Onboarding project | tl;dv

📄

Onboarding project | tl;dv

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In 1989 Alon Cohen invented live conferencing using internet protocol. Live conferencing was considered a precious new communication tool - it was the future of business communication. In the remote work revolution, our transition to a hybrid world has shaped new communicative needs. But live conferencing hasn’t evolved since the 80s.

In 2022 we’re attending approximately 16 online meetings every week. It clutters our calendars, kills our concentration and drains our productivity.
In 2022, WE HATE IT.

But why?

Because we’re applying an outdated model to the way we host and attend meetings online.

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We know recorded meetings are becoming the norm – and that this can be leveraged.

tl;dv did that 😎

TL;DV = Catch up on meeting recordings in minutes

tl;dv is a beautiful example for what Bill Gates believed. It brings automation and effeciency for people who want to move mountains.
tl;dv addresses the inefficiencies of traditional meeting management. By automating the recording, transcription, and sharing of meetings, it significantly enhances productivity and collaboration. The onboarding process is designed to quickly equip users with the tools they need to maximize their efficiency and minimize time spent on mundane tasks.

HOW did tl;dv change online meetings forever?

😎 here's how

tl;dv empowers remote and async teams to communicate efficiently.

tl;dv simplifies smarter ways of working, freeing up thousands of hours each day.

tl;dv stands for a smarter meeting culture.

For the symbiosis of live collaboration and asynchronous knowledge exchange.

For instantly shareable meeting insights.

For documentation and radical transparency.

For smaller meetings that drive decisions.

tl;dv break the taboo of declining invites.

tl;dv facilitate deep work and efficiency with simple time-saving principles.

Who is tl;dv solving for?

Attribute	ICP 1: Large/Medium Enterprises	ICP 2: Startups & Small Enterprises	ICP 3: Individuals
Industry	Technology	E-commerce	Creative Services
Stage of Company	Mature	Growth	N/A
Location	Major Teir1 cities across India (Delhi, Mumbai, Bangalore, etc.)	Urban areas in Tier 1 and Tier 2 cities	Remote work or local client base
Tech-savviness	High (8/10)	Moderate to High (7/10)	Moderate (6/10)
Motivation: Innovate or Reduce Risk	Innovate to stay competitive and enhance operational efficiency	Innovate rapidly to capture market share and establish brand presence	Reduce risk by ensuring clear communication and timely project delivery
Annual Revenue	₹100 Crores and above	₹5 Crores to ₹50 Crores	₹10 Lakhs to ₹1 Crore
Is productivity a concern?	Absolutely	Yes	Oh Yes
Budget size for productivity tools	High	Moderate	Moderate
Time vs. Money	Will invest time to save money; focus on long-term efficiency	Will invest money to save time; prioritize quick wins	Will invest both time and money; balance between quality and cost
Goals for the Next 3 Months	Improve Operational Efficiency: Streamline internal processes to reduce time spent in meetings and enhance productivity across departments. Enhance Team Collaboration: Foster better communication among team members through recorded meetings, ensuring everyone is aligned on projects. Standardize Onboarding Processes: Develop a structured onboarding program using recorded training sessions to ensure new hires receive consistent information. Increase Transparency: Implement tools that allow all employees to access meeting recordings, promoting a culture of openness and shared information. Reduce Meeting Times: Aim to cut down the average duration of meetings by utilizing recorded content for pre-meeting preparation.	Scale Marketing Efforts: Increase brand awareness through targeted marketing campaigns that leverage insights from recorded meetings. Improve Onboarding Efficiency: Create a more effective onboarding experience for new hires by providing them with recorded sessions they can review at their own pace. Enhance Customer Engagement: Utilize recorded customer interactions to refine engagement strategies and improve service delivery. Optimize Resource Allocation: Identify areas where time is being wasted in meetings and reallocate resources to more productive tasks. Test New Marketing Strategies: Implement A/B testing for campaigns based on insights gained from team discussions and recorded feedback sessions.	Increase Client Satisfaction: Utilize recordings of client calls to ensure all details are captured, leading to improved service delivery and client relationships. Streamline Project Management: Organize project workflows more effectively by referencing recorded discussions and decisions made during client interactions. Expand Client Base: Focus on acquiring new clients by leveraging insights from past projects and improving communication strategies based on recorded feedback. Enhance Personal Productivity: Reduce time spent on note-taking during client calls, allowing more focus on delivering quality work. Build a Repository of Insights: Create a library of recorded client interactions and interviews to reference for future projects and improve service offerings.
Total No. of Employees	200+	5-50	1-5
Meetings frequency	20-50	5-15	1-3

Who are the decision makers?

