Making sense of the steps took moderate effort
Before purchasing the WFHI package, I tried to understand how the sales and onboarding steps flowed. On the one hand, the initial information on the website was clear enough to give an overview of the software and training offered. It was reassuring to have a detailed breakdown of what I’d get access to, like the dialer, database, and support. However, the sequence of subsequent steps, especially around invoicing and signing up, felt somewhat fragmented. I noticed that some communications came out of order or were a bit repetitive, which made tracking my progress slightly confusing. Despite this, the onboarding and training sessions themselves were well organized and logically ordered, helping me embrace the remote workflow software. The call tools’ walkthrough was comprehensive, though I wished the billing and payment details were integrated more smoothly with the rest of the onboarding. Overall, it wasn’t a difficult process, just that some of the steps could be streamlined better to feel more coherent from start to finish. It’s worth noting that the service team was responsive when I reached out for clarity. This effort was manageable but not effortless, which is why I rate it positively but with some hesitation.