{"id":26292,"date":"2020-07-20T20:26:23","date_gmt":"2020-07-20T20:26:23","guid":{"rendered":"https:\/\/hbbadmin.reliablepenguin.com\/risingtide\/?p=26292"},"modified":"2023-09-28T04:14:09","modified_gmt":"2023-09-28T11:14:09","slug":"crm-for-doulas","status":"publish","type":"post","link":"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/crm-for-doulas","title":{"rendered":"Why HoneyBook is the Best CRM for Doulas"},"content":{"rendered":"\n<p><span style=\"font-weight: 400;\">Working as a doula can be one of the most rewarding careers imaginable. After all, few experiences in life are greater than helping a mother through the challenges that come before, during, and after childbirth. But while your work can certainly spark joy, the \u201cbusiness\u201d side can turn into a complicated mess, especially when your client load increases. Some of the most successful and least-stressed doulas out there are those who have mastered their business management by utilizing a multi-functional CRM for doulas.&nbsp;<\/span><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img fetchpriority=\"high\" decoding=\"async\" width=\"750\" height=\"500\" src=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/wp-content\/uploads\/2020\/07\/kevin-liang-xBLv_ddXr8k-unsplash.jpeg\" alt=\"\" class=\"wp-image-65422\" srcset=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2020\/07\/kevin-liang-xBLv_ddXr8k-unsplash.jpeg 750w, https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2020\/07\/kevin-liang-xBLv_ddXr8k-unsplash-300x200.jpeg 300w\" sizes=\"(max-width: 750px) 100vw, 750px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><span style=\"font-weight: 400;\">What is CRM for doulas?<\/span><\/h2>\n\n\n\n<p><span style=\"font-weight: 400;\">\u201cCRM\u201d stands for \u201ccustomer relationship management\u201d. At a high level, CRM is all about building and maintaining the type of lasting customer connections that help your doula business thrive in any market.&nbsp;<\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">Given the incredibly personal nature of doula work, those relationships that you build and nurture can exist for years and can lead to incredible growth for your business. The average mother will <\/span><a href=\"https:\/\/www.nytimes.com\/2018\/02\/13\/upshot\/american-fertility-is-falling-short-of-what-women-want.html\"><span style=\"font-weight: 400;\">ultimately have two kids<\/span><\/a><span style=\"font-weight: 400;\">, so your experiences with one client may carry over to multiple children, or lead to those hard-fought word-of-mouth recommendations.&nbsp;<\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">To that end, CRM is all about keeping the customers you have happy while ensuring continuity of work or developing a strong referral network through that relationship.<\/span><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span style=\"font-weight: 400;\">The technical side of CRM<\/span><\/h3>\n\n\n\n<p><span style=\"font-weight: 400;\">CRM is more than just developing strong bonds with your clients. It\u2019s also the term we use when we talk about the type of technology that\u2019s critical in managing those client relationships you build.&nbsp;<\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">High-quality CRM tools are any that will help you manage and even automate the complex number of interactions you have with a client, to include:<\/span><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><span style=\"font-weight: 400;\">Client intake<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">Scheduling<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">Invoicing<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">Communications<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">Marketing<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">Bookkeeping<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">Branding<\/span><\/li>\n<\/ul>\n\n\n\n<p><span style=\"font-weight: 400;\">We know what you\u2019re thinking. As a small business owner, you\u2019re used to handling almost every aspect of the business yourself, and there\u2019s often a certain appeal to taking on the challenge of a DIY approach.<\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">A good CRM doesn\u2019t take that DIY feel away from you. Instead, a fully-functional CRM tool is designed to empower you to make the most of your time and your business relationships without having to reinvent the wheel every time you want to do something.<\/span><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span style=\"font-weight: 400;\">Why HoneyBook is the best CRM for Doulas<\/span><\/h2>\n\n\n\n<p><span style=\"font-weight: 400;\">At <strong>HoneyBook<\/strong>, we have a special love for doulas, with features and templates designed especially for you. Our <a href=\"https:\/\/honeybook.com\">client management software for small businesses<\/a> and <\/span><span style=\"font-weight: 400;\">all-in-one CRM for doulas<\/span><span style=\"font-weight: 400;\"> offers tools that help maximize your scheduling potential, send professional invoices, and keep you up-to-date on every aspect of the client relationship, from inquiry to intake to final payment. Essentially, it&#8217;s an all-in-one <a href=\"https:\/\/honeybook.com\/doula-business-software\">software for your doula business<\/a>.&nbsp;<\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">By design, HoneyBook can help reduce strain on the most common pain points associated with running a doula business, including having access to accurate data about your clients and your own business.