dōTERRA Pro dashboard

Native Mobile App · Wellness Advocate Business Platform

dōTERRA Pro

Build, manage and grow your dōTERRA business — right from your phone

Overview

The official mobile app for dōTERRA Wellness Advocates — a native iOS and Android platform pairing an AI business coach, actionable insights, and team management tools into a single daily-use experience.

As Lead UX UI designer for WQA, I developed the design system from scratch in Figma, integrated Claude for the Pro Advisor skill set, and architected user journeys across native mobile apps and the web marketing journey. The product solves the dōTERRA advocate's central challenge — time management and business growth — by turning scattered back-office data into clear, coachable next steps that fit between the demands of a busy day.

Role

Lead UX/UI Designer (via WQA)

Platform

iOS · Android · Web

Client

dōTERRA International

Tools

Figma, FigJam, Claude, Lottie

Team

PM, 4 Engineers, AI Lead, Content Strategist, Designer

Impact

3

Localised App Store Launches

4

Core Modules Shipped

100+

Design System Components

5.0★

App Store Rating at Launch

01 — Discovery & Problem Space

Advocates had the data — but no time and no coach to act on it

The product is built on the belief that a well-designed mobile application can help an advocate reach their goals. But early research surfaced three blockers that no amount of raw data could fix.

Time-poor advocates

Most Wellness Advocates run their dōTERRA business alongside full-time work and family life. Desktop back-office tools assumed dedicated, seated time — a luxury few advocates had.

Data without direction

Personal Volume, Power of 3, and Rank progress existed in the back office, but as numbers without context. Advocates could see where they were, but never what to do next.

No coaching layer

New and growing advocates lacked a consistent, on-demand source of guidance. Upline support was inconsistent across time zones and experience levels — leaving the 'what now?' question unanswered.

02 — Hi-Fidelity Concepts

A calm, iOS-native dashboard built around the advocate's morning

The home view opens with a personal greeting and surfaces the single most useful thing an advocate can do today — before any metric, rank, or chart.

dōTERRA Pro hi-fidelity dashboard concepts

03 — Pro Advisor · AI Coach

Your business coach, on call — day or night

Pro Advisor is the AI coaching layer at the heart of dōTERRA Pro. Integrated with Claude, it turns an advocate's own activity data into practical, conversational next steps — ask a business question and get one clear action, not a dashboard to interpret.

Claude-powered conversational coach grounded in the advocate's live data

Plain-language questions → single recommended next action

Contextual prompts: rank progress, Power of 3 boost, sales patterns

Personalised insights, recommendations, and support in one thread

dōTERRA Pro Advisor with floating conversation prompts

04 — Product Strategy

Designing for the moment between everything else

dōTERRA Pro product strategy — problem statement and design rationale

The problem we set out to solve

The product is set on solving the dōTERRA advocate's challenge of time management and business growth — giving them the one action that matters most, surfaced in the gaps of a busy day.

Why mobile-first, why now

This platform is built on the belief that a well-designed mobile application can help an advocate reach their goals — by meeting them where they already are, with coaching that fits into minutes rather than hours.

05 — Actionable Insights & Pro Dashboard

Observations that highlight opportunities before you go looking

Pro Dashboard

Personal Volume, rank progress, and Power of 3 in one clear view — replacing the multi-page back-office drill-down with a single glanceable surface.

Actionable Insights

Intelligent observations that surface opportunities before the advocate goes looking — 'Take 10 minutes today and write down three names of people you trust'.

This Week's Tasks

Insights convert into discrete, time-boxed tasks with deadlines and context — closing the loop between observation, action, and completion.

dōTERRA Pro Power of 3, Rank Tracker and Team screens in Figma

06 — Power of 3 & My Team

Team growth, made visible and coachable

The Power of 3, Rank Tracker, and Boost modules translate abstract comp-plan mechanics into clear progress visuals — so advocates and their team leads can see exactly who is one action away from the next tier.

Power of 3 level tracker — $50, $250, $1,250 tiers at a glance

Per-member progress: PV earned, PV needed, days overdue, suggested actions

Team view with member portraits, LRP status, and Boost countdowns

Quick-contact actions — call, text, email — from every member card

07 — App Store Assets & Localisation

One design system, three languages, two stores

A specifications-driven Figma pipeline produced App Store and Google Play assets across English, Spanish, French, and Simplified Chinese — with layouts engineered to hold across copy length.

dōTERRA Pro App Store asset specifications in Figma
dōTERRA Pro localised App Store assets griddōTERRA Pro Apple App Store listing
dōTERRA Pro Google Play Store listing

08 — Web Marketing Journey

A web presence that mirrors the app's promise

The marketing site extends the same design language beyond the app — introducing Pro Advisor, the Pro Dashboard, Insights, My Team, and My Tasks to advocates before they ever download.

dōTERRA Pro marketing site hero and feature grid

Summary

Overview

The official native mobile app for dōTERRA Wellness Advocates — pairing an AI business coach, actionable insights, and team management into a single daily-use experience across iOS, Android, and web.

Challenge

Advocates were time-poor, surrounded by back-office data with no direction, and had no consistent on-demand coaching layer to tell them what to do next.

