Are You Ready?
This is like starting a new job. The first 30-60 days, you'll learn about the products and the system for success.
It's normal to experience ALL kinds of emotions as you get started in this amazing business! We are here for support through them all! You might even feel like you're in kindergarten again. It won't be long before you're soaring!
Here's to making an impact, building a dream INCOME and working with a powerhouse TEAM!
Team Meetings and Class Schedules
1st Monday of the month at 5:00pm MST: Team Table Chat focusing on business training, team updates, and product information. Meeting ID: 819 6490 4901 Passcode Lead888
1st Monday of the month at 6:00pm MST: Empowered Success Training Register Here
Tuesdays at 5:00pm MST: Live Wellness Workshop or recorded Wellness Workshop at 7:00pm MST. Meeting ID: 895 6740 7707, use Passcode: 444oils
Quick Reference:
Where do I find Stuff?
Coach Judi's Facebook Groups
🌿Coach Judi's Essential Oil Training and Specials Facebook Group (product & testimonies)
🌿Coach Judi Says Facebook Group (business training and announcements)
Product Knowledge Training
🌿dōTERRA's Product Training Site and Website
🌿Essential Life App (Apple Users)($10/yr)
🌿Essential Life App (Android Users)($10/yr)
🌿Essential Emotions App (Apple Users)($15/yr)
🌿Essential Emotions App (Android Users)($50/yr)
🌿Digital Marketing Kit (AKA DMK)
🌿Search Health Challenges A to Z
🌿Aromatic Science
🌿Science and Research on Essential Oils
Business Resources and Training
🌿Laura Jacobs Training and Resources
🌿Natalie Goddard Team Support
🌿Empowered Success Podcast
🌿Empowered Success Resources
Quick Links:
Sharing the doTERRA Opportunity with Others
Have someone interested in becoming a wellness advocate?
Share our most recent
"Learn More" replay.
Watch the videos below to gain a rounded understanding of doTERRA.
doTERRA'S PRODUCT
THE doTERRA DIFFERENCE
doTERRA THE COMPANY
THE COMPENSATION PLAN
doTERRA BUSINESS MODEL
LAUNCH YOUR doTERRA BUSINESS
WHY doTERRA AS A BUSINESS
WHY ESSENTIAL OILS
Onboarding:
Do you have a BUILDER or an ADVOCATE?
A "Builder" is someone who is working 15+ hours per week on their dōTERRA business.
A wellness advocate is someone who is working 5-15 hours per week.
Schedule a time to onboard your new builder. Plan for 1-2 hours. Go over these 7 steps. Use this tool as a guide for topics to cover and resources to share as they begin. Once you schedule your onboarding time with your new builder, send them this resource ahead of time so they know what will be covered in their onboarding training. This is a RECORDED Training to go along with the above onboarding tool for new builders.
Once you schedule your onboarding call, send your new advocate this resource ahead of time so they know what will be covered in their onboarding training. Once a month, our team holds an onboarding training for new advocates. This is the resource we use for that training. This is a Recorded Training to go along with the above onboarding tool for new advocates.
SHARER: 3 STEPS TO SUCCESS
• STEP 1: Customer Connection through Workshop Education or One-on-Ones
• STEP 2: Wellness Consults: Ask Questions & Evaluate Health Priorities
• STEP 3: "Open the Box" Consult: Provide support in the best product usage practices and connect with resources.
BUILDER: 4 STEPS TO SUCCESS
• STEP 1: Customer Connection through Workshop Education or One-on-Ones
• STEP 2: Wellness Consults: Ask Questions & Evaluate Health Priorities
• STEP 3: "Open the Box" Consult: Provide support in the best product usage practices and connect with resources.
• STEP 4: Leadership Development: Continue to grow and lead a growing team to develop.
Want to build your business online?
CHECK OUT THESE RESOURCES
Plan your First Classes
Take advantage of your team's weekly Zoom classes. These are designed for you to LEARN how to do a class AND as an opportunity to INVITE a few guests. When you launch, you will want to do your OWN classes to launch the strongest.
LAUNCH PLAN BELOW:Starting out, I strongly recommend having 3-5 guests at a workshop. TRUST ME. I paid dumb tax when I thought, "I'm experienced so I can have more." Nope. Don't do it. In this business model, it is about QUALITY, not quantity.
LAUNCH STRONG: Planning Your First Workshops
You're launching your business!
DO THESE 4 STEPS WELL:
Choose at least THREE Workshop DATES for YOU to host (one evening, one morning and one for a zoom).
Find THREE people to HOST for you in your first 30 days.
TAKE THE TIME to build your guest list. Who do you know?
Send messages INDIVIDUALLY to everyone on your list.
Does this take extra time? Yes. Is it worth it? Yes!
doTERRA
Foundations of Health Workshop
PLACE A PICTURE OF AN INVITATION HERE
Try essential oil infused food and hear about great ways to build your immunity and your overall health!
Prepare for Your First In Person Workshop
Setting YOUR Expectations
The dōTERRA in home workshop is like and unlike other party plan companies.
How is it alike?
Gather Friends and Family
Educate on a Product
Work to Get Bookings
Do Individual Check Out
How is it different?
