BACK OFFICE
M A X I M I Z I N G
Y O U R
Back Office
I
f you are a dōTERRA leader, you are familiar with your back office. But are you taking full advantage of everything it has to
offer? Maximizing the use of your back office will help maximize the strength and growth of your team and your business as
well as your ability to share the dōTERRA products and opportunity as effectively as possible. Below are some tips for how you
can make that happen:
Recognize your team.
2. Reach out to those who are brand new and make sure
they know what resources are available to them. Welcome
them to your team and invite them to follow-up classes.
3. Identify those who haven’t ordered in at least three
months and find out why. Encourage reactivation through
additional education and incentives.
Everyone appreciates acknowledgment and this feature of the
back office gives you several important aspects of the business
to focus that on. Once you pull the list, you can look at the two
previous months as well.
Utilize the quick view to keep track of a few
important facts for the month.
Things to look for:
1. Top enrollers
2. Rank advancements
3. Top OV growth
Find the members who need education on
products and ordering.
1. Your most recent personal enrollments: know who
needs to be moved and who is still in their Fast Start period,
so you can focus extra on helping them share dōTERRA.
Alert them if they change their next LRP—they might not
realize yet that that will affect Fast Start.
2. New members on your team: check out the new people
who enrolled from a class you helped your leader teach
last night.
1. Help those placing 100 PV orders understand the value of
LRP and product of the month club.
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dōTERRA ESSENTIAL LEADERSHIP I SUMMER 2014
3. Customize the last tab to show Wellness Advocates you
specifically like to watch: for example, you can set this list
to be all of your qualifying legs.