Sep 14, 2026 · 16 min · 9 segments
Many hands-on therapists know they can help their clients, but saying “I can help you” out loud can feel surprisingly difficult. In this episode, Heather explains why knowing your client and believing…
Heather HammellHost
One of the most important things I did in my hands-on practice was make sure my intake form was actually doing its job.

And I'll just be honest, my intake form, was awful for most of my practice and it took a lot of iterations to get it to a point where it served me better.

And then when I started to help people with their intake forms, it took a lot of iterations to get to where my mindset is around what an intake form is actually for and and how to use it as a mechanism for getting you results easier with your clients.

So it took looking at what my intake form was producing and asking whether those answers were actually giving me what I needed to help the person sitting across from me.

For a long time, I had a question to ask clients what their goal was for coming in.

Almost every time that field, like the answer field for that question was either left completely blank or it had very few or vague words in it.

And I remember personally, one time I was getting a massage at like a high end spa in Seattle.

What is your goal? And I remember putting in that my goal was to lose five pounds.

How was that related to anything we were doing that day? I was getting a massage.

So really thinking about that and thinking how I answered that question, I just stopped asking what their goal was.

And I started asking something better, which was what was happening that made you book this appointment with me? What was going on in your life when you booked this appointment? And that one change helped to produce completely different answers.

With that information, now the client is able to tell me the story, the thing that finally pushed them to pick up the phone, the thing that finally made them click book now on my booking link, the moment it got bad enough that they decided that they needed to do something about it.

And that is information that I can actually use to help sell them a treatment plan.

I also added a question that said, what does a typical day look like for you right now? And what would an ideal day be like if you didn't have this problem anymore? Those questions combined give me such a huge picture about what's going on and why they're here.

It tells me where they are, where they want to be, and the gap that I am there to help them close.

By the time a client walks into my office, I already understand their problem when they've taken the time to let me know by answering those questions.

One of the most important things I did in my hands-on practice was make sure my intake form was actually doing its job.

And I'll just be honest, my intake form, was awful for most of my practice and it took a lot of iterations to get it to a point where it served me better.

And then when I started to help people with their intake forms, it took a lot of iterations to get to where my mindset is around what an intake form is actually for and and how to use it as a mechanism for getting you results easier with your clients.

So it took looking at what my intake form was producing and asking whether those answers were actually giving me what I needed to help the person sitting across from me.

For a long time, I had a question to ask clients what their goal was for coming in.

Almost every time that field, like the answer field for that question was either left completely blank or it had very few or vague words in it.

And I remember personally, one time I was getting a massage at like a high end spa in Seattle.

What is your goal? And I remember putting in that my goal was to lose five pounds.

How was that related to anything we were doing that day? I was getting a massage.

So really thinking about that and thinking how I answered that question, I just stopped asking what their goal was.

And I started asking something better, which was what was happening that made you book this appointment with me? What was going on in your life when you booked this appointment? And that one change helped to produce completely different answers.

With that information, now the client is able to tell me the story, the thing that finally pushed them to pick up the phone, the thing that finally made them click book now on my booking link, the moment it got bad enough that they decided that they needed to do something about it.

And that is information that I can actually use to help sell them a treatment plan.

I also added a question that said, what does a typical day look like for you right now? And what would an ideal day be like if you didn't have this problem anymore? Those questions combined give me such a huge picture about what's going on and why they're here.

It tells me where they are, where they want to be, and the gap that I am there to help them close.

By the time a client walks into my office, I already understand their problem when they've taken the time to let me know by answering those questions.
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