Pre-Screening
20-minute call
Screen for readiness: burning desire + coachability. Green/yellow/red light assessment. Assign ordeal if needed.
Intake & Preparation
1-2 sessions + 30-day prep period
Values work, meta programs, problem identification, pattern mapping, Prime Concerns statement, SMART goals, evidence procedures, motivational words.
Breakthrough Day
6-9 hours intensive
The full 20-step protocol: Prime Concerns delivery, emotional clearing sequence, limiting decisions release, parts integration, values re-do, hypnosis, future pacing, goal installation, and tasking.
Integration & Support
3-6 months
On-demand support calls, daily practices, app-based ongoing work (Origin Shift, Vision Cast, The Architect), follow-up calibration sessions, three requisites reinforcement.
What Goes Into Each Phase
Pre-BT (Phases 1-2)
- • Readiness screening
- • Values elicitation & hierarchy
- • Meta programs assessment
- • Problem & pattern mapping
- • Prime Concerns crafting
- • SMART goals & evidence procedures
Post-BT (Phase 4)
- • Support calls (on-demand)
- • Daily practices & integration
- • App-based Origin Shift work
- • App-based Vision Cast work
- • The Architect installations
- • Calibration sessions
Screening Questions
Readiness Indicators
Green Light
- • Clear desire for change
- • Willing to feel emotions
- • Takes responsibility
- • Committed to the process
- • Realistic expectations
- • Stable support system
Yellow Light
- • Moderate desire (needs ordeal)
- • Multiple past therapists
- • Pride in having the problem
- • Not paying for it themselves
- • "My problem is different"
Red Light
- • Active suicidal ideation
- • Refuses responsibility
- • Needs licensed professional
- • No desire to change
- • Unstable living situation
Ordeal Assignment Criteria
- • The client is not paying for it themselves
- • They have seen multiple therapists for the problem
- • They feel the problem is significant ("My problem is bigger than anyone else's")
- • They have a sense of pride or identity in having the problem
Documentation Template
Date: [YYYY-MM-DD]
Client: [First Name]
Duration: [Actual time]
ASSESSMENT SCORES:
- Readiness level (1-10):
- Commitment level (1-10):
- Support system (1-10):
- Coachability (1-10):
DECISION:
[ ] Proceed to intake
[ ] Assign ordeal first
[ ] Decline with referral
NEXT STEPS:
- Send 30-day journaling ordeal
- Schedule intake session
Values Work
Values must be clear before the Breakthrough. Done during the prep phase.
Values Elicitation (3 methods)
- • Standard NLP: "What's important to you about [life/career/relationships]?"
- • Motivation Strategy: Elicit toward/away-from orientation
- • Threshold: "What would have to happen for you to leave?"
Values Hierarchy Ranking
Rank values in order of importance. Note the toward/away-from percentage for the unconscious mind assessment.
Toward/Away-From Detection
For each value, determine percentage of toward vs. away-from motivation. High away-from percentages indicate work needed during BT Day.
Meta Programs Assessment
Administer MBTI / toward-away orientation questionnaire. Identify dominant meta programs that influence how the client processes information, makes decisions, and responds to challenges.
Problem Identification & Pattern Mapping
Presenting issue exploration — understand the problem fully, when it shows up, how it manifests
Limiting decisions identification — all LDs the client currently holds. Record exact language.
Parts conflicts identification — internal battles (permanent conflicts + situational limiting beliefs)
Secondary gains check — what benefit does the problem provide? What would they lose?
Timeline origins check — initial exploration of when patterns began
Detailed Personal History Questions
The more you understand the client's world, the better your intervention. As you ask these, note whether the client speaks from cause (owning the situation) or effect (blaming externals). If at effect, identify who or what they see as the authority.
- • What do you need to do that you don't want to do?
- • What do you not want to do that you must?
- • What is it about this problem that you cannot tell anyone?
- • What is the relationship between this problem and other problems in your life?
- • Will any of those problems stop you from solving this one?
Prime Concerns Statement
Coach drafts from intake data. Uses Quantum Linguistics — multiple layers of negation to bypass conscious resistance and speak to the unconscious mind.
Template Structure
Line 1 (Negative Frame):
"I don't want you to be _______ and I don't want you to feel _________."
