Home Service Business? Here’s What to Review Mid-Year

“Success is the sum of small efforts—repeated day in and day out.” – Robert Collier

We’re halfway through the year. Now’s the time to hit pause, check your numbers, and refocus your game plan for the rest of the year. Whether you're on the job site, in the truck, or running the show from the office, this mid-year check-in can help you stay profitable and strong.

📋 Look at the Goals You Set

• What did you plan back in January? Are you ahead or behind?

• What jobs made you the most money? Focus there.

• What slowed you down? Time to fix or drop it.

🛠 No goals? No problem. Set a few now. Simple ones like “book 20 more jobs this month” or “hire 1 helper.”

💵 Check Your Finances

• Cash flow: Are you keeping more than you're spending?

• Bids & Estimates: Are you charging enough to make a solid profit?

• Unpaid invoices: Time to follow up. That’s your money sitting out there.

💡 Pro Tip: Look into tools that send automatic reminders or make it easier for customers to pay fast.

📣 Review Your Marketing

• Where are your leads coming from? Google, Facebook, referrals?

• Is your website or Google listing updated? Add new reviews and job photos.

• Word of mouth still king? Ask happy customers for referrals—it works.

🧰 Try this: Offer a referral bonus or small discount to repeat clients who bring in new work.

🧍‍♂️ Team & Tools Check

• Crew check-in: Who’s pulling their weight? Who’s not?

• Need help? Now’s the time to train or hire for the busy season.

• Are your tools and trucks in good shape? Breakdowns cost time and money.

🚛 Pro Tip: Schedule regular tool checks and vehicle maintenance to avoid surprises.

📆 Plan for What’s Coming

• Busy season ahead? Stock up now—don’t wait till supplies are gone.

• Slow season coming? Line up indoor or off-season jobs.

• Think about holidays. Plan time off and time to promote gift certificates or winter specials.

🛎 Tip: The second half of the year has BIG opportunities—especially before the holidays.

📚 Keep Getting Better

• Learn something new. Take a course, join a local contractor group, or follow a business podcast while driving.

• Watch the trends. New tools, tech, or marketing tricks can help you work smarter.

🎧 Listen while you work: Try "The Contractor Fight" with Tom Reber—real, honest talk for guys in the trades.

✅ ACTION STEP:

Take 1 hour this week to ask yourself:

• What’s working?

• What’s wasting my time or money?

• What do I want to do better by the end of the year?

Write it down. Keep it simple. Then take action on one thing this week to move forward.