The end of the financial year isn’t just about bookkeeping, it’s a golden opportunity to finish strong, re-engage your audience, and set the tone for the next quarter. With the right strategy, EOFY campaigns can drive results and help reset your marketing for what’s next. Here’s your checklist to make it count.
EOFY marketing isn’t just for retailers. Whether you’re running a product-based business or offering services, this time of year is rich with potential. Buyers are reflective, teams are budgeting, and businesses are often looking to invest remaining funds or lock in next quarter’s suppliers. That’s why a strong EOFY marketing strategy can create a powerful momentum shift as you move into the new financial year.
Why EOFY Campaigns Work
EOFY is one of those rare windows where urgency, opportunity, and intention align. For product-based businesses, there’s a chance to clear stock, reward loyal customers, and attract new buyers with limited-time offers. For service-based businesses, it’s the perfect moment to re-engage leads, secure bookings ahead of the new quarter, or offer value-driven packages that speak directly to financial planning cycles.
On both sides, customers are naturally evaluating: what worked this year, what didn’t, and where should they invest next? That makes it a smart time to be present, visible, and strategically helpful.
Key EOFY Marketing Tactics
1. Run a Time-Limited Offer
EOFY is a great excuse to offer a flash sale, bundle, or bonus incentive, but it needs to be grounded in value. Tie it to what your audience needs right now. For example:
- Product-based businesses might run clearance discounts or value-adds.
- Service providers might offer a limited number of strategy sessions, audits, or reduced-rate retainers booked ahead of Q1.
The key is to build urgency with real scarcity or a hard deadline, EOFY gives you one naturally.
2. Clean Up Your Lists
A tidy CRM or email list is gold. Use EOFY as your prompt to:
- Remove inactive contacts
- Segment your audience more effectively
- Update contact records and preferences
This improves your deliverability, open rates, and future campaign performance, especially as you begin planning for the next half of the year.
3. Reactivate Dormant Leads
EOFY can be the perfect nudge for leads that went cold. Create a tailored email sequence or offer that speaks directly to their pain points. For example:
- “Still thinking about X? Now’s the time to lock it in before prices change next quarter.”
- “Let’s start fresh, here’s how we can help you hit the ground running next financial year.”
It doesn’t need to be a hard sell. Use empathy, value, and relevance to re-open the door.
4. Share EOFY-Themed Content
Content is still king, and EOFY gives you a theme that’s timely and relevant. Consider:
- Blogs or social posts about planning for the next quarter
- Checklists, guides, or downloadable planning tools
- EOFY wrap-ups: what you’ve learned, how your clients grew, and what’s coming next
This kind of content builds credibility and positions you as a proactive, thoughtful partner, not just another brand with something to sell.
Look Back to Move Forward
Before you set your sights on the next big campaign, take time to review:
- Your top-performing campaigns from the past 12 months
- What channels brought in the most qualified leads or conversions
- Which products or services resonated best with your audience
Marketing planning should be grounded in data, not guesswork. A strong EOFY review will sharpen your Q3 and Q4 strategies, and ensure you’re not repeating what didn’t serve you.
Budget Smart for the Year Ahead
If you have remaining budget to use before June 30, consider where you can invest now to set yourself up for success:
- Book in that long-needed brand or website refresh
- Invest in marketing strategy or content planning support
- Secure advertising credit or campaign builds ahead of the new quarter
EOFY is the right time to think long-term. Spend with strategy, not just to use up funds.
Your EOFY Marketing Checklist
- Create and promote a time-sensitive EOFY offer
- Clean and segment your email list
- Re-engage cold leads with tailored messaging
- Publish helpful EOFY-themed content
- Review past performance to guide next quarter
- Allocate remaining budget to impactful tools or support
- Confirm next quarter’s marketing goals and campaigns
Finish Strong and Start Smart
EOFY marketing isn’t just about a final sales push, it’s about creating a clean handover into the next stage of your business. With the right combination of reflection, connection, and action, your EOFY campaign can set you up for a more strategic, energised, and profitable new year.
If you’re ready to finish the year strong but need support pulling your strategy together, Oracle Tree is here to help. Let’s build momentum that lasts well beyond June 30.
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