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.
For a partial preview of this document, click here:
Sample Initial Phone Consultation
You also have the option of purchasing this with the Previous Birth Experience Questionnaire. 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.
*Please note that some buyers have difficulty downloading forms to their mobile devices. It is recommended to download purchases directly to your laptop or desktop computer.