Purpose: Ensure you have all materials ready and have identified what to clear and install.
1
Select the model (pre-chosen by client or practitioner). Have the complete modeling profile ready — from the Modeling Library, AI-generated, or manually created.
2
Run The Distill (filter) if not already done — identify:
- • 3-5 core beliefs
- • 1-2 essential strategies (with V/A/K/Ad sequences)
- • 1 anchor physiology pattern
- • 4-6 clearing targets (limiting beliefs/emotions that would conflict)
3
Prepare timeline space — physical floor space or guided visualization setup.
4
Review client's intake/history. Note obvious conflicts with the model's patterns.
5
Print or have visible: the Essential Model card, the full profile for reference.
Purpose: Introduce the model. Review the extracted patterns. Get client buy-in.
1
Frame the session
"Today we're going to work with a specific model of excellence — someone who consistently produces results in [area]. We're going to extract their patterns, experience them from the inside, and install the essential ones into your neurology."
2
Introduce the model
"The person we're working with is [name]. Here's why they're worth modeling: [brief overview — 2-3 sentences on what makes them exceptional]."
3
Walk through the Essential Model with the client
For each element:
-
Read the 3-5 core beliefs. After each one, ask:
"What comes up when you hear that? Does that resonate or does it create any resistance?" -
Describe the essential strategy:
"This is the sequence they run to produce results: [walk through steps]." -
Describe the anchor physiology:
"And physically, this is what it looks like: [describe]."
4
Calibrate throughout. Note which beliefs create resistance — these become clearing targets.
5
Confirm buy-in
"Is this someone whose patterns you want to install? Does this feel like the right model for what you want to achieve?"
If no: Explore why. Potentially select a different model.
If yes: Proceed to Phase 2.
If yes: Proceed to Phase 2.
Purpose: Release limiting beliefs, negative emotions, and identity patterns that conflict with the model. You can't install new software on a crashed operating system.
NOTE: This phase uses the standard Origin Shift protocol. The key difference is that clearing targets are SPECIFIC to the model being installed, not general clearing.
1
Test each clearing target
For each clearing target from the Essential Model, test if it's present:
"When you think about fully adopting the belief that '[model's core belief]'... what comes up? Any resistance? Any internal voice that says you can't? Any feeling in your body?"
2
Calibrate and clear
If resistance is present (incongruent physiology, hesitation, negative K):
"OK, let's clear that before we go any further."
→ Use standard Origin Shift (Rethreading) release process here.
Float above timeline → back to root cause → Revisit → Release → Rethread → return to present → test.
Float above timeline → back to root cause → Revisit → Release → Rethread → return to present → test.
→ If resistance is a values conflict (two parts pulling in different directions):
Use standard Parts Integration script.
Use standard Parts Integration script.
→ If resistance involves a value that needs to move in the hierarchy:
Use Changing Values in Hierarchy process (submodality mapping).
Use Changing Values in Hierarchy process (submodality mapping).
3
Re-test after each clearing
"Now when you think about '[model's core belief]'... what do you notice?"
Calibrate — look for congruent physiology, openness, ease.
4
Repeat for each clearing target until the client can hold all core beliefs without resistance.
5
Break state before moving to Phase 3.
PRACTITIONER NOTE: Some clients will need only 1-2 clearings. Others may need all clearing targets addressed. If running this after a full Breakthrough (where major negative emotions and limiting decisions have already been cleared), this phase may be brief. Use calibration to determine when the client is ready — don't over-clear.
Purpose: Guide the client into a vivid VAK experience of the model's patterns. Not intellectual understanding — full embodied experience from inside the model's perspective.
Part A — Build the Representation (~5 min)
1
"Close your eyes. Take a deep breath. Let your body settle."
2
"Now I'd like you to imagine [model] standing in front of you. Build a clear picture. See how they stand. How they hold their shoulders. How they move. See their face, their expression."
Build all rep systems:
- V: "What are they wearing? What's the environment around them? How bright is the image? Make it vivid — full color, life-size."
- A: "Can you hear their voice? Their tone? The way they speak? Any sounds in the environment?"
- K: "What energy do you feel coming from them? What's the quality of their presence?"
3
"Good. Make the image bigger, brighter, closer. Really see this person at their absolute best."