Line 2 (Quantum Linguistic Double-Negative):
"The only way you couldn't not have real ________ and the only way to not _______ is to not _________."
Line 3 (Reframe with Evidence):
"That's real _________ because there is ________ in ____________."
Prime Concerns Elicitation Methods
Three methods to surface the client's Prime Concerns before crafting the statement. Use one or combine them for maximum insight.
Method 1: Be / Do / Have Framework (Starting, Changing, Stopping)
There are six possibilities that operate in conjunction. A person will usually be best at one and worst at one.
- • Worst at Starting = trouble with Being. ("Why can't I be who I want to be?")
- • Worst at Changing = trouble with Doing. ("Why can't I do what I want to do?")
- • Worst at Stopping = trouble with Having. ("Why can't I ever get what I want?")
Method 2: Ecstatic State Elicitation
We are looking for the non-mirror-image reverse of the client's peak state. The contrast between ecstatic and normal states reveals what is fundamentally missing.
Method 3: The 8-Step Prime Concerns Process
Gather information about the presenting problem using Starting/Changing/Stopping and the Ecstatic State
Listen for significant, analogically marked words — words the client emphasizes with tone, gesture, or repetition
Test the words (optional) — feed the client's exact words back and observe the response
Check if neural networks activate — does repeating the words produce a visible shift?
Generate a new pattern — place the client in the non-mirror-image reverse quadrant using inductive language. Have them fully consider the new pattern until they say "What?"
Cross the threshold — use the pattern to go back and forth across the boundary 3x, 7x, or 21x
Resolution — the problem disappears, the boundary dissolves, or the words lose their power as linguistic markers
Test and future pace
SMART Goals
Identify and write down specific, measurable, achievable, relevant, time-bound goals. These become the target outcomes for the Breakthrough.
Evidence Procedures (Baseline)
Document these precisely. They become the testing criteria during and after the Breakthrough.
Motivational Words
Capture the client's self-talk patterns. These inform the Prime Concerns statement and hypnotic suggestions.
Origin Shift Elicitation Origin Shift
Before any timeline work begins, you must discover how the client organizes past and future spatially. This is done in the waking state (not in trance) to build unconscious trust and cooperation.
Primary Elicitation
Secondary Elicitation (if primary method does not yield a clear result)
Use memory placement to discover the unconscious organization:
Repeat for 1 month ago, 1 year ago, 5 years ago, and 10 years ago
Repeat for 1 month in the future, 1 year, 5 years, and 10 years in the future
First Navigation Test
Once the timeline is elicited, confirm the client can navigate it:
Pre-Breakthrough Checklist
- □ All limiting decisions identified
- □ Parts conflicts mapped
- □ Values "away from" percentage noted
- □ Prime Concerns statement drafted
- □ Meta programs assessed
- □ SMART goals written
- □ Evidence procedures documented
- □ Motivational words captured
- □ Client properly prepared (sleep, clothing, support person)
Prime Concerns Statement
Advanced Technique5 min
Deliver the customized Quantum Linguistics statement crafted during intake. Use embedded commands and specific language patterns identified from the client's own words.
Origin Shift — Emotional Clearing
Origin Shift2-3 hours total
This step is repeated for each of the six negative emotions in order, then again for all limiting decisions. Limiting decisions are also cleared using the Origin Shift process (Protocol 3). For each: root cause identification, learning extraction, release, and test. See Origin Shift protocols for full scripts.
1. Anger
30-45 min
2. Sadness
30-45 min
3. Fear
30-45 min
4. Hurt
30-45 min
5. Guilt
30-45 min
6. Anxiety
30-45 min · different protocol
For EACH emotion, follow this process:
Identify the root cause event — note origin point (After#/G#/PL#)
Extract the learning or gift from the experience
Release the emotion while preserving the wisdom
Test for release:
Document: age, event, origin point (After#/G#/PL#)
Important: Anxiety Uses a Different Protocol
Anxiety is future-based, not past-based. While the other five emotions (anger, sadness, fear, hurt, guilt) are cleared by going back to the root cause in the past, anxiety is resolved by going forward to the successful completion of the feared event. This is a fundamentally different direction on the timeline.
Anxiety-Specific Process:
If gone, come back to now. If still there, ask: "Are you imagining it completing successfully?" If not, revisit the successful outcome and return to step 3.
