TAB’s Business Diagnostic

Is everyone in your business on the same page? Is your business on track with the industry at large? TAB’s Business Builder’s Blueprint™️ Business Diagnostic is an online MRI for your business, designed to address ten key areas of performance that affect practically every business.

Based on a study of thousands of companies in dozens of industries, and the similarities of the challenges they faced, TAB’s Business Diagnostic helps you assess your business, identify gaps and focus on your priorities to boost the performance of your company.

Follow TAB’s Business Diagnostic with TAB’s Business Builder’s Blueprint plan to achieve your business and personal vision. Take advantage of the only business assessment tool you’ll ever need.

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Business Builder’s Blueprint™

More money, more time for you or with family, more freedom – do you remember why you started your own business? Chances are you aspired to achieve your dreams – rather than simply accomplish tasks – and TAB’s Business Builder’s Blueprint™ tool is about doing exactly that.

A proven strategic business planning process focused on forming the business owner’s vision of leading a successful business while also living a rich fulfilling life, the Business Builder’s Blueprint™ will help you demystify the strategic planning process with a clear picture of how to achieve your strategic direction and vision.

Find more enjoyment in your business and experience more happiness in your personal life. There’s no better way to formulate a plan for success.

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Pulse Survey

Small Business Trends

TAB’s Business Pulse Surveys Identify Small Business Trends

The modern business environment changes quickly, and as a business owner you need to be able to stay on top of shifting small business trends. That is why we conduct our Business Pulse Survey every quarter to identify and report key small business trends.

This information is critical to you because it allows you to benchmark your business metrics against the emerging small business trends. The Business Pulse Surveys will also help you see new opportunities that may be emerging, allowing you to drive innovation, growth and overall business success.

Place your finger on the pulse of today’s emerging small business trends. Click on any of the icons below to see the complete reports of our recent surveys.

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Tips from the Top®

Tips from the Top®: Small Business Tips From Business Owners For Business Owners


10 Reasons to Protect Your Intellectual Property

For a small business, it can be prohibitively expensive to sue someone for violating your patent or trademark. So you might wonder, “If I can’t afford to fully defend my intellectual property, why should I even bother to protect it?” Before taking this chance, consider these 10 reasons to protect your IP…

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Keeping Up with Google

Many business owners feel frustration trying to improve or maintain their search engine positions. Additionally, as Google continues to better enforce and then penalize websites that violate their Webmaster Guidelines, it is important to know and understand what your search optimizing team is doing with your Website. Some powerful questions include…

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Creating Situational Interviews

Successful interviewing is critical for identifying capable, motivated candidates. Unfortunately, many business owners are not good interviewers. The traditional interview questions – such as “What are your weaknesses?” or “What would your co-workers say about your performance?” — no longer work. Books on interviewing as well as interview coaching have made the responses to these time-tested questions obvious and predictable. Plus, they fail to provide the needed insights as to how the candidate thinks and behaves…

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Quick Tips

Talking Finance: Two Quick Tips

When it comes to getting rid of old assets, we have found that donating the asset brings a much higher return than selling an asset that is of little value.

In a collection situation, we request at least some good faith money from the customer. This keeps the debt viable and keeps us from having to turn it over to collections.

By : Al Felice

Double Duty Employee Manuals

In our employee manuals we include language about the confidential nature of customer lists and other proprietary business processes. Since the requirements vary between management and employees, we provide a different manual to each group. We also update and re-issue the manuals every year, requiring everyone to sign a memo acknowledging that they have read the manual and agree to abide by the policies. This avoids having a unique confidentiality agreement for every employee.

By : Shawn Allison

Is Your Value Proposition Clear?

Be clear on your company’s value proposition. Are you going to offer the lowest price or the best product/service? You can’t do both. If you are disappointing customers, review the value proposition being sold to them. Is your sales team writing expectation checks to your clients that your operation/delivery team cannot cash?

