Clients! They-in all their astonishing varieties-are what your service is all about. Your relationship with them starts the moment you pick up the phone when they call, with your email response when they write with an inquiry, and with the first meeting when they have booked an appointment. In this handout, we will cover important points about first meeting a client and signing them up for a session. I have tried to be as thorough as possible because we may not have time to discuss this subject in detail in class, yet I feel it is important for you to consider its main points.
客戶！他們以所有令人驚嘆的多樣性，正是您服務的核心。您與他們的關係從接聽電話的那一刻開始，從回覆詢問郵件時開始，以及從他們預約會面的第一次會議時開始。在這份講義中，我們將涵蓋有關首次會面客戶和為他們安排諮詢階段的重要要點。我盡可能詳盡地說明，因為我們可能沒有時間在課堂上詳細討論這個主題，但我認為讓您了解其主要要點很重要。
Rapport: Your Number-One Goal
融洽關係：您的首要目標
Your most important job from that first moment of contact is to establish rapport with each person as a unique and precious Inka Seed and as a fallible and possibly frustrating human being. Rapport is a close and harmonious relationship, which means it is an ayni exchange, and it all starts with the quality of a two-way communication.
從第一次接觸的那一刻起，您最重要的工作就是與每個人建立融洽關係，將他們視為獨特而珍貴的印加種子，同時也是一個可能會令人沮喪的普通人。融洽關係是一種親密且和諧的關係，意味著這是一種互惠交流，而這一切都始於雙向溝通的品質。
T begin the process of building rapport, it’s quite common for practitioners to schedule additional time for a first visit or even offer a free consultation (but it can’t be only 15 minutes!) When you are launching a business (or kickstarting a lagging business), you are building a reputation. You must think not about money and your time, but about providing value, value, value. For most people (clients), what holds the most value in their journey toward greater well-being and personal growth is being seen, listened to, and engaged with in a sincere and personal way. Rapport is never about business; it’s about human-to-human connection. It is the foundation of any long-term business, especially one whose focus is healing. So, in this first visit, and in all visits really, your focus is not what the client can do for you (pay you), but what you can do for the client. Therefore, forget that the clock is ticking during this first visit-simply don’t rush it. Your time, even if unpaid, is an investment in your client, and thus is an investment in your reputation and, ultimately, in your business. Rapport trumps everything. And building rapport starts with taking time, paying attention, and establishing a sincere connection based on a foundation of empathy, trust, and respect.
要開始建立融洽關係，從業人員通常會安排更多時間進行第一次拜訪，甚至提供免費諮詢（但不能僅僅是 15 分鐘！）當您正在創業（或重振低迷的業務）時，您正在建立聲譽。您必須思考的不是金錢和時間，而是提供價值、價值、價值。對於大多數人（客戶）來說，在他們追求更好的福祉和個人成長的旅程中，最有價值的是被看見、被聆聽，並以真誠而個人化的方式互動。融洽關係絕不是關於商業；而是關於人與人之間的連結。這是任何長期業務的基礎，尤其是以療癒為重點的業務。因此，在這次初次拜訪中，以及所有拜訪中，您的重點不是客戶可以為您做什麼（付款），而是您可以為客戶做什麼。所以，忘記計時器在這次初次拜訪中嘀嗒作響——simply 不要急。您的時間，即使是無償的，也是對客戶的投資，進而是對您聲譽的投資，最終也是對您業務的投資。融洽關係凌駕一切。建立融洽關係始於花時間、專注傾聽，並建立一種以同理心、信任和尊重為基礎的真誠連結。
Establishing rapport is a crucial part of any therapy you provide. In fact, it may be among the most important aspects of that therapy. How do you build rapport? Most importantly, by being the real you (kanay)-a human being who is not wearing the persona of “energy worker.” And then, from the foundation of your kanay, there are strategies you can employ to learn to establish rapport, although everything you do must arise from a deep level of sincerity. You simply cannot fake rapport. It takes practice to learn any new way of being, and being a person who can easily and sincerely establish rapport is a practice until it becomes second nature to you. So, let’s review some strategies for building rapport (these are by no means all of them, but just a few core, effective ones):
建立關係是你提供治療中最關鍵的部分。事實上，這可能是治療中最重要的面向之一。要如何建立關係？最重要的是，成為真實的自己（kanay）——一個不再穿戴「能量工作者」面具的真誠人類。然後，在你的 kanay 基礎上，你可以運用策略來學習建立關係，但一切作為都必須發自內心的誠摯。你絕對無法偽裝關係。學習任何新的生存方式都需要練習，能夠輕鬆且誠摯地建立關係也是一種需要練習到成為第二天性的技能。因此，讓我們回顧一些建立關係的策略（這絕非全部，只是一些核心有效的方法）：
- Use the person’s name. The person is not “you,” but is Janet or Susan or Peter or Harold. For example, don’t say, “What brings you here today?” Say, “Janet, what brings you here today?” Don’t overdo it, but use the person’s name here and there in natural, unforced ways.
