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The Four Forces at Play in Consumer Decision-Making

Why do consumers switch from one product or service to another? Learn about the four forces of progress and how to leverage them in your messaging.
key Takeaways
  • Consumers purchase products or services for the benefit of achieving a specific type of progress — not just for the product itself.
  • The four forces drive consumer decision-making in whether to switch to a new solution or stay with their current situation.
  • Marketers can use the four forces to create targeted messaging strategies for customer acquisition and retention. 
Date
October 2, 2024
Reading Time
5 minutes

There are forces pulling at us for every decision we make.

This is especially true for consumers making a purchase: Should I stick with my current reality or purchase this other solution? 

Should I…

  • Buy another button-down from the store I’m used to, or try one from this high-end label? 
  • Keep working out at home, or get a membership to the gym around the corner?
  • Stay with the healthcare specialist with long wait times, or try to get in with a different provider? 

Consumers have more choices today than ever before. When they’re faced with so many options, how do they decide? What driving factors cause them to either try something different or stick with the status quo? 

In the consumer research space, those driving factors are called the four forces of progress. Let’s unpack them. 

JTBD and the four forces

To understand the four forces, it’s important to recognize why consumers make purchasing decisions in the first place. The Jobs-to-be-Done framework (JTBD) asserts that people “hire” products or services to help them achieve specific progress they’re after.

People don’t buy Invisalign to straighten their teeth. They buy it (and deal with the annoying retainers) to get a great-looking smile. 

What are the four forces of progress?

The four forces are an important element of JTBD because they impact decision-making. Identifying the forces involved in the decisions surrounding your product or service helps you better understand:

  • What’s driving consumer demand for your solution
  • Why consumers choose your solution (or a competitor’s)

Consumers have several factors to weigh when choosing whether to switch to a new product or service. This framework helps you identify each of those factors. (It helps you understand why they’re thinking about switching to — or ditching — your product or service.)

Two of the forces of progress encourage consumers to switch, while the other two forces encourage them to stay. 

The Four Forces of Progress

For example, consider a person named David who’s thinking about switching from cable to a streaming service. As he weighs out the pros and cons, the four forces of progress work below the surface to push him in one direction or another. 

Push of the situation 

What’s pushing David away from the situation he’s used to — traditional cable TV from Comcast?

To start, David’s aggravated with the rising costs. His cable bill seems to change all the time, and always to his surprise. (There’s never a warning.) He doesn’t believe the quality of the service is keeping up with the bill increase, either. 

Being tied to a contract with variable costs is making him feel powerless about the situation. And he doesn’t even watch all of these channels… So does he really need to keep paying for cable?

Pull of the new solution

What’s pulling David to explore this other solution — Hulu Live TV? 

Since his retirement, David’s had the time to read up on this new alternative that his kids have been talking about called Hulu. Hulu Live TV is much cheaper than cable and doesn’t require a contract. If he doesn’t like it, he can always switch back. 

David’s impressed by the mix of channels and on-demand content on Hulu. He wouldn’t need to remember to DVR his favorite shows — the platform will have them up in a few days. 

The cherry on top? He can watch on different devices (not just his TV). He wouldn’t have to miss his favorite shows anymore when he travels. 

Anxiety of the new solution 

What could go wrong with switching to this new solution? 

Despite his excitement about Hulu, David questions if he’ll be happy with it. He’s heard that people sometimes have issues with streaming quality. He’s also unsure if all of his favorite channels and sports networks are on Hulu — and if they are now, will they always be? He can’t miss the Yankees. 

And what if the internet goes down… Would he lose access to Hulu? 

Habits of the present 

What would make it worth it to stick with the status quo? 

Let’s face it, David doesn’t particularly love change. He’s comfortable with Comcast, understands how to work the remote and knows how to get to his favorite channels and shows. Plus, they’re already set up on the DVR. This situation isn’t necessarily broken, so why bother with trying to fix it? 

Switch or stay?

Clearly, David has a lot to consider. But this predicament isn’t unique to his situation. Switching decisions typically come with several factors to weigh, regardless of the product or service. 

David will consider the pros and cons within the four forces and decide whether the push and pull towards Hulu Live TV is enough to overcome his anxieties about the new service and his habits with Comcast. If it is, he will "fire" his cable service and "hire" Hulu Live TV.

Switching from Comcast to Hulu + Live TV

Leverage the four forces in marketing 

Why is understanding the four forces of progress important from a marketing lens? You can apply your understanding of the four forces to create targeted messaging that resonates with current or potential customers.  

Customer acquisition strategies and examples

Use your understanding of the four forces to aid in customer acquisition. 

Table Layout
Strategy
  • Drive home the pain points of prospective customers’ existing situations in your messaging.
  • Share testimonials or case studies from consumers who made a similar switch.
  • Convince consumers to switch to you with benefits-focused messaging, social proof and targeted marketing related to the JTBD.
  • Address their potential anxieties by dispelling objections or myths about your solution.
  • Bring up the opportunity cost of sticking with the status quo.
For example, Hulu should…
  • Emphasize all of David’s issues with cable.
  • Highlight customers like David who are happy with Hulu.
  • Focus on the benefits that matter to David, like watching from anywhere without a contractual obligation.
  • Reassure him about the streaming quality and his ability to watch on his phone if the internet goes down.
  • Play up the money going to waste towards hundreds of unused channels.

Customer retention strategies and examples

Understanding the impact of the four forces on your current customers can also help you improve customer loyalty. Apply these strategies to retain customers.

Table Layout
Strategy
  • Drive home the benefits that cause customers to stay.
  • Improve on the experiences that push people away so they are less likely to consider other solutions.
  • Build messaging around the cons of switching to the competition.
  • Gather reviews from customers who tried switching and decided to switch back.
For example, Comcast should…
  • Emphasize the convenience of remaining with the service David’s used to.
  • Reassure David of Comcast’s commitment to its customers.
  • Agitate problems with streaming, such as quality issues and lagging.
  • Highlight customers who went back to cable after trying streaming services.

Stay in the know about your consumers 

The best way to understand how the four forces of progress impact your consumers is by conducting in-depth JTBD interviews

Reach out to us to imagine what these interviews might look like for your organization, or stay in our circle to keep learning about Jobs-to-be-Done and design research. 

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Author

Steve Koch

Healthcare

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