Here’s what I’d tell a friend about your onboarding
Your training and onboarding process is overall quite clear and structured. You start with foundational concepts and progress logically, which is really helpful for someone new to remote workflows. I liked how each module explains the software features step by step rather than throwing everything at once. That made it easier to understand the calling tools, the dialer, and how the database integrates with the workflow. However, I did feel that some parts could have been a bit more detailed, especially around troubleshooting common issues during sign-up. Also, a few examples felt a bit outdated, so updating those would help. I appreciate that the invoicing and payment processes are explained in straightforward language, which cut down confusion. If you want to improve, you might consider adding more interactive elements to reinforce learning. Overall, I’d say your onboarding system is efficient and clear, with minor room for enhancement. I’d recommend your training to peers wanting to smoothly start with your software.