What Every Doula Should Track Monthly (If You Want a Sustainable, Booked-Out Business)
Robin at desk orange shirt blue cardigan

What You’ll Learn in This Post:

  • The 5 core metrics every doula should track monthly to grow sustainably and stay booked
  • How to identify where your client funnel is leaking (and what to fix fast)
  • Simple, no-fluff tracking tips you can implement in under 20 minutes a month

Spoiler: If you’re not tracking, you’re guessing.
And guessing is not a business strategy.

Whether you’re a brand-new doula or years in, one of the most powerful things you can do is treat your business like a business—and that starts with knowing your numbers.

Because feelings lie. Data doesn’t.

You might feel like things are working. You might feel like your IG is popping off. But if you don’t know how many leads turned into consults… or how many consults turned into paying clients… you’re flying blind.

Here’s what I recommend you track every single month:

1. Inquiries (a.k.a. People who reach out)

This includes every DM, email, text, or contact form that says:
“Hey, I’m interested in your doula support” (even if they don’t book yet).

Why it matters: This tells you how visible and magnetic your content and referrals are. Low inquiries = marketing problem.

2. Consults / Interviews

How many actual conversations did you have with people interested in working with you?

Why it matters: High inquiries but low consults? Your outreach, response process, or scheduling system might be the block.

3. Contracts Signed

How many people said yes and officially booked you?

Why it matters: This is your real conversion number. You can’t pay your bills in vibes—you need clients.

4. Conversion Rates

Don’t freak out—this is just basic math.

  • Inquiries ➡️ Consults
  • Consults ➡️ Booked Clients

Tracking the percentages helps you see where the leaks are in your sales process.

Example:
Got 10 inquiries, 5 consults, and 2 contracts?
→ That’s a 50% consult rate, 40% close rate.
Next month, aim to improve just one of those.

5. Birth Months Booked (or Due Dates Secured)

It’s not just about total clients, it’s about when those clients are due.
You want a clear view of how full each month is, so you can plan availability and income.

Optional but powerful:

  • Number of follow-ups sent
  • Social media engagement (if you’re actively posting content)
  • Referral sources (where each inquiry found you)

Here’s Why This Matters

When you track these 5 things monthly, you take emotion out of it. You stop riding the “busy but broke” rollercoaster. And you start making smart moves based on real feedback from your own business.

I recommend setting a monthly check-in (first day of the month, 20 mins max) to log your numbers.

Bonus tip: Put them in a simple spreadsheet or journal, whatever you’ll actually use.

Ready to start tracking like a CEO instead of guessing like a hobbyist?
📥 I made a free Doula Metrics Tracker you can swipe and use right away. Want it?

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