First Client Admin Checklist for Doulas & NCS | Free Printable PDF

Preparing to support your first family? Use this short resource to organize the practical questions before you accept work or begin a shift.

Created by Shreejana Bhatta of Rooted Legacy Care for aspiring postpartum doulas and newborn care specialists, this five-page PDF includes:

- Scope and preparation reminders

- An admin checklist covering agreements, payment processes, insurance questions, privacy, scheduling and backup arrangements

- Questions to clarify with a family, agency or employer before the first shift

- One internal planning worksheet for open items, next actions and follow-up dates

Format: One five-page US Letter PDF. Print and write on the worksheet; the PDF is not an interactive fillable form. No editable Word file or client contract is included.

Scope: This is an educational admin aid, not training, a clinical or emergency protocol, legal advice, a complete requirements list, or certification of competence, compliance or readiness. It does not replace hands-on preparation, your client agreement or individualized professional advice. Requirements vary by location and work arrangement.

License: One download is licensed to one business, including a sole proprietor or an individual preparing to start that business. Internal learning and professional business use are permitted, including unlimited internal worksheet copies. No resale, redistribution, public posting or course/cohort distribution of the PDF, source files, blank worksheet or modified versions. The full license is included in the PDF.

The final page includes an optional link to the separate paid Doula & NCS Business Starter Kit. Buying it is not required to use this free checklist.

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