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.
Podcast Interview: Leveling UP with UpSolutions & Global Leaders in Digital Health
On “This Week in Pharmacy” Todd Eury had a special conversation with Community Pharmacy Business Coach of the Coaches, Patti Mara –who came from the
Unlocking Success: The High Price of Neglecting Team Communication
Setting your team up to win starts with clear communication and setting expectations.
Boost Your Team’s Performance: The Power of Role-Playing as a Training Tool
Failure and mistakes make great opportunities to grow your business and get clear on your team’s expectations. Patti Mara reframes the way entrepreneurs should look at things that go wrong in business.
Podcast Interview: Why Enabling Your Team to be Subject Matter Experts Creates Great Customer Experiences
What a pleasure to speak with Sean Sullivan of Converge Coffee Podcast. I was recently his guest and we discussed “Why Enabling Your Team to
Are mistakes fuel for growth?
Failure and mistakes make great opportunities to grow your business and get clear on your team’s expectations. Patti Mara reframes the way entrepreneurs should look at things that go wrong in business.
Setting Your Team Up to Win: The Importance of Accountability and Standards in the Workplace
Setting your team up to win starts with clear communication and setting expectations.
