Frustration first, then confusion over order of steps
I started the onboarding expecting a logical progression but quickly found the steps disorganized. The sign-up process didn’t flow as one might assume, which made the whole experience frustrating from the outset. I followed the instructions but it felt like some steps were out of place, maybe a call to set up the database should have come before training. Because of that, I struggled to use the dialer tool effectively, as I didn’t have the right setup ready. The calling tools themselves weren’t the issue; rather, it was preparatory steps and how they were presented that caused a lack of clarity. Had the invoicing details or payment confirmation been clearer earlier, I might have felt more confident to dive in. Overall, the sequence disrupted what should have been a smooth start, so my experience with this software and training was disappointing and not what I expected based on the information given.