Training gave confidence but onboarding had its flaws
The training sessions were quite effective, especially the parts that explained how to use the call dialer and manage the database effectively. I ended up feeling fairly confident by the time I completed all the modules, which really helped me get a sense of what remote workflows can look like. However, the onboarding process itself was not as smooth as I expected. The sign-up and initial invoicing took longer than I liked and sometimes the automatic updates created unexpected changes that slowed me down. The support was generally helpful but occasionally slow to respond, so I had to push a bit to get clear answers. Overall, it’s a mixed bag: the training really went well and boosted my confidence, but some of the technical and administrative onboarding hurdles left me unsure at moments. That said, I recognize that with a bit more polish in those areas, the learning curve would be much easier for new users starting out.