How to Do a Mid-Year Marketing Checkup (Without Losing Your Mind)

June 10, 2025 CONRIC PR

Halfway through the year already? Don’t panic. This is actually the perfect time to pause, reflect, and refine your marketing strategy—before Q4 sneaks up and the holiday hustle hits.

A mid-year marketing checkup doesn’t have to be complicated or time-consuming. It just needs to be focused. Here’s a simple framework to evaluate what’s working, what’s not, and how to move forward with clarity and confidence.  If you need a little help, CONRIC pr+marketing is happy to help!

✅ Step 1: Revisit Your Goals

Let’s start with the basics:

  • What were your marketing goals at the start of the year? 
  • Are you on track to hit them? 
  • Have those goals changed? 

Maybe you wanted to grow your email list by 20%, launch a new service, or boost web traffic. Now’s the time to get honest about progress—and adjust course if needed. If your business has evolved, your goals probably need to evolve too.

📊 Step 2: Review Your Data (Yes, the Real Numbers)

This is where emotion takes a back seat and performance speaks for itself. Look at:

  • Website traffic: Is it growing? Where’s it coming from? 
  • Lead generation: Are the leads high quality? Are they converting? 
  • Email marketing: What’s your open and click-through rate? 
  • Social media: What’s actually getting engagement (not just vanity metrics)? 
  • Paid ads: How’s your ROAS? Are you spending smart? 

Don’t just look at the numbers—ask what they’re telling you. A drop in email engagement? Maybe your messaging needs work. A high bounce rate? Could be time for a web refresh.

🔍 Step 3: Audit Your Messaging & Creative

Your brand evolves—and so should your messaging.

  • Is your content still speaking to the right audience? 
  • Does your creative still reflect your brand’s personality and goals? 
  • Are your calls to action clear and compelling? 

Take a quick look across your platforms (social, email, website, print). If things feel stale or inconsistent, it’s probably time for a refresh.

🔄 Step 4: Evaluate What’s Working (and What’s Just Keeping You Busy)

Not everything you’re doing is worth continuing—and that’s okay.

Make a list with two columns:
✔️ Effective & Worth It
Draining & Low ROI

Double down on what’s getting results. Pause or rework what’s not. Sometimes small shifts (like adjusting your posting frequency or targeting) can make a big difference.

🔮 Step 5: Plan for the Second Half of the Year

Now that you’ve cleaned house, it’s time to plan forward. Ask:

  • What campaigns are coming up? (Summer sales, back-to-school, holiday prep) 
  • What resources do you need to execute well? 
  • Where can you automate or outsource to stay efficient? 

Even just a 90-day plan can give you momentum heading into the fall.

💡 Bonus Tip: Don’t Go It Alone

If your marketing feels like a constant game of catch-up, or you’re not sure what’s actually working—you’re not alone. This is exactly the kind of checkup we help clients with all the time.

Sometimes a fresh perspective (and a bit of data-driven strategy) is all you need to turn the rest of the year into your strongest yet.

Ready for a quick checkup?

CONRIC pr+marketing can help you cut through the noise and focus on what actually moves the needle.
 

Let’s talk—contact us to book a free consultation.

, , , , , , , , , , ,

Contact Us

We welcome you to contact us for more information
about any of our products or services.