Test: have the client think about what used to make them anxious and notice there is no anxiety.
Root Cause Discovery — The Gestalt Chain
Every negative emotion or limiting decision is stored as a gestalt — a chain of connected events that begins with a First Event and accumulates Significant Emotional Events (SEEs) over time. The entire chain collapses when the First Event is disconnected.
Finding the First Event:
Follow the branching path:
- • After birth: "If you were to know, what age were you?"
- • Before birth → In the womb: "What month?"
- • Before the womb → Past life: "How many lifetimes ago?"
- • Before the womb → Genealogical: "How many generations ago?"
Notes on Learnings
When the client reports learnings from the root cause event, be aware of their quality. Learnings are not always obvious, and sometimes the client already has them. As a practitioner, be aware that learnings should NOT be:
Negative
Past-focused
About Others
Instead, learnings should be:
Positive
Self-referencing
Future-oriented
General Reframes — When Emotions Do Not Release
If the emotion does not disappear during the Rethreading process, use one of these three reframe approaches. Use command tonality when delivering.
1. Learning Reframe
2. Protection / Safety Reframe
3. Prime Directives Reframe
Alternative Protocol: Non-Trauma Rethreading Advanced
For non-trauma, non-phobia cases, an alternative protocol can be used. Instead of floating above the timeline, the client goes directly into the event. Do NOT use this for trauma or phobia.
Float back above the timeline to Position #3, well before the root cause event. Turn and look toward now. Ask the unconscious mind for the learnings that will allow them to let go easily.
Check: "Now where is the emotion? Where did it go? That's right, it disappeared."
Float down into the event and confirm the emotion has disappeared. Come back up to Position #3.
Come back to now above the timeline, letting go of all the emotion on every subsequent event. Preserve learnings. Float down into now and come back into the room. Break state.
Test: "Can you remember any event in the past where you used to feel that old emotion? Go back and notice if you can feel it, or you may find that you cannot."
Future pace: "Go out into the future to an unspecified time which if it had happened in the past, you would have felt that emotion. Notice if you can find it, or you may find that you cannot."
Fallback: Drop-Down Through Technique Advanced
Used when the standard Rethreading does not release an emotion after repeated attempts. This is for the rare case of multiple gestalts. The process works by following the kinesthetic chain of emotions downward until reaching a positive state.
Find the First Event: Locate the root cause and go back to it, floating into Position #4 inside the event.
Identify the emotion and extract learnings from the event.
Drop down through:
Continue dropping through each layer until the chain runs through a void, nothingness, or unspeakable stage and comes out to a positive feeling. Only stop when you reach 2 positive emotions.
End the chain when the second positive emotion arrives — there should be an obvious physiological shift (the chain tends to collapse).
Go back to Position #3 above the timeline. Verify the emotions have disappeared. Float down and test. Come back to now, releasing all remaining emotion on subsequent events.
Continue re-running the chain until no negative kinesthetic state is accessed. Test and future pace.
First Test
5 min
Parts Integration
Supporting Technique45-60 min
Address permanent conflicts (ongoing internal battles) and part-time limiting beliefs (situational conflicts). Find positive intentions for each part. Negotiate win-win integration.
Values Hierarchy Re-do
Supporting Technique15-20 min
Re-elicit values after emotional clearing and LD release. Check for remaining away-from patterns. If away-from values remain, use the Origin Shift LD process to eliminate them.
Values Alignment — Five Tests
After re-eliciting the values hierarchy, run all five alignment tests to verify the hierarchy is clean and congruent:
1. Motivation Direction
Is each value motivated by what is wanted (toward) or what is not wanted (away-from)? Look for: negations, comparative deletions, and modal operators of necessity ("I have to," "I must"). Check for toward-away conflicts (sequential incongruity — ask the client to describe what the value means to them, listening for toward vs. away-from language).
2. Toward-Toward Conflicts
Do any two toward values create a simultaneous incongruity? (e.g., wanting both freedom and security equally, where pursuing one undermines the other)
3. Away-Away Conflicts
Do any away-from values create both simultaneous and sequential incongruity? This is the most stuck pattern — the client feels trapped between two things they are both trying to avoid.
