Monthly Wrap-Up

of November, 2021

A Word from CSP

I'm Celebrating!

Guess what? Today is my birthday and I am thrilled to be celebrating turning 60!! Yes, I really am thrilled. I am so grateful for all the wonderful people in my life and you are all included in that. 5 years ago when I started this business, I had no idea how much fun it would be and how much I would learn along the way. While many of my friends are retiring or counting down the days to retirement, I feel like I'm just getting started. Growing older doesn't mean being being old. 

I want to thank all of you for being a part of what we're building at Cultivating Sales. It means so much!

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

Upcoming Program

Virtual Assistant Certification Program - Beta Class Launching TODAY (Nov 1st)


We're thrilled to announce the beta roll-out of our Cultivating Sales Virtual Assistant Certification Program.

This program is right for you if:

  • If you have been a VA in the past but are still looking for a niche
  • If you want to be an expert level VA and are willing to learn the Cultivating Sales PRO software
  • If you are passionate about helping small business owners streamline their processes to be effective for them
  • If you are a client that has a VA or is hiring a VA that you would like to receive in depth training

We're only accepting 10 people for our Beta Program. If this sounds like it might be right for you, sign up now!

Sign Up Now!

New Features this Month


Import Products from Stripe

With the new payments and products in CSP, we understand that most of you already have products created in Stripe that you don't want to have to take the time to recreate in CSP. Now, you can import products right from Stripe easily! Click this button under payments to import. Check out the Purchase my Product course for an in depth tutorial on how to create products in CSP, click here.


Email Opened/Trigger Link Clicked Wait and If/Else Steps!

The moment so many of you have been waiting for is now here!!!! We can now wait until an email is opened, unsubscribed, etc AND split a workflow using a if/else step on whether that email was opened or not. AS WELL AS doing the same exact thing with trigger links!!


User Collaboration and URL Redirects

See when other users are working in a funnel or website as well as being able to redirect multiple URL path's to a single page of your choice!


Disable Campaigns and Triggers

Not using Campaigns or Triggers? You can now disable them in Settings - Company - Scroll down to bottom of the page where you will see this setting above missed call text back *which is the tip tuesday from this week if you are interested (;


Set Event Start Date/Time Action

More good stuff keeps coming today! Check out this new action that allows you to set the event start date/time in the workflow rather than in settings! This allows you to reset it multiple times in a workflow, off of a custom field/value, and more!


Two Factor Authentication

Everyday we are trying to find ways to make the platform safer and better! Today we have implemented 2FA to further ensure your account's safety and security. You can receive a a login code via email or SMS to login.


Automatic Custom Membership Emails!

Instead of using workflows to create your custom membership welcome/login emails, we can utilize the email builder to select a template to use!


One Step Order Forms!

We all know and love two step order forms. Well, we are introducing the little brother to two step order forms....ONE step order forms!! (For new funnels using new products process)

FYI - You will utilize the Order Form Submission trigger in workflows for both one and two step order forms.

Tips from this Month

How to Send Review Request in Bulk

The other week we talked with Claire and Melissa about Google My Business and how to send reviews through CSP. This Tip Tuesday I wanted to talk about the easiest way to send requests in CSP, via bulk action!

How to Allow Google/Outlook to Send Invites

Learn how to utilize Google and Outlook calendar invites to ensure that your clients are getting their appointments on their calendar!

How to Utilize Auto Missed Call Text back without Workflows

Watch this video to learn how to auto respond to missed calls without the use of workflows or anything fancy like that!

How to Setup Auto-Repsond Messages for SMS, FB, IG, etc.

Don't miss out on leads! Create an autoresponder workflow to stay on top of incoming messages and potential clients.

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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