Before moving forward…
When someone is struggling to reach a rank goal in doTERRA, it’s usually because of these three reasons:
Lack of planning
Unrealistic expectations
Lack of follow up from class + leads
So let’s dissect your goals & put the proper systems in place so you can meet (and even exceed) your business goals.
Three absolute principles to understand …
Everything that happens from this day forward, is happening FOR YOU. Obstacles + setbacks are the most common misinterpretations of success in this business. Be grateful for them & be aware of your attitude through them. EXPECT NOTHING AND APPRECIATE EVERYTHING.
As you grow to a new rank - everything that requires healing is going to bubble to the surface. This is a blessing & will guide you towards the next rank.
It's not about the rank. Your rank growth will come as your personal growth comes. It's a reflection of how deeply you are living as the human BEing you already are ;)
BUSINESS TOOLS
Are you ready to hit your next rank?
Find your Road Map using these Empowered Success tools…
Then prepare to hit it using our Success Checklist!
We also have team THAT’S LIFE Rank Guides - take a look through your next rank’s Guide:
And CLICK HERE for a library of doTERRA business webinars:
Print this + let it guide you daily:
1-2 WEEKS PRIOR TO PLANNED RANK-UP MONTH
Here’s why it makes sense to plan your rank up month in the 2 weeks prior to the month even starting:
On the 15th, you’ll have a pretty accurate idea of what your LRP volume is in each leg for the following month. AND you want to prepare for success during rank up month and that needs to happen before that month hits!
📔 Journal:
How will I feel when I rank advance?
Why is this the right time for you (& your team) to rank advance?
✅ Checklist for knowing this is your month to rank advance:
You have the physical, mental + emotional energy to turn the dial up!
You have 15- 20 hrs set aside each week to be filled with 1-2 classes/events, enrolling time, follow up time, mentor time with your emerging builders
You have the support of your family in helping with extra household responsibilities - dinner, laundry, cleaning etc. you cannot do this alone!
🏃♀️Your leaders are excited to make their goals ie) for going from Elite —> Silver:
Have 3 committed leaders who want to hit elite & are ready to share/teach
At least 800 OV in each of those 3 legs through LRP orders. From there you can break down the remaining approx 2200v needed in each leg ie) 10 x home essentials kits in each of those 3 legs
⚓️ Create an anchor to connect you immediately to your goal:
Choose your ‘anchor essential oil’ or customize a blend. Something you will wear + inhale daily to immediately connect you to your goal this month!
Affirmation to state daily: I am fully supported in all areas of my life…I was born to create my dreams. I am always at the right place at the right time.
😎 Create a Morning Vibe: Decide how you’re going to spend the first 20 min of each day
What time will you wake up?
What will be the first thing you look at? i.e.) your affirmation, spiritual book, personal gratitude list
What is on your list for the day and what are your top 1-3 priorities?
What are your committed doTERRA hours today? (see doTERRA workflow below)
🌜 Create an Evening Vibe: Journal EVERY night for the next 4 week on these 4 things:
Update your back office volumes in your rank tracker
What was the highlight of your day?
What is something nice you did for yourself today?
What is tomorrow’s focus?
Get set up for your Rank Up Month:
Track all the planned LRP orders happening in each leg so you’re aware of volume needs. Check out this 3rd party Back Office Toolkit which makes this a cinch
If you have emerging builders on your team - have a call with each of them to understand their goals for the coming month + share your goal with them
Also chat with all people you’ve enrolled to see who would be interested in hosting a class
Consider doing a sampling blitz + inviting all people who respond to your class lineup
Post an image to social media/newsletter/text blitz your community to let them know you have the following dates avail to come teach an oils class to their friends + fam. First come first serve and you have a fun hosting gift set aside for them (here are two ideas for hosting packages: Option 1, Option 2)
Plan meals, babysitting & date nights into the calendar next month
Create welcome packages to incentivize people to enroll at your upcoming classes. We recommend using the materials from the Class in a Box for this - each welcome package could have a:
Living Magazine
5ml Wild Orange essential oil
Mini Usage guide
Other options:
a sample packet of deep blue, sample toothpaste & a doTERRA lip balm .
a doTERRA travel keychain
Complete your Goal Rank Worksheet:
THAT’S LIFE {spreadsheet} Rank Tracker Worksheets: CLICK HERE
Watch this video from Brianne Hovey to know why the 1st + LAST week of the month are the most important!
DURING RANK-UP MONTH
Take every opportunity to invite people to your classes this month - especially those you’ve sampled.
Follow up with every person that comes to your classes within 48 hours to thank them for coming & offer a call + purchase info if they didn’t enroll. Plan to also follow up with all of these ‘warm’ people in the last week of the month. Teresa Harding, a doTERRA Presidential Diamond leader - recorded this AMAZING video on tips for effective followup. A great listen while you’re in your home office this week.
