Hypnosis Practice Preliminary Assessment System
5.0 (21 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
138 students enrolled

Hypnosis Practice Preliminary Assessment System

Book More Hypnotherapy Clients & Never Have to Sell A Thing!
5.0 (21 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
138 students enrolled
Created by Tribe of Healers
Last updated 10/2019
Price: $39.99
30-Day Money-Back Guarantee
This course includes
  • 3.5 hours on-demand video
  • 15 downloadable resources
  • Full lifetime access
  • Access on mobile and TV
  • Assignments
  • Certificate of Completion
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What you'll learn
  • How to Get More Conversations with More Prospective Clients
  • How to Take Charge of the Initial Conversation with a Prospective New Client
  • How to Quickly and Easily Assess Prospective New Clients in Social Settings
  • How to Use a Free Consultation More Strategically
  • How to Use the 3 Rs in R-R-Results as a Preliminary Assessment Tool and Pre-Session Technique
  • How to Use Your Telephone System to Make a Positive First Impression
  • How to Turn a Qualified Caller into a Committed Client
  • How to Create a Client Session Confirmation System
  • How to Set Up a Scheduling System that Supports You
  • Certification in Regression-to-Cause Hypnotherapy
  • Enthusiasm to Learn, Grow Knowledge, and Develop Skill Facilitating Therapeutic Hypnosis
  • Computer to Download Bonus Content and Reports

What if you had a system that could help you get more clients you can be successful with? Preliminary Assessments help put you in charge of your hypnotherapy sessions with clients by ensuring that you're getting clients that are right for you.  In this program you will learn how you can set yourself up to be more successful in your hypnotherapy sessions by qualifying your clients.  You will learn simple preliminary assessment techniques you can use anywhere - in social situations, over the phone, and in the session room with clients - to quickly assess whether a person is the right client for you.

In This Course You Will Learn a Step-By-Step System You Can Use to:  

  • Take Charge of the Initial Conversation with a Prospective New Hypnosis Client

  • Qualify Your Hypnotherapy Clients Using 6 Critical Qualifying Questions   

  • Convert a Qualified Caller into a Client   

  • Prepare the Client for Their First Hypnosis Session With You   

  • Prepare the Client to Commit to a Multi-Session Hypnotherapy Program - Without Ever Having to Sell a Thing

  • Create a First Hypnosis Session Confirmation System

You'll also receive this BONUS CONTENT:

  • 8 Scheduling Strategies Checklist

  • Hypnosis Session Confirmation System Checklist

  • 6 Critical Qualifying Questions Checklist

  • 6 Critical Qualifying Questions Flowchart

  • Hypnosis Session Confirmation System Templates

  • Client Contact Form Template

  • PDF Report of Full Course

  • 2 Bonus Lessons

  • 7 Objectives for the Client's First Hypnosis Session Checklist

Qualifying Your Clients is a Strategy You Can Use Right Away to Help You Feel More Confident in Your Hypnosis Sessions.  This One Simple Strategy Can Dramatically Improve the Results You’re Getting in Your Regression Hypnotherapy Sessions. So, let's get started!

Who this course is for:
  • Hypnotherapist
  • Regression Hypnotherapist
  • Student of Dave Elman approach to Therapeutic Hypnosis
  • Omni-Hypnosis Graduate
  • 5-PATH Practitioner
  • Regression Hypnosis Boot Camp graduate
Course content
Expand all 51 lectures 03:32:49
+ Introduction
3 lectures 13:44

An overview of what you will learn in this program.

Preview 07:07

How having a Preliminary Assessment system can support you in your regression hypnotherapy practice.

Preview 01:35

A few suggestions to help you maximize the learning.

Preview 05:02
+ First Contact Strategies
3 lectures 17:58

How to use your preliminary assessment system in social situations.

Preview 05:29

Offering a free consult can be a smart marketing strategy when used correctly.

Preview 07:24

How do you respond when a person asks, "How much?" (And the last thing you should say.)

Preview 05:05
+ The 3 R's in R-R-Results
7 lectures 32:25

Hypnosis isn’t a cure-all.  So you need to be reasonable about what issues you’re willing to take on. 


It’s not reasonable to expect that you can be all things to all people.  So you need to know yourself and know your limits.  


Is the client ready?  Are they willing to go where you need them to go to get the results?  Or do they expect you to do all the work while they lay back and relax?  


An real-life example of how you can use the 3 R's in R-R-Results as a preliminary assessment tool.

The Bowling Lady

How I used the 3 R's in R-R-Results to assess a client who had a compulsive overeating issue.

Pre-Session Technique

An example of using a preliminary technique can help to prepare a client for regression hypnosis.

Where to Begin

Not every problem a client brings to you will be simple.  In fact, most people don’t consider hypnosis until they’ve tried everything else.  So by the time they get to you the problem has either developed into a much more complex issue.

