The working collection / 01
Build your foundation
Real tools for the business behind your care
Find the words
For independent care practices
Practical, step-by-step guidance
Digital formats
Single-business use
The resource collection
Support for your next step.
Start with the foundation your business needs, or bring more ease to the conversations you have every day.
27
pages of guidance,
examples & working pages
01 / Build your business foundation
Doula & NCS
Business Starter Kit
A practical guide to getting the business side in order, with a Colorado walkthrough and clear steps for finding your own state’s requirements.
- State registration and obtaining a free EIN
- Insurance, pricing and capacity planning
- Client systems, workflows and working pages
$19.99 · 27-page educational PDF
Best for: preparing to start or organize your U.S. care business.
36
editable messages
for everyday client care
02 / Communicate with clarity
Client
Communication Kit
Ready-to-customize wording for postpartum doulas and NCS, from the first inquiry through the final follow-up. Make each message sound like you.
- Inquiries, consultations and before-care details
- Shift updates, schedule changes and boundaries
- Payment follow-ups, feedback and referrals
$24.99 · Editable Word + printable PDF
Best for: building a consistent, personal communication routine.
03 / Package Hours & Payment Tracker
Package Hours & Payment Tracker
A complete tracking package for doulas and newborn care specialists who want a clear view of care hours, invoices and payments for one client package.
Bring the business side of care into one organized workflow. Track the hours you deliver, record invoices issued through your usual process, allocate payments by hand, and review a client-ready summary before closeout.
- Excel workbook (.xlsx). A reusable Package Hours & Payment Tracker for one package at one fixed hourly rate.
- Care hours and overnight shifts. Record your shift dates and times and review package hours used and remaining.
- Manual daylight saving time override. Review affected overnight shifts and enter an override when the clock change needs a correction.
- Invoice and payment records. Keep references to invoices issued elsewhere and manually allocate payment amounts to the invoices they cover.
- Schedule Changes tab. Record reschedules, cancellations, added shifts and provider swaps, with confirmation and agreed billing details in one place.
- Visible checks. Review warnings and incomplete records before relying on the totals or sharing the summary.
- Client Summary. Bring package hours and payment information together for a clear client review.
- Package Closeout Checklist (PDF). A one-page review companion to the Client Summary, covering hours, payments, open items and final handoff.
- Professional-use license. Licensed to one purchasing business for paid professional practice, with unlimited working copies for its own clients. See the included license for permitted client-facing outputs and sharing limits.
- Rebrand for your practice. Add your business name and details to permitted client-facing outputs, while keeping source copyright and license notices.
Before you buy
Use a separate workbook for each package. This version uses one fixed hourly rate and manual data entry and payment allocations. It records invoices; it does not issue or send them. It does not handle rate changes, refunds, or processor-fee and bank-deposit reconciliation, and it does not replace your accounting records.
Files are supplied as .xlsx and PDF. An app that can open and edit .xlsx files is required. Keep a clean master copy, save a working copy for each package, and review the instructions and checks before use.
$29 · Excel workbook + Package Closeout Checklist PDF
Created by Rooted Legacy Care for the practical business details that support your care work.
First Client Admin Checklist for Doulas & NCS
A free five-page PDF to organize admin checks, first-shift questions and your next steps. Educational planning aid only; not training or a certification of readiness.
$0 · Free PDF download
Postpartum Doula Welcome Guide
Introduce your services, booking process, visit expectations and professional boundaries with a customizable client guide.
Customize before sharing. Does not replace intake, clinical guidance or a service agreement. Digital download only.
$19.99 · Editable Word template + PDF preview
Mother-Centered Postpartum Care Toolkit
Organize nonclinical postpartum support around the mother’s priorities, rest, meals, family roles and visit handoffs.
Not a medical care plan or service contract. Digital download only.
$19.99 · Editable Word + printable PDF
End of Shift Handoff Sheet
Keep everyday shift details together with a printable handoff sheet and editable Word file, including a fictional completed example and professional-use guide.
