Remember those goals you set back in January?
You may have scribbled them into a shiny new notebook, fuelled by enthusiasm and dreams of success during the year ahead. But now it’s June and if you haven’t looked at them since, you’re not alone.
The reality is: life and business don’t always go to plan. Offers evolve, clients surprise us, and priorities shift.
The smartest business owners aren’t the ones who blindly stick to a plan that no longer fits. They’re the ones who pause, reflect, and adjust their course with intention.
So if your 2025 marketing efforts feel scattered… or your sales pipeline isn’t where you’d like it to be… now’s the perfect time to reset.
Why a Mid-Year Review Matters
The first half of the year often disappears in a blur of doing: serving clients, juggling admin and squeezing in a bit of marketing when you remember.
But without regular check-ins, it’s easy to drift off course, especially if:
- You set your goals before the year really kicked off
- You’ve changed your offer, prices, or positioning
- You’re busy marketing, but it’s not generating enquiries and sales
- You’re unsure what’s working (or what’s a waste of time)
A mid-year strategy review gives you a chance to stop, zoom out, and think like the CEO again, so the second half of 2025 looks and feels more aligned and productive.
How to Conduct a Mid-Year Review
Block out some time (on your own or with your team if you have one) and walk through these steps. Don’t overthink it. Just give yourself honest answers and a fresh perspective.
1. Review & Reflect
Revisit the goals you set in January.
- What were your top 3 goals for the year?
- What progress have you made so far?
- What’s stalled, or gone off track, and why?
- What marketing have you done, and what results has it delivered?
Look at your data, don’t just rely on your memory. That might include revenue, web traffic, leads, email open rates, or sales calls booked. Real metrics cut through the ‘I think it’s going OK’ fog.
2. Re-evaluate & Refocus
Next, step back and ask:
- Are your goals still relevant?
- Do your offers still meet your audience’s needs?
- Are you speaking to the right people, in the right places?
Now think:
- What do I want to celebrate in December?
- What absolutely needs to happen between now and then to make that possible?
This isn’t about scrapping everything. It’s about course correction.
3. Plan & Prioritise
Now it’s time to look ahead.
- What does your marketing need to deliver in the next 6 months?
- How many clients, bookings, or product sales do you need to hit your targets?
- What’s missing in your strategy?
- What needs to stop, be simplified, or delegated?
If you haven’t yet created a clear marketing plan don’t panic. But do take action. There’s still plenty of time to finish the year strong.
👉 Want help mapping this out? My Marketing Strategy Session is a good place to start.
How Do You Know If Your Marketing Is Working?
Set Up a Weekly Business Scorecard
Once you’ve updated your strategy, don’t leave success to chance.
Create a simple business dashboard or scorecard where you track your key performance metrics weekly, not just monthly or quarterly.
All you need is an Excel or Google Sheet and 6–8 KPIs max, such as:
- New enquiries
- Sales calls booked
- Proposals or quotes sent
- New clients signed
- Revenue generated
- Website traffic or email sign-ups
Tracking these every week gives you an early warning system. You’ll spot what’s off and can fix it, before it becomes a problem.
For example:
- Leads are low? Review your visibility or ramp up outreach.
- Conversions are poor? Look at your sales messaging or client fit.
- Revenue’s dipping? Check if pricing, packaging, or positioning needs adjusting.
Small course corrections now can have a huge impact by December. A 1-degree shift each week adds up to a completely different outcome in six months’ time.
Not on Track? You’re Not Failing. You’re Just Ready for a Reset.
A mid-year reset doesn’t mean rewriting the whole plan. It means refining it with the knowledge you’ve gained, so you’re not just reacting to problems but making intentional, strategic decisions.
And if you’re sitting there thinking ‘This sounds great… but where do I start?’ you’re not alone.
Helping small business owners make sense of their strategy, scorecards and sales activity is what I do every week. If you’d rather not untangle it all on your own, you know where I am.