Business planning for Young Living Brand Partners: turn big goals into a simple action plan

Most Brand Partners don’t need a bigger vision. You already have one. What you usually need is a plan that fits real life—school drop-offs, work schedules, caring for people, and the fact that your business is being built in the cracks of your week.

That’s what this week’s Weekly Work Session is about: taking the big “I want to…” goals in your head and turning them into a simple action plan you can actually follow. Whether you’re building only with Young Living or you also offer things like classes, coaching, or wellness services alongside your YL business, the process is the same: pick the right outcomes, map the projects that create them, and stop letting random to-dos run your year.

Not using GetOiling yet? Start your $1 trial today and get the tools to plan, publish, follow up, and keep your business moving in one place.

Want live help each week? Join the Weekly Work Session here for practical strategy, examples, and real-time Q&A—live on Thursdays or by replay.

When “setting goals” turns into a pile of unfinished projects

There’s a pattern I see every January: Brand Partners set goals that sound good, feel inspiring, and make total sense—until real life shows up. Then the goals quietly turn into a list of half-started projects, scattered sticky notes, and a phone full of reminders that feel like nagging.

It’s not because you lack discipline. It’s because the goals were never translated into a plan that fits your actual capacity. And when your plan doesn’t fit, it doesn’t matter how motivated you are. You’ll default to whatever feels urgent in the moment—or whatever someone else is doing that looks shiny.

This training is designed to help you tighten that gap: go from vague outcomes to clear projects, and from clear projects to a short list of next steps you can take right now—with enough structure to stay consistent, and enough flexibility to stay human.

What “success” looks like for a Young Living Brand Partner

One of the biggest mistakes we make in network marketing is borrowing someone else’s definition of success. Maybe it’s rank. Maybe it’s a monthly PV number. Maybe it’s “going viral.” Maybe it’s running nonstop because you think that’s what “serious” looks like.

But your business is supposed to support your life—not replace it. Success might mean a few loyal customers who reorder like clockwork. It might mean a small team that’s stable and supported. It might mean building an email list so you’re not living and dying by the algorithm. It might mean setting up one really solid funnel so new leads can get to know you without you having to do a full presentation on a Tuesday night.

If you also offer services (coaching, mentorship, wellness consults, paid classes, a practice, or digital products), success might include a steady client load, predictable bookings, or launching something once and selling it again and again. The point isn’t to do all of it. The point is to define what you’re building and what you’re willing to trade for it.

When you’re clear on the kind of year you want, planning becomes easier. You stop trying to “do more” and start choosing what matters.

Goals, projects, tasks: the simple clarification that changes everything

If goal-setting has ever felt like a weird mix of inspiring and confusing, this is usually the missing piece: you’re mixing up outcomes, projects, and tasks.

Goals are outcomes. They are measurable results tied to a success metric in your business. For a Young Living Brand Partner, that might look like income, enrollments, retention, consistent orders, class attendance, or list growth. For a BP with an additional offer, it might also include client enrollments, paid bookings, or course sales.

Projects are the big “chunks” of work that create the outcome. Think: building a lead magnet funnel, setting up a class series, creating a customer onboarding pathway, hosting a monthly event, or writing the core emails you wish you already had.

Tasks are the individual to-dos that belong to a project. One email. One graphic. One follow-up. One page edit. One conversation. Tasks are what you do this week, but they only feel satisfying when you know what they’re building toward.

Once you separate these three, your planning becomes less emotional and more logical. You can see why you feel scattered (too many projects). You can see why you feel busy but not productive (tasks not connected to outcomes). And you can see exactly what to do next (one project at a time, with a short list of tasks).

The planning retreat that actually moves the needle

One of the simplest moves you can make at the start of the year is to schedule a mini business planning retreat. Not a Pinterest-perfect weekend away. Just intentional time where you can think clearly, without being pulled into the day-to-day of your house, your texts, or your inbox.

When you give yourself one or two focused days, you can do the kind of work that changes the entire direction of your year: review your numbers, decide what you’re actually selling, plan your projects, and map out your seasons before they happen. That’s how you stop scrambling.

In the training, we walk through what to look at and how to use what you find. The goal isn’t to create a 40-page business plan. The goal is to get honest about what’s working, keep what’s working, and stop throwing energy at things that don’t move your business forward.

Use last year’s data instead of starting from scratch

If you’ve ever felt pressure to reinvent everything in January, this is your permission slip to do the opposite. Your past year contains clues. Even if it felt messy. Even if you were inconsistent. Even if you had a hard season.

