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


The Dilemma of the Black Dot

A professor gave his students a test. He handed out the exams with the text facing down. When the students turned their papers over, there were no questions; just a black dot in the center of the sheet of paper.

The professor’s only instructions were, "I want you to write about what you see there." Once the students were finished, he collected all of the exams and started reading them out loud in front of all of the students. Each of them, without exception, described the black dot, trying to explain it or its position in the center of the sheet…

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There’s an App for That

Relationships are everything but let’s face it – technology is crucial in our world today. Here are a few applications you can use to help relationships and streamline your activities…

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Quick Tips

Everyone Can Make Things Happen

"Why is it that things only happen if I follow up, and don’t happen if I don’t?"

In my business I use a very visible way of seeing progress made, but it’s also very visible for everyone else to see what they are responsible for.

It’s simple: We use Post-It Notes, with the task / action / ownership and deadline, on a suitable space of wall annotated with To-Do (and various process stages) and Done. Each person moves the Post-It once they have done their part, and then it’s easy to see where any blockages are and who they sit with.

There are technology equivalents that can do this, but for me the power is in the fact that everyone can see it at a glance.

By : Flora Maudsley-Barton, Parsonage Financial

Crowdfunding for Finance

One of the ways we suggest our clients get funding is through a mechanism called Crowdfunding, which is the practice of funding a project or venture by raising monetary contributions from a large number of people. Today crowdfunding is often performed through internet-mediated registries, but the concept can also be executed through mail-order subscriptions, benefit events, and other methods. Crowdfunding is a form of alternative finance, which has emerged outside of the traditional financial system.

The crowdfunding model is based on three people:

  1. the project initiator who proposes the idea and/or project to be funded;
  2. individuals or groups who support the idea; and
  3. a moderating organization (the "platform") that brings the parties together to launch the idea.

If you want to start a new product line or company, don’t forget to explore this option.

By : Andy Jacobs, Didit

Develop a Plan to Manage a New Employee

I am a high-I (DISC) and am training a high-C who learns by seeing while I tend to be verbal in my communications. My board suggested I dictate into an app that creates a text or email from my spoken words. I followed a suggestion of describing a document that we can use to manage onboarding and ongoing performance. The employee loved that I allowed her to put that structure together and not only did she get it done more easily and quickly than I could, she owns it!

By : Dan Ryan, Dan the Window Man

Send Simpler Emails for Success

Since we are all bombarded with email, getting through the clutter is difficult. One of the things we have found is that in order to get emails read, we need to send emails that they want to read. If emails have a lot of banners and design pieces to them, everyone knows these emails are marketing emails and they are more likely to not read them.

Sending short emails with three bullets about their pain points gets them read. We developed a series of 24 emails that will help get our prospect by not taking a lot of time to read while allowing them to think about the message. These emails have generated over $168,000 in recurring revenue.

By : Rick Maher, Effective Human Resources

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 Birmingham, Mountain Brook, Homewood, Vestavia Hills, Cahaba Heights, and Hoover 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 Birmingham, Mountain Brook, Homewood, Vestavia Hills, Cahaba Heights, and Hoover 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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