Leads, customers, team members, coaching clients, vendor table sign-ups, freebie downloads—when your Young Living business is actually moving, you collect a lot of people. The problem is that most Brand Partners are trying to manage all of those relationships in too many places: notebooks, spreadsheets, Facebook messages, texts, random Google forms, and half-remembered conversations. It works fine until it doesn’t, and by then you’ve got people falling through cracks you can’t even see!
Maybe you’ve had a stack of names from a vendor event that never made it into your follow-up list. Maybe you have a gorgeous new ebook of diffuser recipes, but now you have to remember which spreadsheet those people landed in. Or maybe you’ve started offering coaching or oily-adjacent programs, and suddenly you’re juggling separate tools for intake, payment, and onboarding.
It’s a lot—and none of it feels like what you signed up for when you decided to share Young Living.
The good news is that this isn’t a personal failing or a sign that you’re “bad” at business. You don’t need more willpower or a better memory. You need a simple system that keeps track of all your people in one place and gives them a clear next step. That’s exactly what you can build with GetOiling using online forms and pages that quietly do the collecting and organizing for you.
Not using GetOiling yet? Start your $1 trial here and see how it feels to have one hub where leads, customers, team, and clients all land in the same place, ready for follow-up.
Want live help each week? Join the Weekly Work Session here to see real examples, get your questions answered, and work on your own system alongside other Brand Partners.
What happens when your leads, customers and team live in too many places
Every Brand Partner has a story about the one who got away. The woman from the vendor table who circled three topics on your clipboard and never heard from you. The friend who messaged you on Instagram about sleep support and is now buried under a hundred newer threads. The customer who mentioned wanting to dabble in the business but never got a clear next step. None of this happens because you don’t care; it happens because your people are scattered across too many tools and too many lists.
When you’re trying to grow a Young Living business, that scatter shows up in subtle ways. You sit down to “do follow-up” and spend half your time hunting through notifications instead of talking to actual humans. You hesitate to promote something new because you aren’t sure who already raised their hand. You feel guilty about the customers you haven’t checked in on, but there’s no easy way to tell who needs attention. It’s like running a front desk with no visitor log.
And the more successful you become, the more painful that gap feels. Leaders aren’t dealing with fewer people; they’re dealing with more—team members who need support, prospects who are considering the business, clients enrolling in paid programs, and customers across multiple markets. Without a central place to catch and organize all of those relationships, even the most ambitious Brand Partner ends up stuck in reaction mode, trying to remember who’s who instead of actually serving them.
A simple way to keep all your people straight
What you really need isn’t another notebook or a prettier spreadsheet. You need a system built for what you actually do as a Brand Partner. That system doesn’t have to be complicated. At its core, it has three jobs: capture interest when someone raises their hand, store what you know about them in one hub, and give you a doable way to follow up.
For leads, that might look like a simple online page where they can sign up to learn more about oils, request a sample, or register for your next class. For customers, it might be a quick check-in form they can submit before you hop on a wellness consult, or a short “how are things going?” page you share ahead of a seasonal promo. For team, it might be an interest or application form that helps you see who’s ready to build and what kind of support they need. For coaching clients or oily-adjacent offers, it might be an intake page that gathers their goals, concerns, and preferences before they ever get on your calendar.
When these touchpoints are scattered between random tools, you’re constantly exporting, importing, copying, and pasting. When they live inside a system like GetOiling, those same sign-ups, check-ins, and applications show up in one place and can be tagged, sorted, and followed up with in a way that makes sense. The magic isn’t in the form itself; it’s in what happens after someone clicks submit.
Online forms that catch everyone—from vendor tables to paid programs
Let’s talk about what these forms actually look like in real life, because they’re not just for brand-new leads asking about starter kits. Imagine you’re at a vendor event or market. Instead of a clipboard and a pen that mysteriously disappears, you have a small sign with a QR code that points to your vendor event sign-up page. People type their name, email, and what they’re curious about. Later, you aren’t squinting at handwriting; you open your GetOiling contact list and everyone from that event is right there, ready for a thoughtful follow-up email or text.
Now picture your classes and workshops. Rather than chasing RSVPs in a Facebook event and then guessing who actually wants more information, you use an online sign-up form for your essential oils class. People register on your page, choose the date that works best, and can even tell you what they’re hoping to learn. After the class, you can quickly send a replay, resources, and a clear next step to everyone who attended—and yes, you can send something different to those who registered but didn’t show.
