How To Do a Mid Year Review and Check Up | Episode 112

Show Notes:

It’s time for a mid year review. Last year we did a mid year review podcast episode and it was one of our more popular downloads, so I thought we would do it again! 

I’m sharing how I do mine and how I walk my clients through one. 

It’s a great time to check on where we are and where we are headed this year. 

Here are some steps to follow to do your own mid year review. 

  • Reassess your yearly goals – What were your goals? Did you achieve them? Why or why not?
  • Look back month by month – What revenue did you make? Get comfortable with looking at your numbers and the overall data.
  • What was going on in your life? – Our personal lives can be so intertwined in our business life and we need to give ourselves grace. Keep notes every month.
  • Look at inventory – Did you follow through with your intentional marketing plan each month? 
  • What do we do now? – What did you pay yourself? What was your profitability? How often have you worked? What’s working for you?
  • Looking forward – Prioritize what’s important to you for the remainder of the year.

Get comfortable with being uncomfortable and really take a deep dive into your business.
Pause. Shift. Refocus and make plans for success!


Listen on:  Apple PodcastsSpotify | Radio Republic | YouTube | PlayerFM | Stitcher | iHeartRadio



A Quick Glance:

[0:01] Intro

[2:24] Step 1: Reassess yearly goals

[11:01] Look back month by month

[14:05] What was going on in your life?

[16:05] Inventory

[19:11] What do we do with all of this information?

[22:18] Looking forward

[28:32] Recap


Don’t forget to leave a review on Apple podcasts!


Resources Mentioned:

Retail Made Simple
Level Up Mastermind
Foot Traffic Made Simple
Retailer’s Inner Circle


Don’t miss this special LIVE marketing session:

Join me on July 13th from 12 to 3 EST for a small group Marketing Implementation Day on Zoom and we will do it together. There are limited spaces available for this popular session.  

Sign up HERE.


Related podcasts we think you’ll like:

Episode 110 – Permission to Pause, Reflect & Make Change Now
Episode 109 – Money Mindset, Abundance and Bad Ideas with Guest Expert Emily King
Episode 89 – Money Talk & Mindset with Profits First Coach April Stroink
Episode 73 – Encore Series: 3 Simple Sales Metrics Retailers Need to Measure for Better Sales
Episode 23 – The Nonnegotiable Paycheck and How to Start Paying Yourself

Creative Shop Talk Podcast | Wendy Batten | How To Do a Mid Year Review and Check Up
  • Pinterest
  • Facebook

For more support from Wendy:

Retail Made Simple – Wendy’s on demand course for shop owners wanting more from their business

Retailer’s Inner Circle – Join Wendy inside the best retailer’s community

Wendy’s FREE Resources for shop owners 

Hang out with Wendy on IG 

More ways to connect with Wendy 

Creative shop Talk Podcast with Wendy Batten
  • Pinterest
  • Facebook

Top Sales Playlist

These are a few of my listeners favourite Creative Shop Talk Podcast episodes.

Grab your earbuds and listen in with me!


Hi there! I'm Wendy Batten, and I'm obsessed with helping independent shop owners like you achieve success.

With over 20 years of experience as a small business owner, I've owned several retail businesses along the way including a cafe, two retail shops, and a studio (and even a tae kwon do studio), learning first-hand the art of juggling all the balls.

I now dedicate my time to coaching hundred of retailers all around the world, sharing my expertise to help them organize their businesses and maximize profits, paychecks, and JOY in their day-to-day lives.

I created the support, programs, and community that I wish I'd had.

Whether you've been in business for years or are just starting out with your brick-and-mortar venture, you've come to the right place.

If you're serious about your business and ready to stop winging it, I'm here to inspire and guide you toward success.

I'm so happy you're here, and I can't wait to support you on your journey to thriving in the world of retail!



Subscribe Now

Subscribe to Creative Shop Talk so you never miss an episode covering the topics most important to creative retailers.

Share Some Love

Click here to review, select “Ratings and Reviews” and “Write a Review”. I may highlight you on an upcoming episode. Make sure you leave your business name, Instagram handle and location so I can give your shop a shoutout. 

Keep on listening …
New Revenue Stream Ideas for Your Retail Business | Episode 196

New Revenue Stream Ideas for Your Retail Business | Episode 196

Creative Shop Talk Podcast Episode 196 | New Revenue Stream Ideas for Your Retail Business With Retail Coach Wendy Batten Listen on:  Apple Podcasts |Spotify | Radio Republic | YouTube | PlayerFM | Stitcher | iHeartRadio In This Episode:  I’m sure you’ve all heard the...

read more

Join the Conversation!

Thousands of independent shop owners have signed up to receive Wendy’s latest industry news and business help delivered straight to your inbox! Join us!

Weekly emails with news your business needs.

Pin It on Pinterest