Overall a mixed bag of steps
From the moment I started the sign-up process to the initial onboarding, things felt a bit out of order. Sometimes I found myself jumping between parts of the sales and pre-purchase workflow that didn’t seem connected logically. For example, I had to input some billing details before I fully understood what package I was actually choosing, which felt backwards. On the other hand, the training content was pretty clear and well structured once I was on board, so that was a relief. The calling tools and dialer features were introduced before I expected, which threw me off a bit but I guess it was useful for getting familiar early. Overall, the sequence of steps gave me an impression of being slightly disorganized. However, the support was helpful when I asked questions and the database functionality integrated well with my work. It felt like a mixed bag, and that’s the phrase I’d use to sum this whole process up — some things made sense, others less so, but I appreciate the effort.