Root Cause Discovery Consultation

Every wellness journey begins with a 30-minute Root Cause Discovery Consultation. During this personalized session, we'll discuss your health concerns, review your wellness goals, answer your questions, and determine the most appropriate next steps for your unique situation.

Investment: $57

If you choose to enroll in any comprehensive wellness program or package within 30 days, your $57 consultation fee will be applied toward your program investment.

Must send email address once booking, as other required forms will need to be sent. Please also complete the pre-call questionnaire.

Pre-Call Questionnaire

Thank you for scheduling a Root Cause Discovery Call with Waterlily & Wing Integrative Wellness, LLC. These questions will help me learn a little about you, what you are currently experiencing, and what you hope to accomplish so we can make the most of our time together.

Your Current Concerns

1. What is the main reason you scheduled a Root Cause Discovery Call?

2. What are the top 1–3 health or wellness concerns you would most like support with?

3. How long have you been experiencing these concerns?

☐ Less than 3 months
☐ 3–6 months
☐ 6–12 months
☐ 1–3 years
☐ More than 3 years
☐ It varies depending on the concern

4. How much are these concerns affecting your everyday life?

☐ 1 – Very little
☐ 2
☐ 3
☐ 4
☐ 5 – Moderately
☐ 6
☐ 7
☐ 8
☐ 9
☐ 10 – Significantly

5. In what areas are you currently experiencing concerns?
Check all that apply.

☐ Energy or fatigue
☐ Sleep
☐ Stress
☐ Digestive health
☐ Weight or body composition
☐ Blood sugar or metabolic wellness
☐ Hormonal or midlife wellness
☐ Sexual wellness
☐ Mood or emotional well-being
☐ Focus or mental clarity
☐ Healthy aging/longevity
☐ Nutrition
☐ Inflammation or general wellness
☐ Other: ______________________________

Your Experience So Far

6. What have you already tried to improve these concerns?
This may include dietary changes, supplements, exercise, lifestyle changes, conventional healthcare, functional or integrative approaches, or other strategies.

7. Have any of those approaches helped? If so, what seemed to make the biggest difference?

8. Have you previously worked with a functional medicine, functional nutrition, integrative wellness, or holistic practitioner?

☐ Yes
☐ No

If yes, what did you like or dislike about that experience?

9. Have you had laboratory testing completed within the past 12 months?

☐ Yes
☐ No
☐ Not sure

If yes, what type of testing have you had completed?

What You Want to Accomplish

10. If you could improve three things about your health or wellness right now, what would they be?

11. What would feeling healthier or functioning better look like for you personally?

12. What do you feel has been missing from the approaches you have tried so far?

13. What are you hoping to receive from working with a functional wellness practitioner?
Check all that apply.

☐ A more comprehensive look at my health and wellness
☐ Help identifying lifestyle, nutritional, and other factors that may be influencing my wellness
☐ Personalized nutrition guidance
☐ Lifestyle and wellness recommendations
☐ Functional laboratory testing and education
☐ Help understanding patterns in my laboratory results
☐ Supplement education and guidance
☐ Healthy aging and longevity support
☐ Hormonal or midlife wellness support
☐ Digestive wellness support
☐ Metabolic wellness support
☐ Sexual wellness support
☐ Accountability and ongoing support
☐ A personalized wellness plan
☐ Other: ______________________________

Your Readiness

14. On a scale of 1–10, how ready are you to make nutrition and lifestyle changes to support your wellness goals?

☐ 1 – Not ready right now
☐ 2
☐ 3
☐ 4
☐ 5
☐ 6
☐ 7
☐ 8
☐ 9
☐ 10 – Very ready

15. What, if anything, might make it difficult for you to follow through with nutrition or lifestyle recommendations?
Check all that apply.

☐ Time
☐ Work schedule
☐ Family responsibilities
☐ Cost
☐ Travel
☐ Food preferences
☐ Difficulty staying consistent
☐ I'm not sure where to start
☐ Nothing significant at this time
☐ Other: ______________________________

16. Are you willing to dedicate time between appointments to implementing personalized nutrition and lifestyle recommendations?

☐ Yes
☐ No
☐ I'm not sure yet

Functional Testing & Investment

17. Depending on your individual goals, services may include optional functional laboratory testing and/or supplements that are separate from program fees and may not be covered by insurance. Are you open to discussing these options if appropriate?

☐ Yes
☐ Maybe — I would like more information
☐ No

18. If we determine that one of our services or programs is a good fit for your goals, are you currently considering investing in personalized functional wellness support?

☐ Yes, I am ready to get started if it feels like the right fit
☐ Possibly — I would like to learn more about the options and pricing
☐ I am still exploring my options
☐ I am primarily looking for information at this time

Before Your Call

19. What is the most important thing you would like me to understand about you or your wellness journey before we meet?

20. Is there anything specific you would like to make sure we discuss during your Root Cause Discovery Call?

Root Cause Discovery Call Acknowledgment

I understand that the Root Cause Discovery Call is an introductory wellness consultation designed to discuss my health and wellness goals, learn about the services offered by Waterlily & Wing Integrative Wellness, LLC, and determine whether working together may be a good fit.

I understand that the Root Cause Discovery Call and services offered by Waterlily & Wing Integrative Wellness, LLC are educational and wellness-focused and do not include medical diagnosis, medical treatment, prescribing medications, or medical advice. Information provided is not intended to replace care from an appropriately licensed healthcare provider. I understand that I should consult my healthcare provider regarding medical conditions, symptoms, medications, or other medical concerns.

I understand that functional laboratory testing, supplements, or other wellness products may involve additional costs and will be discussed before purchase or ordering.

☐ I have read, understand, and agree to the above.