Monthly Wrap-Up

of May, 2021

A Word from CSP

G - Grateful

Today I am grateful for those clients who have been with us from almost day 1. You believed me when I told you we were going to be building something different. Something powerful. Well, we did it! Thank you so much for your faith, encouragement, and for sharing your frustrations along the way so we can continue to improve the platform.

R - Resource

Every day I find useful tools. The one I'd like to highlight today is Grammerly. I use it everywhere and it works perfectly within CS PRO. It has saved me from so many errors when I'm working in our email builder, funnel builder, and even when sending text messages. While I pay for their extra features, the free version works in CS PRO so you don't have to pay. (I'm even using this as I'm writing this newsletter!)

O - Observation

Most people want to help. Yes, we're seeing lots of bad behavior in the world but I still believe most people want to help. It seems every sales call I'm on, I'm meeting with an entrepreneur who is eager to help her audience. She's not thinking about how she's going to make millions. She's thinking about how what she has can positively impact others. I choose to stay focused on those people. They give me energy and hope for our future. 

W - Word of Mouth

One of the clients, Sue Gresham, has been with us from the very beginning of this journey. Sue is affectionately known as The Linkedin Lady. I think that gives you a great clue about what her superpower is!

Sue has recently built a great sales page in our software and I want to show it off for her!! She was she built here

Upcoming Events

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.

Register Here

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

Events from Last Month

Workflow Builder Workshop

May 7th, 12pm-1:30pm CST -

We are giving you the chance to see the workflow builder in action. By bringing triggers and campaigns into one place that is visual and easy to follow we can easily set up processes in CSP! We want to help you understand every nook and cranny of this new launch and how to set it up for YOU. We are so excited about all the new changes that are being brought to us with this update and even more excited to share them with you!

Replay Here

Cultivating Sales x Uptown Creation

May 18th, 2pm-3pm CST -

Chris Cozzolino, Uptown Creation Co-Founder, and LinkedIn expert, will be leading a tutorial on how to successfully leverage your LinkedIn account for attracting new clients.

Attendants will walk away with the knowledge and toolkit for turning their LinkedIn accounts into a lead generation machine. From this webinar, you'll be shown the tried and true method of generating thousands of targeted connections on LinkedIn, along with social selling strategies for converting those connections into new clients.

The methods being taught have been developed over the past several years as LinkedIn has become a leading platform of underpriced attention. Whether your goal is scaling a business, expanding your network, or even looking for a new job, implementing these lessons will set you up for success.

Replay Here

New Features this Month


Workflow Builder Bulk Action

Add a mass amount of contacts to a workflow all at once! By clicking the "add to campaign/workflow" builder bulk action in the contacts page, you can add a bulk amount of contacts into a workflow at the click of a button!


Membership Magic Links

Use these new links to send to your course members straight passed the login screen! When contacts that are already registered for a course click this link, they will be automatically logged into their membership library without any hassle.


Two Step Order Forms in Websites

Use two step order forms to grab payments via Stripe for subscriptions, one time payments, and payment plans! This element works the same way as they do on funnels, by adding the order form and the product into that page and thats it!

Learn more about these features on the client community,

Tips from this Month

If/Else Condition for Empty/Not Empty

Split a workflow based off of if a contact has a field that is empty or not. In this example we look at an appointment workflow, is the email empty? Yes, send the confirmation and reminders via email. No, send the confirmation and reminder via text!

How to Connect More Than One Domain to a Funnel or Website

Click here to learn how to connect more than one domain to a funnel or website. For example, using both and to point to the same page on our website.

Discount Code

Learn how to use a discount code in a funnel page!

Here is the code you will need -

<script src=""></script>

Add Appointment to Calendar on Funnel Page

Learn how to use custom fields from your forms to pull into a funnel page based on their answer AND add to calendar links into buttons!

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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