Customer Onboarding
Our goal:
to inspire customers, deliver results, and build genuine connections!
The Process
1. FIRST ORDER
2. WELLNESS CONSULTATION
3. HAPPINESS CHECK
What it’s all about:
After placing their first order, customers aren’t left to fend for themselves at. You personally guide them:
from the excitement of opening the products for the first time to their actual use in everyday life.
That’s the key to long-term success—for you
and your customers.
A warm welcome
Send a Personal Welcome Message
via Telegram, WhatsApp, or email
When?
As soon as you receive the enrollment email or your order has been paid for.
Goal?
Build trust, make good use of the waiting time, and establish the first connection to the welcome page
Sample message | copy and paste
Dear [Name]
Thank you very much for your trust, and welcome to dōTERRA.
You can now log in to your personal account at any time in the dōTERRA Shop and place a repeat order at a 25% discount:
👉 https://shop.doterra.com
To help pass the time while you wait for your products to arrive, I’ve put together some important information here so you can start getting ready:
👉https://thereisanoilforthat.eu/herzlich-willkommen/
There you’ll find a PDF on how to use your oils and dietary supplements, as well as a short video in which dōTERRA fans show you their favorite products.
Feel free to take your time and look around.
To help you get off to a great start right away, let’s schedule a quick meeting as soon as your package arrives. I’ll show you exactly how to get the most out of your products (and I have a little surprise for you, too 😉).
When would be the best time for you?
Best regards
WELLNESS CONSULTATION
IMPORTANT: FOR CONSULTANTS ONLY
DO NOT FORWARD TO CLIENTS
The following link is not intended for customers.
Here you’ll find two conversation guides that walk you through the wellness consultation step by step, so that the conversation can be conducted in a simple, manageable, and confident manner.
Preferably in person, via Zoom, or by phone
When?
5–10 days after enrollment
Goal?
The customer unpacks their order, holds each product in their hands, and knows how, when, and why to use it. They also hear about the Lifestyle Webinar and the Loyalty Program (LRP) for the first time.
→ Discuss this page with your client during the wellness consultation.
WELLNESS CONSULTATION
The message is sent to the customer AFTER the personal wellness consultation
via Telegram, WhatsApp, or email
→ Important: During the call, schedule the second appointment for the Happiness Check right away, or add a follow-up appointment to your calendar!
Sample message | copy and paste
Dear [Name]
Thank you very much for the lovely conversation.
As discussed, here is the link to the wellness consultation page:
👉 https://thereisanoilforthat.eu/wellness-beratung/
There you’ll find all the important information you need to get off to a perfect start with essential oils and dietary supplements:
🔗Invitations to our free lifestyle webinars: live every Tuesday and Wednesday with tips and ideas for use.
🔗100 ideas for the Home & Family Essentials Kit with inspiration for your everyday life.
🔗Important links (our book recommendations, apps, and customer groups)
🔗Access to a personal Telegram channel where you’ll get exclusive added value regarding the dietary supplements—including usage tips, background information, and specific recommendations for your daily life.
Take your time to have a look at everything, make a note of the highlights, and feel free to get in touch with me directly at any time if you have any questions.
Best regards
HAPPINESS CHECK
IMPORTANT: FOR CONSULTANTS ONLY
DO NOT FORWARD TO CLIENTS
The following link is not intended for customers.
Here you’ll find a conversation guide that walks you through the Happiness Check step by step, so that the conversation can be conducted in a simple, manageable, and secure manner.
Preferably in person, via Zoom, or by phone
When?
About 2 weeks after the wellness consultation
Goal?
Increase customer satisfaction, set up the LRP together, and discuss referrals and refinancing.
→ Discuss this page with your client during the Happiness Check.
HAPPINESS CHECK
The message is sent to the customer AFTER the personal Happiness Check
via Telegram, WhatsApp, or email
→ Contact your customers regularly, about every 4 weeks
Sample message | copy and paste
Dear [Name]
I’m really glad that the oils are already helping you so much in your daily life.
On this page, you’ll find a few more tips, ideas, and sources of inspiration:
👉 https://thereisanoilforthat.eu/happiness-check/
There you’ll find:
• all the information about our Loyalty Program (LRP)
• our free educational series on essential oils and supplements, featuring lots of practical tips
• an eBook with DIY recipes and ideas for use
And as we discussed: If you know anyone who might also benefit from these products, please keep our CARE & SHARE Week in mind. It’s a wonderful opportunity to share experiences, help others, and—in a very simple way—delve even deeper into the world of essential oils 💛.
If you have any questions, feel free to ask them in our customer group. And if you’d rather not ask them in a group, I’m always here for you 😊.
Best regards
CHECKLIST
For you as a consultant
A warm welcome
- Send the welcome message to your new customer
- Schedule an appointment for a personalized wellness consultation
- Invite your new customer to join the appropriate customer group.
Wellness Consultation
- Go through the products together and show how they can be used in everyday life and where they’re best placed so that everything is within easy reach at all times (Discussion Guide)
- Invitation to the Lifestyle Webinar
- Briefly explain the smartest way to reorder products at a lower price (mention LRP)
- Schedule an appointment for the Happiness Check right away
Happiness Check
- Gather feedback and insights, deepen understanding of the application, and build confidence
- Provide a more detailed explanation of LRP and, if necessary, set it up together
- Discuss recommendations and sharing, and, if appropriate, invite them to join the “Care & Share” program