Monthly Wrap-Up

of October, 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.

New Clients

Andie Monet

Expert Business Strategist to accelerate growth, increase profitability, and streamline and scale

Andie has 30 years of core experience in accounting and finance, but has spent the past 15 years in management consulting to significantly improve business health, finances, business strategy & implementation, and big data capture/analysis. Strategic Solutions & Development was founded because she has a passion and the know-how to help businesses succeed. She has developed a process that can take a start-up to profitability by 2 years, and increase sales or profits by up to 35% by 1 year.

Andie's experience takes data to another level of analysis, unlike any other analyst, because of her background in statistical modeling, data analysis, accounting, economics, finance, tax, financial management, cash management, and domestic and international economic and financial development. She can shed light on areas that have not previously been noticed, develop solutions that no others have thought about, and provide insight that most others have not recognized.

Industry specialization includes ecommerce, GovCon, Manufacturing, Construction, Real Estate Investment and Development, retail, professional services, and personal services.

Expertise also includes implementation or analysis of

- performance metrics

- business buy/sell opportunities

- financial analysis, forecasting, and modeling

- polices and procedures

- CAS and DCAA/DCMA compliance and training

- distressed business turnaround

Contact Info



Aaron Caldicott

Operations Manager at A Team Event Company

Since the beginning of mankind’s existence, we have been gathering together to problem solve, learn from, get support, receive counsel, and overcome the challenges in our lives.

It’s by being TOGETHER that we breakthrough… we transform… we conquer.

When You Host An Event,

You Are Creating A Container For Big Moments To Happen.

When your audience member cracks open their shell, feels heard, validated, and like they aren’t alone… they are ready for a big moment to happen.

When YOU are on stage, delivering content that changes someone’s life and/or business, and then lovingly guide them to step UP and step into working with you on a deeper level…

… a BIG moment is about to happen for you.

Then, there is the 3rd person…

(This might sound a bit woo woo, but roll with me on this one…)

The collective person or energy you can feel at the event. This is what cements and makes a lasting impression & memory for everyone at the event.

Contact Info

Nakiya Tate

Certified Life Coach at Nakiya Tate Consulting, LLC

Nakiya Tate, wife, and mother of 2 girls. Enjoy connecting with others and meeting new people. A Speaker and author of "The Measures of Hate and Love" a poetry book on how to find happiness while on an imperfect journey and an ebook entitled "Nominate the Queen."

I am very personable and outgoing. I Love to travel and enjoy spending time with family and friends as often as I can. I love nature, it gives me a sense of peace.

Education & Experience:

Certified life coach

BS in Behavioral Science

MS in Administration in Human Services


I help frustrated women gain self-awareness and goal alignment so that they can ultimately improve in all areas of life, love themselves and the life they’re creating with confidence. I help women pinpoint goals that align with who they are becoming and their purpose in life. Help them identify barriers and create an action plan that will help them grow personally and thrive in life.

Contact Info


Chelle Johnson

Global Talent & Career Strategist & Coach | CEO Colorado Career Connectors | Part-time Recruiter | Mental Fitness & Positive Intelligence Authority | DEIB Ally

I provide white-glove, high-touch service to all career levels - from C-suite to new graduates. Using my techniques and strategies, my clients have landed roles at top companies like Amazon, Lockheed Martin, NASA, USDA, Siemens, Quantum IT, HomeAdvisor, NDA Partners, Intelesat, North Highland, and many more.

My clients who are currently employed are being promoted to better roles, assuring their success through strategic career development, earning more money, realizing their worth and value, living happier, healthier and more balanced lives.

I believe in positively changing the trajectory of people’s lives through goal setting, purposeful action and strategic networking. My goal for you is to think bigger and better articulate your value to present the best version of yourself.

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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