Order of steps was mostly sensible, but missing a review phase
Using the WFHI training and onboarding sequence, it mostly made sense how they laid out the steps. I appreciated that I started with the basics of signing up and exploring the database feature before moving on to calling tools and dialer setup. That progression helped me learn without getting overwhelmed. However, one thing I felt was missing was a review or check-in phase after the initial training so I could confirm I was using everything correctly before moving into live usage. The automatic updates were mentioned but not woven into the flow in a way that felt natural. I think adding this would help users feel more confident as they work through the process. Otherwise, I found the order logical enough, and I’d probably follow this approach again though with a slight tweak to better support learning at each stage of the onboarding.