Part B — The Step-In (~10-15 min)
4
"Now... step forward and step INTO their body. Step into their skin. You are looking out through their eyes now."
5
Guide physiology adoption
"Adopt their posture. [Use specifics from the profile] Stand the way they stand. Breathe the way they breathe. Hold your shoulders the way they hold theirs. Move the way they move."
Physically coach the client if in person — adjust their posture, breathing, positioning to match the model's anchor physiology.
6
Install beliefs from the inside
"From inside this body, with this physiology, feel what it's like to KNOW — not hope, not wish, KNOW — that '[core belief #1].' Say it to yourself internally. Feel what it feels like when this is simply true."
"What do you notice in your body? Where do you feel it? What does it look like from in here?"
Wait for response. Calibrate. Repeat for each core belief (maximum 3-5).
7
Run the essential strategy from first person
"Now you're about to [describe a scenario relevant to the client's goals]. You ARE [model]. Run their strategy. What's the first thing you do?"
Guide them through the strategy steps in first person, as the model. Use V/A/K/Ad cues from the profile.
8
Amplify the experience
"Make the colors brighter. The sounds clearer. The feelings stronger. Turn it all up. You ARE this person right now."
Hold for 30-60 seconds of silent integration.
9
Capture insights before exiting
"Before you step out — what do you notice from the inside that you couldn't have known from the outside? What's different about how they think? How they feel? What surprised you?"
Record client's insights — these may reveal patterns not in the profile.
Part C — Exit Second Position
10
"Now, keeping everything you've learned and felt, gently step back. Step out of their body and back into your own. But bring everything you noticed with you."
11
"Open your eyes when you're ready."
12
Debrief
"What was that like? What was the biggest difference you noticed?"
Use this to confirm or adjust the Essential Model before installation.
Purpose: After the second position experience, confirm or adjust which patterns to install.
1
"Now that you've been inside their experience — of the patterns we identified, which ones felt MOST powerful from the inside? Which ones felt like they were doing the heavy lifting?"
2
"Was there anything you noticed from the inside that isn't on our list? Any pattern you felt that we missed?"
3
If needed, adjust the Essential Model based on the client's Step-In insights.
4
Confirm the installation list
"OK, here's exactly what we're going to install: [state the final filtered list — beliefs, strategy, physiology]. These are the patterns that will become part of who you are."
Purpose: Install the filtered patterns at the identity level using future timeline work. This is not visualization or rehearsal — this is identity-level change using the timeline.
NOTE: This uses the future timeline portion of Origin Shift / Vision Cast process. If running as part of a full Breakthrough, this connects to the Vision Cast phase.
1
"Now we're going to take everything you just experienced and install it into your future. Close your eyes."
2
"Float up above your timeline. Float up high enough that you can see your past behind you and your future stretching out ahead."
3
"Now float out along your future timeline to [a specific, relevant future event — ask the client for one, or use one from their goals]. A moment where these patterns would make the biggest difference. When you're there, float down into that event."
4
"You are there. And you are the person who has ALREADY fully integrated these patterns. [Model]'s core beliefs are YOUR beliefs now. Not borrowed — yours. Their strategy is YOUR default way of operating. Their physiology is YOUR natural state."
5
Guide through the specific patterns
"Feel '[core belief #1]' — it's not something you're trying on. It's something you've always known. Feel it in your body."
"You're running [essential strategy] — it's automatic. What are you doing? What are you saying? How are people responding?"
"Notice your physiology — [describe anchor physiology]. This is just how you carry yourself now."
6
"Make it vivid. Full color, full sound, full feeling. This is real. This is you."
7
"Now float back up above your timeline. Keep that future event locked in place. Float further into the future — 3 to 6 months from now. Find another moment. Float down. Same patterns, deeper integration. What does your life look like now?"
8
"Float up once more. Go even further — one year out. These patterns are unconscious competence now. You don't think about them — they're just who you are. What's different about your life?"
9
"Good. Now float all the way back to now. Let every future event stay exactly where it is on your timeline. Your unconscious mind knows the path."
10
"Float back down into the present. Into this room. Into now."
Set the Anchor
11
"Before you open your eyes — step back into that state. The state from the future timeline. The full embodiment. When it's at its peak intensity..."
Set physical anchor — e.g., press thumb and middle finger together, or touch a specific knuckle.
