When it clicked and when it didn't: mixed feelings about onboarding
I had a genuinely mixed experience with the WFHI platform's sales and onboarding process. At first, the sign-up and payment parts were straightforward, which gave me confidence in what I was getting into. The training materials mostly helped me grasp how the dialer and database features worked, which was great because that was important for my workflow. However, I found some aspects confusing; for example, while the calling tools were fairly intuitive, I wasn't totally certain if I understood all the automatic updates that happened during my usage. There was a moment where I realized that I actually could manage the database effectively without external assistance, so that was a positive breakthrough. But then I wondered if I'd need to reach out to support again if more complex issues arose. The telephonic support I got was helpful, though I still feel like I'd benefit from additional guidance in the future. So, while some parts clicked well enough for me to proceed independently, others left me unsure whether I'd figure out everything on my own the next time around. It felt like a fair balance between self-service and needing some extra help.