Do you have an essential oil business and need a way to stay organized? Keeping your business-related documents organized can help you push forward in your business-building adventures. This binder can help you keep the documents you need together and accessible for when you go to business meetings, mentor business builders in your downline, and keep track of information that you can use when filing your taxes.
To create an essential oil business binder, we suggest getting a 3-ring binder and including the below sections and pages. We have designed a few different files that you are welcome to print off and include in your binder. Here are the sections we have included:
My Business Goals Page
If you really want to make your business into something that will provide an income, you need to set some goals to help you stay focused as you build your business. This page provides space for you to set 3 goals and list the steps you need to take in order to accomplish them. If you have more goals than this, try to narrow them down to your top 3 goals so you don’t get overwhelmed. As you accomplish these goals, make new goals so you can continue pressing forward. This page should be placed somewhere that you will see it often to help you remember where to focus your energy. For general help making goals, click here.
Essential Oil Business Planner
This section includes a 2016 calendar, a monthly calendar, and a weekly goal-setting page. The 2016 calendar gives you a general view of the year. The monthly calendar is not specific to a month, so you can print off as many pages as you want and fill in that information. Another way this calendar can be used is to laminate it and write on it with a fine-tip dry erase marker. The weekly goals page can also be laminated and be used to help you plan out your week and assign smaller goals (or the steps to the larger goals) to your week.
Essential Oil Business Contacts
This section includes a contact information page that can help you keep track of the contact information of your upline, downline, AromaTools™, or other business contact information. We also suggest getting business card–size sleeve protectors to help you store your own business cards and those you receive from others.
The other page in this section, called My Business Builders Info, will help you keep track of the people in your downline that also want to build an essential oil business. This page will be useful in keeping track of information that you can use to help mentor them. One of the best ways to build a good downline is to teach and mentor those who are also interested in building a business; so use this page to take notes about them and their goals so you can follow up each time you do a mentoring session.
Essential Oil Business Samples
The best way to get someone to buy essential oils is to offer a sample that they can try. People often fall in love with the essential oils and the benefits they receive when using the oils. Giving a person the chance to simply try out the oils before making a purchase will increase the likelihood of making a sale or signing someone up under you. An important thing to keep in mind is that some people just like free stuff and have no intention of purchasing, so we suggest you don’t give out more than 3 samples per contact. The Sample Tracker page helps you keep track of who you have given a sample to so you can follow up with them at a later date and see how the oils worked for them. Following up on the people you gave samples to will help make sure your samples aren’t going to waste and that you are getting a return on your investment.
The Essential Oil Sample Inventory Page is useful if you make a number of samples ahead of time, so you can keep track of the oils you are giving out in samples. This can be useful information for a number of reasons such as:
- knowing what oils are the most popular,
- helping you keep popular samples in stock,
- and analyzing your costs for samples.
The Essential Oil Business Inventory pages can also help you keep track of the oils or other products that you are using solely for business purposes. There is also a Wishlist page where you can write down oils or accessories that you want to get when you place your next order. On the Wishlist page, you can include a note about where to buy the item, how many you want, or who you are buying it for.
Essential Oil Business Tracking Sheets
Included in this section are a number of tracking sheets that may help when filing taxes. These tracking sheets are the following:
- Expense Tracker
- Income Tracker
- Mileage Tracker
If you are reporting your essential oil business with your taxes, it is useful to keep track of your income and expenses so you know exactly what to report. If you travel a lot for your business, you can keep track of your mileage to report as a business expense.
Essential Oil Business Information
This section is a great place to include any business information, such as how your specific essential oil company compensates or the benefits they provide. Anything with the marketing icon on aromatools.com can be used to help promote your essential oil business.
The following are some of our most popular products that would be great to include with your binder:
- 1155 – Modern Essentials™ Living
- 1151F – “Modern Essentials™: Essential Oils and Blends Quick Usage” Binder Chart
- 1151E.25 – “Modern Essentials™: Essential Oils and Blends Quick Usage Chart”
- 1151D – “Modern Essentials™: An Introduction to Essential Oils” Tear Pad
- 1155B.25 – “Modern Essentials™ Living: Cooking with Essential Oils” Handout
- 1151G – “Modern Essentials™: Essential Oil System and Function Support” Reference Chart
- 8873 – “Enrolling Leaders Who Enroll: The One Thing That Creates Amazing Results” Booklet by Kelly King Anderson with Quinn Curtis
- 3746 – “dōTERRA® Wellness Advocate Agreement” Tear Pad
- 3747 – “dōTERRA® Membership Kit Options” Tear Pad
- 1223Chart – “My Fast Track Planner” Chart
- 3789 – “My Names List” Tear Pad
Essential Oil Business Notes
This lined page helps you keep your notes in one place. We suggest printing this page double sided and including a few in your binder. If you tend to write a lot of notes, you can include a notebook instead. Use this section when you attend classes and gather information or when you are being mentored by your upline members.
Files Available for Download
We have created 4 different designs and some simple refill pages if you wish to save printer ink for the files that you tend to print multiple copies of.
- Essential Oil Business Binder – Colored Blue and Green Chevron Background
- Essential Oil Business Binder – Colored Blue and White Horizontal Stripes Background
- Essential Oil Business Binder – Black and White Lines and Dots Background
- Essential Oil Business Binder – Black and White Slanted Stripes Background
- Essential Oil Business Binder – Black and White Refill Pages
We hope you are able to utilize some of our ideas to help you get your essential oil business organized this year!
Don’t have an essential oil business? Check out our Essential Oil Notebook for staying organized with your personal essential oil use.