How To Do A Mid Year Review: Set Yourself Up for the Best of the Rest of 2021! | Episode 59


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Episode Summary:

Plan for success, don’t hope for it! Jump in for a simple mid year review.

This year has proven to be a very interesting season for retailers with COVID, quarantines, shutdowns, and reopenings. So I want you to give yourself grace and compassion as you plan and move forward through the rest of 2021.

I started doing mid-year reviews years ago, both for my own business and for my clients, to discuss and analyze the nitty gritty of what exactly has been going on behind the scenes. We look back at the first two quarters of the year and check:

*Numbers – things like monthly revenue, the email list, average order value (AOV), sales, expenses, profit and loss sheets, foot traffic, and inventory. Are you behind, Are you ahead?
We dive deeper into this in episode 58 of Creative Shop Talk!

*Marketing Strategy – Did you put your marketing plan in place? Did you execute? How are you attracting new people? How are you engaging, serving, nurturing, and delivering to those customers?

It’s important to create habits in your business that help you regularly look at these details so you can properly plan and make goals for the future. Knowing this information and asking the right questions of WHY will help create the freedom and lifestyle you want.

So let’s figure out HOW to plan for the rest of 2021, stay focused and gain the confidence, clarity, and courage to keep going!

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A quote for you to take away…

The biggest risk is not in WHAT you build, it is in not SUPPORTING what you build.” – Jeffrey Shaw, The Self Employed Life

 


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Did you find this helpful? Do you want more help so you can soar?

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The doors are open and we start May 31st, this signature course is a four week, small group intensive that will give you access to:

  • weekly group coaching calls with me
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There are four modules of self guided, easy, bite-sized trainings and accompanying resources to get your retail business going and growing.

So come to summer camp with me – sign up today and join me

 


This podcast is sponsored by my Retailer’s Inner Circle:

If you’re like many creative retailers I know, you’ve gone online for business information or support, but the info you find doesn’t apply to a physical brick-and-mortar store or a creative retail shop. You’re searching for help and answers because you’re heart-centered first, you’re worn out wearing ALL the hats, or maybe your marketing is a little messy.

You love your brick-and-mortar store but you feel it has taken over every aspect of your life!

Ready for a community custom-made for you?

If you are interested in joining our community you can sign up for our waitlist! Doors to the Inner Circle will open again soon! Join the waitlist here. 

 

 

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If you’re a heart centered shop owner wondering what to do next in your retail biz, this is your game plan!

It has my 7 key business foundations and action steps for you to put into action to grow your retail business and position your store as the go-to in your market.

WELCOME

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!

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