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May Is Your Make-or-Break Month: The Mid-Q2 Audit Every Business Owner Needs

Melissa Franks

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0:00 | 21:58

If you blinked and somehow it's already May, and you have no idea if you're on track to hit your goals this year, you're not alone, and you're not behind. There's one thing you need to do this week, and you need to do it fast.

 

In this episode, Melissa Franks unpacks why May is the most overlooked month in a founder's year, and why it's the only clean window you have to course-correct before summer slows everything down. You'll walk away with a simple, repeatable mid-Q2 audit you can run on your business in less than an hour.

What you'll learn in this episode

  • Why May is a setup month, not a coast month, and the "summer cliff" most founders never see coming
  • The 5 numbers every founder should be looking at right now (revenue vs. plan, gross margin trend, cash on hand, Q3 pipeline coverage, and team capacity)
  • The 3 honest questions to ask about Q1 and Q2 so far: what worked, what broke, what you've been avoiding
  • How to find the one bottleneck that's actually slowing your business down (and why fixing five things means fixing nothing)
  • Two real client stories, one that almost hit a brick wall from succeeding too fast, and one that nearly went bankrupt from flying blind
  • The 4 things to lock in before June so your business runs without you all summer
  • How to install a weekly operating rhythm that carries you past summer and into a calmer Q4

Want help running this audit on your business?

Book a free 30-minute Mid-Year Audit consultation with our team. Walk through your 5 numbers and pinpoint your one bottleneck before summer slips away. Visit www.melissafranks.com to grab a time.

Connect with Melissa

  • Website: www.melissafranks.com
  • LinkedIn: Melissa Franks
  • Instagram / TikTok: @melissafranks
  • YouTube: Optin Podcast

About the show

The Optin Podcast is where business owners go from surviving to thriving. Hosted by Melissa Franks, founder of On Call COO — fractional COO services for founders who want to get out of the weeds, build scalable operations, and make faster decisions backed by real data.

 

If this episode hit home, follow the show, leave a review on Apple Podcasts, and share it with the founder friend who keeps saying "I'll look at the numbers later."

Connect with Melissa:

Watch the Episodes on Youtube

Instagram: instagram.com/melissa_franks 

Schedule a call: melissafranks.com