Attribute	ICP 1: Large/Medium Enterprises	ICP 2: Startups & Small Enterprises	ICP 3: Individuals
Decision Makers	Head of Operations / CTO	Founder / CEO	Freelancer / Consultant
Role in Decision Making	Key decision-maker in technology adoption and operational strategies	Primary decision-maker for business growth and resource allocation	Influencer and decision-maker for project scope and client engagement
Age Range	35-55	25-45	25-40
Education Level	Bachelor's degree or higher in relevant fields (e.g., Business, IT)	Bachelor's degree or higher in relevant fields (e.g., Business, Marketing)	Bachelor's degree or relevant certifications in their field
Key Responsibilities	Oversee operations and ensure all departments are aligned with organizational goals. Implement technology solutions to improve efficiency and productivity across teams. Manage team performance and facilitate training and development programs. Analyze and optimize internal processes to reduce meeting times and improve collaboration. Ensure compliance with industry regulations and maintain transparency within teams.	Develop and execute marketing strategies to increase brand awareness and customer acquisition. Manage day-to-day operations to ensure smooth functioning of the business. Hire and train new employees to support growth and scalability. Conduct market research to identify opportunities for expansion and improvement. Collaborate with freelancers or agencies for specialized tasks while maintaining oversight of quality.	Manage client relationships and ensure clear communication throughout project lifecycles. Deliver high-quality work on time by organizing tasks and setting priorities effectively. Handle all aspects of project management, including planning, execution, and follow-up. Continuously seek feedback from clients to improve services and address concerns promptly. Maintain an organized repository of client interactions and project documentation for future reference.

How are decisions made?

Attribute	ICP 1: Large/Medium Enterprises	ICP 2: Startups & Small Enterprises	ICP 3: Individuals
Buying Decisions	Involve multiple stakeholders (department heads, IT managers). Decisions based on thorough evaluations of features, integration, and ROI.	Typically made by founders or CEOs with input from a small team. Quicker decisions based on cost-effectiveness and scalability.	Made individually based on personal needs and budget constraints. Influenced by peer recommendations and perceived value.
Decision-Making Structure	Hierarchical; involves cross-departmental collaboration for alignment with organizational goals.	Flat structure; collaborative decision-making among a small team allows for quick iterations.	N/A; decisions made independently without formal structures.
Product Retention	Focus on long-term contracts and renewals, with strategies including personalized onboarding and regular training sessions.	Immediate value delivery is key; retention strategies include loyalty programs and personalized support.	Relies on ongoing satisfaction; strategies include excellent customer service and educational content to maximize usage.
Collaboration Between Buyer and User	Strong collaboration; product buyers seek feedback from end-users to ensure solutions meet operational needs.	Close collaboration; buyers engage directly with users for feedback on product performance and necessary adjustments.	Minimal collaboration; primarily use products for personal projects, seeking informal feedback from clients or peers when needed.

