Halfway through the year, it’s easy to lose momentum—or feel overwhelmed trying to keep up. But July is the perfect time to slow down just enough to speed up. A simple 30-minute mid-year business reset can help you refocus, refine your systems, and ramp up for a powerful Q3. If you’re planning a mid-year reset, this guide will walk you through exactly what to review and where to double down.
Check Your Goals and Adjust Your Targets
Start with the big picture: what were your goals for the year, and where do things stand? Look at your transaction count, GCI, lead sources, and marketing consistency. Don’t panic if you’re off track—now’s the time to realign. Ask yourself: What’s working? What’s not? What’s worth doubling down on? Set fresh 90-day goals that feel both realistic and motivating. Remember, clarity drives action.
The key to increasing GCI? Scalable systems. Learn more: Realtors Guide to Increase GCI Beyond the $500K Plateau
Tune Up Your Systems and Automations
Even the best goals fall flat without strong systems behind them. Take a look at your CRM, email sequences, transaction templates, and content calendar. Are they still working for the business you have now? What can be streamlined or delegated? This is also a great time to check on your automations—like lead routing, client follow-ups, or scheduled social media posts. A 15-minute tweak here can save hours down the line.
Not sure where to start? Read this. Stop Wasting Time: 3 Tasks Real Estate Agents Are Outsourcing Right Now
Reignite Your Real Estate Marketing
Need a jolt of momentum? Pick one high-impact marketing move to launch in July. That could be a short-form video series, a new neighborhood landing page, or a client appreciation event. The goal is to create visibility and energy heading into Q3. Bonus points if it re-engages your past clients or warms up old leads sitting in your database. You don’t need to overhaul everything—just create a spark.
While you’re making a new plan, why not automate the simple things? Start here. Real Estate Marketing on Autopilot: The Secret for Busy Agents
Your Business Deserves a Mid-Year Reset
Don’t wait until you’re burned out to re-evaluate. A July tune-up gives you the clarity and structure to move into Q3 with purpose. Check your goals, fix your systems, and launch one smart marketing move.
In just 30 minutes, you’ll be back in control—with a business that feels more intentional, and a schedule that works for you (not the other way around).
Need Help Resetting Your Business? Contact Ollin Reach today.