Here are the kinds of questions that help you plan with clarity:

  • What did you actually sell? Not what you planned to sell—what were your sales figures?
  • What were your strongest months? Was there a season where you naturally showed up more, taught more, or had better engagement?
  • Where did your best customers or team conversations come from? A class? A vendor event? A single post that sparked real DMs? An email?
  • What felt easiest to deliver? Not “easy” like effortless—easy like aligned, sustainable, and something you can repeat.

This isn’t about obsessing over numbers. It’s about using your own evidence so you can plan a year that builds on reality, not a fantasy version of your schedule.

How to avoid shiny object season

Let’s be real: the start of the year is prime time for shiny objects. New programs. New platforms. New “this will fix everything” offers. And while new tools can be helpful, they can also become the perfect distraction from the work that actually creates results.

Before you create something new, the better question is usually: why isn’t the thing you already have converting? Do you need to clarify the message? Improve the follow-up? Make the offer easier to say yes to? Run it long enough for it to actually work?

In your Young Living business, that might look like improving your customer onboarding so people reorder. Or creating a simple monthly class rhythm you can repeat. Or finally getting your email list set up so you’re not starting over with every new lead.

If you offer services too, it might look like tightening your booking process, improving how you present your offer, or making your signature program easier to understand. The point is: optimize before you overhaul.

Make your plan match your capacity

A plan that ignores your capacity will always turn into guilt. That’s not a personality flaw—it’s a planning flaw.

Capacity includes time, energy, attention, and support. It includes your season of life. It includes whether you’re doing this full-time or in pockets between everything else. And it includes how many “projects” you can realistically manage at once without dropping the ball.

This is where a simple system beats a complicated one. If you can build a few repeatable rhythms, your goals happen naturally because you’re consistently doing the work that produces them. You don’t need to chase motivation; you need a structure that works on your normal days, not just your best days.

In the training, we talk about choosing projects that connect directly to outcomes. If a project isn’t tied to a clear goal, it’s probably not the right thing to prioritize right now. That doesn’t mean it’s a bad idea. It just means it doesn’t belong in this season.

“Enough” is a business strategy

There’s a quiet power in deciding what “enough” looks like for you. Enough income. Enough time off. Enough margin. Enough customers to serve well. Enough growth to feel proud without feeling frantic.

When you define “enough,” you stop being pulled by other people’s pace. You can set goals that are ambitious and still aligned. You can grow your Young Living business in a way that doesn’t require you to perform online all day long. You can show up consistently, serve your people, and still have a life.

If you’ve been stuck in the cycle of setting massive goals and then feeling discouraged, this shift changes everything: set goals that fit your capacity, then choose projects that make them inevitable.

Three moves you can make right now

You don’t need to wait until you have a perfect plan to take action. Here are three simple moves that create momentum quickly, even if you’re still refining your bigger goals:

  • Choose one primary outcome for the next 90 days. Just one. More customers. More enrollments. More list growth. More consistent reorders. More paid bookings. Pick the one that would make everything else feel easier.
  • Pick one project that supports that outcome. A monthly class rhythm. A lead magnet funnel. A customer onboarding sequence. A booking page and follow-up flow. One project, not ten.
  • Decide your weekly “non-negotiable” actions. Two follow-up blocks. One content block. One class invite push. One nurture email. Keep it simple enough that you’ll actually do it.

These aren’t complicated. They’re just the kind of choices most people skip because they’re trying to plan for the entire year all at once. Start with the next 90 days, and let the year build from there.

Where GetOiling fits into the planning conversation

Planning is only helpful if it turns into execution. That’s the piece that trips up a lot of Brand Partners: you can know what you want to do, but if your tools are scattered, you lose momentum fast.

GetOiling was built to support the real moving parts of a Young Living business: keeping track of relationships, following up, publishing content, hosting resources, booking calls, and communicating consistently. If you’re building with YL only, you can use it to keep your customer education and follow-up organized. If you also offer services, it can support your offers, bookings, and delivery in the same system.

The best part is that your action plan doesn’t have to live in five places. When your goals and your tools are connected, it’s easier to stay consistent—because your next step is always obvious.

Watch the full training replay

If you want to map your year in a way that feels clear and doable, watch the full replay below. You’ll see how to translate big goals into outcomes, how to identify the projects that actually move your business forward, and how to choose next steps that fit your real life.


Get access to the live cohorts, workshops and more mentioned in this video here

Start the year with a plan you’ll actually use

You don’t need a complicated strategy to have a strong year. You need clarity, a few well-chosen projects, and a simple rhythm you can repeat. When you plan based on what you know works, stay focused on the outcomes that matter, and protect your capacity, your business becomes steadier—and your results follow.

Want to put this into action inside one system? Start your $1 trial today and build your plan, your content, and your follow-up flow in GetOiling.

Want to join us live next week? Save your seat here and get the replay delivered to your inbox every Thursday.


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