How to Run a Wellness Consult That Wins Long-Term Young Living Customers

If you want more customers who order every month like clockwork without you chasing them down before order date, the work that wins those customers looks a little different from what most Young Living Brand Partners are doing. 

We’re talking about the people who refer their friends, rebuild rank with you year after year, and stay part of your business over the long haul. The pretty newsletter, the cute graphics, the well-timed product launch all earn a moment of attention. They rarely earn the long-run.

What does is a different kind of conversation. A wellness consult is a thirty-minute call focused on your lead's wellness goals, and it’s work any Young Living Brand Partner can do. No clinical license required, no coaching certification, no special training. The rest of this post walks through exactly how to run one. You can start a $1 trial of GetOiling and have your wellness consult booking type set up by the end of the afternoon, or join us on an upcoming Weekly Work Session where we walk through real Brand Partner setups together.

Posts work. They’re not nothing. A good post can pull in a curious lead, and a curious lead does occasionally turn into a one-time order. The honest math, though, is that a post is built to catch someone who’s interested in that thing in that moment. Most of the people scrolling who would have bought from your post would have bought regardless of who they bought from. The post earns the moment. It rarely earns the year.

The customer who keeps ordering month after month, year after year, while she also refers her friend and rebuilds rank with you, comes from a conversation. A conversation where what she gets is a plan to solve something that actually matters to her. When Young Living becomes part of how she’s solving a real wellness goal, the product becomes integral to her life. When YL is something she remembers seeing in your feed last week, it’s a one-off that competes with every other one-off she scrolls past in a day.

The work it takes to bring a customer back month after month is more in the moment than the work to write another post. The customer who comes out of that work is the one who pays you back over the long haul.

A wellness consult is a thirty-minute conversation about somebody’s wellness goals. Two people, real questions, real listening, and a plan that fits her actual life.

The structure is straightforward. You ask her what she’s working toward in the next ninety days. You ask her what she’s already tried. You ask her how ready she is to actually commit to a plan to get there. You listen. Then you walk her through a plan you’ve already prepared based on what she told you when she booked, talk her through what living that plan looks like in her actual life, and offer her the products that support the routines you’ve laid out.

The compliance frame is straightforward too. A wellness consult points to general wellness principles like sleep, hydration, nutrition, daily routines, and movement. The kind any healthy adult can benefit from. You show her how a few well-chosen Young Living products fit into the routines that support those principles. There’s no diagnosis. No treatment claim. No promise of results. That keeps the conversation in your lane and makes it more useful to her than a clinical intake would be.

This is where most Brand Partners stop themselves. They hear “wellness consult” and assume it’s for people with letters after their names: RNs, naturopaths, certified health coaches, holistic practitioners, anyone with a credential that signals expertise. So they walk away from the entire idea and stay in the post-and-pray loop instead.

The credential assumption is wrong, and it’s wrong in a specific way worth naming. A Brand Partner’s wellness consult lives in the territory where you can confidently work without a license: thoughtful questions, careful listening, general wellness principles any healthy adult can benefit from, and the Young Living products that support the routines. Sleep, hydration, nutrition, movement, daily rhythms. Things every wellness-curious adult is trying to get right.

The actual requirements for a useful wellness conversation are surprisingly low. You can confidently say that most adults are dehydrated. You can confidently say that sleep matters. You can confidently ask somebody what her wellness goal is and listen to her answer. The whole conversation lives in the territory where curiosity, attention, and a little prep work get you most of the way there. The Brand Partners booking steady consults are working from this same toolkit. They figured out that the work is more about the conversation than the certification.

The first thing you need is a wellness consult that someone can actually book. Inside GetOiling, that’s a booking type. One configurable feature that holds the calendar availability, the page someone books from, the questions on the booking form, the confirmation she receives, and the reminders before the call. All in the same place.

Setting it up is straightforward. Make sure you have at least one calendar connected to your GetOiling account, then create a new booking type and name it something like “Wellness Consult.” Plain language that says exactly what someone is booking. Write a short description that promises what she’ll walk away with: a clear plan to solve her #1 wellness goal in the next ninety days. Choose how you’ll meet (Zoom, phone, or in-person) and pick the option that makes sense for your business and your audience.

The questions you put on the booking form are where the consult begins. Three questions cover what you need: what her #1 wellness goal is for the next ninety days, what she’s already tried to reach that goal, and on a scale of one to ten, how ready she is to commit to a plan to actually get there. Those answers come into your contact record the moment she books, which means you walk into prep already knowing what she’s working on, what hasn’t worked, and how ready she is to do the work this time.

Set reminders that match the meeting type. A day-before and an hour-before reminder for Zoom or phone calls. A day-before and several-hours-before reminder for in-person sessions. Skip the automated post-event follow-up message the booking type offers; you’ll be following up live during the call itself, with the next call already on the calendar by the time you hang up.

The difference between a consult that drifts and a consult that ends with a customer signed up is the prep you did before the call started. The good news is that the prep doesn’t have to take an hour. With a few minutes of AI work and a quick scan of supporting research, you can walk into a consult with a real plan that fits the goal she told you about.

