Most of us start our agencies the same way: a messy Google Sheet, a few folders in Drive, and a lot of frantic searching for the right form at the right time.
It works—until it doesn’t. Once you’re managing more than a handful of clients or trying to coordinate a team, that “patchwork system” becomes a massive bottleneck. You spend more time being an admin than a doula.
What is the “Client Journey Tracker”?
It’s not just a list of names. The Client Journey Tracker inside BirthFlow is a visual map of your entire agency’s workload.
When you log in, you don’t see a spreadsheet. You see stages of care.
- The Onboarding Pipeline: See exactly who has signed their contract, who has paid their deposit, and who is still waiting on the intake form.
- Milestone Tracking: You can see which clients are approaching their 32-week, 36-week, and 40-week marks at a glance.
- Team Visibility: If you have backup doulas or partners in your agency, they can see exactly where a client is in their journey without needing to text you to ask.
Why this changes your day-to-day
Right now, you’re likely keeping your clients’ status in your head, or manually checking a calendar every morning to see who needs what.
With the Tracker, you stop “managing” information and start tracking progress. * No more “Did I follow up?” The dashboard highlights who hasn’t completed their paperwork.
- No more “I forgot they were 38 weeks.” You see the due dates front and center.
- No more “administrative drain.” You spend 30 seconds checking your board instead of 20 minutes digging through emails.
We’re Building This for You
We’re launching BirthFlow in June because we’re tired of the “admin hell” that comes with running an agency. We’re building this tool to do the heavy lifting so you don’t have to.
We’re currently finishing up the dashboard so it’s ready to handle the full arc of your clients’ care from the moment they sign the contract to the final postpartum visit.