Initial Client Engagement Process
First Two Months
|Intake: Phase 1
Obtain & Review Your Intake Forms
Obtain & Review Your Past Medical Records
|Intake: Phase 2
Conduct An Interview With You
Have You Do Our Cruxpoint Assessments
Set Very High-Level Goals
|Make Decisions On Additional Tests We May Need: Labs, Scans, Etc.||Elicit & Clarify Your Vision & Desired Outcomes
Clarify Your Goals & Timelines In All Areas
Clarify Your Success Criteria For The Program
|Discuss Implications And Expectations Of You As A Participant||Build Plans & Processes For Success
Assign Your Breakthrough Team
Intake & Interview Process: We conduct a comprehensive intake and interview process that includes a set of assessments, instruments, and tools. The goal in the intake process is to obtain and understand your history and present situation, and your high-level goals—in your own words. Included:
Decisions: Tests, Labs, Scans, Etc.: Upon completing the intake processes and review of your medical records, we will make decisions with you about what — if any — labs, tests, scans, etc. are needed.
The goal in these first phases is to arrive at a full and deep understanding of your history and present state. Every important aspect of your personal history and present state will be used as part of your baseline. The numbers may be subjective or objective, but they will set a baseline on all the health and lifestyle matters important to you. All of this information gets pulled together and will be reviewed with you.
Elicit Personal Vision, Desired Outcomes, & Success Criteria: The next step is to clarify what you want: your vision for your life — the life you want to live. This includes your desired outcomes, as well as criteria for success in the program. We work with you to put your desired outcomes in positive terms. It is important to get positively stated outcomes. Setting goals to “get rid of something” is less effective than setting goals to achieve and sustain positively stated outcomes. Examples:
Not so good: “I just don’t want to be tired or depressed anymore.”
Very good: “I want to have energy, and spring in my step. I want to feel happy and contented. I want to enjoy my days. I want to feel like doing things.”
Not so good: “I want to lose 45 pounds.”
Very good: “I want to weigh 135 pounds, with good muscle and tone, and sustain it there for the rest of my life.”
Not so good: “I don’t want to be diabetic. I don’t want to die young like my mother did.”
Very good: “I want to get my serum glucose, insulin, and A1c in the healthy range, and sustain them there for the rest of my life.”
Set Your Goals & Timelines: Now we must do the hard work of making sure you’ve set real and realistic goals, and that we know how to measure success. These must be genuine goals, not fantasies. Ditto on timelines. We must remember that change is hard, and it’s even harder to build those changes into new habit patterns. Timelines must include the time necessary for you to become self-sustaining in your new lifestyle.
Discuss Implications & Expectations: Serious goals set the stage for conversations about desire, commitment, and willingness to do the work. Serious goals allow us to discuss the implications of the goals: How badly do you want this? What will be required of you? Is it worth it to you? Can you stay in the saddle? If you fall, will you get up? If you’re faltering, will you seek help? Will you be honest with us?
Treatment Plans, Processes, & Resources: Finally, we address how we shall go about achieving the goals. We build plans and processes, and we assign your team of practitioners to do their parts.
This process may look a bit rigid or lock-step, but that’s just because it’s a model. The truth is that many of these parts are over-lapping or they may happen in a different sequence at times. You will certainly be under way with positive changes before all this intake work is completed. Also, your outcomes, goals, and success criteria may change over time. We will learn things about you and what’s important to you that we did not pick up during intake — and so forth. Think of this process as a framework that will help us to guide our work with you, and help you understand how the program proceeds.
The first three months include:
Critically Important Baseline Measures: Getting all your important baseline measures from which you will measure progress. This includes medical labs, biomarkers (measures of health and fitness), health conditions and symptoms, etc. The idea here is to identify, measure (where needed), and track progress on all the fronts that are important to you.
During the first three months, we engage in deep and personally impactful learning on all of what we call Tier One — The Big Seven:
The Major Disease & Disability Patterns: How To Prevent, Resolve, Or Heal:
Addressing Individual Differences That Make Or Break Your Health & Well-Being:
Sustaining Progress: Tracking progress, staying on track, and adjusting goals as needed.
How To Live A Life Of Quality In Your Primary Arenas:
The Long View:
The primary purpose of year two of your Cruxpoint Breakthrough Program is to make your lifestyle changes durable — to deeply embed your new lifestyle into your daily living — and to ensure that you have truly embarked on a lifetime of vitality and quality of life.
Especially during the last six months of the program, we want you to focus on stabilizing your new way of living so that you can sustain it for the rest of your life.