Monthly Wrap-Up

of December 2021

A Word from CSP

G - Grateful

November is a traditional time to look at what we're grateful for. This year is no exception. Our family is healthy and happy. Our company is healthy and growing. I'm grateful to all of you! It's all of you that make our work fun!

R - Resource

I am working my way through so many great books this month! I'm finally getting to Who Not How by Dan Sullivan and Dr. Benjamin Hardy. What has really struck me (so far) is that Dr. Hardy actually wrote the book FOR Dan Sullivan. Dr. Hardy is a writer and took all the content from Dan and structure the book from there. This is the point of the book. It's smarter to have someone else actually do the work if it's not your strength. What are you doing in your business that you SHOULD NOT be doing? 

O - Observation

Low-Ticket lead magnets don’t attract High-Ticket Clients. 

W - Word of Mouth

I talk to a lot of people who are uncomfortable with marketing and sales. If that's you, you may want to grab a copy of Susan Trumpler's new book, Oh Sh*t, I'm in Sales? 


Upcoming Event

CLIENT HIGHLIGHT - Conquer Your Marketing Program with Erin Marcus

Starting January 5th 2022

Conquer Your Marketing is different from so many offerings because it’s all about reverse engineering you into a process that actually works backwards from your most inspiring goals so we can create an intentional client journey that leads people to working with you.

And we’re not just going to teach you how to do it.bYou’re going to finish the program with the pieces actually in place!!

That’s right.

LEARN how it should work with the EXPERT advice to make sure it’s being done right and get the DELIVERABLES you need to put it all together!

Register Here

Want to promote your event on the next newsletter? Fill out this form and we will review it

New Features this Month

New Sidebar!

With more and more features coming so often the left sidebar menu was due for a redesign and it's here! Watch this video to see a little overview of this new menu.

Tips from this Month

Utilizing Disqualifications in Surveys!

Use the disqualify immediately and disqualify on submit options in checkbox custom values in surveys! This allows you to disqualify people if they answer your survey questions a specific way and redirect them to a different page than others!

For example, if I have a survey before my calendar, if they answer my questions and are disqualified, I can have it redirect them to a thanks but no thanks page. Meanwhile, if they are not disqualified, I can have it take them to my calendar to continue booking. This way the software is weeding through your leads rather than you wasting that hour with unqualified leads!

How Are You Planning to Kick Off the New Year for Your Business?

2022 is coming up sooner than it seems! December starts tomorrow and then in the blink of an eye its the new year and you realize that there was so much you wanted to get done before now...right?

Well you have a WHOLE month to get things rolling so don't wait! Get your funnels, workflows, registrations, products, and more all built out this month to kick off the new year with a freshly automated money making system! Check out all of our resources here to get the help you need to start 2022 on the right foot..

Be Prepared for Black Friday!

Make sure you are prepared for your Black Friday promotions! Check out all of our free courses including "Purchase My Product" to get your after Thanksgiving sales ready! Check out all of our free courses here

Text Keyword Delivery without using a Form

Sick of sending people to a landing page just to grab their email to send them your lead magnet? Watch the video below to learn how to bypass using a form entirely!

Client Resources

(in no particular order)

Support Email


7 days a week

to submit a ticket to our support team with questions, comments, glitches, and more! This is the best way to get support other than open office hours because it submits a formal ticket that we can follow.

Emailing or texting Stephanie or Melissa tends to get lost and is harder to track on our end. Having the support of a team focused on helping YOU is more valuable than hoping to get a text back!

Open Office Hours

Hop onto the open office hours that we offer 3x a week. Open Office Hours are an extremely beneficial FREE resource that we offer to all clients, VA's, and team members. You will learn from questions you ask, questions others ask, demonstrations, and sneak peeks of new features. The best way to learn the software is to dive in and see how it all works, which is why we highly encourage attending!

Click Here to Learn More


Join our community of clients with many different resources available and bounce ideas off each other on the Home Page.

This is the first place that we post new updates and launches of the software with a video explanation as well as posting our own events, lead magnets, tips and tricks, and more.

You can also post your own events and lead magnets under the Client Showcase topic.

Sign Up Now

Support Livechat

Use the 7 days a week live chat from

8am-4pm PST

(10am-6pm CST) (11am-7pm EST)

to receive support for quick questions or glitches you may have. Find this live chat in the Help Library and the black live chat bubble.

Help Library

Open the Help Library for a plethora of videos, transcriptions, and GIFs to help support you in the software. This library talks through all of the basic steps and things to understand about the software. With a keyword search, you can easily find videos that you need.

You can also contact support to submit a tick this way also, click "Contact Us" and follow the prompts.


Check out these courses that we offer to learn in-depth about the most common projects that are built-in CSP including appointments, events, newsletter, keywords, product purchase, and more!

OR Signup for our Platform Certification Program to become an Automation Architect

Check out the courses here

Hire Us for Help

Still not finding what you need from the 6 different FREE resources we offer? Hire us to help you build out these projects that you are trying to accomplish.

Pick from the multiple pre-packaged projects that we offer or book an appointment for us to give you a quote.

Look at the packages here

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