You provide solid onboarding but could adjust for newcomers
The onboarding steps you laid out had their strengths but also some limitations depending on user familiarity. On one hand, the training materials were well organized and logically sequenced—starting with simple navigation and gradually introducing database features and calling tools. For users who have some prior experience, this makes a lot of sense and can be followed without confusion. However, I noticed that for complete beginners the pacing might feel a bit fast or lacking in practical examples, especially around using the dialer and understanding automatic updates. If you could consider providing alternative tracks or additional support options for those without prior exposure, it would widen your user base successfully. I appreciate that you offer telephonic support and priority assistance because some questions inevitably arise during setup, but not every user may feel comfortable seeking help that way. Overall, your onboarding will suit many kinds of users who prefer structured approaches, but may require small adjustments or supplementary materials to fully assist everyone starting fresh with these remote workflow tools.