Connect with people you’ve already enrolled to see if they’d like to have their Welcome Call. This will lead to some LRP orders being created. Here are some LRP resources to share with them:
this LRP document to help them know the ins & outs of LRP & give them ideas for their first order
Follow up with WARM MARKET 2x this month: Search the word “oils” in your inbox + FB messages
Schedule a 3 hr block of follow-up time in week 1. Also block off time do be able to hop on the phone with leads asap {diamonds always hop on the phone}
Follow Up Example #1:
“Hi Sara, thought I would circle back one more time & see if you had any questions or wanted to get started with some oils? I’ll be working from home most of tomorrow so feel free to reach out!”
Follow Up Example #2:
“Hey Kristy, I was thinking about you today & thought I'd say hello! I know you’ve been thinking of getting started with essential oils...you’re going to LOVE them! I’ll be in my home office today & tomorrow from 12-3 if you had any questions &/or want to get setup. Here are the quick steps if you’re interested in setting yourself up:
Click Here [link to your doterra website join + save tab]
Click the 'Become a Member’ link at the top of the screen
Start with a Kit for a free membership, or Pick your own products for a $35 annual membership
Fill in your personal info & select wholesale customer unless you want to share + earn with doTERRA, then click wellness advocate
Once you’re setup, you’ll receive a welcome email from me that’s packed with juicy content & a link to book a 1:1 call with me to go over your questions once your oils arrive! Excited to welcome you into our awesome wellness community! xx”
6. Schedule another 2 x 3hr blocks like this in the last week of the month to do the same.
7. Update your volumes daily
8. Have calls with your emerging leaders weekly
ORGANIZING VOLUME
Pull up the detailed genealogy:
Enter your Focus ID & show all levels in the organization. If this doesn’t work, try selecting levels 1 to 1.
Click on the "columns" area just below the focus ID to open it up.
Select columns on the left that you need for the report, then click the >> button to move the column into the report. Suggested columns: Name, Phone #, Email, Sponsor Name, Enroller Name, Last Order Date (possibly others)
Select each column that will show in the report & click the up & down arrows to the right to move them into the order you want.
On the right of the screen, click Update Report.
Double check the columns & add more or remove columns if needed.
Sort the report by clicking the Last Order Date heading. (Click again to reverse the order if needed)
Copy & paste into a spreadsheet so you can print it.
❤️ Thanks Yolanda Koole for recording this short video showing these steps!
REACTIVATE + RESTRUCTURE
How to Reactivate someone + Restructure them in your tree:
To Reactivate an account that’s been inactive for 6 months, meaning, the WA/WC has not placed any orders in the last 6 months, have the WA/WC reactivating send an email with the following content to placements@doterra.com from their email address on file with doTERRA:
“Dear Placements,
My name is [Insert Name] and my WA/WC # is [Insert #] and I would like to reactivate my account as follows:
New Enroller: [Insert Name and WA#]
New Sponsor: [Insert Name and WA#]”
The newly reactivated WA/WC MUST place an order in their account within 24 hours to stay in the newly sponsored location.
Your belief in yourself is the most important ingredient!
BLEND: 2 drops each Wild Orange, Frankincense, Clary Sage, Lavender, & Peppermint.
Diffuse or apply to wrists, back of neck, heart, & bottoms of feet.
AFFIRMATION: “I am consciously connected to all the abundance, inspiration & opportunity that surrounds me. It flows effortlessly to me. I am vibrating out so much goodness & love that every hour someone wants to join this journey with me. I am visible. I am clear on what I need to do at all times & I trust that I am being lead exactly where I need to be.
What can you remove from your calendar this month to schedule success?
Strategies + Promos Last Few Days of Month:
Leaders love commissions … customers love free product!
FOR CUSTOMERS:
Offer this privately to any customers who are in the legs where you need volume:
If you’re leveraging a buy-in for your rank, this is a great way to allocate the product you plan to purchase in your buy in.
Do not share this info publicly, but here are the buy-in limits for each rank. Talk to your up-line if you don’t know what a buy in is or what the amount is this means.
FOR BUILDERS:
Offer this privately to any sharers/builders who are within the legs you need volume:
Double Fast Start bonuses
for strategic legs
Truth Talk Time …
➡️ Do you feel STUCK?
➡️ Do you have a hunch you might be treating your doTERRA biz more like a hobby than a calling?
➡️ Have you ever wondered what it looks like behind the scenes when someone is growing?
I just saw this post that was made in a doTERRA premier/silver mastermind group - this is what we mean when we talk about taking ownership.
Really take this post to heart before you startup conversations about how stuck you feel you are…
Whenever something feels overwhelming, rather than spend a small amount of time like 10-30 minutes, we spend no time at all. So setting consistent times weekly/monthly was is important because days fly by … Do the PIPES.
Usually it’s the “I” (Inviting) that’s not happening. At least it’s not happening with new contacts. If someone is stuck, the first thing I say is: “Show me your contact list.” And then "When was the last time new people were added on.” 99% of the time, that reveals the problem.
BOTTOM LINE: If your WHY is strong, you will stay up late, get up early & honor your business hours.
Balance is a myth & the sooner you can let go of the clean house & the perfect look & get to work to create residual income the better.
