Last updated October 18, 2026
A hypnosis client intake has three parts: a written form covering mental health, medical history, medications and support system, a handwriting sample, and a spoken consultation built around eleven questions. Done properly it tells you what to work on, in the client’s own words, before you ever induce trance.
Ok, here’s where the rubber meets the road. You’ve been eating, sleeping, and breathing hypnosis training for a while. Your toolbox is overflowing. Now it’s time to (GASP!) start working with clients.
Scary, isn’t it?
Relax, because you’re in good company. It’s normal to not feel ready. Taking the first step from knowing to doing can be incredibly intimidating. But you are not going to “break” your client or leave them more tangled up than they were at the start of the session.
And, I hate to break this to you, but you’re not going to use your tools perfectly when you first get started. Perfectionism is boring. Give yourself permission to fail.
Would you rather wait until you’re perfect (which will never happen) or begin making a difference now?
I double dare you to get out of your comfort zone and USE YOUR TOOLS!
Training Wheels for the New Hypnotist
The following guidelines will increase your confidence. You will quickly grow and relax into the process when you see your client change before your eyes. Soon you’ll feel comfortable trusting your unconscious to create sessions “on the fly”.
The Perfect Intake: Part 1
An effective session starts with your client intake form. It’s important to understand the following.
Mental health history
- Has your client ever been treated for an emotional problem?
- Have they been diagnosed with ADD or ADHD? This can affect the induction process.
- Do they have any fears or phobias? This would indicate a need to de-traumatize first.
These questions will make you aware of any previous diagnoses and what the client has tried in the past. Find out what has worked and do more of that. Find out what hasn’t worked so you can avoid repeating ineffective methods.
Medical history
How are medical conditions affecting your client’s life? Have they been treated for problems like diabetes, epilepsy, or heart problems? Do they have any allergies? If they’re currently under the care of a physician or mental health practitioner, is that person aware and supportive of them working with you?
Medications
What prescription, over the counter, and recreational drugs are they using? What is the purpose of the drug and how long have they been using it?
It’s important to understand how medications are affecting their life. If your client has drugs in their system during your session, it can suppress the problem state and get in the way of the desired change.
Current support system
Find out who else wants them to change. Do they have supportive people in their life? Is there anyone who is not supportive of your client making this change?
It’s important to understand your client’s support system (or lack thereof). Toxic relationships can have a negative impact on your client’s ability to change.
The Perfect Intake Part 2: Graphology
Direct your client to write 2 or 3 sentences in their normal handwriting. This should be written on unlined paper, then signed and dated. You can learn so much about your client from their handwriting!
Have your client complete this step even if you haven’t studied graphology yet. Mike’s full Graphology course is included in the Mike Mandel Hypnosis Academy, and you can start for $1, so you can learn to read the sample yourself rather than guessing at it.
A great way to keep your client engaged in their own change process is to require a handwriting sample before you book their session. Many new hypnotists work with people for free or for a reduced fee. Sometimes people are flaky when they don’t pay, or if you offer a heavy session discount.
You can avoid working with flaky people by only scheduling their session AFTER they have completed the intake and submitted their handwriting sample. They’ll be more likely to put as much effort into the process as you are.
You will get the best sample if they spontaneously choose what to write. However, if your client has a hard time choosing content, you can suggest they answer the following question:
How will my life improve when this issue is resolved?
Everyone has a camera on their phone these days. Just have your client email or text you a clear picture of the handwriting sample.
Free Power Inductions Tutorial
This free video tutorial shows you exactly how to perform Rapid and Instant inductions. This is one of our most popular video tutorials of all time!
The Perfect Intake Part 3: Consultation
Your goal during the consultation is to make your client feel heard and valued without talking too much about the problem. Talking about the problem only reinforces, re-accesses, and re-amplifies the problem and keeps it manifesting in their lives.
The following questions are phrased to get clean, authentic answers from your client’s unconscious mind. Speak with a confident, expectant, congruent tone, backed by the intention of speaking with your client’s unconscious.
Ask these questions in person or during a phone consultation. Write down key words and phrases as your client answers.
- What is the single, most powerful change you can make during this session?
- How do you know you have the problem?
- What does this problem stop you from doing?
- What does this problem give you or enable you to do?
- When did the problem start?
- Why have you decided to make this change?
- What would you like to do/have instead of the problem?
- How will your life improve when you make this phenomenal change today?
- Have you made previous efforts to resolve this issue?
- Do you have any previous experience with hypnosis?
- Do you have any questions before we schedule your hypnosis session?
1. What is the single, most powerful change you can make during this session?
What is the one thing that will fix the greatest amount of problems and have the maximum effect? Focus on one thing at a time for maximum results.
2. How do you know you have the problem?
How does the problem affect their life? Relationships? Work? Health?
3. What does this problem stop you from doing?
Find out what limitations the problem is bringing into their life. What negative beliefs accompany this problem?
4. What does this problem give you or enable you to do?
This question uncovers the secondary gain. What is your client getting out of this behavior? You can also ask, “What will happen if you don’t do it?”
5. When did the problem start?
This answer will sometimes reveal the initial sensitizing event (ISE). However, the client is usually mistaken about why they have the problem. A true ISE almost always occurs before age seven.