使用對方的名字。不要泛稱「你」，而是要用 Janet、Susan、Peter 或 Harold 的名字。例如，不要說：「今天你來是為了什麼？」而是說：「Janet，今天你來是為了什麼？」不要過度使用，而是以自然、不刻意的方式不時地使用對方的名字。
- Ask open-ended questions, ones that cannot be answered by a simple yes or no. Then actively listen to the response and respond back yourself with specifics from what you just heard. Rapport is a meaningful two-way communication. When you ask a question, ask it in such a way to elicit information, especially so people have an opening to express themselves. Listen and hear the response, because you are not only getting to know the person, you are picking up all kinds of information about their beliefs, desires, and needs, as well as things like their level of self-awareness, sense of personal responsibility, openness or resistances, and so on. All this information will be important later as you work up an energy protocol for this person-a protocol uniquely designed for this person. So, don’t listen only to “peg” a person, but do actively listen for more than just factual or emotional information-engage that person to get a sense of their Inka Seed. Active listening/hearing also means cultivating patience, because most people are not direct in their conversation but circle around, get off track, and provide all kinds of extraneous and seemingly unnecessary details. You can gently and politely pull them back on point, but don’t interrupt from impatience or talk over the person. (I am guilty! This is still an ongoing area of personal development for me. A core cause of my impatience is feeling time pressure. How about for you?)
詢問開放式問題，那些不能用簡單的是或否來回答的問題。然後主動傾聽對方的回應，並用剛才聽到的具體內容做出回應。建立關係是一種有意義的雙向溝通。當你提出問題時，要以能引發資訊的方式提問，特別是讓人有表達自己的機會。傾聽並聽清楚回應，因為你不僅是在認識這個人，還在蒐集關於他們信念、慾望和需求的各種資訊，以及像是他們的自我意識水平、個人責任感、開放程度或抗拒感等。所有這些資訊稍後在為此人制定能量協定時將會非常重要 - 這是為這個人獨特設計的協定。所以，不要只是為了「歸類」一個人，而是要積極傾聽，不僅僅是事實或情感資訊 - 要與對方互動，以了解他們的印卡種子Inka Seed。主動傾聽也意味著培養耐心，因為大多數人說話不直接，會繞圈子、偏離主題，並提供各種看似不必要的瑣碎細節。你可以溫和有禮地將他們拉回正題，但不要因為不耐煩而打斷對方或壓過對方的聲音。（我也常犯這個錯！這仍是我個人發展的一個持續領域。我不耐煩的根本原因是感到時間壓力。你呢？）
- Ask follow-up questions that show you have been listening and hearing. Don’t just switch to another topic or move down a first-visit questionnaire list. Show you have heard and understood-and express curiosity-by picking up on something they said and probing further. Engage your client, and allow them to engage you. Get to know what they think rather than spending most of the time letting them know what you think!
提出跟進問題，表明你一直在專注傾聽。不要只是轉換話題或逐一查看第一次訪談的問卷清單。透過撿拾他們剛才說的某些內容並進一步探詢，顯示你已聽到並理解 - 並表達好奇心。與你的客戶互動，並讓他們也能與你互動。更多地了解他們的想法，而不是花大部分時間讓他們知道你的想法！
- Give respect and earn it yourself. Part of displaying respect is watching all aspects of your communication. Mind your tone of voice, your body language, your eye contact or lack of it, and so on. Consciously create the conditions within which rapport can be felt and bonding can happen.