Have a more personal checkout process going over their wellness needs.
This takes more time and can even be done the following day to spend the time necessary for a good consult.
Focus on creating Loyalty Rewards customers
People spend more $$
You schedule a time in the next 7-10 days to follow up with them in person or on zoom to go over what they purchased and show them how to log into their account.
Because you are more personally serving these customers, it's easier to start with fewer at your workshops. Remember, less is more!
Resources for your In Person Workshop
Prepare for an in person wellness workshop. Many of us use a physical Workshop Flipbook to facilitate our in home classes.
Watch the video to learn more about how to use the flipbook.
We have also included the links to order everything you might need.
Resources for your Online Zoom Workshop
Resources for Text Class
Getting Organized
Watch videos below before you officially launch your business!
Customer Success Process
Key to Residual Income
If you want to grow a strong, thriving, abundant, income-generating dōTERRA business, then be a business builder who learns and does the Customer Success Process consistently. Then, teach your builders to do it too.
PROSPECTIVE CUSTOMER / RETENTION STEPS
• CONNECT: Connect a potential customer to experience do TERRA by inviting to a weekly workshop, 1-on-1, oil camp / continuing education
• WELLNESS CONSULT: Ask questions and assess health priorities
• ENROLL: Plug in customers to email drip system which invites them to OilCamp
• OPEN THE BOX CALL: Cover what they ordered again and why, show them how to access their account and discuss LRP, hosting a class, learn more invite, check-in to see if they started oil camp, and make sure they know how to access the library resources.
• FOLLOW-UP ONE WEEK: Check in on how they are doing using there products.
• CHECK-IN: 4 days before their LRP runs, check in to see if they need any assistance with adjusting their order. Hopefully they have experienced so of oil camp so they might want to add some oils to their LRP.
• MONTH 2: Invite them to another continuing education event / course / text class.
One-on-One Conversations for Enrolling
onnecting with people one on one is highly personal AND a great way to enroll people! This is a strong option when someone cannot make a class or simply prefers a more personal connection time with you.
To have an effective one on one, make sure you ask questions and take notes. Use page two of this resource: The goal is to get a great understanding of their (and their family's) health so that you can support them with solutions. If you are unsure what the best options are at the end of your one on one, simply tell them you will get back to them. Then work with your leader on the best solutions.
Check out our resource on how to start those one-on-one conversations.
How to Enroll a Customer
After you have done step 1 and 2 above, you'll have an order. Either take their order and set up their account for them OR give them a link to a shopping cart so they can set up their own account and place their own order. Are you a visual learner? Check out the video with the step by step process for how to enroll.
Welcome Gift
When a new customer enrolls with 100pv or more for their first order, consider giving them a gift of product samples in a cute baggie. Options could include: PB Assist Sachets, Breathe drops, On Guard drops, Deep Blue sachets, Toothpaste samples, etc. This is a great way to thank them for enrolling AND for them to try additional products!
Open the Box Examples
Follow Up Resources
Keep it simple with communication. Send a text when a new customer enrolls. Then, send a first of the month text with specials in it. Templates for both are available by clicking the button above.
NEW ENROLLMENT TEXT & 1ST OF THE MONTH TEXT TEMPLATE
Loyalty Rewards Program
(LRP)
Use these resources in your text follow ups to your customers as well as reference it in your wellness consults. This is simply a tool to help you share the perks of the LRP!
Want More Product Knowledge?
Need more product knowledge? Check out the crash course on essential oils, take the MetaPWR Class on the dōTERRA Training site or listen to Amy Fullmer as she talks about the top products to share in a workshop.
Get a notebook and pen.
Other great places to find product info are:
LIFELONG VITALITY & METAPWR DEEP DIVE
One of the BEST areas to start for product knowledge is on doTERRA's Top TWO supplement lines. This is a deep dive training on these two products! Get a notebook and TAKE NOTES. This will help you build confidence as you share about Lifelong Vitality and MetaPWR.
METAPWR SYSTEM - WHAT YOU NEED TO KNOW!
ESSENTIAL OIL 101 CRASH COURSE | ONLINE OIL CLASS
LIFELONG VITALITY
Continuing Education Classes
Access this LIBRARY of previous classes on various topics. Once your customers have watched at least 4 of these, consider sending them a gift for their continuing education achievement!
Rank and Placement Training
Studies, Research and Science
We want a strong science based approach when we are sharing about dōTERRA and wellness. As we have new studies and resources we find helpful for our business, we will add them to this resource. Click the button below to "follow the science."
Your Business Tools
WEBSITE LINK:Step #1:
Log in to your back office.
Step #2:
Hover over "account" in the top right corner.
Step #3:
Click on "account profile."
Step #4:
Scroll down under "my website" and click on "My site address." Voila!
LINK GENERATOR:
Step #1: Log in to your back office.
Step #2: Hover over "account" in the top right corner.
Step #3: Click on "account profile"
Step #4: Scroll down under "link generator" and click create a wholesale cart.
Step #5: Add items to the cart, specific to your customer's needs.
Step #6: Create the link.
Step #7: Send it to your customer while in the conversation.