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(Part 1 of 4 in the Transformational Onboarding Series) Red Flags and Green Flags: How to Screen Without Guilt
Discovery calls can feel uncomfortable, like you’re supposed to sell yourself or convince someone you’re worth the investment. I used to dread them too. Over time, I realized they’re not about persuasion at all. They’re about alignment. These first conversations give both of us a chance to decide if working together feels right.
This is Part 1 of my four-part series on Transformational Onboarding, where I’ll walk you through the red, yellow, and green flags I use when screening new patients. Green flags tell me someone is open, hopeful, and ready to do the work. Red flags show up as rigid expectations, resistance to change, or energy that feels misaligned. Yellow flags live in the middle—hesitancy or nervousness that might clear with more clarity.
I’ll share how I set the stage long before the call with application forms that help patients reflect on their readiness. Often, that simple step sparks their transformation before we’ve even spoken.
My hope is that you walk away seeing onboarding not as something to endure, but as the first step toward building a practice that sustains you and serves the right patients, without guilt.
Episode Breakdown:
00:00 Transformational Onboarding Series Introduction
03:03 Why Discovery Calls Feel Uncomfortable
08:01 Prescreening Patients with Application Forms
12:22 Green Flags: Signs of an Ideal Patient
18:28 Red Flags: Signs of Misalignment
36:14 Yellow Flags: When to Pause and Reflect
39:38 Catalyst Question and Next Steps
Links
Shop
Free gifts for listeners
Brainstorming Session
Connect with Lara:
Website
The Catalyst Way
Instagram: @drlarasalyer
YouTube
TikTok: @Creativity.Doctor
Podcast production and show notes provided by HiveCast.fm
View all episodes
By Dr. Lara SalyerDiscovery calls can feel uncomfortable, like you’re supposed to sell yourself or convince someone you’re worth the investment. I used to dread them too. Over time, I realized they’re not about persuasion at all. They’re about alignment. These first conversations give both of us a chance to decide if working together feels right.
This is Part 1 of my four-part series on Transformational Onboarding, where I’ll walk you through the red, yellow, and green flags I use when screening new patients. Green flags tell me someone is open, hopeful, and ready to do the work. Red flags show up as rigid expectations, resistance to change, or energy that feels misaligned. Yellow flags live in the middle—hesitancy or nervousness that might clear with more clarity.
I’ll share how I set the stage long before the call with application forms that help patients reflect on their readiness. Often, that simple step sparks their transformation before we’ve even spoken.
My hope is that you walk away seeing onboarding not as something to endure, but as the first step toward building a practice that sustains you and serves the right patients, without guilt.
Episode Breakdown:
00:00 Transformational Onboarding Series Introduction
03:03 Why Discovery Calls Feel Uncomfortable
08:01 Prescreening Patients with Application Forms
12:22 Green Flags: Signs of an Ideal Patient
18:28 Red Flags: Signs of Misalignment
36:14 Yellow Flags: When to Pause and Reflect
39:38 Catalyst Question and Next Steps
Links
Shop
Free gifts for listeners
Brainstorming Session
Connect with Lara:
Website
The Catalyst Way
Instagram: @drlarasalyer
YouTube
TikTok: @Creativity.Doctor
Podcast production and show notes provided by HiveCast.fm