UpSolutions Team Success Training

Proven systems to increase customer loyalty, team engagement
and profitability in your pharmacy.

What We Do

Independent pharmacy owners are challenged like never before. An independent pharmacy needs to be communicating the value they provide, not just what they sell. Their team, as the front-line engagement with customers, needs to be clear on the value they bring and how to deliver a customer experience that’s consistent with the value of the business.

The challenge is most pharmacy clerks, cashiers & techs have been taught the tasks of their role, and not the impact of how they do their tasks and what experience is being created.

Everyone wants to feel they are winning in their role, and pharmacies want to build trusted relationships with their customers.

The unifying key is for team members to have a different framework to be able to view their company and interactions from the customers’ perspective and know how to engage with customers to deliver value and build relationships – turning teams into heroes and customers into raving fans.

Who We Are

Patti Mara has worked with hundreds of companies to reposition them for success and dramatically increase their customer loyalty, team engagement and profitability.

Patti is the principal trainer and the author of the best selling book “UpSolutions – Turning Your Team into Heroes and Customers into Raving Fans“.

The results are a clear market message, a highly motivated team, and repeat customers. Team members become brand ambassadors for the company and heroes to customers.

As a coach for Dan Sullivan’s Strategic Coach® Program, she has also worked with hundreds of entrepreneurs to dramatically increase their sales, positioning, and company growth. She is a frequent podcast guest on shows such as Unstoppable CEO, Starting Advantage, and Science of CX.

How It Works

The UPSOLUTIONS TEAM SUCCESS TRAINING is a three-month integrated training which includes experiential learning, video resources and an organizational review.

Series of 12 custom video trainings with quizzes

  • Winning Mindsets
  • Who are Your Customers?
  • Customer Communication
  • Handling Complaints
  • Front Stage/Back Stage and On Brand/Off Brand
  • Task vs Result and Fault vs Problem
  • Front Stage Process and Back Stage Systems
  • TouchPoint Scorecard™ and Customer WalkThrough™ exercises
  • UpSolutions Recipe
  • Trusted Solution Partner
  • Pharmacy Retail Rules
  • Dealing with Common Challenges

Four live zoom team trainings examining key elements of the video trainings and incorporating into day-to-day decisions and activities.

Leadership coaching calls to set team up for success and review progress with clear understanding of business impact


Increased team engagement with understanding of the importance of their role in the business and clear purpose and impact of their actions and decisions.

Increased skill in customer awareness, engagement, and relationship development.

Team development allowing for greater level of authority and autonomy in their roles.

Transferable skills and mindsets resulting in greater individual value created for this or future teams they are on.

Custom Learning Portal for current team review and future team members’ training.

What People Say

Contact us

Interested in learning more?

Complete the contact us form to set up a strategy call to discuss how the Independent Pharmacy Success Program™ (IPSP) would benefit your pharmacy.