Your Free ClickUp Funnels

We always hear that we need a "funnel" or basic steps that we can consistently follow to support our teams. That's where these
FREE ClickUp Funnels come in! They come pre-loaded with those important steps plus resources to make it easier for you to accomplish each one. They even have many of the Back to Basic scripts and material included already. Oh and ClickUp is free too! So, you are getting a completely cost effective solution for your business. The best part is that it is duplicable. Even your newest builders can start using these without the added worry of another business investment. If you aren't tech savvy, don't stress. These are very simple to use so you can be up and running with your funnels in no time. Hurray!


Track Customers
 & Builders

As your team grows, it can be hard to manage everyone. Now you can see them all in one place with their contact info, order dates, notes, missing steps, to-do's and more! It's completely customizable too.


Organize Your Business

Having a simple system in place helps to organize the chaos so you can focus on what you do best - serving your customers. With these tools, you will finally be able to rest easy knowing there's order.


Never Miss 
a Step

Each funnel comes pre-loaded with resources to make each step of your business funnel run smoothly including scripts, templates, and more. Now you don't have to worry that someone is being neglected.

Free Download

Snag these Trello Funnel Templates that will change your essential oil business! Drop your email below and you'll see them in your inbox soon!

What's Included?

Below are all the funnels (or "boards" as Trello calls them) that you will have access to. Amazing right?!
This board is designed to help you track and support all of your prospects. This is essentially your 100 names list! It includes many of the steps that help your prospects transition to customers.

You likely send a fair amount of packages with samples, prizes, team promos, and more.  This board is your new best friend. It automatically tracks packages for you so you can see the status of every package you've sent all at once. No more tracking individual packages!
This board helps you manage all of  your customers. It comes pre-loaded with all of the steps and resources that help you really nurture them including welcome email, continuing education, wellness consults, and more.
Have you ever been on a mentor call supporting one of your builders and you mentally took note of the things you discussed, only to forget them? That's where this board comes in. Now you'll have all those notes in one place so you can really step up your mentoring.
This funnel includes all of the steps in Allyse Sedivy's 30-60-90 Day Plan. Just move your builders along the funnel! With it all here, you don't have to worry about forgetting important steps that support your builder's growth.
Everyone has customers who have fallen off or need a little extra support. That is the purpose of this board. It is very similar to the customer funnel, but it has a few extra steps and scripts in the beginning to help you reactivate those customers that you haven't heard from in awhile.
With all the to-do's on your plate, it's impossible to keep it all straight. Now you don't have to! Just write it down here and nothing will be forgotten. Trello has a mobile app so you can really take this with you anywhere you go.
You likely have several builders who have paused or even stopped growing their business. Sometimes, they just need to know they have support to help them reach their goals. This funnel is similar to the builder funnel, but it includes a few more things to help you breathe life into your leaders.

See what others are saying...

"I cannot get over how incredible this is - you are an angel sent from heaven! This is exactly, EXACTLY what I’ve been needing and looking for. Thank you for putting all of this together. I’m still in disbelief that it’s free!"

Rebeka Ly, doTERRA Wellness Advocate