By : Kim Christie

Cloud Collaboration

We use a website called Box ( to collaborate over the Internet with multiple parties. For example, to cut down on emails between myself and a colleague, I created a simple Excel file and uploaded it to the site. My colleague is able to view my changes online or download the file to his computer, make changes, then upload it again. Because this service is in the “cloud” we can download the latest copy from anywhere. This is a simple solution that reduces our email correspondence and makes it easy to keep track of our communications in one place.

By : Kevin Brown

Affordable Drip Marketing

For inexpensive nurture marketing, my firm uses Infusionsoft ( and Constant Contact ( If you are short on content, you can hire writers affordably from a site like Elance ( I recommend commissioning several articles to be drafted in advance so you can easily send out periodic emails to prospects, peers, customers and suppliers.

By : Ronald Cook

White Papers

Resources for Business Advice

TAB’s white paper library contains a variety of resources for business advice.

At TAB, our mission is to help all private business owners achieve their vision of success in both their businesses and in their personal lives. To help us achieve that mission, we produce a variety of quality resources for business advice for business owners around the world to access.

Are you looking for advice on your most pressing issues? From strategic planning and increasing profitability to leadership and work-life balance, our white papers are invaluable resources for business advice, aimed at helping you take your business to the next level. Our white papers are written and vetted by some of the most respected business experts in the field. Every business owner faces similar challenges, but now you have access to resources for business advice available for download at the click of a mouse.

Tap into TAB’s resources for business advice and start running your business more effectively so you can get what you truly want out of life.

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TAB Connect

TAB’s Business Owner Network

TAB Connect is the ultimate business owner network

It’s better to give than receive – and that’s exactly what the TAB Connect business owner network does. TAB members in Charlotte Metro help each other solve their business challenges by tapping into our global business owner network.

Submit your business challenge or opportunity questions to TAB Connect and receive feedback from a network of thousands of business owners from around the world. Contribute your experience to other members of the community in a very active online “members only” collaboration group, or take advantage of a member hotline complete with multiple community resources and a TAB facilitator.

TAB Connect is the ultimate business owner network designed specifically to help you quickly resolve your business challenges. Connect with TAB and experience global business owner networking and TAB member collaboration at its finest.

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Business Coaching Sessions

TAB Business Coaching works hand-in-hand with Board Meetings

Knowing what you want out of life is only half the battle. The other half is a real opportunity to keep you focused, accountable and on track to achieve it.

TAB Business Coaching provides a trusted advisor you can count on to help you increase business performance, work through business opportunities and challenges, achieve greater success and truly live the personal and professional life you desire. TAB Business Coaching sessions will make you focused with more balance – and what feels like more time in your schedule to sit back and soak up the signs of success.

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TAB Board Meeting

Business Owner Advisory Boards

Inside a TAB Business Owner Advisory Board

TAB’s Business Owner Advisory Board Meetings put the power of collective wisdom, accountability, drive, creativity, and clarity of advice in your hands to align your business vision with your personal vision. Meet with fellow business owners in Charlotte Metro to share expertise, solve challenges and help each other seize new opportunities. With your TAB Business Owner Advisory Board, you will create an actionable strategic plan and be held accountable to achieving your goals – all under the guidance of a qualified board facilitator. Are you ready for your own business owner advisory board, a sounding board of like-minded, driven and experienced professionals? Get ready to achieve your goals: join a TAB Business Owner Advisory Board.

Here’s what happens at a typical TAB Board Meeting:

  1. We greet each other like the comrades we are on both a personal and professional level.
  2. We learn something new about a particular business subject or trend.
  3. One by one we move around the table with each member sharing a particular issue or situation on which he or she wants to gain perspective. Each board member asks questions to clarify and then offers salient and practical advice on how they would handle the issue wearing your shoes.
  4. We list the goals we have for the next 30 days, quarter and year and hold each other to them, questioning why we have not met the goal and how the board can help.
  5. We set the agenda for the next board meeting.

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