New Builder Checklist 

Welcome to your Checklist! 

This has been created so you can see the important steps in your Business Training.  This Website has been designed so you can take yourself through the training at your own pace and feel confident that you are learning the key points.

The following suggests the order to complete the training process so that it flows. Enjoy!

Part 1 – Customer

This first Section of the training focuses on you as a Customer.  Please check you have received the following support and completed the offerings for a customer before you move onto the Business Training.

  • Attended/watched an Intro Class

  • Purchased oils/kit

  • Had a Getting Started Consultation

  • Received your PWP and started this

  • Joined Essential Gifts of the Earth Facebook

  • Received Intro to the Business email and watched all videos on this

  • Watched Intro to the Business Video

  • Completed Business Questionnaire

  • Had a Business Intro chat with Mentor

  • Watched Part 1 of video series (Foundational Health and Getting started with oils)

  • Purchased an Essential Oil Resource book

  • Completed Website – ‘Why dōTERRA’ section

  • Watched part 2 of video series (Tools for a healthy lifestyle – LRP products)

Part 2 – Sharing the oils

This section focuses on the basic parts of the business that you need to know in order to share the oils and enrol someone as a customer.

  • First Business Training chat with Mentor

  • Date set for First Class if applicable

  • Joined Business FBK group and located resources

  • Completed dōTERRA’s oil training course

  • Completed Website – ‘Where to Start’ section

  • Completed Website – Oils section

  • Feel confident to share the oils

  • Completed Website – Back Office section

  • Basic understanding of how to earn money

  • Know how to set up LRP

  • Know the difference between a WC and WA

  • Know how to enrol someone in the back office

  • Created a simple system to store new contact information

  • Watched Part 3 of video series (How to share the oils)

Part 3

This section teaches the systems and tools you need to be able to grow your business to the next level.

  • Second Business Training chat – Class prep/sharing chat

  • Taught your first class/1:1/online education

  • Enrolled someone

  • Completed Website – Earnings Section

  • Completed Website – ‘How to Grow’ Section

  • Created a New Contact Journey

  • Created a New Customer Journey

  • Understand how to give a Getting Started Consultation

  • Created your finding plan for the next 3 months

  • Completed Website – Builders Section

  • Watched Part 4 of videos series (how to build)