Mixed steps but probably would try it again with some changes
The training and onboarding process offered a combination of helpful guidance and frustrating moments. Initially, the steps were not always in a sensible order; some modules came before the prerequisite basics were fully explained. For example, I was introduced to the calling tools before being familiar enough with the database feature, which led to confusion in linking workflows. However, the later parts of the training clarified many of these difficulties, and the telephonic support did assist when I called for help understanding the sequence. The invoicing process was straightforward, which was one less thing to worry about. Despite the issues with the organization of content, I acknowledge the training covered all necessary areas. While the onboarding could benefit from reordering to improve comprehension, I think I would try the process again—especially if prior knowledge could let me skip the more basic sections and focus on advanced features. Ultimately, although the sequence was not perfect, the onboarding did provide value and I was able to build a functional workflow with the software by the end of my trial period.