Start by reviewing her booking-form answers on her contact record. Then drop those answers into an AI prompt that asks for a 90-day wellness plan structured around general wellness principles like sleep, hydration, nutrition, movement, and daily routines, with Young Living products woven in where they support the routines. Aim for at least 300pv of products in the plan, since it’s easier to remove products from a recommendation than to add them under pressure. The plan should come back as a simple AM routine and a simple PM routine with stackable habits she can build on over the ninety days, organized in a way that fits how she actually lives.

Compile your AI output, the supporting research, and your own thoughts into something you can use during the call. Your own notes, a short presentation, or a document you’ll share after. Update her contact card with anything you’ve learned. Build a Young Living wish list with the recommended products if wish lists are available in your market, so adding them to her cart on the call is one click. Note this month’s gifts with purchase and look for connections to the products in your plan. Pointing out a free product she’ll earn at this PV level is a nice moment of value during the conversation.

The full prompt, the one you can copy, paste, and fill in with the booking-form answers, is in the Wellness Consult Checklist linked at the bottom of this post.

When the call starts, open with the agenda. Tell her what’s about to happen: “We’ll talk through your goals, get clear on what’s standing in the way, and I’ll lay out a plan and recommendations to help you reach the goal you booked this call to work on.” Then ask: “Does that sound like a good plan for you?” Wait for her to say yes. The yes is small, but it shifts the call from “what is this” to “we’re doing this together.”

Walk her through the plan in habit-and-routine terms. “We’ll prioritize hydration and fiber to support metabolism.” “We’ll build in a healthy-cortisol-supporting evening routine.” Let the products come up in the context of the habits they support: the citrus blend that opens the morning in the diffuser, the prebiotic fiber that goes into her water before coffee, the lavender that closes the day. Talk about the routines, the habits, and the why behind each piece of the plan. Let her know that you’ll be there throughout the ninety days for support and adjustments. Then ask again: “Does that sound like a good plan for you?” Wait for the second yes.

When she says yes, have her open her Young Living account using your enrollment link. Walk her through populating the cart, using the wish list link if you built one, or going through the products one at a time in the order they appear in the plan. Show her the gifts with purchase she’ll earn at this PV level and how those products tie into the plan you’ve already laid out. Place the order together.

Two more steps before you hang up. First, BAMFAM: book a meeting from a meeting. Put the next check-in on both your calendars before the call ends. Brand Partners running consistent consults treat the next-call booking as non-negotiable, because the relationship that produces repeat orders deepens in the second, third, and fourth calls more than in the first. Second, add notes to her contact card in GetOiling. Capture what you talked about, what she ordered, and what to bring up next time. By the time she shows up for her first check-in, you’ll be able to pull up the card and pick up exactly where you left off.

All of this (the calendar, the booking page, the form, the confirmation, the reminders, the contact record, the notes, the AI prep) can technically be assembled from a stack of separate tools. Calendly for the calendar. Google Forms for the booking questions. Gmail for the confirmation. A separate scheduler for the reminders. A spreadsheet for who you owe a follow-up to. A Google Doc for the notes from each call. ChatGPT in another tab for the prep work. The data moves between them by hand.

The honest reason most Brand Partners don’t run consults consistently is the data wrangling between tools. Somewhere around the third or fourth consult, the spreadsheet stops getting updated, the follow-up email goes out a week late, and the whole effort collapses under its own overhead. Inside GetOiling, the wrangling is gone. The booking-form answers land on the contact record automatically. Your notes go on the same record. The reminders fire on schedule. AI Settings, the business brief you set up once, informs every recommendation you ask AI to draft, so it lands in your voice and matches the audience you set up. When she books her next check-in two weeks later, you pull up her card and see exactly where you left off without reconstructing anything.

The booking type and AI Settings are included on every GetOiling plan. No upgrade required. It’s a feature set you likely have access to right now and just haven’t turned on yet.

One system, one login, one bill, no gaps where data has to move from one place to another. The cumulative time you save between consults adds up over a quarter. Small saves on each call, real time across twenty.

On this week’s Weekly Work Session, we walked through the whole thing: the case for consults over product-promotion, the credential reframe, setting up the booking type in GetOiling, the AI prompt for prep, and the full call sequence including BAMFAM and contact-card notes. If you’ve been wondering whether wellness consults are for you, or if you’re sure they are and just want a structure to start from, the replay walks you through it.

The fastest way to run a wellness consult this week is to set up the booking type today. You can start a $1 trial of GetOiling and have your booking type, your booking form questions, and your reminders configured before lunch. If you’d rather see what this looks like before you build it yourself, join us live on an upcoming Weekly Work Session where we walk through real Brand Partner setups together.

The customer who keeps ordering, the one referring her friend and rebuilding rank with you next year, comes from a conversation. The kind that ends with a plan that fits her life and a sense that Young Living is part of how she’s getting where she wants to go. That’s the work. It pays you back.