給予尊重，並以身作則。展現尊重的一部分，是留意溝通的各個層面。注意你的語氣、肢體語言、眼神接觸與否等。有意識地創造能夠產生共鳴和連結的氛圍。
- Reserve judgment. You don’t have to agree with what a client is saying, but you have to respect that their truth is their truth. The client doesn’t start where you are, you start from where the client is. This is a core premise in working with people. You will only know where they are by actively listening and asking further questions. Or, as don Benito did, you can meet everyone at the fourth level and then work down as clients reveal themselves to be at different levels of self-awareness and self-development,
保留判斷。你不必同意客戶所說的話，但必須尊重他們的真實感受。客戶並非從你的立場開始，而是從他們自身的位置出發。這是與人互動的核心前提。唯有透過主動傾聽和進一步提問，你才能真正了解他們。或者，如同唐‧貝尼托所做的，你可以在第四層面與每個人會面，然後隨著客戶展現不同的自我意識和自我成長程度而逐步調整，
openness, expressiveness, and so on. Then you will be informed enough to ask the most appropriate kinds of questions.
開放性、表達性等。如此，你將獲得足夠的資訊，提出最恰當的問題。
- Find common ground and a joint starting place. Then take the journey together.
找出共同點和共同的起點。然後攜手同行。
Whatever plan you make for that client in terms of energy work, make sure it is a joint plan and your client understands what you plan to do together and why. Then ensure they are in agreement with that plan. Allow the client to express preferences, and even to veto something. Of course, your job also is to educate a client, so you can take the time to explain why you feel your plan is the best one at the moment, leaving open the client’s continued future input. The bottom line, however, is that you and your client are a team, so act like it, encourage it, and at all times honor it.
無論您為該客戶制定什麼樣的能量工作計畫，請確保這是一個共同的計畫，並且您的客戶了解您計畫一起做什麼以及為什麼。然後確保他們同意該計畫。讓客戶表達自己的偏好，甚至可以否決某些事情。當然，您的工作也是教育客戶，所以您可以花時間解釋為什麼您認為目前的計畫是最佳方案，同時保持開放客戶未來的持續意見。然而，底線是您和客戶是一個團隊，所以要像團隊一樣行動，鼓勵這種精神，並始終尊重它。
Why am I spending so much time and space on the subject of rapport? Because it is the single biggest “abstract” factor in therapy, and precisely because is it abstract practitioners overlook it. Yet it is one of the most important to the success of both the client/practitioner relationship and clients’ abilities to motivate themselves to engage their own self-healing capacities. It can deeply affect the probability of having a successful outcome. Data shows that patients do better when they feel liked, respected, and cared for by their allopathic healthcare professional or holistic practitioner. And if there are problems, the single biggest factor in whether the client places blame or not will be how bonded the client feels with the practitioner. For example, in conventional medicine, data show that among surgeons who make severe medical mistakes during an operation, the single biggest factor influencing the patient’s decision to sue that surgeon for malpractice or not is rapport! When a patient feels a close, caring, personal relationship with the surgeon, they tend not to sue them. In fact, they tend to go out of their way to protect the surgeon by displacing the blame on someone else, like a radiologist or anesthesiologist. “Bonding” is simply invaluable, especially in terms of clients motivating themselves to participate in their own journey toward wellness. So, do everything you can to sincerely connect with your clients. It takes time, so time is a gift you must be willing to give your client (rather than spending your time looking at the clock to try to fit in more clients each day), and this is especially true as you are building a practice. It is better to see two clients a day and have good outcomes with them than to see five a day and have marginal outcomes.
