what was missing was more detailed pre-purchase guidance
The sales and pre-purchase experience with WFHI was a bit of a mixed bag for me. On one hand, the sign-up and payment process was streamlined, which made the initial steps easy and familiar. However, I found myself needing to figure out quite a bit on my own after the purchase, especially around the finer details of the calling tools and how best to integrate the database feature into my workflow. The training did cover basics but skipped over some of the more advanced tips I was hoping to get beforehand. The onboarding flow helped, but only after I’d already spent time experimenting in the platform, and that delayed my getting fully operational. The telephonic support was available and helpful when I reached out, but I wish there had been more proactive contact from the sales side to help clarify these things early on. There was one issue with a recent automatic update, where I noticed some features behaved differently and I had to adapt quickly. Looking back, more upfront communication before purchase would have better aligned my expectations and sped up my learning curve.