Forms become even more powerful when you’re running ongoing customer care or paid programs. A simple customer check-in form before a big promo or a seasonal shift helps you spot who’s using their oils, who’s stuck, and who might be ready for something new. A client intake form for wellness coaching lets you gather history, goals, and boundaries before the first session, so you’re not spending half your call asking basic questions. And a team interest or application form helps you separate the curious from the committed, so you can focus your mentoring energy where it counts most.
How GetOiling page forms pull all of your people into one hub
Inside GetOiling, all of those online sign-up and intake pages we just talked about live as page forms. That’s the name for the simple pages where people can raise their hand and tell you what they want. The important part is not the terminology, it’s what happens behind the scenes when someone fills one out: they don’t just disappear into your inbox. They land in your contact manager, already connected to the rest of your system.
When someone fills out a vendor event sign-up page, they become or update a contact in your GetOiling account. You can automatically tag them based on the event and their interests, add them to a follow-up email campaign, or even send a quick thank-you text. When someone registers for a class, the form can capture their details, tag them with the topic, and send confirmation information without you having to copy and paste a thing. When a customer submits a check-in form, their answers are saved on their contact record, so you can look back at what they shared before you reach out.
For coaching clients or paid programs, page forms can handle intake and onboarding without you needing three separate tools. A prospect fills out your interest form, confirms they’re ready, and after payment, a short onboarding page gathers any remaining details and sets expectations. All of that information stays tied to that client’s contact record, so you can see their journey at a glance. Instead of piecing together a story from text messages and random forms, you’ve got one hub showing you who’s in your world and what they need next.
Ready to try that in your own business? Start your $1 GetOiling trial and create one page form that catches people you’re already meeting—at events, in classes, or through your online content.
Real examples from Brand Partners who use forms to grow
It’s one thing to talk about forms in theory; it’s another to see how they quietly reshape a real Young Living business. One Brand Partner who regularly hosts make-and-take workshops used to pass around sign-up sheets and hope she could decipher them later. Once she moved to a single class registration page, she could see at a glance who had registered, who needed a reminder, and who opened the follow-up email with kit options. Over time, she built a library of class topics and used tags to see which subjects were pulling in the most interest.
Another leader running a growing team was tired of guessing who was actually serious about building. She created a simple team interest and application form where prospects could share why they were interested, how much time they had, and what kind of support they were looking for. Instead of repeating the same questions in endless messenger threads, she could read their responses in GetOiling, schedule the right kind of call, and point them to resources that matched their goals. Builders felt seen and supported, and she finally had a way to prioritize follow-up without playing favorites or burning herself out.
Then there are the BPs who’ve added coaching, consulting, or wellness programs alongside their Young Living business. One created a four-week gut health intensive and used a combination of a landing page, intake form, and simple onboarding sequence inside GetOiling. People registered and paid, then immediately filled out their intake form. By the time the first session rolled around, she had everyone’s history, goals, and boundaries in one place. No chasing missing forms, no separate spreadsheet, no guessing. The same system that organized her oil customers was now supporting a paid program.
Watch the full training replay
If you’re a visual learner, it helps to see all of this in action inside a real GetOiling account. In this Weekly Work Session replay, we walk through page forms step by step: how they look to your leads, customers, team, and clients, how submissions show up on contact records, and how you can connect those forms to tags, campaigns, and simple automations. You’ll see examples that range from vendor event sign-ups and class registrations to customer check-ins and client intake pages.
Start simple and keep using it
The real power of a system isn’t in how fancy it looks; it’s in how consistently you use it. You don’t need twelve forms and a massive automation map to benefit from GetOiling page forms. You need one clear place where people can raise their hand and one habit of checking in on who’s there. When you know where your leads, customers, team, and clients are showing up, it becomes much easier to decide what to send, who to invite, and where to focus your energy.
A good place to start is to choose one spot where people are already raising their hand. Maybe it’s your next vendor event, your monthly Zoom class, your customer newsletter, or the front end of a coaching offer you’ve been talking about for months. Build a single page form around that moment, share the link or QR code consistently, and then watch what changes when everyone from that one place lands in your hub automatically. Once you feel the difference, you can add more forms and flows as your business grows.
Want to give it a try? Start your $1 GetOiling trial and set up one page form that brings all of those scattered names into a single, organized list.
Want to join us live next week? Save your seat for the Weekly Work Session here and bring your ideas, questions, and messy lists. We’ll work through them together so you can leave with a simple system to keep track of all your people.
