The order of sales steps surprised me quite a bit
I came into this expecting a pretty straightforward sales process, something like sign up, get the software access, then receive training on the platform. However, it was a bit different. Firstly, the sign-up and invoicing stages were really clear and well-structured, which I appreciated. But then the training sessions started before I had even fully set up my calling tools or database. I thought usually those foundational elements come first, because training without immediate UI access can lead to some confusion. Luckily, the onboarding team was responsive and helped me navigate this out quickly, but it did feel like the sequence could have been more logical. Additionally, the telephonic support was available early on, which helped cover some gaps. It wasn’t bad, just not quite what I expected. Considering other platforms I’ve used, WFHI’s order of steps took me by surprise but was flexible enough to manage. I would say the positive was clear communication, though the surprise sequence was a bit unsettling initially.