<\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">Here are a few of the excellent features HoneyBook offers that make it the best CRM for doulas.<\/span><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span style=\"font-weight: 400;\">Customized Contracts<\/span><\/h3>\n\n\n\n<p><span style=\"font-weight: 400;\">The start of your business relationship always includes a contract, but creating professional contracts from scratch can be time consuming. Use HoneyBook\u2019s plug-and-play <a href=\"https:\/\/hbbadmin.reliablepenguin.com\/online-contract\">online <\/a><\/span><span style=\"font-weight: 400;\"><a href=\"https:\/\/hbbadmin.reliablepenguin.com\/online-contract\">contract<\/a> templates<\/span><span style=\"font-weight: 400;\"> that include everything from confidentiality agreements to cost, fees, and payment information.<\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">Fill in the blanks where you need, delete the sections that you don\u2019t. Sign and send contracts digitally, and receive them back faster than with paper contracts. Your clients will appreciate the streamlined, professional, and detailed contracts you send.&nbsp;<\/span><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span style=\"font-weight: 400;\">Quick, Professional Invoicing<\/span><\/h3>\n\n\n\n<p><span style=\"font-weight: 400;\">It takes just minutes to <\/span><a href=\"https:\/\/hbbadmin.reliablepenguin.com\/invoice\"><span style=\"font-weight: 400;\">create and send invoices<\/span><\/a><span style=\"font-weight: 400;\"> using HoneyBook\u2019s intuitive program allows you to create and send invoices to your clients. Schedule invoices to send out ahead of time or send them as needed. Just add your branding, line items for payment, notes for yourself and your client, and a clear and comforting message.<\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">You can even create and send invoices directly from your mobile device from anywhere you have a data connection.&nbsp;<\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">If you\u2019re struggling over <a href=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/how-to-accept-payments-online\">how to accept payments<\/a>, HoneyBook invoicing simplifies the process. Our invoicing offers <\/span><a href=\"https:\/\/hbbadmin.reliablepenguin.com\/online-payment-software\"><span style=\"font-weight: 400;\">online payment<\/span><\/a><span style=\"font-weight: 400;\"> via credit card (VISA, MasterCard, Discover, and American Express accepted), or with a direct bank transfer. Our invoices also include a gratuity option, so your happy clients can leave 5%, 10%, 15%, or a custom amount when it comes time to pay.<\/span><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span style=\"font-weight: 400;\">Brochures, Proposals, and Questionnaires\/Forms<\/span><\/h3>\n\n\n\n<figure class=\"wp-block-image aligncenter\"><a href=\"https:\/\/hbbadmin.reliablepenguin.com\/proposal-software\"><img decoding=\"async\" src=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/wp-content\/uploads\/2019\/02\/hero-image-1-1.png\" alt=\"honeybook brochure templates\" class=\"wp-image-17518\"\/><\/a><\/figure>\n\n\n\n<p><span style=\"font-weight: 400;\">If one of your previous clients referred you to a new mother, or a new mother sought you out with an inquiry, you may need to offer more than just a contract. HoneyBook has you covered with impactful <a href=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/free-brochure-templates-professionally-designed-easy-to-use\">brochure templates<\/a>. Fill in the details, add your branding graphics, list the services you offer as a doula, and then send.\u00a0<\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">You may also find you want to send a proposal for services instead, especially if you\u2019re working with a mother you\u2019ve helped in the past or a new client who\u2019s ready to get rolling with postpartum support. <\/span><span style=\"font-weight: 400;\">Using our<\/span><a href=\"https:\/\/hbbadmin.reliablepenguin.com\/proposal-software\"><span style=\"font-weight: 400;\"> proposal software<\/span><\/a><span style=\"font-weight: 400;\"> is an excellent strategy<\/span><span style=\"font-weight: 400;\"> to employ when you\u2019re seeking new work with a past client or current client or if you have the contact information for a strong lead.&nbsp;<\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">HoneyBook proposals deliver a 3-in-1 approach that provides your clients with a proposal for work (including line-item costs), the contract, and the invoice. Your clients will be impressed with the beautiful look of your proposals, and you\u2019ll find it easy to book new projects without having to worry about chasing down clients for details and payment.&nbsp;<\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">In all of this, client intake is going to be incredibly important. You likely have a questionnaire you prepare for new and repeat&nbsp; clients that helps you better understand their needs. Honeybook has you covered there, too. Use a questionnaire template to add the questions you need to effectively perform your work, mark questions as \u201crequired\u201d where necessary, add a personalized message, and send.