"Lock it in right there. That's your Pattern Lock anchor. Any time you need to access this state, fire this anchor."
12
"Open your eyes."
Test the Anchor
13
Break state — have them look around, say their name, count backwards.
14
"Now fire your anchor."
Observe. Calibrate for state change — physiology shift, breathing change, facial expression.
If weak: Rebuild the state and re-anchor.
If strong: Proceed to Phase 6.
If strong: Proceed to Phase 6.
Purpose: Bridge from the session into daily life. Assign specific practice.
1
"What you just experienced is the identity-level installation. The patterns are on your timeline. Now we reinforce them with daily practice."
2
Assign 3-5 specific daily tasks from the Essential Model
Not the full 30+ tasks — the filtered essentials only:
"Here's what I want you to practice this week:"
- • Daily task 1 — usually related to the anchor physiology
- • Daily task 2 — usually related to the core belief as an incantation or morning practice
- • Daily task 3 — usually related to applying the essential strategy in one real situation
3
"Fire your Pattern Lock anchor at least once per day. Ideally in the morning before you start your day."
4
"Notice what's different this week. Don't judge it — just notice. We'll calibrate when we meet next."
5
Schedule follow-up session — ideally 1-2 weeks out.
Purpose: Assess what's integrating and what needs more work.
1
"Since our last session — what's been different? What have you noticed?"
Listen. Calibrate. Note what they mention unprompted vs. what they don't.
2
Test belief integration
"When you think about '[core belief #1]' — does it feel like YOUR belief now, or does it still feel like [model]'s?"
Calibrate for congruence.
3
Test strategy application
"Have you used [essential strategy] in a real situation since our session? What happened?"
4
Test the anchor
"Fire your anchor."
Observe state change. Compare strength to initial anchor.
5
Based on calibration, follow one of three paths:
Path A — Patterns integrating well
- • Reinforce. Add complexity — introduce next layer from full profile
- • Expand tasking to include weekly/monthly practices
- • May do another Step-In to deepen the embodiment
Path B — Patterns partially integrating
- • Identify which patterns are landing and which aren't
- • For stuck patterns: may need additional clearing (back to Phase 2)
- • Adjust tasking — simplify, focus on what's working
- • Consider whether the filter needs adjustment
Path C — Patterns not integrating
- • Something is blocking. Return to Phase 2 for deeper clearing
- • Consider: is this the right model for this client? (ecology check)
- • The model's patterns may conflict with the client's core values
→ Use Values Elicitation to check for deep conflicts, then Parts Integration if needed.
May need to select a different model entirely.
When to Use This Process
- • After a client has completed a Breakthrough and is ready to build toward specific goals
- • When a client has a clear role model they want to emulate
- • As part of the Vision Cast phase (future-building after clearing)
- • For self-application: the practitioner can guide themselves through this using recorded audio
Overlap with Existing Processes
If running after a full Breakthrough (Origin Shift + Parts Integration), Phase 2 (Clear) may be partially complete. Assess what's already been cleared vs. what's specific to this model.
→ Values Elicitation — if the Step-In reveals values conflicts, run a full values elicitation and hierarchy. Use the standard Values Elicitation process (3 methods: standard NLP, motivation strategy, threshold values).
→ Parts Integration — if two values or identity parts conflict (e.g., "I want to be bold like Tony Robbins but part of me values staying safe"), run standard Parts Integration.
→ Changing Values in Hierarchy — if a specific value needs to move position to support the model (e.g., "growth" needs to be higher than "comfort"), use the submodality mapping process.
→ Origin Shift — Phases 2 and 5 use timeline work directly. Practitioners should be comfortable with the full Origin Shift protocol.
Ecological Considerations
- • Never install a model that conflicts with the client's core values (post-clearing). If it still conflicts after clearing, it's not ecological — choose a different model.
- • The Distill step is critical — installing too many patterns creates overwhelm and none stick. Less is more.
- • The client should WANT to model this person. Forced or practitioner-imposed modeling doesn't work.
- • Watch for "carbon copy" syndrome — the goal is to adopt patterns, not become a clone. The patterns refract through the client's own identity.
Session Timing
60-75 min
Express
Existing model, minimal clearing needed
90-120 min
Standard
New model, moderate clearing
2 sessions
Extended
Deep clearing + complex model