You missed out on some key onboarding steps
You provided an onboarding flow that was generally straightforward, and I could access the software quite quickly. The training modules were comprehensive to an extent, covering most essential features like the dialer and database management. However, I found that the transition from training to actual independent use could have been smoother. There was a lack of real-time guided practice or follow-up sessions which would have helped in clarifying the more complex workflows that I encountered after starting work. Additionally, some parts of the invoicing and payment process were left to figure out on my own, which took longer than expected. I think if you incorporated more interactive elements or support during onboarding, users like me would get going faster and with fewer uncertainties. So while I eventually did manage, this part felt incomplete and could be improved for the next users.