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.
18 Mistakes For Coaches To Avoid When Doing 360-Degree Reviews
The biggest mistake is starting with what isn’t working or needs improvement when sharing the 360-degree assessment results with a team member or leader. Start with what is working, what they are known for or what they can be counted on to deliver, with specifics. If we start with what is working, when we move to what isn’t working or where improvement is needed, it can be heard and engaged with. – Patti Mara, Maranet Inc.
Podcast Interview: Turn on the Hidden Power of Your Team with Patti Mara
Beverly Hathorn of Teambuilding Cultures Podcast recently asked if I would join her to discuss the Hidden Power of Your Team.
I am always looking for the “shifting point”, the piece of the puzzle that opens up a new level of results.
The “hidden power” of your team is one of those “shifting points”.
Find out how you can reach your full potential, enhance your customer experiences and dramatically increasing your growth, customer retention, and profit by tapping into the power of your team.
Words vs Message: Communicating With Patients More Effectively
“With all the responsibilities that come with maintaining a pharmacy, it’s easy to forget the customer-facing aspect of the business—but clear communication with customers and a good customer experience is just as important in pharmacy as in any other business.”
This was just one of many important points I spoke about during the session “Empowering Technicians: Unlocking Purposeful Impact In Your Pharmacy” at the DiversifyRx Pharmacy Profit Summit 2023 in Dallas, Texas.
Coach Patti Mara Helps People Transform Perspectives Through Empowering Breakthroughs
I recently had the privilege of being interviewed on Las Vegas Morning Blend, ABC 13 Connects with Jessica Rosado.
“As a passionate advocate for locally owned businesses, my desire is to help you position yourself in your business and empower your team so they understand their role and how they get to have an impact everyday.”
Podcast Interview: UpSolutions for Independent Pharmacy with Patti Mara
I was recently a guest on Talk to Your Pharmacist where I shared what it takes to stand out as an Independent Pharmacy. Pharmacy is
Pharmacy Success App is now LIVE!
Setting your team up to win starts with clear communication and setting expectations.
