The Birth Doula Client Onboarding Handbook is designed to help you welcome new clients with confidence, clarity, and professionalism. Sent after a contract has been signed and a deposit has been received, this comprehensive onboarding resource helps clients understand what happens next, what to expect throughout their care, and how to make the most of their doula support.
Instead of piecing together multiple emails, intake forms, and informational documents, you’ll have a single, organized resource that guides clients through the beginning of their journey with you.
The Birth Doula Client Onboarding Handbook helps you:
✓ Create a polished and professional onboarding experience
✓ Clearly communicate expectations, boundaries, and support details
✓ Gather important client information through structured intake forms
✓ Reduce repetitive questions and administrative tasks
✓ Help clients feel informed, prepared, and supported from the start
✓ Create a strong foundation for a positive client relationship
This complete 27-page handbook is designed to become the central resource your clients refer to throughout their pregnancy, helping them understand your role, prepare for upcoming milestones, and feel confident about the journey ahead. Sections include:
- Welcome letter and introduction
- Your philosophy and approach to care
- Contact information and communication guidelines
- Availability and emergency protocols
- Support timeline from booking through postpartum
- Pregnancy trimester overviews
- Scope of practice and client responsibilities
- Prenatal topics checklist
- Appointment tracker
- Information on choosing a care provider
- Informed consent resources
- Suggested topics for further research
- 7 pages of client intake and reflection forms
What’s Included
- Fully editable Canva template
- 27-page onboarding handbook
- 7 pages of client intake forms
- Ready-to-use PDF version
- Simple customization instructions
Designed specifically for birth doulas, this handbook helps transform onboarding from a series of disconnected documents into a thoughtful, organized experience that sets the tone for exceptional care.