我為什麼要花這麼多時間和篇幅討論建立關係？因為這是治療中最重要的「抽象」因素，而且正因為它是抽象的，從業者往往會忽視它。然而，它對於建立客戶與治療師之間的關係，以及客戶激勵自己啟動自我療癒能力來說，是最重要的因素之一。它深深地影響成功的可能性。數據顯示，當患者感到被專業醫療人員或整體治療師喜愛、尊重和關懷時，治療效果會更好。如果出現問題，客戶是否歸咎於治療師，最關鍵的因素將是他們與治療師之間的連結感。
舉例來說，在傳統醫學中，數據顯示在手術中犯下嚴重醫療失誤的外科醫生，患者是否決定起訴醫療過失，最大的影響因素就是彼此的關係！當患者感到與外科醫生有親密且關心的個人關係時，他們往往不會起訴醫生。事實上，他們甚至會不遺餘力地保護醫生，將責任轉嫁到其他人身上，比如放射科醫生或麻醉科醫生。
「建立連結」是無價的，尤其是在客戶激勵自己參與自身康復之旅方面。因此，盡一切可能真誠地與客戶建立聯繫。這需要時間，所以時間是你必須願意獻給客戶的禮物（而不是一直看時鐘，試圖每天接待更多客戶），這在你建立診所初期尤其重要。與其每天接待五位客戶並取得邊際成效，不如每天接待兩位客戶並取得良好的治療效果。
Rapport supports the building of a foundation of respect and trust in a realistic way, because it acknowledges that none of us is perfect and we all need help at one time or another. Respect and trust are not built on false positivity, but on reasonableness and truthfulness. So, while you can project confidence and compassion to your clients, you also must be clear with them about realities, especially about expectations (especially their unrealistic ones), outcomes, healing versus curing, the many faces of well-being beyond the resolution of a physical problem, boundaries, responsibility, and such. In fact, once rapport is established, the energy worker’s focus can shift to two other main components of the practitioner-client relationship: managing expectations over the course of several sessions or long term, and educating clients, especially about how to own their personal power (taking personal responsibility for important aspects of
建立融洽關係能以真實的方式奠定尊重與信任的基礎，因為它認知到我們沒有人是完美的，而且每個人在某些時候都需要協助。尊重與信任並非建立在虛假的正面態度上，而是建立在合理性與誠實之上。因此，雖然你可以向客戶展現自信與同理心，但同時也必須清楚地向他們說明現實情況，特別是關於期望（尤其是不切實際的期望）、治療結果、治癒與醫治的差異、超越單純解決身體問題的多元健康面向、界限、責任等議題。事實上，一旦建立了融洽關係，能量工作者的焦點可以轉移到執業者與客戶關係的另外兩個主要元素：管理數次或長期治療過程中的期望，並教育客戶，特別是關於如何掌握個人力量（對重要面向負起個人責任）。
well-being, including managing stress and understanding energy flows and how to incorporate them into their daily life, such as through relaxation time-outs, meditation, vagal breathing, or saminchakuy and saiwachakuy).
包括管理壓力以及了解能量流動，並將其融入日常生活，例如放鬆休息、冥想、迷走神經呼吸，或是saminchakuy和saiwachakuy等方式）。
In the effort to establish respect and trust based on realism, after you listen to the client and engage them in conversation about themselves, you, in ayni, should spend time letting clients know about you and your services. First and foremost, speaking generally and simply (without giving a lecture and without using jargon) share your view of energy flows and wellness, and why and how you choose to serve others by helping them use their own life-force energy. (This is where the pre-work you did for this class regarding talking about the value of your service can be put into practice and pay off!)
為了建立基於現實的尊重與信任，在傾聽客戶並與他們進行交談後，您應該以互惠ayni的精神，花些時間讓客戶了解您和您的服務。首要之務是用簡單、通俗的語言（不要上課式的講述，也避免使用專業術語），分享您對能量流動和健康的看法，以及為什麼並且如何選擇透過協助他人運用自身生命能量來服務他人。（這正是您在課程中為解釋服務價值所做的準備工作可以得到實踐和回報的地方！）
Once this kind of overview is provided, then you will want to have a conversation about what it means that the person is becoming your client or working energetically with you. Consider covering the following points, which I see as the five core foundational aspects of serving your clients (or family and friends). Your clients need to know clearly and unambiguously:
提供此類概述後，您將需要就成為您的客戶或與您積極合作意味著什麼進行對話。請考慮涵蓋以下幾點，我認為這是服務客戶（或家人和朋友）的五個核心基礎面向。您的客戶需要清楚且明確地了解：
- How you tend to work in a session and why you choose to work in various ways. This short discussion should lead you to stressing what you hope you and the client may achieve by working together.
