The Doula Client Onboarding Kit

A simple client management system for doulas who want to stay organized without making their business feel complicated.
The Doula Client Onboarding Kit was created to help you build a smoother, more intentional client experience from the moment a potential client reaches out through prenatal care, birth, postpartum follow-up, and client offboarding.
Instead of keeping everything in your head (or scattered across notebooks, emails, and random notes), this kit gives you one simple place to keep the details that matter.
Inside you'll find:
• Client Inquiry Tracker
• Consultation Notes
• New Client Information
• Client Onboarding Checklist
• Prenatal Visit Tracker
• Important Dates & Contacts
• Client Payment Tracker
• Client Communication Log
• Birth + Postpartum Follow-Up
• Client Offboarding
• Business and weekly planning tools
This kit is for you if you want to:
• Create a more consistent client workflow
• Keep important client details organized
• Stay on top of payments, follow-ups, and appointments
• Feel more prepared going into prenatal visits and birth
• Create a thoughtful client experience without making your systems complicated
What's included:
A 13 page digital PDF designed for doulas and birth workers.
This is a digital download. No physical product will be shipped.
The kit is designed to be customized to your own business, policies, workflow, and style. It is an organizational resource and does not replace your contracts, policies, professional training, or legal requirements.