Now lets focus on the ICP behaviours & problem solving

Attribute	ICP 1: Large/Medium Enterprises	ICP 2: Startups & Small Enterprises	ICP 3: Individuals
Core Problem Statement	Hiring and training take a lot of time, with varying outcomes based on individual skills—ensuring quality is a challenge. Multiple collaboration tools lead to inefficiencies due to poor integration; manual processes are time-consuming. Manual note-taking often results in missed information or miscommunication among team members.	Basic communication tools hinder effective collaboration; lack of structure leads to inefficiencies during onboarding. Freelancers may not have the necessary expertise or reliability; small agencies can be costly without guaranteed results. Informal meetings result in poor documentation; important decisions may be lost or miscommunicated.	Email and messaging apps do not provide adequate tracking or organization for multiple projects; important details can be overlooked. Low-cost freelance services often lead to inconsistent quality; accountability is limited when expectations are unclear. Personal notes can become disorganized over time, making it difficult to reference critical information when needed.
How Are They Trying to Solve the Problem Today?	Hiring and training new resources. Using multiple collaboration tools that lack integration. Relying on manual note-taking during meetings.	Relying on basic communication tools without structured processes. Working with freelancers or small marketing agencies. Conducting informal meetings without proper documentation.	Managing projects through email and messaging apps without formal tracking. Using low-cost freelance services that may lack accountability. Relying on personal notes which can be disorganized.
What They Are Hiring the Product For	To Record Online Meetings for Free: They need a reliable solution to capture all discussions during meetings, ensuring that important insights and decisions are documented for future reference. To Improve Transparency: By recording meetings, they aim to foster a culture of transparency where all team members can access information, reducing the chances of miscommunication. To Scale Onboarding and Training: They are looking for a way to standardize onboarding processes by recording training sessions, making it easier for new hires to catch up on essential information. To Share Meeting Insights Faster: The ability to quickly share recorded meetings with relevant stakeholders helps in faster decision-making and keeps everyone aligned on project goals.	To Enhance Onboarding Processes: They want to streamline the onboarding experience for new employees by providing recorded sessions that new hires can review at their convenience. To Collaborate Across Timezones: With team members possibly located in different time zones, they need a tool that allows asynchronous collaboration through recorded meetings that everyone can access. To Reduce Time in Meetings: They are hiring tl;dv to help minimize the duration of live meetings by allowing team members to review recordings instead of attending every session. To Follow Up Effectively: By having access to recorded meetings, they can ensure that follow-ups are based on accurate information discussed during those sessions.	To Capture Client Conversations Accurately: They need a solution that allows them to record client calls to ensure that all details are captured accurately for effective project management. To Maintain Clear Communication with Clients: By recording discussions, they aim to have a reliable reference point for all client interactions, helping them avoid misunderstandings and improve client satisfaction. To Create a User Interview Repository: They want to build a library of recorded user interviews that can be referenced later for insights and feedback on their services or products. To Improve Productivity: By using tl;dv, they hope to save time spent on note-taking during calls and focus more on delivering value to their clients.
Technologies Used	CRM systems (Salesforce), project management tools (Asana), communication tools (Slack), analytics tools	Basic CRM tools (Zoho), collaboration tools (Trello), social media management tools	Project management tools (Trello), communication apps (Zoom), content creation tools

The Jobs to be Done

ICP	Functional Goals	Personal Goals	Social Goals	Financial Goals
ICP 1: Large/Medium Enterprises	Improve operational efficiency by reducing meeting times. Enhance collaboration across teams. Standardize onboarding processes for new hires. Ensure compliance through accurate meeting documentation. Facilitate faster decision-making by sharing recorded insights.	Foster a culture of transparency and accountability within teams.	Enhance team cohesion through better communication.	Reduce costs associated with inefficient processes.
ICP 2: Startups & Small Enterprises	Streamline onboarding processes to ensure new hires are effectively integrated into the team. Improve customer engagement through recorded interactions. Optimize resource allocation by reducing time spent in meetings. Test new marketing strategies based on insights from discussions.	Increase brand awareness and establish a market presence.	Build a network of engaged customers and partners.	Optimize marketing spend for maximum ROI.
ICP 3: Independent Professionals	Capture client conversations accurately to ensure clear communication. Organize project management through recorded discussions. Create a repository of user interviews for future reference. Improve follow-up processes based on recorded meetings.	Enhance personal productivity by reducing time spent on administrative tasks.	Build a reputation through effective client interactions.	Increase income by improving client satisfaction and retention.

JTBD Validation

For my research to validate the core jtbd for tldv users - it took a few user calls and secondary research that includes user reviews.

📝 Reviews

https://www.producthunt.com/products/tl-dv/reviews

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🤙 User calls

Question: Why did you choose to go with tl;dv?

🦸🏻‍♂️ Aditi - The Project Manager and Collaboration Advocate
[Stage of awareness about tl;dv: Product Aware]
tl;dv usage: Individual and with Team
“I needed a solution that would help streamline our meeting processes. With so many discussions happening every day, I wanted a way to ensure that nothing important slipped through the cracks. tl;dv's ability to record and summarize meetings seemed like the perfect fit for keeping my team aligned.”

𓅓 Raj - The Sales Executive
[Stage of awareness about tl;dv: Most Aware]
tl;dv usage: Individual and with Team
“As a sales executive, I’m constantly on calls with clients. I needed a tool that would not only record these conversations but also help me extract actionable insights quickly. tl;dv provides that functionality effortlessly, allowing me to focus on building relationships rather than worrying about note-taking.”

🧑‍🎨 Sam - The Freelancer and Creative Consultant
[Stage of awareness about tl;dv: Problem Aware]
tl;dv usage: Individual
“I juggle multiple clients and projects at once. I needed a way to keep track of all my meetings without spending hours writing notes afterward. With tl;dv, I can easily capture everything and refer back to it when needed.”