Solution

Built a design system from scratch in Figma, integrated Claude as the Pro Advisor coaching layer, and architected the Pro Dashboard, Actionable Insights, My Team, and My Tasks journeys across native mobile and web.

Key Results

4 core modules shipped
4
3 localised App Store launches
3
100+ design system components
100
5.0★ launch rating
5.0

09 — User Testing

Validating with Wellness Advocates, team leads, and new builders

Testing spanned three advocate segments — established builders managing active teams, new advocates in their first 90 days, and team leads overseeing downline performance. Sessions ran across the US, UK, and Japan to validate the conversational coaching model and the Power of 3 visual language across cultures.

Conversational coaching validation

Twelve advocates were asked to complete a business task using only Pro Advisor — no dashboard, no back office. We measured whether a single recommended next step was sufficient to move them to action, and whether Claude's tone landed as coachable rather than prescriptive across experience levels.

Maze unmoderated flow testing

The Dashboard, Insights, and My Team flows were deployed via Maze to 30 participants across three markets. Click-path analysis revealed that the Power of 3 tracker was initially misread as a rank indicator — leading to a redesign that separated tier progress from rank tracking into distinct, labelled modules.

Localisation review with native speakers

Spanish, French, and Simplified Chinese advocates reviewed the App Store assets and in-app copy for the Pro Advisor tone. Conversational coaching language required the most careful adaptation — direct question structures in English read as abrupt in Japanese and were softened without losing the actionable clarity.

Key Outcomes

5.0★

App Store rating at launch across all three localised releases

1 action

design principle — every screen surfaces a single clear next step, not a dashboard to interpret

Power of 3

tracker redesign separated from rank after Maze testing revealed consistent misreading

3 langs

localised with native-speaker review — tone adapted without losing actionable clarity

100+

design system components shipped, documented and reused across iOS, Android, and web

Methodology

Participants recruited across established builders, new advocates, and team leadsConversational coaching validated by asking advocates to act on Pro Advisor aloneMaze used for unmoderated testing of high-frequency dashboard and team flowsLocalisation reviewed by native-speaker advocates, not translation vendorsSessions run across US, UK, and Japan to validate cross-cultural coaching tonePower of 3 visual language tested separately from rank to avoid conflationTwo full prototype rounds completed before native engineering handoff

Design System

A calm, iOS-native system built in Figma from scratch

The system pairs dōTERRA's deep botanical purple with a confident, actionable blue — unified into a light, card-based, high-radius aesthetic designed for calm daily use and clear next-step prominence.

Colour Palette

Action Blue

#0056B3

Primary CTAs, Pro Advisor cards, active nav states, links

Botanical Purple

#4A2E7D

Brand gradients, hero washes, secondary accent moments

Lavender Wash

#8A73B5

Header floral motifs, soft hero backgrounds, onboarding

Surface Light

#F9F9FB

Primary app background, calm card surfaces

Card Grey

#F0F2F5

Secondary cards, insight chips, input fills

Ink

#121212

Headings, body text, metric values

Signal Red

#D93025

Notification badges, overdue task states, alert accents

Success Teal

#0FA98B

Progress bars, completed task states, Boost countdowns

Core Components

01

Insight Card

Full-bleed actionable insight card — icon, label (Pro Advisor / Po3 Insight), the single recommended action, and a time-boxed footer ('10 minutes'). The hero of the daily dashboard.

02

Pro Advisor Thread

Conversational coaching bubble with sparkle icon, advocate question, and Claude's recommended next step. Supports contextual prompt chips that preload common business questions.

03

Power of 3 Tracker

Horizontal tier selector ($50 / $250 / $1,250) with per-member progress bar — PV earned vs PV needed, days overdue, and suggested actions inline on each card.

04

Pro Dashboard Tile

Compact stat tile for PV, OV, and Reward PV — with rank progress and Power of 3 status surfaced in one glanceable header row on the advocate dashboard.

05

Team Member Card

Per-member card with portrait, level badge, progress %, recent activity, and quick-contact actions (call, text, email) — designed for team leads managing downlines in moments.

06

Bottom Nav

Four-tab navigation — Dash, Insights (with red count badge), To Do, Team — with the active tab in Action Blue. Consistent across every screen of the native app.

Figma Foundations — Tokens & Component Library

The Foster DS — Base UI library holds 626 variables across colour, dimension, spacing, opacity, font, border, size and breakpoints collections, with theme modes for pure, ecommerce, leader-tools and elevated contexts. Rawline is the system typeface, scaled across six weights from Display 2XL to Text XS.

Foster DS — color / base variable collection in FigmaFoster DS — color / base / gray scale variables in Figma
Foster DS — breakpoints variable collection in FigmaFoster DS — Rawline typography scale specification in Figma
Foster DS — button component variants library in Figma

"dōTERRA Pro gave our advocates something we'd been trying to deliver for years — a coach in their pocket. The Pro Advisor doesn't replace the upline; it gives every advocate, anywhere, a clear next step the moment they need one."

Karen Whitfield

Director of Advocate Experience, dōTERRA International