&nbsp;<\/span><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span style=\"font-weight: 400;\">Bookkeeping<\/span><\/h3>\n\n\n\n<p><span style=\"font-weight: 400;\">Few doulas like to think of themselves as a profit-making venture, but it&#8217;s ultimately hard to run a doula business if you aren\u2019t making any money from it. Your <\/span><a href=\"https:\/\/internationaldoulainstitute.com\/doula-salary\/\"><span style=\"font-weight: 400;\">doula income<\/span><\/a><span style=\"font-weight: 400;\"> can vary significantly depending on whether you\u2019re a birth doula or postpartum doula, your years of experience, and whether you live in a rural, urban or suburban city.&nbsp;<\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">Part of ensuring the viability of your business is tracking your incoming payments and outgoing expenses. As there\u2019s no set standard for how much a doula business might make, tracking your ingoing and outgoing cash is important. The goal is always to come out on top, and accurate bookkeeping can help you get a better idea of what you\u2019ve earned, and clue you into whether you need to charge more for some services or cut out expenses.<\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">HoneyBook automatically tracks all of your payments and loads them into the bookkeeping tool. But you can also use HoneyBook to track your expenses, then review your data for net profit\/loss.&nbsp;<\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">Our CRM also integrates seamlessly with QuickBooks. Just connect to your QuickBooks account to have your HoneyBook payments automatically sync with QuickBooks Online.&nbsp;<\/span><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span style=\"font-weight: 400;\">Reports<\/span><\/h3>\n\n\n\n<figure class=\"wp-block-image alignnone\"><a href=\"https:\/\/honeybook.com\/doula-business-software\"><img decoding=\"async\" src=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/wp-content\/uploads\/2018\/08\/Reports.png\" alt=\"HoneyBook Reports: Where do your leads come from?\" class=\"wp-image-14842\"\/><\/a><figcaption class=\"wp-element-caption\">The lead reporting section in the HoneyBook Reports feature.<\/figcaption><\/figure>\n\n\n\n<p><span style=\"font-weight: 400;\">Working intimately with mothers is not an exact science, so it\u2019s hard to imagine trying to quantify the experience. But since the business side of being a doula deserves an intense love of data, HoneyBook is an excellent solution.<\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">The Reports tools gives you a good idea of how successfully your business is operating with visual feedback. Examine the number of projects created, your success rate with proposals, total number of invoices sent and paid, and the total value of all of your bookings. Then, get deeper insights into which of your marketing efforts are generating the best leads, including client referrals, your personal website, or other sources.&nbsp;<\/span><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span style=\"font-weight: 400;\">What CRM tools are most useful for a doula business?<\/span><\/h2>\n\n\n\n<p><span style=\"font-weight: 400;\">HoneyBook has dozens of tools available at your disposal, but there are some that other doulas may recommend to you as essential for the type of business you run. On her blog <\/span><a href=\"https:\/\/www.inspiredbirthpro.com\/bootstrapping-doula-business-shoestring-budget\/\"><span style=\"font-weight: 400;\">Inspired Birth Pro<\/span><\/a><span style=\"font-weight: 400;\">, professional doula Darlene MacAuley wrote about the additional tools doulas need to have a successful business. Her 15 items list includes:<\/span><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><span style=\"font-weight: 400;\">A professional email address<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">Email marketing<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">Social media scheduling<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">Password manager<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">Banner and image creator<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">Free stock photos<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">Document storage<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">Appointment scheduler<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\"><a class=\"wpil_keyword_link\" href=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/client-relationship-management\" target=\"_blank\" rel=\"noopener\" title=\"Client relationship management\" data-wpil-keyword-link=\"linked\">Client relationship management<\/a><\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">Accounting<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">Credit card processors<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">Secure <a class=\"wpil_keyword_link\" href=\"https:\/\/hbbadmin.reliablepenguin.com\/online-document-signing\" target=\"_blank\" rel=\"noopener\" title=\"online document signing\" data-wpil-keyword-link=\"linked\">online document signing<\/a><\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">Paperless business (such as fillable PDF client forms)<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">App connectors and automation<\/span><\/li>\n<\/ul>\n\n\n\n<p><span style=\"font-weight: 400;\">MacAuley suggests different services for every item in her post, but there\u2019s no need to use such a distributed approach. With HoneyBook, your doula business will have immediate access to email marketing tools, document storage, appointment scheduling, online credit card processing, secure document signing, fillable client forms, a mobile app, bookkeeping, and automation \u2014 giving you an organized all-in-one business hub.