Learn how we G.R.O.W.

A Word From Cultivating Sales!

GRATEFUL - Books! I am grateful for real books. As techie as I am, I still prefer to read a hard or soft covered book. One of my favorites I’m reading right now is Essentialism by Greg McKeown. The bottom line of this book is Less is Better. Do you agree?

RESOURCE - I work in Excel a lot! One thing I’ve always struggled with was de-duping contacts.

Here’s a quick tutorial on how to do it easily.

OBSERVATION - It’s hard to drop the ‘hustle’ mentality. I’ve always been a proud worker bee. Now, it’s no longer a sign of strength but a sign of weakness. I struggle with not being always busy.

WORD OF MOUTH - I’m here to tell you...there are a lot of new features and improvements in CSP this month! We’ll be rolling them all out for you this week. Have you spotted any?

Need to update your payment information?

We have implemented a feature that allows you to update your payment information from your CSP account. On the left hand sidebar menu, you can now select "Update Your Payment." This will take you directly to the billing portal!

*Make sure to use the email address that you signed up with when you login

Become An Automation Architect

Cultivating Sales Automation Academy

Train yourself, your virtual assistants, or your employees

Let's congratulate our new Architects on graduating from our Certification Program!

Cornel Fusung

Martina Valentine

Tina Kingstree

Lester Navat

Upcoming Events

If the event has a * , this event is for CSP clients only

*Open Office Hour

Monday's @ 12pm CST

*Open Office Hour

Wednesday's @ 3pm CST

*Open Office Hour

Thursday's @ 11am CST

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

Recent New Features

Conversation Updates

Mark conversations to create bulk actions, star conversations to highlight importance, and use new filters based on conversation type, assigned, and last message channel.

Note - Check out the new conversations screen design

TikTok Integration

Connect a company TikTok account to get leads from TikTok ads placed directly into your CSP account.

Note - Click 'Settings' and 'Integrations' to connect account

Company List

Create companies and link multiple contacts to give them specific tasks, notes, and see all communication at once.

Note - Multiple contacts can be associated with one company for easy communication

Notification Manager

Click 'Profile' and 'Notifications' personalize notification settings for conversations, tasks, and more.

Delete All Actions

Instead of deleting workflow steps one by one, select 'delete all actions from here' to delete anything below the chosen step.

Custom Field Folders

Create folders to organize custom fields. See the number of fields in each folder, as well as when the folder was created.

Want to learn more about new features?

Our Recent Updates course will have detailed videos explaining the newest features coming to the system!

If there are any updates and we haven't yet updated in the course, rest assured there will be some sort of note in the descriptions of any important lessons. We will always get around to making the updated videos!

Join Our Facebook Group

Where we talk all things Sales, Marketing, and Automation

Need Help With Your High Level/Cultivating Sales Automation Software?

Automation Architect Directory

Start your search here! We have verified that each person in this directory has passed through three levels of training and testing.

Become Automation Certified!

Become a CSP Automation Architect by completing our Platform Certification Program

Level 1: Start with the basics

Level 2: Learn how all the pieces fit together

Level 3: Advanced strategies

Loved By Our Clients!

We Can Lend A Helping Hand

Tier One Support

Free Options

Email Our Support Team 7-days a week at [email protected] or submit a ticket below.

Live Chat Our Support Team 7-days a week from 10am-6pm CST from within our software platform.

Access our Help Library for a plethora of videos, transcriptions, explanations, gifs, and submit a ticket to our support team from within our software platform.

Tier Two Support

Free Options

Register for our many free courses to learn step by step how to build the most common project types in CSP

Register for our Tips & Tricks course to learn commonly missed ways to utilize the system, CSS hacks, Integrations Ideas, and more!

Join our live Open Office Hours 2x a week for clients & once a week for students. These sessions provide help, demonstrations, troubleshooting, and more.

Tier Three Support

Paid Options

Purchase a 30-minute help session with our team to receive 1-on-1 assistance.

Hire CSP to build out a project or template for you. Give us the information and we will build it!

Purchase a CSP template to skip past the building part of a project...just customize your template and launch!

Browse our automation architects directory for people who have completed our rigorous platform certification program.

Got A Question? Contact Support.

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