4. Logical Level of Abstraction
Is the #1 value the most abstract? Are all other values a subset of the highest value? If a lower value is more abstract than #1, the hierarchy needs re-ordering.
5. Syntax Check
Starting with the lowest value on the list: does achieving this value support the actualization of the next higher value? Continue checking upward until you reach the #1 value. If any value breaks the chain, re-sequence.
Second Test
5 min
Evidence Procedure Check
5 min
Additional Techniques as Needed
Supporting TechniquesVaries
Based on what remains after the core sequence. Select from:
- • Resource Installation — anchor key resources at timeline points (see Section 5 below)
- • Strategy Installation — install new behavioral strategies using V/A/K/Ad sequencing
- • Additional Origin Shift Regression — if deeper timeline work is needed
Ecology Check
5-10 min
If any objections surface, address with additional parts integration or secondary gains work. Ensure the change is ecological for the client's whole system.
Hypnosis
Supporting Technique20-30 min
Choose appropriate induction script. Suggestions should incorporate all learnings from the Origin Shift work — the new decisions, the resources, the integrated state. This deepens the installation of new beliefs and patterns.
Preparation for Trance — The 4 Frames
Before beginning the induction, set these four frames to address fears and misconceptions. This is arguably the most important part of the hypnosis work.
Frame 1: "Don't expect to feel hypnotized."
A light trance will likely feel no different from relaxation. Trance is a normal, natural state. Clients will feel a sense of familiarity, no matter how deep they go. Set the expectation: do not expect to feel "zonked out."
Frame 2: "Do expect to feel relaxed."
Hypnosis is a natural state where you feel increasing levels of relaxation. That is the target experience.
Frame 3: "You are in control."
During the trance induction, the client needs to know they are in charge. They only accept suggestions that are consistent with their own internal values and beliefs. Give them agency.
Frame 4: "Trance is about learning how to go into trance."
The process is a learning process. Each step of the way there are several tests, and the more successful they are, the deeper they can go. Frame it as a skill they are developing.
Suggestibility Tests (3 Tests)
Run one or more of these tests to calibrate the client's suggestibility level and build their confidence in the process.
1. The Dictionary / Balloon
Calibrate how much the hands have moved apart.
2. The Finger Vice
3. The Postural Sway
Stand behind the client to catch them. Note the degree and speed of response.
Ericksonian Induction (Question-Based)
This induction uses cascading questions that presuppose the trance response. Each question leads the client deeper. Speak the relaxation portions on the out-breath and use "That's right" as an emphasis/ratification pattern throughout.
If "no," ask: "What is the relationship between the state you are in right now and the state you were in just before you woke up this morning?"
Future Pace — Vision Cast
Vision Cast15-20 min
Go forward on the timeline. Ensure the problem is gone in future contexts. Install a recovery strategy and recovery anchor for when doubters challenge the change.
Goal Installation
Vision Cast10-15 min
Install the SMART goals from intake onto the future timeline. Make the vision vivid, compelling, and multisensory.
Final Evidence Procedures
10 min
Check for lingering doubt. If any doubt remains, treat it as a limiting decision and use the Origin Shift LD process to release it.
Three Requisites & Close
15-20 min
Remind the client of the three requisites for lasting change:
1. In the Session
The work we did today — clearing, integration, installation
2. Focus
Focus on what you WANT, not what you don't want
3. Action
Take action — do the tasking, enforce boundaries
Assign specific tasking: daily practices, integration exercises, milestone goals
Schedule follow-up: within 1-2 weeks
Provide emergency support protocol
The 6 Principles of Tasking Design
Tasks presuppose success, put the client in charge of maintaining change, and reinforce the work done in the session. Follow these principles when designing any task:
Clearly define the problem first. The problem must be clear in your mind before assigning the task. Decide on the symptom, its structure, its process, and how it interferes with the client's performance.
The client must be committed to getting over the problem. It is not enough to just ask. The client must be enrolled. Emphasize the gravity of the problem, recount failed attempts, and make the task a challenge. The client may want to prove you wrong — that motivation works. Use a "double bind": the task is guaranteed to work, but they can't be told the task until they agree to do it.
Design the task thoughtfully. Involve the client in the design when possible. It should be severe enough to overcome the problem, something the client can and will accept, agreeable in terms of decency and propriety, and have a clear beginning and end. It should be good for them — not punishing.
