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Doula Guide

How to Automate Client Follow-Up Emails as a Doula

When Alicia goes into labor at 2am, your brain is in birth mode, not admin mode. Days later, remembering to send her specific birth summary, lactation resources, and the invoice for her $200 meal train add-on often slips while you support Maria's immediate postpartum needs.

The Current Reality

The Manual Way

You dig through handwritten prenatal notes to recall preferences, then manually draft unique emails for each family while juggling overlapping due dates.

45 minutes per client
  1. Find your physical notebook or scattered digital notes from prenatal visits
  2. Type birth plan specifics like 'no epidural unless asked 3 times' into an email draft
  3. Check your contract to make sure add-ons like superbill generation are mentioned
  4. Attach PDF resources and double-check partner names before hitting send
  5. Log the sent date in a separate spreadsheet to track follow-up sequences

With Christine AI

The Christine Way

Voice-note visit details right after appointments; Christine drafts personalized summaries, schedules follow-ups, and tracks billing status automatically.

You

Voice note: 'Just left Alicia. She wants delayed cord clamping, skin-to-skin immediately, and DO NOT call her mother-in-law until after delivery. Partner is primary support.'

Christine

Christine updates Alicia's profile, flags the mother-in-law restriction in red, and drafts a birth preference summary email for your review.

You

Text: 'Send Alicia her birth summary and the hospital bag checklist. Remind her balance of $900 is due at 36 weeks.'

Christine

Christine sends the personalized email with the checklist attached and logs the payment reminder in your Google Sheets tracker.

You

Text: 'Schedule Alicia's postpartum visits: 24-hour call Wednesday, Day 3 home visit Friday 10am, Week 1 next Tuesday 2pm.'

Christine

Christine blocks these times on your Google Calendar, sets travel buffers, and sends confirmation texts to Alicia.

Time Saved Per Week

3.5 hours per week

Back in your pocket every single week — just for this one task.

Real Example

See it in iMessage

Just text Christine like you would a friend.

9:41

Christine

AI Secretary

Voice note: Left Jen's 37-week visit. She's worried about prodromal contractions. Wants me to text before arriving, not call. Partner name is Marcus.
9:41 AM
Got it. I've updated Jen's file: 'Text only, do not call.' Marcus is listed as primary contact. Should I draft a reassurance email about prodromal labor signs?
9:41 AM
Yes, send that email. Also, create a superbill for Maria's insurance since she paid in full yesterday. CPT 99499, 14 hours birth attendance.
9:42 AM
Drafting the email to Jen now. For Maria, I'm generating the superbill with CPT 99499. Do you want me to email it directly to her or save it to her folder for you to sign?
9:42 AM
Save to her folder. And remind me to check on Alicia's 24-hour check-in tomorrow morning.
9:43 AM
Superbill saved to Maria's Google Drive folder. Reminder set for tomorrow at 9 AM: 'Call Alicia for 24-hour postpartum check-in.'
9:43 AM
Get Started Today

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