Savvy Doula Client Forms
The Savvy Doula Client Forms Series includes a variety of forms that Birth Doulas can use in their practices. Forms are sold individually so that the you can choose exactly what you need. Most of the forms here are in Microsoft Word or Excel format so that you can customize the forms to better suit you and your practice. Following confirmation of your purchase, these forms will be available for download immediately.
Here is what you will find below:
- Initial Phone Consultation Form for Birth Doulas
- Previous Birth Experience Questionnaire
- Doula Client Services Checklist
- Client Loan Form
- Summary of Labor and Birth
- Prenatal Appointment Log
- Labor and Birth Log
- Postpartum Appointment Log
- Phone Log
- Appointment and Phone Log
You can also save a little by purchasing the Initial Phone Consultation Form and Previous Birth Experience Questionnaire as a set. For the best value, a complete set of all the Savvy Doula Client Forms are available at the bottom of this page.
All forms come with a 30-day money back guarantee. If you are unhappy with the form you purchase, contact me for a full refund.
Initial Phone Consultation Form for Birth Doulas
Are you unsure about what information to ask when someone calls to inquire about your services? This initial phone consultation form will help you find out basic information about your potential client to help you decide if it makes sense for you to go forward with an interview.
If you do decide to interview, there is a section to record the date and location, and you can take this form with you to that interview so you’ll already have her basic information with you. Finally, if you discover it won’t be a good fit, you can track the reasons in the final section of the form.
This form is a one-page Microsoft Word document and can be customized by you to meet your specific needs.
This questionnaire is meant to be used by the birth doula to learn more about a client or potential client’s previous birth experience. This form will help you find out what kind of birth it was, where she had her baby, who was there to support her, and more. In addition, this can serve as a way for you to open further conversation about how she wants this birth experience to be different. This form is a one-page Microsoft Word document and can be customized by you to meet your specific needs.
Initial Phone Consultation Form plus the Previous Birth Experience Questionnaire
Save by purchasing both forms!
Do you have trouble remembering to invoice your clients or schedule prenatals? Did you forget to ask your last client to complete an evaluation for you? This checklist can help you remember everything you need and like to do for your clients. This is a 2-page Microsoft Word document that already has lists of actions to take prenatally and after the birth. You can edit this document to customize it for your use. When you first start working with a new client, place a copy of the Services Checklist in your client’s folder and refer to it regularly to make sure you take care of everything you need to manage records, track appointments, and invoice your clients.
Track items that you lend to your doula clients with this loan form. This is a 1-page Microsoft Word document that you can customize for your use. For example, if there are items that you always lend to your clients, add it to the form so you don’t have to write it in. When you first start working with a new client, place of copy of the Client Loan Form in your client’s folder and write in new items along with the dates they were borrowed and returned.
It’s a good idea to have a written record of labor and birth. Take some detailed notes using a Labor and Birth log, and then complete this summary to have a birds-eye view of what happened. A summary will be helpful if you create a birth story or birth timeline for your clients. It is also great for you to come back to this summary when your clients come back in a few years to hire you again! This form is a one-page Microsoft Word document and can be customized by you to meet your specific needs.
How do you record notes for meetings, phone calls, and the births you attend? It can be as simple as a blank sheet or lined paper. If you like to be really organized, with forms that fit the purpose, choose from a variety of logs that you can print and add to your client folders. Each type of log has four lined pages with titles at the top, with a column for the date and a column for notes. The Labor and Birth log also includes another column to add in the time. All logs are in PDF format. Choose from five different types of logs: Prenatal Appointments, Labor and Birth, Postpartum Appointments, Phone, and a combination log for all Appointments and Phone calls.
Prenatal Appointment Log
Labor and Birth Log
Postpartum Appointment Log
Appointment and Phone Log
Savvy Doula Client Forms – Complete Set
Save by purchasing the complete set of all the above Client Forms!
Have you seen:
- Client Intake Form – Collects basic information. Choose from one that can be printed and completed, or one that can be easily emailed and completed in Word by your client.
- Prenatal Support Intake Form – Detailed Questionnaire to be completed by Mom
- “How Can I Best Support You?” – Checklist that Mom can complete that informs doula her desires during labor and birth
- “What Is Most Important To You To Have During Your Labor And Birth” – Mom ranks desires on a 1-5 scale of Importance on a variety of choices, to help her doula tap into Mom’s values and preferences
- “How Can Your Partner Best Support You During Labor?” – This questionnaire helps empower the Birth Partner to discover ways he can support Mom
More forms and products will be added soon. Be sure to subscribe to the Inspired Birth Pro newsletter to be the first to receive updates on new offerings.
If there is a particular form you are looking for and are unable to find elsewhere, contact me, and I’ll see what I can do to help.