Savvy Doula Forms Full Set – Client + Intake Forms

These forms are used by you to take notes about your clients and track administrative tasks that need to be completed.

• Initial Phone Consultation Form for Birth Doulas – Use this form when prospective clients call you for the first time.  It will help you to collect basic information and track next steps.
• Previous Birth Experience Questionnaire – This is a perfect companion form to use with your initial phone consultation. Make sure all the questions you have about your prospective client’s previous birth are answered by going through this form during your conversation.
• Doula Client Services Checklist – Make sure you send all your invoices, schedule your appointments, and complete any other administrative tasks with this checklist.
• Client Loan Form – If you have a media or birth tool library for your clients to borrow from, use this form to track everything that is checked out.
• Summary of Labor and Birth – This form can be used during labor and birth to track what happened.
• A Variety of Logs – The logs are PDF files and provide a clean look for your files. Use these to take notes during prenatals, postpartum visits and phone calls.
  • Prenatal Appointment Log
  • Labor and Birth Log
  • Postpartum Appointment Log
  • Phone Log
  • Appointment and Phone Log

To see screenshots of the individual forms, go to the main page of Savvy Doula Client Forms.

Birth doulas may find it helpful to have their client complete an intake form and/or a questionnaire before meeting with them for the first time. Intake forms and questionnaires help mom and the birth partner get clear on what they want for their births, and it gives valuable information to the birth doula. Birth doulas can learn more about their client’s preferences in terms of the kind of birth they want and the kind of support they desire from their doula. It also serves as a way to guide prenatal visits by helping to create a dialogue, not only between doula and clients but also between the birthing parent and their birth partners.

• Client Intake Form – Printable – 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.
• Client Intake Form – Unlined for E-mail – Same form as above, but without lines. This makes it easier to email and have your client complete the form to return by email.
• Prenatal Support Intake Form – Detailed Questionnaire to be completed by client
• “How Can I Best Support You?” – Checklist that client can complete that informs doula her desires during labor and birth
• “What Is Most Important To You To Have During Your Labor And Birth” – Client ranks desires on a 1-5 scale of Importance on a variety of choices, to help her doula tap into their values and preferences
• “How Can Your Partner Best Support You During Labor?” – This questionnaire helps empower the Birth Partner to discover ways they can support the birthing parent

To see screenshots of the individual forms, go to the main page of Savvy Doula Client Intake Forms.