Onboarding lacked follow-up guidance for next steps
Reflecting back, the training I underwent gave me a foundation, but I found that I was often left unsure about what I needed to learn next. The onboarding modules seemed adequate to start, yet there was insufficient ongoing support or refresher resources to prepare me for future use cases. I felt I would definitely need help again next time because some steps weren’t explained fully. The dialer and database integrations were tricky without further clarification, so I guess I’ll have to lean on the telephonic support more than I’d like in the future. It was a little disappointing that after the main training, updates and new features were not communicated clearly enough, leaving me uncertain if I am using the software optimally. While the initial sign-up and payment process were straightforward, the lack of continued guidance weakens the overall experience for someone wanting to grow independently. Hence, I’m thinking extra help will be necessary again.