Complex & Hidden Issues
First Contact Quiz
6 questions
+ Turn Callers into Cash
4 lectures 23:04

Tips on how to use your phone system more strategically to get more clients.

Phone System

Three things that will support you in guiding a telephone conversation toward booking a new client.

Keep Good Notes

Just because a person says “no” doesn’t mean never.  How keeping good notes can support you in getting more clients.

No Isn't Never

To solve the right problem you need to ask the right questions.  The basic information you need to uncover during the initial conversation.

The Initial Conversation
+ 6 Critical Qualifying Questions
7 lectures 19:19

The goal of healing is to get to the root of the problem and resolve it there.  That can take time.  Here's how you can make sure that you’re getting clients who are ready, willing, and able to begin a healing journey with you.  

The Root Goal

The purpose of Critical Question #2 is to invite a conversation with a prospective new client.

Preview 02:24

The purpose of Critical Question #2 is to keep you and the client focused on what's most important.

Critical Question #2

The purpose of Critical Question #3 is to uncover all the symptoms of the problem.

Critical Question #3

The purpose of Critical Question #4 is to assess a person's motivation to create positive change.

Critical Question #4

The purpose of Critical Question #5 is to assess the client's expectations are regarding the hypnosis.

Critical Question #5

A lot of healing practitioners don’t feel comfortable discussing their fee.  They find it hard to ask for a commitment to the first session. They're afraid of sounding "salesy."  The purpose of Critical Question #6 is to take the selling right out of the equation.

Critical Question #6
Qualifying Questions Quiz
9 questions
Create a phone list
6 Critical Qualifying Questions
1 question
+ First Session Set Up
6 lectures 32:35

Between the time you book the appointment and the client showing up for their session a lot can happen.   Some people will get cold feet.  They’ll talk themselves out of it.  And the reason this happens is simply FEAR.  Here's how you can do away with no-shows for good.

What's Going to Happen?

Your first session should give you the information you need to feel confident proceeding.  It begins with preparing the client for what's going to happen.

Talk, Teach, Relax

If you’re clear what the next step needs to be, all you ever need to do is set up for it.  That’s what preliminary assessments are for.  They help you to decide what the next best step needs to be.  

Preview 08:06

This is a baby-steps approach that helps both you and the client feel confident in taking the next step. That’s all that ever needs to happen - just one small step.  

Baby Steps

Sometimes you’ll discover in the first session that you don’t want to continue working with a person. When that happens, it’s okay for you to fire the client.  

Fire the Client

You may have been taught that the Conscious Mind doesn't have the answers so don't spend a lot of time listening to it.  But when you’re dealing with an emotional issue, taking the time to listen to what the Conscious Mind has to say can make your job easier.

Listen to the Client
First Session Set Up Quiz
4 questions
+ Scheduling System
5 lectures 15:36

Your scheduling system should support you in being successful in your sessions with clients.   It should give you more time for yourself.  Here are a few tips for setting up a simple scheduling system.

Plan Ahead

Booking the first session isn’t merely a matter of jotting down a person’s name and phone number and then expecting them to show up. Here are some tips for booking the first session.

Booking the First Session

There are benefits to getting payment before the first session.  Here's just a few.

Getting Paid

The last thing you need is to have another client coming in right when you’re trying to rein in a new client who’s coming emotionally undone.  Here's how you can schedule your sessions so you don't get caught in a bind.

Don't Buy the Drama

A review of the 8 scheduling strategies you have just learned.

8 Scheduling Strategies
Take charge of your time and money
Scheduling Strategies
1 question
+ Session Confirmation System
4 lectures 13:24

How to do away with No-Shows by creating a first session confirmation system. 

Follow Up

What to include in your session confirmation letter regarding payment.


How to help your clients prepare for their first hypnotherapy session.

How to Prepare Tips

The Client Contact Form is just a short form that the client can fill out before they arrive for their first session.  Here's what to include

Client Contact Form
Scheduling the Client Quiz
5 questions
Create your own Session Confirmation System
Session Confirmation System
1 question
+ Conclusion
1 lecture 02:32

A quick review of what you've got so far and the next step.

+ BONUS - Is Regression Re-Traumatizing the Client?
5 lectures 18:47

Many people think that regression re-traumatizes the client.  Here are 6 very good reasons to develop your skill at facilitating regression hypnosis.

1. Emotions

Is Regression Re-Traumatizing - Part 1

2. Traumatic Memory

3. Triggering Events

4. Repressed Recycling 

5. The Compounding Effect

Is Regression Re-Traumatizing - Part 2

6. Regression Happens

Is Regression Re-Traumatizing - Part 3

It Takes Consciousness to Change Consciousness.

Is Regression Re-Traumatizing - Part 4


Is Regression Re-Traumatizing - Part 5