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Clarify & Label

What made you come in today?

In your own words, what worries you most right now?

How is this affecting your life day-to-day?

I avoid certain activities (stairs, walks, travel, lifting grandkids, etc.)

I feel nervous about falling

I feel weaker / more fragile than I’d like

My scan numbers (DEXA) keep getting worse

I feel older than I am

Other

1. Other

Coach: after you fill these 3 sections verbally label] “So it sounds like your biggest concern is ______ and it’s making you feel ______. Did I get that right?

Overview Past Attempts

What have you already tried to improve your bone health, strength, or balance?

2. Other

For the things you tried, what didn’t work or didn’t last?

How long have you been worried about this issue?

Less than 6 months

6–12 months

1–3 years

3+ years

Coach: here you dig: “How long did you try X? What happened? Why do you think it didn’t stick?

Dream Outcome & Timeframe

Imagine 6 months from now, if things went better than you expected… what would be different?

3. Other

On a scale of 1–10, how important is it to you to improve this in the next 6–12 months?

BadGood

Coach: this is straight “dream outcome” and “time delay” work. You’re making the destination clear and near.

Effort, Obstacles & Commitment

Our program is 1 visit per week, about 45 minutes. What might get in the way of you coming consistently?

4. Other

If we found a plan that felt safe, fit your schedule, and fit your budget, when would you ideally like to get started?

Right away (this week or next)

Within 1 month

I’m just gathering information for later

Who?

[Coach: this is you quietly qualifying budget/authority/timing and surfacing objections before you present the program.]

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