90-Day Reset: back-office and follow-up checklist

Run this for every new participant. It covers your doTERRA back office, systeme.io and the check-ins that keep people on track.

Verify in your own accounts. Menu names in the doTERRA back office and systeme.io change, so this list says what to confirm, not where to click. Program terms (points percentages, Product of the Month rules) come from doTERRA’s published Loyalty Rewards flyer and may have changed.

When someone joins

Confirm they are enrolled under the right Wellness Advocate.Check the new member appears in your back office and that the name and email match what they gave you.
Confirm they have a Loyalty Rewards order.Check that it has at least 1 PV, ideally 50 PV or more so their percentage rises each quarter.
Check the processing date.It must fall between the 1st and the 28th. By the 15th with 125 PV or more qualifies for the Product of the Month.
Tag them in systeme.io.Apply the reset tag so the welcome email and the copy to strong@homestrongedition.org send.
Record Day 1 and the Month 2 and Month 3 start dates.Day 31 and Day 61 follow from Day 1.
Send a personal welcome message.Ask about their Lifestyle Assessment results and top targeted need.

Follow-up cadence

When	What to do
Day 1 to 3	Confirm the kit arrived and they know how to take each product. Answer questions.
Day 10 and Day 20	Check in on digestion and routine. Remind them to update their Loyalty order by Day 20 so Month 2 ships on time.
Day 25 to 28	Confirm the Month 2 order processed. Look for failed payments.
Day 30	Ask them to retake the Lifestyle Assessment and share changes. Offer the referral invitation.
Day 40 and Day 50	Check how Month 2 is going. Remind them to add MetaPWR Advantage and a citrus oil by Day 50.
Day 60	Retake the assessment. Offer the referral invitation again.
Day 70 and Day 80	Start the maintenance plan conversation.
Day 90	Celebrate, review results, set their maintenance order and referral follow-up.

Each month in your back office

Review participants whose orders failed or were cancelled.Cancelling forfeits their points and percentage, so reach out before it happens.
Check who is at 125 PV for the Product of the Month.Their order must process on or before the 15th.
Note who has not logged in to their account.Send them the “Set up your account” steps from the onboarding page.
Process new referrals.Contact each referred friend only with the referrer’s permission, and tag them as a referral in systeme.io.

Compliance reminders

Keep product claims to the program guides.Include the FDA statement wherever benefits are described. Do not promise results or cures.
Be clear that Loyalty Rewards is a recurring order.Say that it cannot be skipped or held, that amounts can be lowered, and that cancelling forfeits points.
Do not make income claims or promise referral rewardsunless they follow doTERRA’s policies for Wellness Advocates.