Monthly Wrap-Up

of September, 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

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!

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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