您在會談中的工作方式及選擇不同工作方法的原因。這段簡短的討論應該著重於強調您希望透過合作可以與客戶達成的目標。
- A realistic time frame to see results. Think twice about taking on clients who want to book only a single session to “see what it’s like” or to see whether they “feel” anything; that’s unrealistic, and if you agree to it, you may be setting yourself-and your clientup for failure.
一個現實的成果時間表。對於只想預約單次諮詢來「體驗看看」或想看看自己是否「感受到什麼」的客戶，要三思。這是不切實際的，如果你同意這種安排，可能會讓自己和客戶陷入失敗的局面。
- The various kinds of results that are possible, from the subtle to the surprising, but making no promises and stressing that every client is different. Also, be clear that results depend in part of the client engaging with awareness about the conditions of their entire life. Health is not maintained (or lost) in a vacuum, so it’s wise to encourage clients to work on their own behalf between visits, monitoring stressors, social or work pressures, family dynamics, and other factors that affect long-term well-being (or its loss).
可能出現的各種結果，從微妙到令人驚訝，但不做任何承諾，強調每位客戶都是獨特的。同時要清楚說明，結果部分取決於客戶對其整體生活狀況的覺察。健康並非憑空維持（或喪失），因此明智的做法是鼓勵客戶在兩次就診之間為自身努力，關注壓力源、社交或工作壓力、家庭動態，以及影響長期健康（或健康流失）的其他因素。
- A quick overview/restatement of the previous points to stress how you will work together with the client to come up with an action plan together, including work for the client to do between sessions. Encourage the bonding that comes with you and the client engaging as a team over the long-term (because even if they are better after three visits, you will want to encourage quarterly visits as maintenance, or some other longterm “energy tune-up” habit).
快速總結先前幾點，強調你將與客戶攜手合作，共同制定行動計劃，包括客戶在各次會談之間需要進行的工作。鼓勵你和客戶長期以團隊方式合作所帶來的連結（即使他們在三次訪談後已有改善，你仍希望鼓勵定期追蹤訪談作為維護，或建立某種長期的「能量調理」習慣）。
- A final restatement (gently and kindly) about why you prefer to only take on clients who make this kind of commitment. You are serious about helping and you know how useful energy/life-force work can be, but there is no magic bullet. It takes time to become ill, and it can take time to recover greater well-being. I encourage you not to compromise
最後溫和且善意地重申你偏好只接納願意做出這種承諾的客戶。你對幫助他們非常認真，且深知能量/生命力工作的效用，但這並非一蹴可幾的方案。疾病的形成需要時間，恢復健康同樣需要時間。我鼓勵你在這一點上不要妥協。
on this point. Let your potential client see that you are willing to lose them as a client rather than not serve them to the best of your ability.
讓潛在客戶看到，你寧願失去一位客戶，也不願降低為其服務的品質和專業水準。
So, you have signed up a new client-awesome! Now comes the office work . . .
好的，你已經簽下一位新客戶──太棒了！現在要開始辦公室的文書作業了……
I have provided a separate handout called the Client Overview Form: Gathering Client
我已提供一份名為「客戶概況表：蒐集客戶」的獨立文件
Information and in it I provide a template of information for an actual form you could make for sending by email to new clients to complete and return to you before their first visit. Here, in this extended discussion below, I am discussing all the nuances of information gathering and, toward the end of this section, I list various kinds of questions you could ask a client to gather other, more detailed kinds of useful information that may shape how you work with them. Realistically, the information from the discussion below and the template in the Client Overview Form handout should be considered as paired information and considered together.
