Release note: Onboarding Toolkit v3 ships with conditional intake logic
The intake forms now branch based on client type, which means shorter forms for most people and better data for you.
Version 3 of the Onboarding Toolkit is live for all existing buyers. The headline change is conditional logic in the intake forms: instead of one long form, clients now see only the questions relevant to their track. In testing with 40 coaching practices, average completion time dropped from 14 minutes to about 6.
The branching is built into the Google Forms and Notion versions. You pick a primary client type at setup — individual, group, or corporate — and the form hides sections that don't apply. The welcome email sequence also got a rewrite; the first message now arrives within two minutes of signup instead of the old manual send.
Two smaller fixes worth noting. The client portal template no longer breaks when you rename a database, which was the most common support ticket last quarter. And the PDF export now keeps your brand fonts instead of falling back to system defaults.
If you already own the toolkit, the updated files are in your dashboard now. The changelog PDF lists every changed field so you can decide whether to migrate your existing forms or keep them as-is. New buyers get v3 automatically.