Question: What’s your end goal with tl;dv?

🦸🏻‍♂️ Aditi - The Project Manager and Collaboration Advocate
“My goal is to enhance team productivity and ensure everyone is on the same page after meetings. With tl;dv, I can easily share summaries and action items with my team, which helps us stay organized and accountable.”

𓅓 Raj - The Sales Executive
“I want to improve my follow-up process with clients. By utilizing the summaries from tl;dv, I can quickly reference past conversations and tailor my outreach accordingly. This not only saves time but also increases my chances of closing deals.”

🧑‍🎨 Sam - The Freelancer and Creative Consultant
“I want to ensure that I never miss important details from client calls. With tl;dv, I can keep everything organized in one place, which allows me to focus more on delivering quality work rather than scrambling for notes.”

Question: What are you hiring tl;dv for?

🦸🏻‍♂️ Aditi - The Project Manager and Collaboration Advocate
“I’m hiring tl;dv to solve for efficiency in our meeting culture! It’s crucial for me to have all meeting insights captured in one place, making it easy for team members who couldn’t attend to catch up.

”𓅓 Raj - The Sales Executive
“I want to be more organized and effective in my client interactions. With tl;dv, I can ensure that every important detail from my calls is recorded and summarized, making it easier to follow up and maintain strong relationships.”

🧑‍🎨 Sam - The Freelancer and Creative Consultant
“I’m hiring tl;dv to help me manage multiple client projects effectively. It’s like having a personal assistant that captures everything during meetings so I can focus on what really matters - delivering great results.”

👾 The Teardown

Let’s look at tl;dv. There are several interesting lessons on website design, user training, rewards, and community.

🤲 tl;dv’s Philosophy

tl;dv (short for "too long; didn't view") is an AI-powered meeting assistant designed to revolutionize how teams capture, transcribe, and summarize their critical conversations. With seamless integration into platforms like Google Meet, Zoom, and Microsoft Teams, tl;dv empowers users to focus on discussions rather than getting bogged down by note-taking.

🤯 Advanced Features and Automation

At the core of tl;dv are its advanced AI capabilities, which provide accurate transcriptions in over 30 languages and generate insightful summaries that highlight key points and action items. One of the standout features is its automation, which streamlines routine tasks such as note-taking, follow-up emails, and meeting summaries. This significantly reduces administrative burdens, allowing team members to concentrate on strategic discussions and decision-making.To ensure that new users can fully leverage these functionalities, tl;dv offers a user-friendly onboarding process. Additionally, it fosters collaboration by enabling effortless sharing of recorded meetings, enhancing transparency within teams and facilitating asynchronous communication.

🎯 Focus on Productivity and Modern Collaboration

With a commitment to productivity and efficiency, tl;dv serves as a comprehensive solution for various teams—helping sales refine strategies, customer success enhance client relationships, and product teams gather valuable insights. As organizations increasingly embrace remote work and flexible schedules, tl;dv stands out as an essential tool for optimizing meeting culture. Experience streamlined meetings with tl;dv, where capturing insights is just a click away.

TEARDOWN SHOWDOWN

Here, let's take a look at what is the first impression for tl;dv before starting a user journey.

tldv first impressions and landing page.pdf

Now lets sign up on tl;dv -

This is where the real user flow begins. The user signs up and starts exploring the tool.Onboarding Teardown.pdf

When is a user called an activated tl'dv user?

Startups and SMEs

A user has recorded their first meeting [P1🔥]
A user has shared meeting insights with team members [P1🔥]
A user has set up integrations with their preferred communication tools (e.g., Slack, Teams) [P2]

4. A user has utilized the AI-generated summaries to create follow-up tasks [P2]=

5. Collective time spent on the platform (Workspace owner and team members) [P1🔥]

Individuals

A user has recorded their first personal meeting or call [P1🔥]
A user has shared insights from their recordings with clients or peers [P1🔥]
A user has set up notifications for upcoming meetings and reminders [P2]
A user has downloaded the desktop or mobile app [P3]
Time spent on the platform [P1🔥]

Lets validate our activations

Activation Metric 1 - Number of Meetings Recorded

Hypotheses: The higher the number of meetings recorded, the greater the likelihood of activation. If a user successfully records their first meeting, it indicates they understand how to utilize tl;dv effectively. This action demonstrates that they are engaging with the product's core functionality, which is essential for capturing insights and improving productivity.

