How to Do a Mid-Year Review for Your Beauty Business
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Running a beauty business isn’t always smooth curls and dewy skin. Somewhere between client appointments, ordering inventory, and trying to keep up with Instagram, it can feel like you're on a hamster wheel. That’s why a mid-year business reset is so powerful. It gives you a chance to reflect, reset your focus, and adjust your goals without waiting until January.
Whether you're a solo esthetician, spray tan artist, lash pro, or beauty coach-in-training, this post will guide you through a mid-year beauty business review to assess what's working and what needs tweaking. You’ll also get access to two free tools that make this process easier: the Mid-Year Reset Worksheet and the Mid-Year Money Moves Worksheet. Let’s get into it!
Why a Mid-Year Business Reset Matters
You don’t have to burn out or break down to deserve a pause. In fact, the most successful beauty pros build in time to evaluate their progress every quarter or mid-year. A beauty business reset helps you do three big things:
- Celebrate wins you may have overlooked
- Get clear on what’s not working before it becomes a bigger issue
- Realign your offers, time, and marketing with your goals
It doesn’t have to take hours. With the right tools and reflection prompts, you can organize your beauty business mid-year in less than a weekend. So pour your iced coffee, open your calendar, and let’s start.
What’s Actually Working in Your Beauty Biz?
Before you start editing your service menu or redoing your brand colors, pause and take stock. What’s already working?
Here are a few questions to reflect on:
- What services are your top sellers?
- Where are your new clients coming from (Instagram, referrals, walk-ins)?
- What content or promos got the most engagement?
- What feedback have you received that made you proud?
This is the time to lean into your strengths. Maybe you’re great at building rapport, or your booking system is seamless, or your aftercare emails are always complimented. Write it down.
Use the Mid-Year Reset Worksheet to capture these wins and start from a place of strength, not stress.
What to Tweak (Without Burning It All Down)
Once you’ve acknowledged what’s going well, it’s time to take a gentle but honest look at what’s not working. This doesn’t mean you’re failing — it just means something could be working better.
Run a quick beauty business audit checklist:
- Are there services you no longer enjoy offering?
- Are your no-show or cancellation policies too loose?
- Do your prices still reflect your experience and demand?
- Is your branding outdated or inconsistent?
This is also a great time to fine-tune your systems. If you’re still manually sending booking confirmations, for example, it’s time to automate that.
Tip: Use Scribe to document your workflows, like how you onboard clients or prepare for a new service. It saves you time and helps if you ever hire help.
Grab Your Free Reset + Money Moves Worksheets
To make this process even easier, I created two totally free tools you can use right away:
Mid-Year Reset Worksheet — A simple, fill-in-the-blank guide to reflect on your goals, systems, and client experience. It helps you clarify what to keep, cut, or change moving forward.
Mid-Year Money Moves Worksheet — A financial self-check for beauty pros. Evaluate your income, pricing, expenses, and profit goals. Perfect if you want to grow your beauty business without financial stress.
Download both worksheets and use them side-by-side for your next CEO Day.
Create a Simple Mid-Year Action Plan
Now that you know what to keep and what to tweak, it’s time to build a realistic plan. This doesn’t need to be a 90-day strategy sprint. Start with 1–3 focused goals that support your long-term growth.
Examples of mid-year beauty business goals:
- Update your booking policy and pricing page
- Launch a seasonal promotion or bundle
- Rebrand your Instagram visuals for fall
Tools to help you stay on track:
Use the beauty business checklist for solo pros inside your Mid-Year Reset download to break big goals into tiny, doable tasks.
Reconnect With Your Why and Realign Your Brand
Don’t forget: your business should reflect your values and lifestyle, not just trends. Take a moment to ask:
- Why did I start this beauty business?
- Do my current services and schedule reflect that?
- What would feel really good to create, offer, or change this year?
This is also a good time to refresh your branding if needed:
- Update your headshot or brand colors in Canva
- Use Loom to film a quick video walkthrough of your updated studio or service menu
- Use Namecheap to forward a new seasonal domain like summerglowwith[YourName].com to your booking page
Final Thoughts: Reflect, Reset, and Rise
Doing a mid-year business review isn’t about being behind. It’s about honoring how far you’ve come, recognizing what needs to shift, and recommitting to your vision.
Use this season to reset your strategy, your services, and your mindset.
✔️ Celebrate what’s working
✔️ Tweak what’s not
✔️ Plan your next moves with confidence
Don’t forget to download your Mid-Year Reset Worksheet and Mid-Year Money Moves Worksheet to take action today.
Save this post, pin it for later, and share with another beauty pro who deserves a confident reset.
You’ve got this, and your business deserves it.
Hey!
