Upsolutions Resource Center

Click the link below for more

information and to buy the book.

Welcome to the Upsolutions Resource Center!

What would you like to see or discuss? Use the comment box below to get your questions answered and we’ll post additional resources based on your requests.

Scroll down to download your copy of the TouchPoint Scorecard.

This powerful took will help you view your business from your customer’s perspective and identify simple improvements to create consistent On Brand customer experiences.

Watch my video tutorial below to help guide you through customizing and using the TouchPoint Scorecard for your business.

The TouchPoint Scorecard

The TouchPoint Scorecard is customizable. Each of the Touchpoints can be changed to fit with your business. There are five versions below, choose the version that is the closest fit to your business and then personalize and then click “DOWNLOAD” below your chosen Scorecard.

You will need Adobe Reader to open and use The TouchPoint Scorecard.

To download a Scorecard, simply click the link(s) below. 

The Cleaning & Restoration TouchPoint Scorecard
Choose this Scorecard if you have a Home Service Business such as Renovating, Blind Cleaning, Residential Cleaning, Carpet Cleaning.

The Pharmacy TouchPoint Scorecard
Choose this Scorecard if you have a Medical Business such as Chiropractic, Dental, Medical Clinic.

The Professional Services TouchPoint Scorecard
Choose this Scorecard if you have a Professional Service Business such as Accounting, Bookkeeping, Law Firm, Financial Planner.

The Retail TouchPoint Scorecard
Choose this Scorecard if you have a Storefront or Internet-based Retail Business such as Hardware, Clothing, Jewellery, Electronics.

The Spa TouchPoint Scorecard
Choose this Scorecard if you have a Personal Service Business such as Bed & Breakfast, Hair Salon, Resort.

About The Author

Patti Mara’s passion is helping people find the right perspective – which in turn helps them generate extraordinary profits. Patti is an expert on perspective – she’s spent nearly 20 years helping companies and individuals take a fresh look at the way they operate. This unique insight helps them to reach their full potential: enhancing customer experiences and dramatically increasing customer retention, growth, and profit!

Ask Patti

What would you like more of? What questions do you have?
Your questions and comments will determine what additional resources are added to this page.

The Blog

Check out articles on how to effectively market you company and build a team.

Patti Mara

Podcast Interview: The UpSolution Recipe with Chris Cornelison – Chapter Four of UpSolutions

Welcome to Episode Four of the “Pharmacy Success Strategy Series,” where we delve into the heart of effective pharmacy management and customer care. Today, we focus on Chapter Four of “UpSolutions: Turning Your Teams into Heroes and Customers into Raving Fans,” highlighting the “UpSolution Recipe,” a simple approach for pharmacy teams to consistently address patient needs and enhance customer satisfaction.

Read More »
Patti Mara

Podcast Interview: The Wisdom and Experience in Your Business with Jay Phipps – Chapter Three of UpSolutions

In this enlightening episode, we dive into Chapter 3 of “UpSolutions: Turning Your Teams into Heroes and Customers into Raving Fans,” focusing on leveraging the wisdom and experience within your pharmacy. Our special guest, Jay Phipps, owner of Phipps Pharmacy in Tennessee and Mississippi (, joins us to share his insights on transforming the pharmacy landscape by recognizing and nurturing the talents within his team.

Read More »
Patti Mara

Are you ready for your best year yet in 2024?

As painful as the last couple of years have been, it has forced us to drop outdated ways of operating and embrace technology in a new way. In this post, we’ll discuss progress made (and challenges dealt with) while planning for success in 2024 and setting up for your best year yet.

Read More »
Patti Mara

Podcast Interview: Patti Mara Discusses Consulting With Businesses To Improve Operations And Profits with Success Profiles Radio

I had such a great interview with Brian K. Wright of Success Profiles Radio. We talked about how she helps businesses discover why customers should buy from them instead of a competitor, the common issues her clients have with the customer experience, helping team members view themselves as problem-solvers to improve customer service, and how to use microbranding.

Read More »