<\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">If you\u2019re ready to take your doula business to the next level, start with HoneyBook\u2019s <a href=\"https:\/\/honeybook.com\/doula-business-software\">doula business software<\/a><\/span><span style=\"font-weight: 400;\">. Organize the complex business side of operating as a doula and land more contracts. That way, you can enjoy every aspect of working with new mothers when they need you most.&nbsp;<\/span><\/p>\n\n\n\n<p><a href=\"https:\/\/honeybook.com\/doula-business-software\"><strong>Try HoneyBook risk-free for 7-days<\/strong><\/a> (no credit card required).&nbsp;<\/p>\n\n\n\n<div class=\"banner banner--dark banner--sparkles\">\r\n<div class=\"banner__text-container\">\r\n<h2 class=\"banner__title\">More Tools to Manage Your Doula Business<\/h2>\r\n<p class=\"banner__body\">Start a free 7-day trial with HoneyBook to see how our suite of tools can help make business easier.<\/p>\r\n<a class=\"banner__cta\" href=\"https:\/\/hbbadmin.reliablepenguin.com\/\">Start free trial<\/a><\/div>\r\n<\/div>\r\n<div>\u00a0<\/div>\r\n<div><em><i>HoneyBook, the best\u00a0<\/i><a href=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/best-crm-for-one-person-business\" target=\"_blank\" rel=\"noopener\" data-saferedirecturl=\"https:\/\/www.google.com\/url?q=https:\/\/hbbadmin.reliablepenguin.com\/blog\/best-crm-for-one-person-business&amp;source=gmail&amp;ust=1669627338713000&amp;usg=AOvVaw00783DueuGly8xmKcjPZvl\"><i>crm for solopreneurs<\/i><\/a><i>, streamlines everything you need\u00a0<\/i><i>to manage your business into one place. Manage projects, book clients, send an\u00a0<\/i><a href=\"https:\/\/hbbadmin.reliablepenguin.com\/online-invoices\" target=\"_blank\" rel=\"noopener\" data-saferedirecturl=\"https:\/\/www.google.com\/url?q=https:\/\/hbbadmin.reliablepenguin.com\/online-invoices&amp;source=gmail&amp;ust=1669627338713000&amp;usg=AOvVaw3W5Y94RUSaq1PAr6QFSMgc\"><i>online invoice<\/i><\/a><i>\u00a0and get paid through our\u00a0<\/i><a href=\"https:\/\/hbbadmin.reliablepenguin.com\/online-payment-software\" target=\"_blank\" rel=\"noopener\" data-saferedirecturl=\"https:\/\/www.google.com\/url?q=https:\/\/hbbadmin.reliablepenguin.com\/online-payment-software&amp;source=gmail&amp;ust=1669627338713000&amp;usg=AOvVaw2oM8YFfayXr0SEwh93iHZy\"><i>online payment software<\/i><\/a><i>. Now peace of mind comes with just one login.<\/i><\/em><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Working as a doula can be one of the most rewarding careers imaginable. After all, few experiences in life are greater than helping a mother through the challenges that come before, during, and after childbirth. But while your work can certainly spark joy, the \u201cbusiness\u201d side can turn into a complicated mess, especially when your [&hellip;]<\/p>\n","protected":false},"author":626,"featured_media":65422,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[454],"tags":[],"class_list":["post-26292","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-honeybook-how-tos"],"acf":[],"featured_image_urls_v2":{"full":["https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2020\/07\/kevin-liang-xBLv_ddXr8k-unsplash.jpeg",750,500,false],"thumbnail":["https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2020\/07\/kevin-liang-xBLv_ddXr8k-unsplash-150x150.jpeg",150,150,true],"medium":["https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2020\/07\/kevin-liang-xBLv_ddXr8k-unsplash-300x200.jpeg",300,200,true],"medium_large":["https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2020\/07\/kevin-liang-xBLv_ddXr8k-unsplash.jpeg",750,500,false],"large":["https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2020\/07\/kevin-liang-xBLv_ddXr8k-unsplash.jpeg",750,500,false],"1536x1536":["https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2020\/07\/kevin-liang-xBLv_ddXr8k-unsplash.jpeg",750,500,false],"2048x2048":["https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2020\/07\/kevin-liang-xBLv_ddXr8k-unsplash.jpeg",750,500,false]},"post_excerpt_stackable_v2":"<p>Working as a doula can be one of the most rewarding careers imaginable. After all, few experiences in life are greater than helping a mother through the challenges that come before, during, and after childbirth. But while your work can certainly spark joy, the \u201cbusiness\u201d side can turn into a complicated mess, especially when your client load increases. Some of the most successful and least-stressed doulas out there are those who have mastered their business management by utilizing a multi-functional CRM for doulas.&nbsp; What is CRM for doulas? \u201cCRM\u201d stands for \u201ccustomer relationship management\u201d. At a high level, CRM is&hellip;<\/p>\n","category_list_v2":"<a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/category\/honeybook-how-tos\" rel=\"category tag\">HoneyBook how to's<\/a>","author_info_v2":{"name":"Sam Cook","url":"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/author\/sam-cook"},"comments_num_v2":"0 comments","yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>The Best CRM for Your Doula Business | HoneyBook<\/title>\n<meta name=\"description\" content=\"Discover how a CRM system can help you onboard clients, stay organized, and get paid. Learn why HoneyBook is the best CRM for your doula business!\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/crm-for-doulas\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"The Best CRM for Your Doula Business | HoneyBook\" \/>\n<meta property=\"og:description\" content=\"Discover how a CRM system can help you onboard clients, stay organized, and get paid. 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