You had the right steps, but order felt odd sometimes
You designed the support process well enough in terms of what needed to be done to get me up and running, and I appreciate that much. It was clear that you wanted me to complete certain training modules before proceeding to use the dialer and database functions, which I agree is a sensible approach. However, I found some parts of the order confusing in practice. For example, at times I was asked to wait on support calls when I felt I could have moved ahead with simpler tasks myself if guided differently. Also, the automatic updates created a little disruption in how I tracked payments and invoices, which felt like something that could have come later or been explained earlier. Despite these hesitations, I do recognize your team tries to help step-by-step, which made the experience less frustrating than it might have been otherwise. Overall, I'd sum it to a friend by saying you have decent steps, but maybe just shuffle the order a bit so it's more intuitive for users like me who want to move at their own pace while still getting the essential support.