We’ve reached the midyear – are you on track to reaching your goals? The first half of the year has flown by in a whirlwind of showings, open houses, and closing deals. You’ve likely celebrated some wins, faced down a few challenges, and kept the momentum going. This is the best time to pause, take stock, and re-evaluate and refresh your real estate goals.

Think of it this way – your January goals were your roadmap for the year, setting the direction for your business. But as the market shifts, your circumstances evolve, and new opportunities emerge, a mid-year review helps you make sure your roadmap is still accurate and guides you to success. Here’s how to review your goals and get on track.

Review your goals

Remember those ambitious goals you set at the beginning of the year? Whether they were entered into CircleCloser, scribbled in a notebook, meticulously tracked in a spreadsheet, or visualized on a vision board, now’s the time to revisit them. What were you aiming to achieve in terms of:

•  Sales volume: What were your targets for total sales, number of transactions, or average deal size?
•  Client acquisition: How many new buyer or seller clients did you aim to onboard? What were your lead generation targets?
• Income goals: What were your financial aspirations for the year? Were you aiming for a specific income level or a particular commission milestone?
• Professional development: Did you set any goals for learning new skills, attending industry events, or expanding your network?

Take a moment to read these goals aloud. Do they still align with your Why and your current aspirations? Are they still motivating you to achieve them? The market landscape can change quickly, and your personal focus might have shifted slightly. Acknowledging this is the first step towards a relevant and effective plan.

Assess your progress

This stage of your mid-year review demands unflinching honesty and a commitment to seeing your business as it truly is. It’s about stepping back from the daily hustle and taking a clear, objective look at your performance over the past several months about the goals you set with such optimism back in January.

What have you achieved so far this year?

Acknowledge all of your achievements, big or small. What successes have you had in terms of closed deals, new clients, or personal growth? Recognizing your progress builds momentum and reinforces what’s working.

Identify your challenges

Where have you encountered roadblocks or fallen short of your expectations? Be specific. Was it lead generation, conversion rates, time management, or something else? Understanding these challenges is crucial for making effective adjustments.

Are you on track?

Based on your current progress, are you likely to achieve your goals by the end of the year? If not, are you ahead or behind? This honest evaluation is not about judgment; it’s about gaining clarity. If you’re falling short, understanding the extent of the gap will help you make the adjustments you need to make in order to achieve your goals. If you’re ahead, you might want to set more ambitious targets for the remainder of the year. Making an honest evaluation will inform your next steps.

Making adjustments

The beauty of a mid-year review is the opportunity to adapt and optimize your strategy. Based on your assessment, now is your time to make adjustments.

Refine your targets

Take a hard look at those initial benchmarks. Are they still aligned with the current realities of the market? Your local market dynamics play a significant role in what’s achievable. Similarly, be honest about your individual performance. If you’ve been consistently achieving your targets, don’t be afraid to raise the bar. On the other hand, if unforeseen challenges have impacted your progress, rethink your goals. Adjusting downwards isn’t a sign of failure; it’s making sure your goals remain attainable. The sweet spot lies in setting targets that challenge you to grow while still feeling within reach.

Break down your goals

If your year-end goals feel overwhelming, break them down into smaller, more manageable quarterly or even monthly targets for the second half of the year. This not only creates a clearer path forward but also creates more opportunities to celebrate your milestones and build a sense of accomplishment. Imagine the boost you’ll get from hitting your July sales target, fueling your motivation for August! This strategy makes your 2025 goals feel less scary and more like a series of achievable steps.

Revise your strategies 

Think about what isn’t working. If some marketing strategies haven’t been as effective as you hoped, now is the time to explore new approaches. Consider experimenting with different things.

Double down on what works

Identify the strategies and activities that have given you the best results in the first half of the year and recommit to those efforts. What marketing channels haven’t delivered the leads you expected? Are your open houses attracting the right kind of buyers? Are your networking efforts yielding new clients? Don’t be afraid to ditch strategies that aren’t producing results. The real estate landscape is constantly changing, and clinging to things that don’t work will only keep you from achieving your goals. It works – keep doing it!

Find new opportunities

The mid-year point can also reveal new market trends or niche opportunities you might want to explore. Are you noticing an increase in first-time homebuyers? Are certain neighborhoods experiencing a surge in interest? Be proactive in adapting your focus to capitalize on these evolving areas. This might involve focusing on a particular type of property, targeting a specific demographic, or using new technologies to reach a wider audience. Be open to adapting your focus so you can achieve your goals.

CircleCloser can boost your mid-year momentum

CircleCloser can be a powerful ally in helping you navigate this mid-year goal refresh and launch you into the second half of the year. Here’s how…

Centralize your client management 

CircleCloser keeps all your leads, contacts, and deals organized in one intuitive platform. This makes it easy to review your client pipeline, assess your conversion rates, and find ways to improve your client-building process.

Never let a promising lead go cold! 

CircleCloser’s easy follow-up features keep you on track to communicate with your database in a timely manner. This allows you to nurture your relationships, especially the relationships with your top advocates, which increases your chances of closing deals. This can help you meet your sales volume goals.

Conquer time management

Stay on top of your daily activities and ensure you’re focusing on the tasks that directly contribute to your refreshed goals. CircleCloser’s task management tools help you prioritize and stay organized, maximizing your efficiency. 

Track your performance

Gain valuable insights into your key performance indicators (KPIs) with CircleCloser’s reporting features. Track your leads, showings, offers, and closed deals to get a better picture of your progress towards your sales and income goals. This data helps you to adjust your strategy.

CircleCloser can help you achieve your goals this year!

Don’t let the momentum of the first half of the year simply carry you through. Pause to re-evaluate and refresh your real estate goals. When you assess your progress and make necessary adjustments, you’ll put yourself on the most effective path to achieving your vision of success. Let CircleCloser help you streamline your workflow so you can connect with your favorite people in your database. Make the second half of the year your most productive and profitable yet! Click here to learn more.