Upsolutions Resource Center

Welcome to the 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.

Blog
Patti Mara

Founder’s Story: Interview with Patti Mara

I was recently interviewed on The Founders Story with Daniel Robbins.

During our time together we explored:

What it takes for pharmacies to be successful
Team Success
Team Hero Approach to Business
Role Playing as a Tool in Business
How to Create Great Leaders

Read More »
Articles
Patti Mara

14 Smart Ways For Businesses To Emotionally Connect With Customers

What you sell is not your business. Consider what you sell as the vehicle to create value for the people you want to work with—your target customers. When you focus on the value you create and can clearly communicate why they should choose your business, you will stand out in your marketplace and customers will feel connected, knowing that you are taking care of them and solving their issues.

Read More »
Articles
Patti Mara

18 Mistakes Business Leaders Make In Managing Their Cash Flow

Many business leaders focus on sales to drive cash flow. I learned early on from an insightful and successful business owner: Focus on expenses, then cash flow, then sales. If you aren’t managing expenses, your profit is running out the door. You can generate sales that require an investment to deliver on, so managing cash flow is second—and then, of course, sales to drive the machine. – Patti Mara

Read More »
Blog
Patti Mara

Podcast Interview: Welcome to the Pharmacy Success Strategy Series | Pharmacy Success

I’m honored to be hosting a Limited Series on Pharmacy Podcast Network called Pharmacy Success Strategy Series.
This is the first of a ten part series featuring interviews with top pharmacy owners sharing their experience and success with the Pharmacy Success UpSolutions Program.

We will dive into the Pharmacy Success Strategies that are outlined in my book, UpSolutions: Turning Teams into Heroes and Customers into Raving Fans.

Read More »