Activation Metric #2 - Number of Insights Shared

Hypotheses: Users who share insights from their recorded meetings are more likely to be activated. Sharing insights fosters collaboration and reinforces the value of using tl;dv as a tool for effective communication within teams. If users actively share information, it suggests they are integrating the product into their workflows.

Activation Metric #3 - Number of Tool Integrations Established

Hypotheses: Connecting tl;dv with other tools (e.g., Slack, Microsoft Teams) is crucial for realizing its full potential as a collaborative platform. Users who integrate multiple tools demonstrate a commitment to using **tl;dv** as part of their daily operations, enhancing stickiness and overall engagement.

Activation Metric #4 - Time Spent on tl;dv

Hypotheses: Increased time spent on tl;dv correlates with higher engagement levels. Users who record meetings, share insights, and utilize integrations will naturally spend more time on the platform. Tracking time spent can help identify different user tiers:

Casual User: 0-2 hours per week -> uses tl;dv sporadically for recording.
Engaged User: 3-5 hours per week -> actively records meetings and shares insights.
Power User: 6+ hours per week -> integrates tl;dv into daily workflows and collaborates extensively.

Activation Metric #5 - Extension/App Download

Hypotheses: If users download the app/extension, it indicates a desire for accessibility and convenience in managing their recordings and insights. The act of downloading the app signifies a commitment to using tl;dv more frequently, enhancing engagement through notifications and easy access to features.

Metrics to Evaluate “Effectiveness” of Onboarding Flow

To effectively measure the onboarding process of tl;dv, several key metrics can be tracked. These metrics will provide insights into user engagement, retention, and overall satisfaction with the onboarding experience. Here are the primary metrics to consider:

D1, D7, and D30 Retention

Description: This metric tracks the percentage of users who return to the platform on Day 1, Day 7, and Day 30 after signing up.
Relevance: High retention rates indicate that users find value in tl;dv and are integrating it into their workflows. Monitoring these rates helps identify potential drop-off points in the onboarding process.

DAU/MAU (Daily Active Users / Monthly Active Users)

Description: This ratio measures user engagement by comparing daily active users to monthly active users.
Relevance: A high DAU/MAU ratio suggests that users are consistently engaging with the product, which is crucial for long-term retention and indicates effective onboarding.

Time-to-Productivity

Description: This metric assesses how long it takes for new users to achieve their first significant outcome (e.g., recording a meeting).
Relevance: A shorter time-to-productivity signifies an effective onboarding process that equips users with the necessary tools and knowledge to succeed quickly.

Completion Rate of Onboarding Tasks

Description: This metric tracks the percentage of users who complete all onboarding tasks or tutorials.
Relevance: High completion rates indicate that users are engaged with the onboarding process and understand how to use the product effectively.

User Engagement Rate

Description: Measures how actively users interact with the platform during onboarding (e.g., time spent on key features, number of meetings recorded).
Relevance: Increased engagement during onboarding correlates with higher satisfaction and retention rates, highlighting areas where users may struggle or excel.

Feedback Scores from New Users

Description: Collecting feedback through surveys or ratings immediately after onboarding.
Relevance: Direct feedback provides qualitative insights into user satisfaction and areas for improvement in the onboarding process.

Feature Adoption Rate

Description: Tracks how many users actively use key features (e.g., recording meetings, sharing insights) within a specified timeframe post-onboarding.
Relevance: High feature adoption rates indicate that users are realizing the value of the product, which is essential for long-term engagement.

New User Turnover Rate

Description: Measures the percentage of new users who stop using the product within a specific period after onboarding.
Relevance: A high turnover rate may signal issues within the onboarding process that need addressing to improve user retention.

Time to Value (TTV)

Description: The time it takes for users to realize the benefits of using tl;dv after completing onboarding.
Relevance: A shorter TTV indicates that the onboarding process effectively guides users to experience key features quickly, enhancing satisfaction and likelihood of continued use.

User Cohorts Analysis

Description: Analyzing different groups of users based on their onboarding experience and subsequent behavior.
Relevance: This analysis helps identify patterns in user engagement and retention among various cohorts, allowing for targeted improvements in the onboarding process.

Other Metrics to Be Tracked

Acquisition source analysis
Track user cohorts to identify active users with similar traits outperforming others in activation metrics
Heat map on landing page to see where users are dropping off
Time taken from first login to becoming an engaged tldv user

- Time taken between first login to recording a meeting

- Time between login & sharing insights

- Time between login & setting up integrations