在此資訊中，我提供一個實際表單的範本，您可以透過電子郵件傳送給新客戶，請他們在初次拜訪前填寫並寄回。在下方的延伸討論中，我將探討資訊蒐集的各種細微差別，並在本節末端列出您可以詢問客戶的各種問題，以蒐集可能影響您合作方式的其他更詳細資訊。現實上，下方討論的資訊以及客戶總覽表單文件中的範本，應被視為配對資訊並一併考慮。
When a new client comes to see you, it is traditional to have them fill out some form asking for the usual information: name, address, phone, email, and so on. Usually there are also other kinds of information contained on the form, such as asking about what complaint or problem caused them to turn to energy work, an overview of personal health history and other kinds of treatments they already have tried, and so on. So, many complementary and alternative practitioners, including energy workers, develop some kind of quasi medical-history questionnaire that asks for details about the client’s physical and psychological past, their current problem, and their reasons for choosing energy work. However, unless you are licensed to treat physical or psychological problems, you cannot use such an intake form without putting yourself in some, however slight, legal jeopardy. Why? Because non-licensed practitioners cannot use any of the terminology of a conventional medical professional, or even, according to some legal opinions, gather the same or similar kinds of health information.
當新客戶來找你時，傳統上會讓他們填寫一份表格，詢問常見的基本資訊：姓名、地址、電話、電子郵件等。通常表格上還會包含其他類型的資訊，例如詢問是什麼問題或困擾導致他們尋求能量療癒，以及個人健康史和已嘗試過的其他療法等。因此，許多互補和另類療法從業者，包括能量療癒師，會開發一種準醫療病史問卷，詢問客戶身心過去的細節、目前的問題，以及選擇能量療癒的原因。然而，除非你有執照可以治療生理或心理問題，否則使用此類收案表格可能會使你陷入些許法律風險。為什麼？因為未經授權的從業者不能使用任何傳統醫療專業的術語，甚至根據某些法律意見，連蒐集類似的健康資訊都不行。
So, while you will likely have a form/series of forms for new clients, it is perhaps best if you do not us titles for those forms such as “Intake Questionnaire” or “Client Health History,” as those words are strongly associated with hospital or medical office “intake” documents and medical “history” forms. Regulatory agencies see complementary or alternative energy workers who use forms with those words or similar ones in the titles as potential “evidence” of practicing medicine without a license. Therefore, I just call the formal information-gathering form the “Client Overview” form, which is not a great title but gets the job done without tripping any of the medical-language switches. See the handout on that form for what I suggest it contain.
因此，雖然您可能會有一份或一系列表單用於新客戶，但最好不要使用像是「入院問卷」或「客戶健康病史」這類標題，因為這些詞彙強烈地與醫院或醫療機構的「入院」文件和醫療「病史」表單相關。管理機構會將使用這些詞彙或類似詞彙作為標題的互補或另類能量工作者視為可能未經授權「執業」的「證據」。因此，我只是將正式的資訊收集表單稱為「客戶概況」表單，這個標題雖然不太出色，但可以避免觸發任何醫療用語的警報。請參閱關於該表單的講義，了解我建議的內容。
As I discuss in the handout “Energy Work Regulatory and Disclaimer Information,” although many, even a majority, of clients may come to you because of physical ailments, you must be careful not to probe medically (unless you are licensed to do so) either through forms clients fill out or while talking to them. It is imperative that you advise clients, right up front while talking
就如我在「能量療癒法規與免責聲明資訊」文件中討論的，儘管許多，甚至大多數的客戶可能因身體不適而找上門，但您必須謹慎，不要在客戶填寫的表格中或交談過程中探詢醫療相關事項（除非您具備相關執照）。當與客戶交談時，務必立即告知
with them and in any kind of “intake” form, to seek conventional medical care and explicitly explain that energy work is not like, and does not replace, conventional medical or psychotherapeutic care. Explain that it can be a powerful adjunct to, but does not replace, conventional care. It can be a “supporting” way to work with issues that go well beyond the physical body. Even if your client rejects conventional care, and that is why they are coming to you, it’s wise to be “on the record” as having discussed these points with your clients. Once you do, have your client sign some kind of consent/disclaimer form. (See the same Regulatory and Disclaimers Considerations handout). Please don’t let this discussion of legal and regulatory issues frighten you. But do take the subject seriously and do you best to comply.
