A clearer view of your business

TB Collective
Business Checkup

Tell us where your business stands today. Your answers help us bring the right specialists to the table and make your upcoming conversation more valuable.

About 5 minutes

First, the essentials

Business information

Business nameContact name and titleEmailPhoneWebsite OptionalIndustryNumber of employeesYears in businessBiggest priority over the next 12 monthsBiggest current challenge

Ten sides of your business

Business checkup

Choose the answer that best reflects where your business is today.

Payroll & HR Technology

Are you satisfied with your payroll provider, HR technology, support and overall costs?

Your answer

Retirement

Do you currently offer a 401(k) or retirement plan—and is it competitive, affordable and compliant?

Your answer

Financial Planning & Life Insurance

Do you have a financial strategy protecting the business, its owners and their families?

Your answer

Commercial Insurance

Have your commercial insurance policies been reviewed recently to confirm that your coverage still matches your risks?

Your answer

CPA / Accounting & Tax

Are your books current, financial reports accurate and tax strategy proactive?

Your answer

Fractional HR / CHRO

Do you have the policies, compliance support and people strategy needed as your workforce grows?

Your answer

Fractional CFO

Do you have reliable cash-flow forecasting, budgeting and financial guidance for major decisions?

Your answer

Marketing & Branding

Is your brand consistently generating awareness, qualified leads and measurable growth?

Your answer

Payment Processing

Would you like your merchant fees to be under 1%?

Your answer

Commercial Real Estate

Does your current commercial space—or your plan to lease or buy—meet your business’s needs, budget and growth plans?

Your answer

Build a consistent path to growth

Fractional Sales Leadership

Misty Carson · Unbreakable Advantage

Tell us where you may need help with sales strategy, lead follow-up, team coaching or sales accountability.

Fractional Sales Leadership — Sales strategy

Do you have a clear sales strategy to reach your growth goals?

Your answer

Fractional Sales Leadership — Lead follow-up

Are leads followed up consistently and promptly?

Your answer

Fractional Sales Leadership — Team coaching

Does your sales team receive the coaching and development it needs to succeed?

Your answer

Fractional Sales Leadership — Sales accountability

Do you have clear sales goals, regular performance reviews and accountability for results?

Your answer

You’re ready

Let’s strengthen your business.

Send your answers directly to the Tampa Bay Collective. We’ll review your checkup and get in touch.