Client Intake Forms- No Snoring

If you work one to one with clients you know that the information you gather before your session is a vital part of understanding how to best serve their needs and help them reach their goals.

 

As a yoga therapist I was taught to follow a medical format when gathering information from my clients, and for a while, that’s exactly what I did.

 

But, to be honest, it wasn’t working very well.

 

While the information I gathered was extremely useful, it took a long time to review, and wasn’t in a format that matched the way I work.

 

This left me with a-whole-lotta-questions.

 

Which meant I spent much of the first in-person session asking more questions to fill in the gaps.

 

You know what else?

 

Filling out forms… is kind of a snore.

So, I set out to create a better intake form.

 

I wanted something that would give me a pretty-clear-picture of what types of practices would benefit my clients most, and…

 

I wanted the process of filling out the form to be more, well…. fun!

 

Now I spend less time asking questions and more time giving my clients what they need.

Plus. No more snoring. (hoo-ray!)

 

 

Here’s a preview call. Have a listen.

 

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Details

 

On January 27th at 6 pm Central- I’ll be hosting a tele-class.

Client Intake Forms That Aren’t a Total SNORE.

There will be time for questions + the call will be recorded so you can listen to it later.

 

 

What you’ll learn

 

Strategies to help you create an intake form that will clearly communicate your clients needs, while keeping the process light and fun.

 

This class was designed for yoga teachers and yoga therapists, but the process could be easily adapted for other modalities.

 

We’ll explore:

– Covering your bases- the 5 things every intake form should have.

– Checking for vitals- how to make sure you’ve got the most critical information to work safely and effectively.

– What makes you tick- understanding your own strengths and how to use them to your advantage.

– The art of creative questioning- how asking questions and getting answers can be super simple, and pretty-darn-fun.

– Plus a wee bit about branding + adding some personal pizazz.

 

You’ll leave class with with a better understanding of what YOU need to know in order to do your best work, and the skills to create a fun + powerful information gathering intake form.

 

 

How much does it cost?

 

The cost is $40.

Registration is now closed. 

 

What next?

 

We’ll send confirmation that we received your payment. Then about a week before class you’ll receive an email with instructions on how to join the call.

 

There will be time for questions at the end of class + the call will be recorded so you can go back and listen anytime you want.

 

 

Any questions?

 

Simple. Just drop your questions into the form on the bottom of this page with Snoring Questions in the subject line and I’ll get back to you pronto.

 

 

 

Let’s get them doggies rollin’ !