Explain clearly and without ambiguity. Give a clear, precise description of the behavior required. The task should generally be harder on the client than the problem itself — if it is, the problem will usually disappear.
Get the client's commitment. The task should be agreed upon and done each time it is assigned. Commitment must be explicit.
Tasking may continue until the problem is resolved. Some tasks need to persist beyond the session. It is not unusual for certain tasks to continue until the problem is fully resolved, even if that extends past the Breakthrough.
Common Resources to Install
Confidence
Courage
Inner Peace
Love
Personal Power
Joy
Boundaries
Self-Worth
Installation Process
Identify the resource needed
Find a reference experience
Amplify the state — make it bigger, brighter, louder. Use submodality shifts to intensify.
Anchor the resource — fire an anchor at peak state.
Install on timeline
Future pace
Test
On-Demand Support Calls
Client has access to support calls as needed during the integration period. Calls focus on troubleshooting, reinforcement, and calibration of changes.
Daily Practices Assigned
Specific daily practices based on the tasking from Step 14. Usually includes: morning state management, anchor firing, belief affirmation/incantation, and one behavioral action step.
App-Based Ongoing Work
Origin Shift
Clear new patterns as life surfaces them
Vision Cast
Design and refine future outcomes
The Architect
Install excellence patterns from role models
Follow-Up Calibration Sessions
Scheduled at 1-2 weeks, 1 month, 3 months, and 6 months. Each session checks: are changes holding? What new patterns have emerged? What needs additional work?
Three Requisites Reinforcement
Every follow-up session revisits the three requisites: In the session + Focus on what you want + Take action. Ensure the client is maintaining all three legs of lasting change.
If Client Becomes Overwhelmed
Stop the process immediately. Do not push through.
Ground them in present.
Use a break state — have them stand, move, drink water, say their name, count backwards.
Install calming resources before deciding whether to continue.
Assess whether continuing is ecological. If not, install temporary containment and schedule continuation ASAP.
Document exactly where you paused so the next session picks up seamlessly.
If Abreaction Occurs
Stay calm and present. Do NOT try to stop the abreaction.
Allow full emotional expression. Monitor for dissociation. Provide safety anchors.
Guide through:
After completion: help integrate the experience, extract learnings, install resources, test for completion, ground in present.
If Process Is Incomplete
Install temporary resources and create a safety container
Schedule follow-up ASAP (within 24-48 hours if possible)
Document exactly where paused and what remains
Provide crisis support protocol to client
Check in with client within 24 hours
Seek Supervision When
- • Client shows signs of dissociation
- • Suicidal ideation is present
- • Process reveals trauma beyond scope of practice
- • Multiple parts refuse to integrate
- • Changes won't hold across sessions
- • Ethical concerns arise
| Technique | Used In | Training Module | Level |
|---|---|---|---|
| Sensory Acuity | Throughout (calibration) | Sensory Acuity | Practitioner |
| Rapport | Throughout | Rapport | Practitioner |
| Anchoring (all types) | Resource Install, Recovery Anchors | Anchoring modules (4) | Practitioner |
| Submodalities | Values Change, Belief Change | Submodalities modules (5) | Practitioner |
| Parts Integration | Step 4 | Parts Integration | Practitioner |
| Reframing | Throughout | Reframing | Practitioner |
| Meta Model | Intake, Problem ID | Meta Model | Practitioner |
| Milton Model | Hypnosis, Suggestions | Milton Model | Practitioner |
| Perceptual Positions | Throughout | Perceptual Positions | Practitioner |
| Eye Patterns | Strategy work | Eye Patterns | Practitioner |
| Hierarchy of Ideas | Values, Teaching | Hierarchy of Ideas | Practitioner |
| Meta Programs | Intake Assessment | Meta Programs | Master Prac |
| Values Elicitation | Prep + Step 5 | Values Elicitation | Master Prac |
| Changing Values | Step 5 if needed | Changing Values | Master Prac |
| Prime Concerns | Step 1 | (Needs module) | Master Prac |
| Origin Shift | Step 2 | (Needs module) | Practitioner |
| Hypnosis | Step 10 | (Needs module) | Practitioner |
| The Breakthrough Process | Orchestration | (Needs module) | Master Prac |