Built By Wellness Advocates For Wellness Advocates

A Powerful, DONE-FOR-YOU,

all-in-one system for your doterra business!

Spend less time on tech and more time helping your clients achieve their wellness goals.

  • Automated MetaPWR Challenge

  • 12 Month Automated Follow up

  • Marketplace to buy done-for-you content, automations, & programs!

Built By Wellness Advocates For Wellness Advocates

A Powerful, DONE-FOR-YOU,

all-in-one system for your doterra business!

Spend less time on tech and more time helping your clients achieve their wellness goals.

Replaces the core functionality and costs of all this software with a single, intuitive interface.

I agree to terms & conditions provided by the company. By providing my phone number, I agree to receive text messages from the business.

What Is The Wellness CRM?

A proven process

Skip the Set-Up & Overwhelm

The Wellness CRM™ Gives you proven strategies, the tools, training, & support to implement them. Our built-for-you system allows you to Generate Leads, Follow-Up with, Serve, & Retain Clients, & Train your team with the click of a button.

OUR SECRET WEAPON

Finding it hard to find leads and follow up so that they continue to buy?

Know what to do with your new website content. Create a landing page! With our drag-and-drop form and funnel builders, you can create a beautiful site that converts traffic into leads.

KEEP THEM COMING

Automated checkpoints / touchpoints

Done for you 12 month nurture campaigns ready to go! Customizing your client journey has never been so seamless. You can now send text messages, emails and even Facebook messages to convert leads automatically!

kickstart your journey

Run your business from your phone

Book leads directly to your online calendar and provide a seamless booking experience within your automations. 

Build custom nuture campaigns that send text messages, emails, voicemails, and even Facebook messages to convert leads automatically.

Some Of Our 5 Star Reviews

I can see new clients coming in the door

As a subscriber to multiple software platforms to keep our businesses at the forefront of the industry, I can truly share this software makes my job as the CEO a simpler one. Meaning I can see new clients coming in the door from multiple sources, our company follow up, conversations, current client's information, sales, and special offers all in 1 place.

It really blends the best of both worlds and I love that

So I just did my first Masterclass with the CRM! WOW! Absolutely love it. My reminder text went out 30 min before the class and I had one gal reply and we chatted a bit before the call. So she knows it’s really me there. Not just an automated message. It really blends the best of both worlds and I love that.

I can’t tell you how much of a time saver this has been for me!

Big CRM win! I texted my customers the On Guard deal when it was announced Friday. Tonight I was looking at volume and as a courtesy, via CRM amazing texting, I decided to send an additional reminder so they didn’t miss the 20% OFF sale! 


Just in the last 45 minutes, volume jumped by 800pv. HUGE win! I can’t tell you how much of a time saver this has been for me! I used to send out 200+ individual texts, hitting copy and send for hours each month. GAME CHANGER

THIS IS BRILLIANT!

Today is a WIN! Created my own #Yarrow workflow for text, instagram and facebook today. Texted out to my smart list of customers about the BOGO AND posted to IG & FB with the social planner through crm! PLUS posted to google business page and Linkedin with social planner.....


THIS IS BRILLIANT! Nerding out in my little corner of the basement...now it's time to be with family! Thank you Colleen Elizabeth McCartney, THIS is AMAZING! You are BRILLIANT and APPRECIATED!

I have never felt so "ready" to launch

Another WIN!

Monthly promotion template built, scheduled out for tomorrow plus monthly promo text built out and scheduled to drip tomorrow morning. In the 5 years I have slowly been doing this business I have never felt so "ready" to launch monthly promotions than this month.

I LOVE this program so much!

THAT IS A TOTAL WIN

Last week someone who just enrolled last month, went to my calendar link and set up an appt and today we had her appt.

We did a wellness overview and she is wanting to up her LRP with supplements! THAT IS A TOTAL WIN!!!

Ready To Launch Your Own Successful Automated Doterra Business?

Everything you need to succeed in one place. Do a lot more with ease, no more teaching the same classes over and over!

ensure all your customers get the high quality, high touch experience they deserve!

The Wellness CRM™ Gives you proven strategies, the tools, training, & support to implement them. Generate Leads, Follow-Up, Serve, & Retain Clients & Train your team with the click of a button.

Thats Why We Created The Wellness CRM

With The Wellness CRM we have plans priced to meet you where you are in your doTERRA Business Journey. Whether you are a Lone Ranger, Starting Your Team, or you've got Leaders in place, we have a plan to meet your needs. Injecting your business with 250+ additionally digital touch points. So you have more time to be proactive. Join a community of wellness professions that are growing and trying to help the world be a better place

Get Instant Access To

Our members success is...

