MAX Skills: Onboard Client & Track Document
Two skills that take the manual work out of getting every client from "yes" to done.
In this video, we walk through two new MAX Skills designed to make client onboarding easier from start to finish: Onboarding and Tracking.
See how MAX can use the client information already available in your account to build a personalized onboarding checklist with clear tasks and due dates. You’ll also learn how to review and customize the checklist before sending it to your client.
Then, we’ll show you the new Tracking Skill, where you can monitor open requests, see what’s due, identify clients who haven’t responded, and let MAX handle automatic reminders.
Watch the video to see how Onboarding and Tracking work together to reduce manual follow-up and give you a clearer view of every client’s progress.