在與他們見面和任何類型的「收案」表格中，要尋求傳統醫療照護，並明確解釋能量療法不同於且無法取代傳統醫療或心理治療。解釋它可以作為傳統照護的有力輔助，但不能取代。它可以是一種處理超越身體範疇議題的「支持性」方式。即使您的客戶拒絕傳統照護，並且這是他們找您的原因，明智的做法是將這些要點「記錄在案」。一旦溝通後，請讓客戶簽署某種同意書或免責聲明。（請參閱相同的法規及免責聲明考量文件）。請不要讓這些法律和法規問題嚇到您。但要認真對待此事並盡力遵守。
The first meeting may be longer than a normal session because beyond getting to know the client and their problems, there are other areas that are worth covering. Below are some of the core goals you might seek to achieve, some of which have already been covered in the previous discussion:
第一次會面可能會比一般諮詢時間長，因為除了了解客戶及其問題外，還有其他值得探討的領域。以下是您可能追求的一些核心目標，其中部分已在先前的討論中提及：
- To open a personal discussion/establish the beginnings of a relationship of trust, and to begin to build rapport.
開啟個人討論/建立信任關係的基礎，並開始建立良好的默契。
- To see if this client is “for your hand” and the client to see if they are a good fit with you.
確認這位客戶是否適合由你服務，同時也讓客戶判斷是否與你合得來。
- To educate your client by discussing that energy work does not replace conventional medical or mental health care and then to discuss the kinds of energy work that might be used in a session and to gauge their wants, needs, and comfort zone (to meet the client where they are, not where you are).
向客戶說明能量工作並不能取代傳統醫療或心理健康照護，然後討論可能在諮詢中使用的能量工作類型，並評估他們的意願、需求和舒適區（以客戶目前的狀態為出發點，而非你的立場）。
- To get a good feel for the overall worldview and life condition of the client, and to begin to understand what level of conscious development they are at and how you can meet them at that level. To gauge if the client will take responsibility and do their own work (that you suggest or teach them) between sessions.
要充分了解客戶的整體世界觀和生活狀況，並開始理解他們的意識發展水平，以及你如何在該水平上與他們溝通。評估客戶是否會對自己負責，並在會談之間完成你建議或教導的工作。
- Perhaps to do a first energy session. If you do, a core goal is to take a few minutes afterwards to get feedback from the client and to offer suggestions for their own work at home.
也許可以進行第一次能量諮詢。如果這樣做，核心目標是在之後花幾分鐘聽取客戶的回饋，並為他們的居家作業提供建議。
- A final core goal is to team up to develop an action plan for the future (and book future appointments!). Remember not to call the plan for future visits a “treatment” plan, as that is a medical undertaking, but something like an “action plan” or “session plan.”
最後的核心目標是攜手制定未來的行動計畫（並預約未來的諮詢！）。請記住不要將未來訪談的計畫稱為「治療」計畫，因為那是醫療行為，而是用「行動計畫」或「諮詢計畫」之類的詞彙。
There are other goals, but these are a minimum. To this end, this handout will provide some useful questions to ask the client (or to include on an extended Client Overview form) in the process of 1) getting to know them and allowing them to get to know you, and 2) goal-setting for future sessions. The questions listed below are by no means a complete list of what you could cover with a client, but they are ones that might be worth asking (and taking notes about in your client file).
還有其他目標，但這些是最基本的。為此，本資料將提供一些實用的問題，供你詢問客戶（或納入延伸版的客戶概況表），目的是：1）相互了解，2）為未來諮詢設定目標。以下列出的問題絕非涵蓋與客戶交談的完整清單，但這些問題值得一問（並記錄在客戶檔案中）。
As a general rule, avoid questions that can be answered with a simple “Yes” or “No.” Ask questions that require clients to provide information, explaining their thoughts, beliefs, history, needs, desires, etc. However, using these kinds of information-gathering questions means you must limit the number of them so as not to overwhelm the client. So, choose carefully.
