Tool

The All-In-One Growth Platform for Wellness Advocates

Automate your customer follow-ups, grow your team, and build your wellness business – all from one powerful platform designed for Doterra leaders.

The True Cost of Running Your Business Without Automation

Are you…

  • Spending hours switching between different apps and tools?
  • Losing potential customers due to delayed follow-ups?
  • Missing opportunities because information falls through the cracks?
  • Struggling to maintain consistent communication with your team and customers?
  • Finding it impossible to scale your business without working more hours?

You’re not alone. The average wellness advocate spends 20+ hours per week on tasks that could be automated, costing thousands in lost revenue and opportunities.

Why Wellness Advocates Choose Automation

Automate Your Business

Cut your administrative work by 80%. Our automated workflows handle follow-ups, appointment scheduling, and customer nurturing, giving you more time to focus on building relationships.

Build Stronger Customer Relationships

Never miss an opportunity to connect. From initial contact to ongoing support, maintain personal connections at scale with integrated communication tools.

Scale Your Impact Without Burnout

Grow your business without growing your workload. Our systems work for you 24/7, ensuring consistent customer experience even as your team expands.

Essential Tools for Your Wellness Business

Customer Communication & Management

Unified Inbox

Manage all your conversations in one place – whether they come from email, SMS, social media, or chat. Never miss an important message or lose track of a customer conversation again.

  • Never miss customer inquiries about essential oils or wellness consultations
  • Maintain personal relationships with team members across all communication channels
  • Track conversations from first oil sample to enrollment completion
  • Keep your wellness class and event communications organized in one place

Mobile App

Run your entire wellness business from your phone. Access customer information, track sales, and respond to messages anywhere. Stay connected to your business even when you’re sharing oils on the go.

  • Respond to urgent product questions while at wellness events or classes
  • Access customer health profiles and preferences during in-person consultations
  • Send quick follow-ups and booking links between appointments
  • Track your tasks and daily business activities from anywhere

Webchat

Convert more website visitors into customers with instant engagement. Our smart chat system answers common questions, books consultations, and connects prospects with you at the perfect moment.

  • Answer common essential oil questions automatically 24/7
  • Convert website visitors into wellness consultation bookings
  • Share product guides and protocols instantly
  • Qualify leads by understanding their health priorities before connecting

Business Automation

Workflow Automation

Put your follow-ups on autopilot. Create custom sequences that nurture leads, welcome new customers, and keep your team engaged – all automatically. Build once, benefit forever.

  • Send automated follow-ups after oil samples are shared
  • Guide new customers through their first 90 days with timed education
  • Automate customer check-ins and reactivation sequences
  • Create systematic follow-up sequences for different wellness programs

Custom Calendars

End the scheduling hassle. Let customers book wellness consultations and product demonstrations at their convenience while you maintain control of your calendar.

  • Let customers book wellness consultations without back-and-forth
  • Schedule oil classes and workshops with automatic reminders
  • Manage team training sessions and mentoring calls
  • Coordinate product demonstrations and sampling sessions

Opportunity Pipelines

Track every potential customer and team member from first contact to successful signup. Know exactly where each prospect stands and what needs to happen next to move them forward.

  • Track potential builders from first conversation to rank advancement
  • Monitor customer journey from sample to LRP enrollment
  • Manage wellness program enrollments and progress
  • Track product promotion campaigns and conversion rates

Growth Tools

Funnel & Website Builder

Create beautiful, converting websites and funnels without any tech skills. Our drag-and-drop builder includes proven templates specifically designed for wellness advocates.

  • Create landing pages for specific oil collections and wellness programs
  • Build enrollment funnels for team recruitment
  • Design product education sequences that convert
  • Create custom wellness class registration pages

Social Media Scheduler

Plan and publish your wellness content across all platforms from one dashboard. Maintain a consistent presence that builds authority and attracts your ideal customers.

  • Maintain consistent oil education across all platforms
  • Share wellness tips and testimonials systematically
  • Schedule product launches and promotions in advance
  • Coordinate team social media campaigns effortlessly

Email Marketing

Send targeted campaigns that convert. Whether you’re launching a new program or nurturing your team, our email tools make it easy to create professional campaigns that get results.

  • Send targeted education based on customer health interests
  • Nurture team members with rank advancement training
  • Share product protocols and wellness tips automatically
  • Create segmented promotions for different customer groups

Education & Engagement

Course Builder

Share your wellness knowledge effectively. Create professional online courses and training programs for your team and customers.

  • Create comprehensive oil education programs
  • Build team training modules for new wellness advocates
  • Develop customer wellness programs with integrated product recommendations
  • Design and deliver DIY essential oil recipe courses

Form & Survey Builder

Capture leads and feedback effortlessly. Create beautiful forms for wellness consultations, health surveys, and team applications.

  • Create detailed wellness consultations forms
  • Build product preference surveys
  • Design team application and assessment forms
  • Create event registration and feedback collection forms

Contact Management

Keep all your customer and team information organized and accessible. Track preferences, purchase history, and conversations in one central location.

  • Track customer product preferences and protocols
  • Monitor team rank advancement progress
  • Store wellness consultation notes and recommendations
  • Keep detailed records of samples shared and follow-ups needed

Join Now

Ready to Grow
Your Wellness Business?

Join other wellness advocates who are growing their business with automated systems that work for them 24/7.