Your steps weren’t very well organized honestly
I want to be straightforward with you about the pre-purchase process. While some aspects were clear like the sign-up and invoice generation, the overall flow of steps felt disjointed and lacked a smooth order. For example, the training materials were sent without proper context and I had to reach out multiple times to understand how to integrate the database properly. Also, the dialer setup instructions were vague, making the whole process frustrating. Communication from your support staff was decent but inconsistent, which added to the confusion. The payment and invoicing process was the only part that felt seamless and well handled. I was hoping the onboarding process would be more streamlined and logical to help users move forward without issues. So to keep it simple, I think your steps could be better structured since right now it's more complicated than it needs to be.