基本上，避免使用可以用簡單的「是」或「否」回答的問題。詢問需要客戶提供資訊的問題，解釋他們的想法、信念、歷史、需求、慾望等。然而，使用這類蒐集資訊的問題時，必須限制問題數量，以免讓客戶感到壓力。因此，請謹慎選擇。
The questions are in no particular order, and this list simply represents some core information you may want to gather during a discussion or from a Client Overview form.
這些問題沒有特定順序，此清單僅代表您可能想在討論中或客戶概況表上蒐集的一些核心資訊。
- Have you experienced energy work before? (Follow up would be: What kind? What was your general experience of this energy work? Are there aspects of it that you found useful? Aspects that bothered you?)
您之前是否有接觸過能量療癒？（追問的問題可以是：是哪種類型？您對這次能量療癒的整體感受如何？您覺得哪些方面有幫助？哪些方面令您感到不舒服？）
- What is your intention for energy work? For choosing the kind of energy work I do?
你對能量工作的意圖是什麼？對於我所從事的這種能量工作，你的選擇原因為何？
- What are your expectations for our energy work together? And, what are your goals for our overall work together? (Press the client to be as specific as possible.)
你對我們共同進行的能量工作有什麼期望？以及，你對我們整體合作的目標是什麼？（盡可能要求客戶提供具體 details）
- Which one or two main areas in your life-family, work, social relations, financial, relaxation time or lack of it, physical health, emotional state, lingering troubles from the past, worries for the future-are you putting the most energy into? Would you provide a few details about why this area is/these areas are taking so much of your energy? Of those main areas, which single area feels the most challenging or draining energetically? Are you open to talking about how what is going on in your life affects your life-force energy and therefore your overall well-being?
在你生活中的哪一個或兩個主要領域─家庭、工作、社交關係、財務、休閒時間或缺乏休閒時間、身體健康、情緒狀態、過去的纏繞困擾、對未來的擔憂─你投入最多的精力？能否提供一些關於為什麼這個領域或這些領域佔用了如此多你的精力的細節？在這些主要領域中，哪一個單一領域在能量上感覺最具挑戰性或最耗竭？你是否願意討論生活中正在發生的事情如何影響你的生命力能量，進而影響你的整體福祉？
- How do you feel about doing some energy work on your own, at home, between sessions?
對於在兩次諮詢之間，在家中進行一些個人能量工作，你有什麼看法？
- Energy work can take time to show results. What are your feelings about our mapping out a plan that involves multiple, regular visits?
能量工作可能需要一段時間才能顯現成果。您對於我們規劃一個包含多次定期訪談的計劃有什麼看法？
- What schedule conflicts, daily life duties, work or family commitments, and other issues can you see coming up that might make it difficult for you to work at home on your own? (Once you know the potential obstacles, ask if the person is willing to come up with strategies for overcoming them and help them to do that. Maybe that can be homework for the client for the next visit: a list of strategies for bringing self-awareness during the day to their energy state, for making time to do some quick energy work at home between visits, and so on.)
您預見哪些可能會妨礙您在家自行進行能量工作的日程衝突、日常生活職責、工作或家庭承諾，以及其他問題？（一旦您了解潛在障礙，請詢問該人是否願意提出克服這些障礙的策略，並協助他們做到這一點。也許這可以成為下次訪談的作業：擬定白天提高自我覺察能量狀態的策略清單、在訪談之間騰出時間在家進行簡單能量工作等。）
- Do the people in your daily life, such as spouse/partner, children, close friends, and/or parents know you are undertaking energy work? If so, are they supportive? In what ways? Are they dismissive? In what ways? How do their attitudes make you feel? How might those attitudes from others and your own feelings about those attitudes affect your commitment to following through with some long-term energy work?
您日常生活中的人，如配偶/伴侶、孩子、親密朋友及/或父母，知道您正在進行能量工作嗎？如果是，他們支持嗎？以何種方式支持？他們是否輕視？以何種方式輕視？他們的態度讓您有何感受？這些來自他人的態度，以及您對這些態度的感受，可能會如何影響您長期堅持能量工作的承諾？