Enhanced Virtual Office (EVO)

A Special NoteThe screenshots you will see in this presentation are designed to be a “how to” reference. As such, you will see fictitious names, prices, PV amounts, numbers that don’t add up and more.

It is intended to give you a preview of how to access the many charts, reports and communications tools within your new dōTERRA back office (EVO). It is best viewed in ‘presentation/slideshow’ mode.

How to see LRP point total and

points percentage

How to see who is

in your group

A Closer Look…

Graphical Tree

A Closer Look…

Accessing details about a group

member

A Closer Look…

Qualification

overview and

contact informatio

n

A Closer Look…

David Beckham’s personal

information

Who is in your

group?

Sortable, detailed overview of group member

facts

Who is in your

group?

U.S. team map

Worldwide team map

What rank are team

members?

Where people are, in

terms of rank &

paid rank

Upline listing

Upline listing detail

New enrollment

s and quick

reports

Your earnings

via Commissio

n Summary printout

A Closer Look …

Your earnings

via Commissio

n Summary printout

A Closer Look …

Set your parameters, continue

to view report PDF

How to see

scheduled events

Events calendar

Incentives summary

andproduct promos

Key sites

How to send

individual messages

Hi Jenny,

I want to make sure you know about the Rose promotion that is running right now. Rose is not offered very often, so be sure to get your order in while supplies last! To order just log in!

http://mydoterra.com Thanks, -Betty

How to get a text or e-

mail message from the Message Center system

Standard vs. Premium Features

Prem

Standard Package - FREE• Access to the site, reports, data about your group.• Ability to receive messages and send messages ‘one-by-one’ to individuals

on your team and get text or e-mail notifications that a message is there.

Premium Package - $9.95/month • All Standard Package features.• Create Business Groups (watch list, CA group, WY group) • Send messages to business groups and see opened messages.• Training Publisher (publish PDF trainings, PDF newsletters, voice messages,

recorded conference calls) to groups within your team with delivery guaranteed.

Message Center Helps You Save Time• Save time by not having to always keep lists updated; the

system tracks (new enrollments, rank changes, etc.)

• Save time (and your sanity) wrangling with domestic and international ISP spam filters

• Work smarter. Get visibility into how many of your messages are opened and read.

How to send group

messagesHi My Rockin’ California Team!

I want to make sure you know about the Rose promotion that is running right now. Rose is not offered very often, so be sure to get your order in while supplies last! To order just log in!

http://mydoterra.com Thanks, -Betty Premium Feature

Are e-mails to

your team really

getting through?

Send a message to

your ‘Houston Oilers’ groupPremium Feature

Hi My Houston Oilers!

I am going to be in Houston this Friday to talk about the science of essential oils. We are meeting at the Sheraton West on 3432 International Blvd. Bring a friend and they will get a free massage with Deep Blue! Will you RSVP and let me know if you will be there? Thanks, -Betty

Customers in Houston

Customers in Houston

How to send a

message to your ‘Watch

List’

How to upload a

PDF newsletter

you created

How to send a

PDF newsletter, recorded

call or training

Hi California Diamond Clubbers!

As we get underway, I want to pass along one of the best conference calls on Diamond Club. It is presented by friend Tom and he outlines the challenges, opportunities, pitfalls to watch out for and more. This is WELL WORTH your time . Just click on the attached .mp3 of the call and you’re set. Thanks, -Betty

Where to see a

history of messages

sent

Upgrade to

premium package

with either of these

links

Pop Up window to opt into

premium package

BUSINESS GROUPS

In Summary• The reports, data and communications functions of EVO are an

advanced tool to help you work smarter in building a dōTERRA business.

• Teaching people how to use information from EVO to build a dōTERRA business is an art form; your personal approach and style is the ‘secret sauce’.

• Survey results show those who are brand new to essential oils can be overwhelmed with the ‘how and why’ of products. Be sensitive about when to introduce the powerful reports and tools within EVO.

Thank you!