Steps were logical but needed patience
Looking back, I think the order of steps in the onboarding and support communication was pretty decent, though it required a fair bit of patience. I remember initially thinking the dialer setup was too quickly pushed before I’d fully grasped the database functions, so there was some back and forth with telephonic support to clarify. The steps themselves were in a sensible order generally—starting with account creation, invoicing, then training and finally getting into active calling workflows—but it felt like I had to keep track of multiple things at once over days. The support team was helpful but they sometimes repeated instructions I already understood, which slowed me down. Overall it was a good effort from their side but I think a bit more tailored pacing in the early days would save users some frustration.