Setup expectations vs reality in initial sales process
Before purchasing the access to WFHI’s software and training, I had clear expectations regarding how much of the setup would require one-off effort and how much would be ongoing. My understanding was that the initial setup of the dialer and database would be a one-time process while the software updates and training would be ongoing. In practice, the setup phase did demand more time upfront than I anticipated, particularly in configuring the database to fit my workflow and adjusting the dialer tools. However, once past this stage, the ongoing training webinars and support communications felt well-paced and necessary to stay current with software changes. The invoicing and payment process also unfolded as expected and was straightforward. While I wished the initial setup burden had been communicated better at the sales stage, I appreciated the assistance available during onboarding and the clarity of subsequent updates. Overall, the mix of one-off and ongoing elements was close but slightly different than I expected before purchase.