Order of steps had pros and cons
Looking back at the sales and pre-purchase process for WFHI, I can say there were clear positives and negatives about how the steps were arranged. The initial sign-up and accessing information was pretty straightforward, which helped me decide what software package to choose without feeling overwhelmed. On the downside, the training and onboarding sessions were sometimes scheduled before I'd fully settled the invoicing or payment questions, which was a bit confusing and left me uncertain on timing. The dialer and calling tool demos were helpful but came after these sessions, so I didn't always connect the dots as easily as I might have. Support was responsive when I raised issues, but I felt the order of information could have been better balanced to build confidence earlier. Despite these quirks, the overall process did eventually give me a clear understanding of what WFHI’s service entails. So, while the flow wasn’t perfect, it did get me to where I needed to be, albeit with some extra effort on my part.