Summary
You probably kicked off this year with some big ideas. New clients. More revenue. Bigger launches. Greater reach.
I know I did. But here’s the hard truth: great intentions fade fast without a plan—and a system to track your momentum.
In marketing, those big ideas are called goals and objectives. They’re what drive every decision, investment, and action. If you’re not working from a real marketing plan, you’re flying blind. If you’re not checking in on it? You’re risking the whole year slipping by without results.
That’s where this 5-step check-up comes in.
Start With Your Vision (If You Haven’t Already)
Before we dig into metrics, make sure you’ve done this foundational piece:
- Write a clear vision of what your business looks like at year’s end.
- Think client count. Revenue. Visibility. Systems. Lifestyle.
- Picture it. Then write it down. That written vision becomes your magnet.
Your vision anchors your motivation and fuels the strategy that follows. It reminds you why you’re showing up—even on the hard days.
Once you’ve done that, define your:
- Goals (e.g., “sign 15 new clients”)
- Measurable objectives (e.g., “average 3 new client consults per month”)
This is where your strategy begins. Now let’s get tactical.
Your 5-Step Business Check-Up
Whether you’re nailing it or off course, this check-up will reset your momentum and realign your focus.
1. Update Your Tracking Numbers
If you’re not tracking, you’re not marketing—you’re guessing.
- Set up a simple spreadsheet to log performance.
- Track each marketing activity (ads, emails, referrals, SEO, social).
- For each one, note: leads generated, conversions, cost per lead/sale.
If you’ve fallen behind, don’t stress—just update your records now. You need a clear picture of what’s actually working.
2. Evaluate Performance, Ruthlessly
Time to audit. Pull up your tracking data and ask:
- What’s bringing in the most leads or sales?
- What’s costing time and money with no ROI?
- Which channels are underperforming—and why?
Prioritize high-impact activities. Cut, revise, or pause anything that’s draining you without return. Every hour or dollar spent should tie directly to progress.
And if you’ve been meaning to test something new? Now’s the time.
3. Revisit Your Vision + Goals
Remember that vision you wrote down?
- Are you halfway there?
- Are your current efforts aligned with that outcome?
- Are there goals that need to be adjusted—or re-committed to?
If you’re on track, awesome. Keep going.
If you’re way off, pause and diagnose:
- Is it a focus issue?
- A strategy issue?
- Or a follow-through issue?
Be brutally honest with yourself. The clarity will fuel your comeback.
4. Measure Objective Progress
This is where we get real.
Let’s say your objective was to bring in 15 new clients this year. You should have 7–8 signed by now—or at least that many active in your pipeline.
- If you’re there: congrats, you’re tracking toward success.
- If you’re behind: look deeper.
Have you executed your plan consistently? Or did it fall off the radar somewhere around February?
Remember, not getting results doesn’t always mean the plan is bad—it might just mean it’s not being implemented.
5. Adjust and Lock Your Next 90 Days
This is your moment to pivot powerfully.
Depending on your check-up, here’s what you might need to do:
- Double down on what’s working.
- Cut loose what’s draining time or budget.
- Refocus your weekly schedule to protect marketing time.
- Rebuild your daily execution habits.
Even if the year hasn’t gone to plan, you still have six powerful months to pull off your biggest wins.
Get strategic. Get scrappy. Get intentional.
One Final Reminder
Success isn’t about staying perfect. It’s about staying in motion, with clarity.
So do the check-up. Make the changes. And hit your goals like the powerhouse you are.
