Monthly Wrap-Up

of June, 2021

A Word from CSP

G - Grateful

Today I am grateful for Shaun Clark and his amazing team of software engineers. Without him, we would not have a business that I am super proud of. A business that I get to run with my daughter! I once told him that after my husband and son, he is my favorite man in the world! Be sure to sign up for our July 7th event so you can meet him and hear what he has in store for us.

R - Resource

I am involved in a number of amazing groups but one is unique in what it offers. It's more than a networking group. It's like having a group of co-workers who actually help each other. Pat Miller is the creator of The Idea Collective and is a master Idea Coach. I'm not kidding. He's THE Idea Coach. Consider dipping your toe into his no-cost Facebook Group and then when you're ready to join the group, jump in with us. This November, we'll all be coming together in Lake Geneva, WI for a powerpacked 3 day event.

O - Observation

It's amazing when you ask for help and a number of people raise their hands to help with no price tag attached. Do you know what that makes me want to do? Make sure they get paid in one way or another. Maybe it's actual money? Maybe an introduction to their ideal client? Maybe itt's something that I've learned that will help their business.

W - Word of Mouth

I have an ask this month. We are working on building up our YouTube channel and need to get to 100 subscribers so we can name our channel. Will you help us out today by subscribing?

Upcoming Events

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!

Every Small Business is Leaving Money on the Table, if They Don't Have The Following Tools

2-Way Text Messaging

Web Chat Widget

Google My Business Chat

Facebook Messenger Chat

Reputation Management

Missed-Call Text-Back

Automated Lead Nurture

Register Here

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

Events from Last Month

Cultivating Sales x Jamie Shibley - Open to Everyone

Accelerate Your Business Growth by Turning Existing Contacts Into Raving Fans

June 8th, 12pm-1:30pm CST -

Times Have Changed!

Learn the keys to turning existing customers & contacts into raving fans that accelerate your business growth.

I will share the importance of relationship-building strategies that will ensure your brand is solidifying the relationships you already have and turning them into your loyal advocates.

Replay Here

New Features this Month


Text to Pay

Now you can send direct invoice payment links to customers! With just a click of a button and some info about the product you are invoicing, CSP generates a unique link you can send to your client to pay. In emails, texts, and more!


Contact Undelete

All of us have had an "oh shoot!" moment before where you deleted something on accident. Good news! CSP now lets you undelete any contacts you may have removed by accident under contacts - restore contacts.


Domain Specific Login

In the past, if you had multiple accounts with our developer, you could not have more than one login with the same email. Now, with each software having a special domain, you can login without a problem!

Learn more about these features on the client community,

Tips from this Month

How to Use a If/Else Condition

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!

How to Create a Password Protected Funnel Page

Check out how to add a password of your choosing to a funnel page!

Paste this link into your browser for the codes you will need in order to accomplish this,

How to Automatically Update a Contact's Email Field

Check out how to have CSP automatically update a contact's email based off of you tagging them or their email bouncing! This sequence asks for their correct email and automatically maps their response.

How to Push Updated Membership Offers to Existing Customers in the Offer

We all know that when you create an offer, people sign up, and you add another product to the offer, those that were already signed up do not get the products added after they signed up. Therefore, it becomes difficult to make sure that everyone that is already signed up or will sign up all have access to the correct information.

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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