Remember to de-traumatize first if the problem began during a traumatic or stressful time in their life. Mike’s 6 step tapping protocol is an excellent tool for this. If the issue traces back to a single early event, age regression is often the cleaner route.
6. Why have you decided to make this change?
The answer to this question will reveal if they’re truly ready to change. Do they understand the following?
- Something has to change.
- It has to be ME.
- It has to be NOW.
Or are they here because they want to get their spouse to stop bugging them about the problem?
7. What would you like to do/have instead of the problem?
Explain that they are only allowed to tell you what they DO want, not what they don’t want.
Write down the EXACT words and phrases that are meaningful to them. Feed these words back to them during their session for maximum impact. Pay attention to shifts in their voice, expressions, and body language and say, “When you said that your voice shook. What just happened there? What was that?”
8. How will your life improve when you make this phenomenal change today?
This question goes hand in hand with question 7. Speak the bolded portion as an embedded command by pausing or changing your tone slightly.
Find your client’s core values by asking “And what will that give you?” Pay attention to their tone and body language as they answer. Keep asking “And what will that give you?” until they can’t come up with anything else or until you see them light up when they answer. This is their core value. Make a note of this nominalization and use the exact word or phrase in the session.
Nominalization: A noun you cannot fit in a wheelbarrow. These words mean something different to everyone. Examples: success, love, power, happiness. Dump truck is NOT a nominalization, although you’d need a pretty big wheelbarrow to hold one.
Use the nominalization that’s meaningful to your client during conversational hypnosis, direct suggestion, and ego strengthening.
9. Have you made previous efforts to resolve this issue?
Find out what has worked. Why or when did it stop working? What changed in your client’s life to make the problem start again?
What didn’t work? This will help you know what NOT to do.
10. Do you have any previous experience with hypnosis?
What did or did not work? Do more of what did work and avoid using techniques that didn’t. If they tell you someone did timeline therapy with them and they hated it, do not use timeline therapy with them!
11. Do you have any questions before we schedule your hypnosis session?
This question presupposes that the person on the other end of the conversation WILL book a session. It also gives the client a chance to ask any of his or her own final questions.
What tool should I choose for my client?
After your consultation, expect to have “aha” moments all the time. You’ll hear something and think, “That’s exactly what Susan needs at her appointment next week!”
Organization tip: You may wish to start a file in your phone or computer. OneNote is my favorite way to organize my “Eureka!” moments. Create a page for each client and record your ideas on the spot. Don’t expect to remember later. Take 5 seconds and do it now! You can also paste your client’s intake answers, handwriting sample, and a photo of your consultation notes in the file under their name.
Magic Happens Outside of Your Comfort Zone
Once you have a few sessions under your belt, you’ll start choosing the best tool from your toolbox on the fly. Your goal is to stop overthinking and planning sessions in advance.
Before you know it, you’ll find yourself automatically knowing what to do or say next. You’ll trust your unconscious mind to lead you, based on what unfolds in real time during the session.
The best way to arrive at this goal is to get out of your comfort zone and start doing it BEFORE you think you’re ready.
Experience the magic! You’ve got this!
Once the intake is done, the next question is how to structure the session itself. The hypnotherapy sandwich gives you a simple template for that: two questions as the bread, and the change work in between. From there, the inductions guide and deepeners cover getting them into trance, and suggestibility tests help you calibrate who you are working with.
Client Interview FAQ
What should you ask a hypnosis client before the first session?
Work through three stages. A written intake form covering mental health history, medical history, medications and their current support system. A handwriting sample. Then a spoken consultation of eleven questions that establish what they want changed, what the problem costs them, what it gives them, and whether they are actually ready to change.
What goes on a hypnosis intake form?
Four areas. Mental health history, including any previous treatment, an ADD or ADHD diagnosis, and any fears or phobias. Medical history, including conditions such as diabetes, epilepsy or heart problems, allergies, and whether their physician knows about the work. Medications, including what they are for and how long they have been taken. And their current support system, meaning who wants them to change and who does not.
Why should you avoid talking about the problem during the consultation?
Talking about the problem reinforces, re-accesses and re-amplifies it, which keeps it manifesting in the client’s life. The goal is to make the client feel heard and valued while gathering what you need, not to walk them back through the problem in detail.
What is secondary gain and how do you spot it?
Secondary gain is what the client is getting out of the problem behavior. You surface it by asking what the problem gives them or enables them to do, and following up with what would happen if they did not do it.
What is an initial sensitizing event?
The initial sensitizing event is the event that set the emotional foundation for the problem. Asking when the problem started will sometimes reveal it, though the client is usually mistaken about why they have the problem. A true ISE almost always occurs before age seven.
Why write down the client’s exact words?
Because feeding their own words back during the session is what makes the work land. Record the exact phrases that carry meaning for them, and watch for shifts in voice, expression and body language as they speak. Repeatedly asking what that would give them surfaces a core value you can use directly in the session.
What if the client is only there because someone else wants them to change?
Then they are not ready. Three things have to be true: something has to change, it has to be them, and it has to be now. A client who has come to stop a spouse nagging them about the problem does not meet that test.
Why ask for a handwriting sample before booking?
Two reasons. The handwriting tells you a great deal about the client before you meet. And requiring it before you schedule filters out people who will not follow through, which matters most when you are working for free or at a reduced fee.

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