Most firms think of intake forms as… just intake forms. But what if those same forms could become one of your most powerful growth tools?

In this week’s Tactical Tuesday, Lee Reams II shows how to use MAX to build two types of digital forms — instantly — that go far beyond onboarding.

💡 Use Case #1: Net Promoter Score (NPS) Survey

Get real feedback on how your clients feel about your firm.

Learn why NPS is such an important metric, how to use it to track satisfaction and loyalty, and how MAX can create and send your NPS form in seconds.

You’ll walk away with an easy way to measure client sentiment and improve retention.

💡 Use Case #2: Outbound Client Service Survey

Not sure what to offer next — payroll, HR, wealth management, or advanced planning topics like QSBS stock?

Let your clients tell you.

With MAX, you can spin up an outbound service survey that helps identify what clients need most — turning feedback into new service lines and new revenue.

⚡ Watch MAX in Action

This episode shows how simple prompts can generate fully branded digital forms in seconds — no design, no coding, no wasted time.

Just real data to drive smarter business decisions.

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