Setup was mostly one-time, ongoing parts could be better explained
Starting with WFHI's training and onboarding, I found that a good part of the setup involved one-off tasks such as installing the software, creating user profiles, and importing my existing database. These steps were clearly laid out during the training, which was helpful in getting started without confusion. However, once the initial setup was done, I noticed that some ongoing activities, especially around updating contact information in the database and managing calling schedules, required continuous attention. The training touched on these areas but didn’t deeply explain how to efficiently manage them day-to-day. This left me figuring out my own workflow after the training completed. I appreciate the comprehensive coverage of the one-time setup, which made installation smooth and straightforward. But I did feel the onboarding lacked enough focus on best practices for maintaining data accuracy and using the dialer over longer periods. Perhaps some extra modules or refresher sessions targeting ongoing management would be beneficial. Overall, the startup phase was well supported, but the absence of extensive ongoing guidance was noticeable and could be improved for a more complete learning experience.