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.
Growing your business is growing your capacity to deal with bigger and bigger challenges
Starting and growing a business is a challenging and rewarding journey that requires a significant amount of effort, time, and resources. As a business expands, so do the challenges it faces, and it becomes critical to develop the capacity to deal with these challenges effectively.
Podcast Interview: Over Delivering
Marcia Riner of Profit with a Plan Podcast recently asked if I would join her to discuss the WOW factor in Customer Service. How do
Building a sellable business is building a better business
A profitable and efficient business is better equipped to handle market fluctuations and other challenges that may arise.
Unleash your Team’s Potential for Success
Things are moving fast, and sometimes it can be hard to determine which trends are here to stay and which will soon come to pass.
How to Make Your Team the Hero
Things are moving fast, and sometimes it can be hard to determine which trends are here to stay and which will soon come to pass.
Are You Creating Certainty in the Minds of Your Customers?
As an independent business owner, it’s important to think about how you are engaging with your customers and creating a strong sense of certainty in their minds.