Nonclinical communication aid; does not replace immediate reporting or a direct handoff. No resale or redistribution.
Free · Printable PDF + editable Word, supplied together in a ZIP
Doula & NCS 101: Training & Payment Pathways Kit
Compare training pathways, understand school and payer requirements, and organize what to verify before paying tuition.
Educational information, not certification, enrollment or individualized legal, billing or insurance advice. No guaranteed acceptance, reimbursement, employment or income. Verify current requirements.
$29 · Version 2.1 PDF + editable Word guide, supplied together in a ZIP
AI for the Doula Business
A practical 38-page ebook with prompts, fictional examples and checklists for organizing client communication, content, tracking, research and everyday business administration.
Educational only, not medical, legal or tax advice. Review AI output; no guaranteed results. Purchaser’s professional use only, with no resale or redistribution.
$28 · PDF only; no course, consultation, Word file or Canva template
Travel Doula Business Kit | PDF Guide
Plan the business side of U.S. domestic travel doula work with this practical 17-page PDF. Includes a pricing worksheet, four fictional worked scenarios, a two-page plain-English sample travel addendum, marketing and outreach guidance, packing and preparation checklists, three reusable AI prompts, and a final booking check.
Educational information, not individualized legal or tax advice. Consult a lawyer and CPA for your specific state and arrangements. The sample addendum is a starting point for professional review. Examples are fictional, with no earnings guarantees. International work and Canadian mileage guidance are outside scope.
$19 USD · PDF only; no editable Canva template, Word file, consultation or certification included. Digital product; no refunds except where required by law.
A look inside
Useful pages. Thoughtfully written.
Selected, watermarked excerpts so you can see the approach before you choose your resource.
Language you can make your own · Communication Kit / excerpt
A clear business setup roadmap · Starter Kit / excerpt
Find your starting point
Which resource fits today?
Choose the kind of support you need now. Each kit can be used on its own.
Your next step
Business Starter Kit
I want help with… Registration, insurance, pricing and setting up client systems.
What I’ll receive A 27-page educational PDF with guidance and working pages.
How I’ll use it Work through one setup decision at a time. Verify local requirements before acting.
Investment $19.99 · Single-business use
Client Communication Kit
I want help with… Finding clear, warm words for routine client and professional messages.
What I’ll receive 36 message templates in editable Word and printable PDF formats.
How I’ll use it Choose a message, personalize the details and check it before sending.
Investment $24.99 · Single-business use
I’m setting up my business
Start with the Starter Kit.
Work through registration, insurance, pricing and client systems one decision at a time. Includes a Colorado example and guidance for other states.
I need words for client conversations
Choose the Communication Kit.
Personalize ready-to-use messages for inquiries, care updates, boundaries and follow-ups. Check the details, then send in your own voice.
Before you choose
A few helpful details.
Simple tools for your own practice, with room for your voice, your services and the families you support.
How do I receive the resources?
Purchases and digital downloads are handled on Payhip. Each product page lists its included files. No physical product is shipped.
Can I edit the files?
The Communication Kit includes an editable Word file plus a PDF for reading and printing. The Starter Kit is an educational PDF with working pages, not an editable Word template. Neither PDF is a fillable form.
Can I use the kits in my own business?
Yes. Each kit is licensed for one purchasing business. You may adapt the Starter Kit’s working pages for your own business and customize the Communication Kit’s messages for your clients. Reusable kit files and blank templates may not be resold or redistributed. See each kit’s full license.
Is the Starter Kit only for Colorado?
Colorado is the worked example. It also explains how to find requirements in other U.S. states. Verify current official requirements for your location and the services you intend to provide.
Do these replace professional advice or training?
No. These are educational and communication resources, not certification, client contracts, or individualized legal, tax, insurance or clinical advice. Work within your training and obtain qualified advice when needed.
Educational resources. Verify current requirements before filing, purchasing coverage or making business decisions. Looking for care for your family?