Automated Calls

When a lead comes in, you can automatically push their phone call to the lead's cell.

Ringless Voicemail

You can now give your voicemail a new life, we will drop it for you. You don't have to worry about anything anymore.

All-In-One Messaging

The automated text messages are perfect because they keep in touch with customers without having the hassle of calling or leaving a message!

The Most comprehensive, all-in-one

CRM for beginners and professionals

Get Access To The Wellness CRM

The Complete Done-For-You System For Your Doterra Business!

The first ever platform built to manage A Wellness Advocates' Follow up, two-way texting, pipeline, automated scheduling, sales funnels, and so much more.

SYSTEM Features

  • 8 Continued Ed Classes taught by retired nurse & doTERRA Diamond Jessica Travis

  • BONUS: Intro to oils & pets by Dr Janet Roark

  • Thats right, High Quality continued ed on demand DONE FOR YOU!

  • Done-for-you WEBSITE that actually works for you

  • ​Done-For-You Appointment reminders for classes & wellness convos will increase show rate!

  • Automated Lead Magnets to get prospects to learn more & drive them to enroll themselves!

  • ​12 month new customer Automated Follow up

  • ​Workflow Templates

  • Entire system is completely customizable

  • Wellness Nerd Academy with step-by-step instructions

  • ​Community Group access

  • Weekly Training

  • Weekly Working sessions

  • ​Support tickets M-F 10:00am-6:00pm

  • ​Access to Marketplace to purchase add-on content & services

  • ​+ Set-up Fee (We meet on zoom & do all the heavy lifting so you don't have to)

  • ​$0.015/SMS & $0.0014/Email rates apply (~50 SMS/ 500 Email/ $1)

  • Access to highly trained low cost tech assistants to help you stay focused on growing your business

STARTER PLAN

  • 2 Users

Annual

$99/mo paid annually at $1,188

(Save $240/year with annual)

MOnthly

$119/mo paid monthly

Premier plan

  • 5 Users

Annual

$119/mo paid annually at $1,428

(Save $360/year with annual)

MOnthly

$149/mo paid monthly

Pro

plan

  • UNLIMITED USERS

Annual

$149/mo paid annually at $1,788

(Save $360/year with annual)

MOnthly

$179/mo paid monthly

Meet The Team From

The Wellness CRM

Kate McCartney

The Teacher

Heather Ioerger

The Delegator

Colleen McCartney

The Nerdy Girl

Elizabeth Fiorentino Williams

The Community Manager

Meet The Team From

The Wellness CRM

Kate McCartney

The Teacher

Heather Ioerger

The Delegator

Colleen McCartney

The Nerdy Girl

Elizabeth Fiorentino

The Community Manager

Answering your Most frequently asked questions

Are You Using Go High Level

Absolutely! While Colleen our Nerdy girl is the Industry Leader in systems, strategies & integrations, we are not back end coders. Not to mention the tech & staffing costs would be in the millions so instead of reinventing the wheel we partnered with the best software developers so we could put our genius in their system. That means we can focus on what we do best and that's helping you achieve success in your business!

Are You Using GroupTrack CRM?

Absolutely! GroupTrack is the #1 tool to use when you are growing an audience on social media without ads. We have a 2-way sync on Pipeline Stages & tags so you'll never lose track of what's going on with your contacts! We have an array of trainings available to you.

What kind of support will I expect?

  1. You will get a private 1-1 onboard call to ensure you are setup and ready to go

  2. Live chat support & our support team can hop on zoom as needed. Available in English & Spanish.

  3. Support ticket with 24hr turnaround. Available in English & Spanish

  4. We have the Wellness Nerd Academy where you can search through all of our trainings to inspire your next creation.

  5. Marketplace - we have tons of nerd approved free and paid for done-for-you solutions you can add to your account at the touch of a button!

  6. We have weekly training sessions to cover recipes to level up your businesses tech.

  7. Weekly coworking sessions where you can connect with our staff and get guidance & motivation.

  8. Our private members only Facebook community where you can connect & collaborate with like minded entrepreneurs

  9. INTERACTIVE HELP GUIDE! Just click start help guide anytime for a walk through of everything you can do on that page.

  10. Searchable help docs for detailed walkthroughs on how to utilize our system

Ready To Launch Your Own Successful Automated Doterra Business?

Everything you need to succeed in one place. Do a lot more with ease, no more teaching the same classes over and over!

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support@thewellnesscrm.com

703-775-1523