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Simple systems and practical shortcuts to make your doula work easier.
They said yes. You signed the contract. You have a new client. Now what?
Once a client books, there are still a million little things to remember: welcome emails, forms, scheduling, payments, prenatal visits, resources, follow-ups, and keeping everything organized along the way.
In Doula Shortcuts, we'll focus on what happens after the consult and booking. How to create a smoother client onboarding experience and simple systems that make the behind-the-scenes part of doula work easier.
In this workshop, we'll talk about:
Creating a simple, organized client onboarding process
What to automate (and what should stay personal)
Using templates and checklists to stop reinventing the wheel
Keeping client information and important details organized
Tools that can help with scheduling, forms, contracts, payments, and communication
Small systems that can save you time throughout the client relationship
We'll also take a look at tools that can help streamline your workflow.
You'll leave with ideas you can actually use.
This workshop aims to help you find the little shortcuts that make your day-to-day work easier, so you can spend less time on the administrative stuff and more time doing what you actually became a doula to do.
We'll also leave time at the end for Q&A, so bring your questions, your favorite tips, and the things you've been wondering if there might be an easier way to do.
90-minute group workshop
Includes: Workshop presentation + practical resources + Q&A
Simple systems and practical shortcuts to make your doula work easier.
They said yes. You signed the contract. You have a new client. Now what?
Once a client books, there are still a million little things to remember: welcome emails, forms, scheduling, payments, prenatal visits, resources, follow-ups, and keeping everything organized along the way.
In Doula Shortcuts, we'll focus on what happens after the consult and booking. How to create a smoother client onboarding experience and simple systems that make the behind-the-scenes part of doula work easier.
In this workshop, we'll talk about:
Creating a simple, organized client onboarding process
What to automate (and what should stay personal)
Using templates and checklists to stop reinventing the wheel
Keeping client information and important details organized
Tools that can help with scheduling, forms, contracts, payments, and communication
Small systems that can save you time throughout the client relationship
We'll also take a look at tools that can help streamline your workflow.
You'll leave with ideas you can actually use.
This workshop aims to help you find the little shortcuts that make your day-to-day work easier, so you can spend less time on the administrative stuff and more time doing what you actually became a doula to do.
We'll also leave time at the end for Q&A, so bring your questions, your favorite tips, and the things you've been wondering if there might be an easier way to do.
90-minute group workshop
Includes: Workshop presentation + practical resources + Q&A