed Proposals

JTBD: Deli­ver high-qua­­li­­ty, per­so­na­li­zed pro­po­sals wit­hout slo­wing down the sales process.

  • Input: Cus­to­mer pain points, key value pro­po­si­ti­on, pri­cing structure
  • Trans­for­ma­ti­on: Feed this data into ChatGPT or a Cus­tom GPT trai­ned on com­pa­ny tem­pla­tes and tone of voice. The model gene­ra­tes a pro­po­sal draft that includes rele­vant phra­sing, pro­duct framing and structure.
  • Out­put: A rea­­dy-to-review pro­po­sal ali­gned with the spe­ci­fic cli­ent situation
  • Value: Redu­ces pro­po­sal pre­pa­ra­ti­on time from hours to minu­tes. More con­sis­ten­cy in mes­sa­ging. Stron­ger per­cep­ti­on of pro­fes­sio­na­lism and rele­van­ce from the client’s point of view.

A Prac­ti­cal Out­look: What to Do with This Framework

The real power of AI in sales does not come from “doing the same things fas­ter.” It comes from reco­gni­zing and acting on tasks that were pre­vious­ly too com­plex, scat­te­red or invi­si­ble to tack­le at all. The­se are your JTBD and the Blue Oce­an Jobs.

To begin working with this framework:

  1. Ana­ly­ze your exis­ting sales acti­vi­ties using first prin­ci­ples. What are the actu­al goals behind each task? What infor­ma­ti­on flows into them? What results do they produce?
  2. Prio­ri­ti­ze the tasks that show the big­gest poten­ti­al for value crea­ti­on or the hig­hest loss due to inef­fi­ci­en­cy or neglect.
  3. Match the right AI tools and methods to the trans­for­ma­ti­on steps, this could invol­ve prompt design, web auto­ma­ti­on, data aug­men­ta­ti­on or buil­ding cus­tom GPT assistants.
  4. Inte­gra­te the­se solu­ti­ons into the dai­ly struc­tu­re of your team. Make sure stra­te­gic JTBDs dri­ve focus, ope­ra­ti­ve JTBDs impro­ve flow and tac­ti­cal JTBDs bene­fit from smart execution.

AI is not a short­cut, it is a foun­da­tio­nal enabler. When appli­ed with inten­ti­on and the right promp­ting methods, it helps unco­ver sales poten­ti­al that pre­vious­ly remain­ed out of reach. It sup­ports the exe­cu­ti­on of high value tasks, stream­li­nes core pro­ces­ses and enables new ways of working across the value chain. AI beco­mes the base­line for rede­fi­ning how value is crea­ted in modern sales organizations.

One final point should not be over­loo­ked: when brea­king down pro­ces­ses into com­pon­ents, we must also con­sider how the­se ele­ments inter­act. In prac­ti­ce, a well-desi­­g­ned pro­cess is often more than the sum of its parts. Orga­niza­tio­nal cul­tu­re, lega­cy sys­tems and infor­mal rou­ti­nes play a major role in whe­ther chan­ge suc­ceeds or stalls. As the say­ing goes, “cul­tu­re eats stra­tegy for breakfast”.

This is why app­ly­ing AI to a green­field pro­cess is fun­da­men­tal­ly dif­fe­rent from inte­gra­ting it into exis­ting struc­tures. In estab­lished envi­ron­ments, it’s not just about buil­ding smar­ter solu­ti­ons, but also about embed­ding them in a way that respects how peo­p­le work, deci­de and adapt. The best JTBD frame­works, AI tools or prompt sys­tems won’t deli­ver value unless they are ali­gned with the rea­li­ty of the organization.

As thin­kers like Mintz­berg, Hamel or Por­ter have shown, stra­tegy, capa­bi­li­ties, cul­tu­re and mar­kets are deep­ly inter­con­nec­ted. A pro­cess, no mat­ter how opti­mi­zed or AI-powered, does not exist in isolation.

In other words: In estab­lished orga­niza­ti­ons, chan­ge crea­tes value only when inter­nal pro­ces­ses, cul­tu­re and exter­nal mar­ket dyna­mics are aligned.

(Note: This artic­le was crea­ted with con­cep­tu­al and lin­gu­i­stic sup­port from arti­fi­ci­al intelligence)

Vor dem wei­ßen Blatt der KI-Revolution

Von kogni­ti­ven Trans­for­ma­tio­nen zu KI-Architekturen

The Fall and Rise of Stra­te­gic Planning

The Core Com­pe­tence of the Corporation

Com­pe­ti­ti­ve Stra­tegy: Tech­ni­ques for Ana­ly­zing Indus­tries and Com­pe­ti­tors – Book – Facul­ty & Rese­arch – Har­vard Busi­ness School

Blue Oce­an Strategy

What is Blue Oce­an Stra­tegy | About Blue Oce­an Strategy