Doula Client Services Checklist

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. Refer to it regularly to make sure you take care of everything you need to manage records, track appointments, and invoice your clients. For a partial preview of page 1 of this document, click here:

Sample Doula Client Services Checklist

For the best value, a complete set of all the Savvy Doula Client Forms is also available.

Following confirmation of your purchase, this form will be available for download immediately. You will also receive an email with download links for each form you have purchased. All Savvy Doula forms come with a 30-day money back guarantee. If you are unhappy with any form you purchase, contact me for a full refund.

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