Monthly Wrap-Up

of July, 2021

A Word from CSP

G - Grateful

There are so many things in life to be grateful for! Today, I will introduce you to my furry co-workers. They provide so many laughs throughout my day. Bella is a short-haired dachshund and Duke is a rescue who is part dachshund and part beagle (we think). Having grown up in the country, animals have always been a part of my life. I can't imagine it any other way.

R - Resource

Yes, I'm a software junkie! I am always looking at new tools to help me with my job. A tool that we use often is Elfsight. They have customizable no-code widgets that you can add to CSP. If there's something you can't currently do in CSP, check and see if Elfsight has a widget you can use. Their widgets work seamlessly with our software! Click here for more info.

O - Observation

I love reading! I often have a book in my hands. I do have a Kindle but I love real books. I'm old-fashioned that way. I believe that when learning from others, we can hopefully avoid making some mistakes. Even more critical is that we can also learn how to speed up our progress. The book I just finished has been written by two friends, Cat Stancik & Tobin Slaven. Their book is Experts Never Chase and it's perfect for those of us who are in coaching/consulting. Click here for all the details.

W - Word of Mouth

I want to share how one of our clients is using CSP in her business. Jean Tillery set off on your Epic Road Trip 2021 last week. It is a five and 1/2 week journey to highlight the people and places of our country, while promoting healthy eating and DREAMING BIG, along with other habits for #epicLiving. She's driving from her hometown in Powhatan, Virginia to Montana and back visiting 21 states. Along the way, she'll be sharing the sights and the stories, the places, and the people. I'm lucky that I'll be able to meet up with her in Dallas later this month for the eWomen Network Conference. Learn more about her adventure here.

Events from Last Month

Cultivating Sales x Shaun Clark - Open to Everyone

Meet the CEO of Our Software's Development Team

July 7th 1:00pm - 2:00pm CST

A glimpse into the future of what the best small businesses of tomorrow will look like

from a digital perspective.

Learn from Shaun how filling your funnels with qualifies prospects, moving those leads through sales pipelines, nurturing those who are interested, and automating your high ticket offer will help you bring in consistent revenue.

PLUS a sneak peak or two about what is coming in the software!

Replay Here

New Features this Month


Instagram Messaging

Now, with Facebook and Instagram joining forces, we are able to bring in Instagram messages like we do with FB! After connecting your IG and FB pages, you can hit the "Instagram" button on

the CSP Integrations tab in settings, reconnect FB, and boom! You're connected. Just know that FB is in phase 2 of launching this integration so it will only be for those with 1k-100k followers, at the end of Q3 it will open to everyone, stay up to date here.


Split Testing

You can now create duplicate variations of your landing/funnel pages anyway you like to test which page

performs better.


Review Request Bulk Action and Workflow Action

Send a review request to a batch of contacts or strategically send in a workflow. For example, if you have a

new client onboarding workflow, after 1 year then send them a review request!


Contact Change Trigger

You can now trigger off of assigned user, DND, tags, or custom fields changing in a contact record in the

Workflow Builder.

Learn more about these features on the client community,

Tips from this Month

How to Trigger Off Of A Stale Opportunity

Learn how to split a workflow based off of if a contact has met a certain condition, replied to a message a certain way, entered

the workflow a certain way, and more!

Never Forget About A Lead Again

How many leads are you missing by losing track of the

conversation? How much money could you possibly bring in if you kept on top of each lead? Learn in the video below how to setup workflows to automatically respond to leads from any channel to make sure you don't lose track or money!

How to Use Wait Steps in Workflows

Check out how to effectively use wait steps in the workflow

builder. You will learn how each type of wait step functions in the workflow builder!

How to Restore Contacts

Oops!!! Did you delete some contacts that you did not mean to? Watch the video below to learn how to get them back (:

New Clients

Bruce Kaufmann

Son Rose Inc

SON ROSE, Inc. is a Christian Company dedicated to creating,

seeking out, developing, producing and marketing high quality

Christian oriented entertainment products that might not otherwise become available, in an effort to enhance the training and

implementation of Christian living.

Contact Info

Lois Bickerton

Lipscomb Tomblin Insurance - Erie Insurance

Since 1925, we’ve been providing the protection you need and the

service you expect – all at a great price. See why more than 90% of customers stay with us year after year.

Over 6,000 employees and 13,000 independent agents live and work in hometowns like yours.

We’re driven to give back to our communities, from delivering Meals on Wheels and coaching Little League, to helping people rebuild

after a catastrophe. We know that our customers trust us to help

them when they’re faced with the worst. We’re proud to be there

when they need us the most.

Contact Info



Taheera Young

Healing Evolution

Our mission at Healing Evolution is to serve as a business coach for female entrepreneurs who have trauma that keeps showing up in

their lives and their businesses. We create safe and private

connections so that you’ll never again feel like the world is against you. We work as a team to help you overcome your past struggles.

Our purpose is to aid women in their journey of overcoming any

adversity, so they can fully be the boss ladies we know they are.

Through the guidance of Taheera, an empowerment coach, and with

love and understanding, we help you reconnect with yourself and

your business.

Contact Info

Client Resources

(in no particular order)

Client 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 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.

Client Support Livechat

Use the 7 day a week livechat from

8am-4pm PST

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

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

Client Support Email

Email [email protected]

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 are 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!

Client Open Office Hours

Hop onto our open office hours that we offer THREE times 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!

Join us on Mon. at 12pm & Wed. at 3pm,, the password is Sales

Client Community

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

Client Courses

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, keyword, product purchase, and more! You watch as Stephanie builds every piece of each project.

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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