I would do this onboarding again, but with feedback
Your training and onboarding steps were mostly in a sensible order, which made the process smooth overall. Starting with introductory modules that explain the software basics helped me avoid confusion, and transitioning into call tools and dialer operations felt logical. However, I think the order could improve slightly by bringing invoicing and payment processes earlier, because those came a bit late and I found myself seeking that information on my own before you covered it. Other than that, the progression from the database features to automatic updates was paced well, which made adopting the software more manageable. Your telephonic support during onboarding was helpful, although I occasionally wished for more in-depth answers at the start. I appreciate that the training didn’t overwhelm me with too many details too soon. If you keep this training sequence but add some pointers on payments sooner, I definitely would go through this onboarding again and recommend it to others who look for practical remote workflow tools. The setup was user-friendly enough and the pacing mostly right, so yes, I would repeat the experience with minor tweaks on your end.