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Making a New Client Wildly-Satisfied – Fast.

This video is aimed at helping the Health Coaches among us but it can really be very useful information for all practitioners. I offer some really valuable insights into how I personally grew my health coaching practice and how you can grow your practices as well.

This is part 2 of a three-video series where I share some fantastically simple and powerful pearls and case studies for building a wildly successful practice. If you missed Part 1, you can check it out here!  Then don’t miss this video full of tips on wildly satisfying your clients as soon as possible for maximum impact – starting in your initial consultation and continuing into your very first meeting! (And hear about one of my favorite clients and how she brought to me nearly 70 new clients – no joke!)

A client’s motivation and commitment to their wellness journey with you is at its highest right after they commit to join your program.  From that point onward, the clock starts ticking on your opportunity to help them find palpable relief or symptom improvement as soon as possible.  They need this quick satisfaction and delight in order to

    1. Galvanize their faith in you as a practitioner
    2. Increase their commitment to their journey with you
    3. And most importantly, validate their hopes that they can indeed feel better – finally.

I definitely recommend you use a symptom questionnaire in your initial consultation AND each of your client pre-session updates.  This list forms your “Bucket of Opportunities” to satisfy – and ideally delight – your client.  Here is the exact symptom questionnaire I use in my practice; it’s been well honed over several years.  I hope it’s helpful to you!

As soon as your client signs up for your program, I recommend you choose their most annoying symptom from the following list and make it a priority to help them to get relief – or at least significant improvement – as soon as possible.  In my experience over the years, these are by far the most common symptoms that are (1) often straightforward to improve and (2) annoying and frustrating to your client.  As promised, I am giving you specific clinical details on each:

    • Headache.  Tension headaches are the most common type and are ultimately caused by nociceptors (“pain bodies”) on nerve fibers that create our experience of pain.  Nociceptors can be triggered by a variety of factors, but often it’s a combination of muscle tension and blood vessel spasm or dilation that is at play.  I recommend the following short set of actions to help initiate quick relief from tension headaches.  (Again, these may not create 100% relief, and there may be other root causes and exacerbating factors.  But the goal is to get started with some initial relief quickly, while you spend time identifying the other root causes such as food sensitivities, toxicity, and inflammation.)  If your client wrestles with migraines, refer to this post instead, as this is a very different biochemical dynamic.
      • Hydration.  Make sure your client is drinking plenty of clean, plain (uncarbonated!) water.  Give them a specific goal of at least 5 full glasses a day, spread throughout the day.  I am amazed at how often this is the primary headache driver.
      • Magnesium.  One of the top American nutrient deficiencies, and many more people have suboptimal levels.  I have written a complete post about magnesium and how to recommend it to your clients.  The only major contraindication for magnesium is kidney disease/cancer.  The post gives many details; I most often recommend 300mg magnesium glycinate twice daily with food for headache.
    • Constipation.  This is a particularly powerful topic to address which can have truly breakthrough results for your client.  I do believe that nearly all of us should be having at least one fully-formed, easy-to-pass, complete bowel evacuation every day – with very few exceptions.  Anything less than that chronically is constipation.  I am actually offering you a complete clinical course webinar on this topic – my gift to you!   There is also a shorter summary post which you will find handy for supporting client discussions about bowel habits and quick tips on the most effective remedies.

To start creating a wildly-satisfied, client, prioritize getting quick, substantial relief for your clients right away!  This is a powerful foundation for building a wildly successful practice.

Don’t miss Part 3 of this series which continues to highlight key tips for creating wildly satisfied clients and also features some wildly successful case studies.

P.S. If you know that healthcare must be transformed to be sustainable and effective, and you believe strongly that Functional Medicine is key to making that happen, we urge you to learn about our semester program.

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5 Questions for “Making a New Client Wildly-Satisfied – Fast.”

  1. 3
    Glen Andrews says:

    Hi Tracy,
    Maybe i missed it in all the great info you provide, but is there a flow chart that shows an ideal flow from the beginning? Like send them health history first then review, start mapping, get labs done, then…. People call me and their in a panic mode, and I end up just putting out fires for people for free, cuz I guess that’s just who i am. They feel better and then no client or action until the next crisis.

    • 3.1
      SAFM Team says:

      Ah indeed, this is one of the MOST common mistakes I see practitioners make on a regular basis. I do not promote or document a formal “right answer” for the flow of events because we teach a rich variety of practitioners, and their needs and preferences are diverse. Some practitioners like to have a quick “get acquainted call” before an initial consultation; others don’t. Some like to ask for and receive back a one-page questionnaire on a client’s motivation and commitment before they book the initial consult (or send them an intake form); others don’t. Given the tenor of your question, I highly recommend you experience (1) the Practice Pearls webinar (part of your Semester program – available on the Business/Practice Pearls page) and also (2) the Secrets to Wildly Satisfying a Client (here: ). I believe you will get what you need from these. And I encourage you to discuss them in your Peer Group Huddle as well. As both of these webinars will also echo, I encourage you to reflect on a different perspective…. I believe that giving off-the-cuff, triage type of guidance (even to one who is desperate) is actually a huge disservice. It rewards and fuels an emergency-or fear-driven approach to wellness vs. the ongoing commitment, engagement, focus, and growth in self-management required to make lasting lifestyle change that brings relief and wellness as a natural, sustainable byproduct. As helpers we like serving others (and admittedly, our egos love the thrill of showcasing our knowledge and guidance that others don’t have and need).

  2. 2
    Heather Conley says:

    Tracy you use this symptom questionnaire with each session, including initial consult?

    • 2.1
      SAFM says:

      Yes, I do! And highly recommend it. It’s quite common for clients to not be immediately self-aware of their symptoms without the specific inquiry of all the line items on the questionnaire. It prompts them to remember even the details they take for granted, and this thorough approach can help to highlight puzzle pieces that you might not otherwise ever know about the client. Maybe even lynch pin symptoms that can help you to see the interconnectedness across multiple systems in their body! It’s human nature to simply “get used to” our normal…even if it includes a number of inflammatory symptoms. A client’s natural perception of “feeling good” is naturally based on their typical normal. That’s why so many of them are not just delighted but somewhat shocked when they work with you and discover months later what “feeling fantastic” really means. Generally, we don’t know just how poorly we were feeling before until we start to feel much better.

  3. 1

    Great blog you have here.. It’s difficult to find good quality writing like yours these days.
    I really appreciate individuals like you! Take care!!

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