Just like telling a friend, it mostly flows well!
I had been a bit worried if I would get lost with their onboarding steps, but honestly, it was mostly smooth sailing. The software introduction was clear enough, and I loved that the database feature came up naturally as I went along instead of being thrown at me too early. One thing that threw me off just a little was the jump between the dialer setup and the training materials — felt like it could have been switched so it made more sense to a newbie like me. Otherwise, their support on the phone was pretty chill and patient when I called with some questions. Sign-up was straightforward, and I appreciated that invoices appeared promptly in my email. For the most part, the process was in a sensible order and made following along pretty easy. I would say it’s a solid way to get used to remote workflows, but maybe one tweak in the onboarding sequence could make it even better. Still, if you’re the kind of person who likes a clear path and friendly help, this setup just about nails it!