How to Audit Your Own Marketing Strategy Mid-year

The calendar says June, which means we’re halfway through the year, and that makes now the perfect time to hit pause and review your marketing strategy. What’s working? What’s not? Where are you spending time and money, what’s falling short, and where do you need to pivot?

A mid-year marketing check-in helps you sharpen your approach, adjust your tactics, and realign with your goals so the second half of the year is even stronger than the first.

Follow our step-by-step guide to run your own marketing audit and step away feeling focused and confident.

Black-and-white shot of Ana and Alia working quietly, planning session in motion.

1. Revisit Your Goals

Start thinking about the big picture. What goals did you set at the beginning of the year? Have your business priorities shifted? Are you at least 50% on track to hit the goals you set? If not, it’s time to shift tactics and refocus efforts to close the gap before year-end.

Ask yourself:

• Are my current marketing efforts aligned with my business goals?

• Have I seen progress in brand awareness, lead generation, or sales?

• Are there new opportunities I should be considering?

If your goals have changed, your strategy should too.

2. Review Performance Metrics

Now it’s time to get into the data. Pull performance reports across all channels, email, social, SEO, paid ads, content, etc.

Focus on key metrics:

• Website traffic & bounce rates

• Email open & click-through rates

• Social engagement & follower growth

• ROI on paid campaigns

• Conversion rates & leads generated

Look for patterns. What’s driving the most engagement? What’s underperforming? Don’t just track results, look at outcomes.

3. Audit Your Content

Take inventory of the content you’ve created this year. This includes blog posts, videos, emails, lead magnets, social posts, and everything else.

Think about:

• What topics have resonated most with your audience?

• What formats are performing best (video, carousel, long-form, etc.)?

• Are you offering real value or just adding to the noise?

• Is your content answering your customers’ questions?

• Is your messaging still aligned with your brand voice and audience needs?

Repurpose or expand the top performing posts and look for any gaps or off-brand pieces that need fixing.

4. Evaluate Your Channels

Where are you showing up, and should you keep showing up there? With so many digital spaces and ways to connect with others, it’s important that you spend your time in the places where your people hang out & engage.

Run through each platform or approach you’re using:

• Is your audience active on this platform?

• Are you seeing results from your efforts?

• Do you have the capacity to show up consistently?

You don’t have to be everywhere. You just have to be where it matters to your audience. Think about the importance of having a strategic presence rather than being overly visible across various platforms.

5. Check Your Brand Consistency

Scroll through your social feed. Visit your website. Open recent emails, ads, and landing pages. Does everything feel cohesive? Are your visuals, tone, and messaging aligned? Are your design elements (like fonts, colors, photography, and layout) used consistently across platforms? Is your core value proposition clear and repeated across channels?

Also, ask yourself: Is it still relevant? A brand identity that resonated a year ago might feel out of sync today. Consumer expectations evolve, design trends shift, and your business may have grown or changed focus.

Consistency builds recognition, credibility, and trust. If your brand feels disjointed, now’s the perfect time to tighten it up and ensure every touchpoint is working.

6. Review Your Budget & Resources

Look at what you’ve spent so far and whether those investments are paying off.

Also consider:

• Are you using your team’s time effectively?

• Are there tools or platforms draining your budget?

• Can you outsource anything to save time or improve quality?

Compare your actual spending to your planned budget and make adjustments or try a new strategy as needed.

7. Set Your Next Moves

Marketing moves fast, so you need to start quarter three with a clear plan. Use your mid-year audit findings to decide what to double down on, what to tweak, and what new ideas are worth testing.

Identify A/B testing opportunities and begin outlining the budget and resources required to support upcoming initiatives. And as always, stay flexible, new trends and shifting customer behavior will demand it.

Reset, Refocus, and Build What’s Next

A mid-year check-in gives you the clarity and direction to finish the year strong. You don’t need to revamp your entire strategy, just get clear on what needs to improve, where to experiment, and goals to prioritize heading into Q3 and beyond.

If you’re feeling stuck or stretched thin, that’s completely normal. We’re here to help you reset, refocus, and build what’s next. The earlier you make adjustments, the better positioned you’ll be to hit your 2025 marketing goals.