Monthly Wrap-Up

of August, 2021

A Word from CSP

G - Grateful

This morning, I paid out over $2000.00 in affiliate commissions to our clients who are introducing CS PRO to their business friends. I would love to be paying out even more money next month. A number of our clients are earning more money in commissions than we're charging them for the system. We are so grateful for that! If you're not sure how to refer us, just ask. It's super easy and profitable for you!

R - Resource

I recently joined a new women's group and it's very different from any other I'm involved in. The Dames is a group specifically for those female-owned businesses that are 6 + figures. Their focus is on finding the right Power Partners for you. If you're interested in learning more, email me at [email protected]

O - Observation

Those people who automate their high ticket product/offer first, have lots of money to then continue to automate the rest of their business. Get that money consistently coming into your business!

W - Word of Mouth

One of our brilliant and beautiful clients, Hilary Beard recently co-authored a children's edition of The Burning Black Wall Street and the Tulsa Race Massacre of 1921. I have spent time talking to Hilary and have learned so much! I encourage you to grab a copy or two and share it with the young people in your life. Grab your copy here!

New Features this Month


IG Messaging for ALL

Now, with Facebook and Instagram joining forces, we are able to bring in Instagram messages like we do with FB! After connecting your IG and FB pages, you can hit the "Instagram" button on the CSP Integrations tab in settings, reconnect FB, and boom! You're connected. Last month only accounts with a certain number of followers could do this but now it has opened up for EVERYONE! Yay!


Google Meet in Calendars

This update that was brought to us will allow for (as well as zoom and custom links) connecting to google meet directly for your meeting location links! See this video to learn how!


Workflows in Smartlists

Check out the new filters for Workflows in the contacts area! You can even save these lists as a smartlist to easily peek at who is still active or finished in a particular workflow

Active - People that are actively in the Workflow

Finished - People that have finished the Workflow


Workflow Wide From Name and From Email

As well as some more explanations of each feature in the settings tab in workflows, we now have the ability to add a workflow wide from name and from email rather than entering that information in for every email that you add into a workflow (similar to campaigns). However, if you still want to add that in each time you can, no worries!

Tips from this Month

How to Effectively Use Trigger Links

Be able to fire a workflow off of a specific link being clicked in an Email or SMS message!

When and Why to Use Each Different Email Builder

There are a variety of email builders in the system, each one having it's own unique set of functions and capability. But how do you know what email builder is best for what you are trying to accomplish? Check out this video to learn just that!

How to Put a File into an Email Builder Email

In the email builder, learn how to attach any file you want with a click of a button (literally)!

How to Utilize Tasks and Not Forget About Them

Tasks can be a super useful tool in CSP if you haven't already utilized them. Watch the video below to learn how to automatically assign tasks, where to find a list of your tasks, and how to remind yourself so you don't forget about them!

New Clients

Susan Gold

Marketing Coach at Susan Gold Coaching

Who is your most desirable client? How do you go find more of them? Do you know what they need right now? Do they see enough value to pay for it? Everything has changed - how we do business and how we communicate. The noise level is high -how do you get heard by the right people?

Helping small to mid-sized businesses grow in today's environment is what we do at Gold & Partners. Marketing Coaching provides business owners a practical, focused, strategic approach in bite-sized pieces to start getting heard by the right people. Marketing Consulting is available for clients that need a full strategic marketing plan.

Contact Info



Danielle Prendergast

Uplifting and supporting the success of Black women + women of color | Empowerment Coaching • Leadership Development

With over 20 years of experience advocating for the needs and interests of myriad communities, including those historically marginalized and under-served, I am committed to helping women of color succeed. My mission is to uplift, inspire, and support high achieving women who dare to conquer limiting beliefs and barriers, reclaim their magic, and live and lead out loud authentically. As an empowerment coach, I work with women of color seeking clarity, confidence and empowerment in their lives and leadership journey. I also help organizations understand how to foster inclusive environments where people of color, especially Black women and girls, can grow, thrive, and succeed.

Contact Info



Dan Gershenson

Chicago's Highest-Rated Fractional CMO, Bringing A Real Marketing Department For Firms That Don't Have One. Author. Speaker.

I'm the secret weapon for companies with minimal Marketing Departments. I write, strategize and optimize every form of content. All done while using a proven system that delivers clarity, consistency, confidence and customers.

Read on and see if this sounds familiar to your experience: You are a Marketing Department of One. You may be within a company of 300 people or a single consultant. You have all the passion in the world for making change for your brand and deserve the highest quality of help to reach your goals. There's just one problem: You have no time and no internal resources. Where's the help? Most agencies are too expensive. Most employees can't convey the brand properly to an outside world that demands language in compelling and persuasive English rather than industry jargon. Meanwhile, you still have a complex sale to make here. Hmm. If only there was a highly experienced yet reasonably priced secret weapon who could work behind the scenes to give you, the Marketing Department Of One, the kind of brand strategy and custom content that your audience craves, where they crave it most.

That person would also use a step-by-step marketing system to give you a better structure, so that you could plan for every phase of your buyer's decision-making process. Actually, there is such a remarkably ideal specialist.

You're looking at him.

Let's tell a better story together.

Contact Info



Tim Steele

Professional Coach & Trainer @ Tim Steele Consulting | Leader | Adult Educator

As a proven Leader, Trainer and Coach, I am committed to quality service, customer excellence, high standards, integrity and best practices with a passion for inspiring and facilitating positive change, employee engagement and peak performance. My expertise includes one-on-one coaching, group presentations, curriculum design, project management, leadership effectiveness, talent development, management training and developing employees to achieve their full potential.

Skilled at relationship building and interfacing with executive teams, senior managers and technical experts, I have a strong background in design, development and delivery of innovative learning and development solutions from startups to Fortune 500 companies. Expertise includes:

* Motivate, coach and lead high-performance individuals and teams. Align team activities with strategic direction for business transformation, change initiatives and process improvement.

* Incorporate Adult Learning Theory, Neuroscience, blended learning, human development and experiential training to integrate intellectual and emotional learning and create lasting change.

* Identify gaps that impact business growth to achieve personal and professional growth.

* Conduct training needs assessments to develop customized learning programs and facilitate skill development workshops to help clients achieve their goals.

* Use instructional design methodologies to research and create course materials, lesson plans, handouts, instructor/student books, team exercises, role play, case studies and test items.

* Blend Emotional Intelligence (EQ) tools with active listening, root cause identification, reframing and feedback.

* Understand technical concepts and bridge the gap between senior managers and technical experts.

Contact Info



Ron Le Vine

Top-Shelf Business Consulting Services

Experienced Business Consultant with over 30 years of business management in several different industries. Capable of taking both the 10,000 foot view and get into the fine details of your business to help you navigate the pitfalls and potholes on the road to success.

Contact Info


Debbie Buchanan

Milwaukee Homeless Veterans Initiative

The Milwaukee Homeless Veteran Initiative provides the services that homeless and at-risk veterans need to reach and maintain their highest level of independence.

Founded and run by veterans, we offer unique programs to fill the gaps and don't duplicate what others do. When possible, we partner with the Veterans Administration, Wis. Dept. of Veterans Affairs, County Veterans Service Officers, and other non-profit agencies.

Since 2008 we have served thousands of veterans and their families in Southeastern Wisconsin. We don't leave our wounded behind.

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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