Wrap up your marketing and start 2026 strong!
Before you race into the new year, it’s worth taking a moment to pause and reflect. What worked? What didn’t? Where did the time go? A quick marketing review can help you celebrate your wins, learn from the bits that didn’t go to plan, and set yourself up to start strong when January rolls around.
We’ve pulled together a practical end-of-year checklist to help you wrap up your marketing with intention – and head into the new year feeling clear, confident, and a step ahead.
Bookmark this page or save it for later – it’s the kind of checklist you’ll want to come back to year after year.
1. Review performance
▢ Look at what actually worked
▢ Identify the platforms, posts and campaigns that drove real engagement or enquiries
▢ Check website traffic and top performing pages
▢ Review email marketing performance
▢ Identify any tools or subscriptions you no longer need
▢ Revisit the strategy you began the year with and check whether it still aligns with where the business is now
2. Refresh your brand and messaging
▢ Check your branding still feels accurate and relevant
▢ Review your website copy
▢ Update bios, product descriptions and service pages
▢ Refresh imagery
▢ Check all contact details and links across every platform
▢ Make sure your tone of voice is still aligned to your strategy, not just habit
3. Update your client journey assets
▢ Review automated emails and make sure they still reflect the direction your business is moving in
▢ Update old lead magnets
▢ Refresh onboarding documents, proposals or brochures
▢ Check enquiry forms work and lead to the right place
▢ Review nurture sequences
▢ Make sure your client journey reflects your strategic priorities for next year
4. Organise your content and plan ahead
▢ Review your content pillars
▢ Pull out top performing posts to repurpose
▢ Create a content bank for next year
▢ Map out key quarterly campaign themes
▢ Identify the strategic priorities you want your content to support
▢ Look at important dates relevant to your industry
5. Review your data and systems
▢ Clean up your CRM
▢ Update tags, segments and pipelines
▢ Review your GDPR compliance
▢ Check your Google Business Profile
▢ Check tracking is working properly
▢ Make sure your systems support your strategy rather than slow you down
▢ Review access to all marketing platforms (social media admins/logins, website, CRM, etc.)
6. Evaluate your spend
▢ Review ad spend
▢ Review any contracted marketing services
▢ Identify where you need additional support to deliver your strategy
▢ Consider whether it’s time to outsource or upscale anything
7. Celebrate your wins
▢ Track client wins, reviews and testimonials
▢ Gather case studies
▢ Note your biggest milestones
▢ Identify the strategic wins you want to build on next year
8. Set yourself up for January
▢ Refine your strategy for the next 12 months and make sure your marketing aligns with what the business actually wants to achieve
▢ Identify what support you need to deliver the strategy effectively
▢ Review your team setup. Who is doing what? Do you have the right people in the right roles? Are you still doing everything yourself?
▢ Create a monthly scorecard or simple way to track progress so you stay accountable and keep momentum all year
▢ Prepare January campaign content early
▢ Schedule your first posts of the new year
▢ Refresh offers or highlight the ones you want to push
▢ Make sure your website and socials reflect any changes
▢ Write a welcome back email for early January
Ready to shake things up?
Now's the time to dust off your ideas, reset your focus, and give your marketing the energy it deserves. Whether you're feeling fired up for the new year or not quite sure where to start, a fresh perspective can make all the difference.
Book a Power Hour with the team and let's build you a plan that feels clear, achievable, and actually exciting! Sometimes all it takes is a second pair of eyes, a bit of encouragement, and a strategy that fits how you work.
You don't have to do it all alone; we're here when you need a marketing ally in your corner.
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