Mid Year Check In

June 2025

Mid-Year Check-In: Is Your Strategy Still on Track?

As mid-June rolls in, we hit a natural pause point—halfway through the year. It’s the perfect time to step back, reflect, and ask: Is our customer engagement strategy actually delivering the results we expected?

If you set bold goals in January for streamlining workflows, boosting team efficiency, or improving customer experience, now’s the time to check your progress and adjust course if needed. A mid-year review isn’t just a box to tick—it’s your opportunity to build momentum heading into Q3 and Q4, especially with the holiday season creeping up on the horizon.

Here’s how to run a quick and meaningful check-up on your setup, systems, and strategy.

 

1. Revisit Your Original Objectives

What did you set out to achieve this year?

  • Increase customer retention?
  • Speed up your sales cycle?
  • Improve internal efficiency?
  • Launch better seasonal campaigns?

Pull out those original goals and assess what’s on track, what’s fallen behind, and what’s changed. With shifting customer expectations and market conditions, your strategy might need refining—not because you failed, but because you're evolving.

 

2. Dive Into Your Dashboards

Your reporting dashboards are your best source of truth. Check your data across sales, support, and marketing performance.

  • Are lead conversion rates where they should be?
  • Are support response times getting better or worse?
  • How many customers are re-engaging post-purchase?

If you’ve built dashboards with the right CRM metrics (like customer lifetime value, churn risk, or email engagement rates), this should be a quick way to spot what’s working—and what’s not.

 

3. Audit Workflow Performance

Workflow automation is designed to save time, but are yours still aligned with real business goals?

  • Are emails going out at the right times?
  • Are leads being routed efficiently to sales?
  • Are support tickets being prioritised correctly?

If your workflows were set up months ago and haven’t been reviewed since, this is the perfect time to fine-tune them. Look for bottlenecks or drop-off points that might be costing your team valuable time—and your business, lost opportunities.

 

4. Reassess Customer Behaviour

Take a close look at segmentation and customer journey data. Are people engaging the way you expected?

  • Are your most valuable customers still active?
  • Have any key segments gone quiet?
  • Are new customers getting onboarded effectively?

Changing trends can quietly erode performance. The tactics that worked in Q1 might be less effective now, especially as buyer priorities shift in summer. Use your CRM insights to reassess your audience and adjust your strategy accordingly.

 

5. Plan for the Next 6 Months

Once you’ve identified what’s working and what needs improving, start planning for the rest of the year. This might include:

  • Prepping for seasonal campaigns ahead of Q4
  • Expanding your use of automated sequences
  • Refining integrations with other systems
  • Improving data cleanliness or re-engagement workflows

The second half of the year moves fast, especially once the summer ends—use this breathing room to reset and optimise.

 

Keep Evolving

Your strategy shouldn’t be static. It should grow and change as your business, team, and customers do. A smart mid-year review helps ensure you’re not just staying busy—you’re making real progress.

Need help reviewing your setup or uncovering hidden opportunities? We’re here to help. Get in touch to explore how a smarter strategy—and the right CRM tools—can carry you through the rest of 2025 and beyond.

 

 

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