Setup took a few days, with some tasks one-off and others ongoing
The initial setup of the WFHI software was a process that stretched across a few days. At first, I had to complete several one-off tasks like entering my personal details, linking the database of contacts, and familiarizing myself with the dialer interface. These activities were handled during the onboarding training sessions, each introducing a specific feature one step at a time. Once the foundational setup was complete, most further work involved ongoing tasks. For example, I had to continually update my contact list within the database to reflect changes or new information. Similarly, keeping the calling tools optimized and making use of automatic updates were part of the regular workflow rather than one-time efforts. The invoicing and payment process was also efficiently automated, requiring minimal input beyond the initial setup of billing details. Overall, the balance between one-off setup actions and regular upkeep was well managed, spreading the work out and making it less overwhelming. I found the software and training sufficiently paced to fit into my daily routine over this period.