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Your first client is exciting—but it can also bring a lot of questions.
What happens after someone reaches out? What should you discuss during a consultation? What needs to happen before signing a contract? How do you prepare for the birth and follow up afterward?
The First Doula Client Checklist helps you think through the complete client journey so you can create a more organized, professional experience for the families you serve.
Inside, you'll find guidance for:
Responding to inquiries
Preparing for consultations
Discussing services and expectations
Client onboarding
Contracts and payment
Prenatal preparation
Birth preparation
Postpartum follow-up
Documentation and reflection
Building a consistent client experience
You're preparing to serve your first client or want to create a more consistent process for the families you already serve.
Format: Downloadable PDF checklist
Level: Beginner / Early Practice
Your first client is exciting—but it can also bring a lot of questions.
What happens after someone reaches out? What should you discuss during a consultation? What needs to happen before signing a contract? How do you prepare for the birth and follow up afterward?
The First Doula Client Checklist helps you think through the complete client journey so you can create a more organized, professional experience for the families you serve.
Inside, you'll find guidance for:
Responding to inquiries
Preparing for consultations
Discussing services and expectations
Client onboarding
Contracts and payment
Prenatal preparation
Birth preparation
Postpartum follow-up
Documentation and reflection
Building a consistent client experience
You're preparing to serve your first client or want to create a more consistent process for the families you already serve.
Format: Downloadable PDF checklist
Level: Beginner / Early Practice