Monthly Wrap-Up

of February 2021

A Word from CSP

We’re thrilled that we can launch this newsletter and be able to build it using our brand new Email Builder tool!

You’ll notice that we’re following our own advice and keeping the email simple

and asking you to click to read the full story.


We know that the more links, images, and stuff that you put in the email,

the more likely it’s going to end up in the Spam folder.

Hint…ask your customers to reply to your emails. The emails gods love it when

your audience replies to your emails. It actually builds your positive email reputation.

Upcoming Events

Trigger Workshop for Clients

March 18th 12pm - 1:30pm CST - In this workshop, we will provide you an in-depth look into what triggers do for automation and your best way to utilize them. By looking into the most common projects that triggers are used for, you will get a good understanding of the overall picture and how to start customizing your triggers to your needs. We want the software to work for you…not you work for the software… and triggers are the most important piece to get the ball rolling. PLUS a bonus feature to help solidify your understanding of all the possible triggers and how they can be used.

Registration Link

Melissa Speaking @ Zig Zag Virtual Summit | 3-Day Business Growth Summit

Tue, Mar 2, 2021 9:00 AM - Thu, Mar 4, 2021 7:00 PM CST - Zig Zag Virtual Summit is for all stages of business owners. Whether you are ready to grow from day 1 or year 10, you will walk away with a road map of what to do next. Throughout the first 2 days of the summit, you will spend a day getting in the right mindset and a day learning how to elevate your business to the next level. Why do we focus a whole day on mindset? Because it is that important! If you have had slumps where you just didn't have the motivation, we understand and we've been there. If you are so pumped for your business that you're just ready to jump in, we get that too. Getting in the best mindset regardless of where you are starting sets you up for success. You will be open to new ideas and have the confidence to implement them. Now that you have the confidence to take on the world it is time to give you actionable steps to take in your business next. We will start out back to the basics and end with reaching for the stars. All with a road map of what and how. Not just an idea that sounds really cool.

Registration Link

Want us to promote your event on the next newsletter or to our audience? Fill out this form and we will review it!

Events from This Month

Sales Pipeline Action Class for Clients

We are giving you the chance to double your sales revenue by utilizing the opportunities pipeline in the system and an appointment results form. We want you to do what you do best...sell....and have the automation on the other side be helpful and efficient. Therefore, at this event we will demonstrate how to use the pipelines and forms to grow your business!

Replay Link

The Expressory's Strengthen Your Connection Challenge

This is a challenge that will bring you closer to important connections in your world. It will bridge the social distance you’ve been feeling, re-engage you with the people who matter and setup the long-lasting relationships that fuel your business success.

And the best part is – It only takes 5 minutes of your time each day. Messages will be provided, cards will be hand-written and mailed to create the experiences that will create long term bonds in your relationships. But don't worry if you missed it, you can still sign up for the next one!!!

Sign up for the March Challenge

Want us to promote your event on the next newsletter or to our audience? Fill out this form and we will review it!

New Features this Month


Email Builder

New builder feature that allows you to create and design beautifully formatted emails to send out via campaign or right in the builder

Learn More Here


Bulk Actions

Move over bulk requests! We have a new way to mass send one-off emails/texts, add to campaigns, and make pipeline changes!

Learn More Here


Chat Widget

Check out this new chat feature that you can add to your funnel or website for current or potential clients to contact you easily!

Learn More Here

Tips from this Month

How to Effectively Use the Countdown Timer Element in a Funnel

Learn how to utilize the countdown timer element in a funnel to close registration for an event, purchase of a limited time offer, booking a limited time appointment.

Make Yourself Aware of Cancelled Appointments

Learn how to send yourself an email or a text message when someone you are meeting with cancels their appointment rather than showing up and waiting for them to show up...and they never do

How to Put a File into a Funnel Landing Page

Learn how to put a file such as a PDF into a funnel page by connecting to Google Drive. This allows for them to click a button to download your file. This feature will get even easier when the new Media Library launches in the next couple months!

How to Trigger off of a Specific Form Answer

Learn how to trigger off of a specific answer on a form checkbox custom field. You could tag, add to campaign, etc. depending on how they answer

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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