(see the post referenced below)
Advice from those who’ve been where you are:
Alice Abba: I knew my numbers big time, had my 4 leaders ready to run with me (I believe in alignment between frontline leaders creates its own magic), 1 silver was already solid, 2 were silvers but not solid & 1 we were running together to take her from Consultant to Silver in 30 days.....which required both my silver babe & me to be so committed to that fun & crazy run together. We knew the numbers, talked several times a day, created a VIP promo group in the last week of the month, she had tons of 1:1's during the month & a few classes scheduled. Basically big bold action together. I also offered some promos to existing customers who were inactive for 6 months & moved them over to the leg I needed volume in. Nothing super fancy - just going towards the goal bit by bit. My mindset was prob the most important thing along with the consistent action -- I listened to Abraham Hicks financial abundance meditation every morning at 5am (when I did that + 1 hour of work before the babes woke up) & every night before bed with frank rolled on my feet. These days I'm adding high vibe Rose into the mix for my uplevel oils of choice.
Alison Gilmore Yeo: The one thing I did that made all the difference for me was telling my entire team of builders that I was going Diamond. It might not seem like a huge deal to some of you but to me it was massive. I tend to only commit to things I know I'll ace (workin' on it ;)...& at the time I made that commitment (to the team of people I KNEW would be most impacted by my shift), diamond wasn't a sure thing. Really, it was the best thing for me though because that was a TOUGH month & every time I wanted to give up I would think about having to tell my team that I didn't make my goal because I gave up--& that conversation wasn't an option. And #2 was being very organized. I had a spreadsheet & knew exactly how much PV we had remaining to fill in each leg. Even just the process of updating the spreadsheet at morning, noon, & bed, was kinda like saying affirmations-the universe knew exactly what I needed & how hard we were working on it.
Brittany Janzen McDonald: Same as Alice & Alison...plus I would add: I had a Diamond Playlist I listened to all day, painted my toes, had diamonds everywhere (screens, etc). I made a point of really staying on top of my daily exercise & took a few hours every week to treat / spoil myself. All of my qualifiers were on board AND all of their qualifiers knew & were on board. I incentivized the customers & builders in my lower volume legs. I had my builders on the lower volume legs offer incentives (that I'd provide) to their customers & builders. Chatted with some of my LRPers about a big goal I had that month. Had backup plans! ....cause you know when things are about to get really good, they're really tough right before. I planned out an incentive for month end if everything else had fallen through & I was still going to be short. Put 2 of my kids in childcare a bit more then usual so I had more time to connect & more time to teach. Checked in daily with my qualifiers AND their qualifiers! Saved some last minute volume strategies for the 2nd last day! This was an exciting post that came up....cheering you on & can't wait to celebrate you!!!
Ashley Smyth Srokosz: All of the above! I was shooting for Diamond last May, earliest March, & in February I had 26 of my own enrollments to place. My other 3 silvers were already solid silvers, so ALL my enrolments went under my new leg that had just started that month (seriously). By the middle of the month, I realized it was possible, & set up my whiteboard that I updated multiple times a day (like everyone else here). I wrote down where the placements would go, where we had classes booked (what leg that volume would go under) & there were no LRP's to fire because it was her first month! By the last week I knew I'd be major buy in territory (I think I bought in 3200 PV, but it was worth it because that particular builder at the top of the leg had never hit premier before, so I got a bonus for her which wiped out my buy-in, so essentially I got paid as a normal Diamond), so I started offering the following: enroll with a Family Essentials Kit, get 50 PV in free oils, enroll with a Home Essentials kit, get 100 PV in free oils. Plus I was in Diamond Club, so anyone local got those bonuses too. By about 4-5 days before month end I pulled out the big guns & doubled the offer above. I ended up having to fill about 1150 PV in bonuses from my 3200 buy-in, but it worked!I knew that once I committed to offering those bonus oils that it was Diamond or bust, because otherwise it would have been 1150 PV in oils out of my own pocket as a platinum.Good luck, you can do this, I can't wait to see the announcement!!!
Brittany McLean: So for me it was all about mindset. I had no intentions of hitting diamond when I did but halfway through the month I looked at my numbers (I have a 4x8 white board that I use for numbers) & realized that it was totally happening & unfolding perfectly. I love all of the suggestions above. If you're watching things happen authentically, & the volume is filling in I would absolutely go for it. Some extra things I did was incentivize with some extra products I had, offered buy 100 get 50 promos (utilizing the load of points I had) & offered some remainder with the buy in I had (although I used under 1000 of my buy in). I did all the Visual stuff, painted my toes turquoise, had diamonds on boards & had stickies saying you are diamond all over the house. I do want to leave you with this though; hitting diamond naturally, with minimal buy in & the most authentic push has got to be one of the most exciting things in the world. Go for it, but I would wait until it just feels right. You'll get the signs, you won't be able to stop thinking about it & you'll see it unfold perfectly. You've got this babe! So darn excited for you & here if you need absolutely anything (or wanna vent.. that'll probably happen)
