The Doula Client Onboarding Tracker

Your whole client pipeline in one place, from the first inquiry to the last thank-you.

Built from a working doula agency's actual onboarding system, then rebuilt for a solo practice. If you are tracking clients in your head, your texts, and a notes app, this replaces all three.

WHAT YOU GET

Three connected Notion databases: Clients, Payments, and a Visit and Session Log. Add a payment or log a visit and it appears on the client's page automatically.

A duplicate-me client template carrying a full seven-phase onboarding checklist, from inquiry through offboarding.

Eleven ready-to-send message scripts. The inquiry reply, the contract nudge at 48 hours, the welcome message, the 36 week check-in, the past-due payment note, the testimonial ask, and the referral ask.

A Package and Pricing Planner, so every quote you give comes from one page instead of your memory.

A Start Here page that takes about ten minutes, plus a filled-in sample client you can delete once you have seen it work.

WHO IT IS FOR

Solo and small-practice birth and postpartum doulas. Handles private pay, sliding scale, and insurance or Medicaid caseloads.

HOW IT WORKS

You receive a PDF with your template link. Duplicate it into your own Notion and it is yours forever. The free Notion plan is plenty.

Instant digital download. All sales are final.