Cultivating Sales PRO
Let's Wrap Up This Last Month!
Learn how we G.R.O.W.
A Word From Cultivating Sales!
GRATEFUL - My husband Steve and I celebrated our 29th year of marriage on Sept. 10th. I am so grateful for him. He makes this marriage thing easy.
RESOURCE - Now that in person events are everywhere again, you can use https://www.peerspace.com/ to locate a meeting room that will work for your event.
Need volunteers to help you? Use the mobile app https://www.taskrabbit.com/.
OBSERVATION - I was asked by a mentor to do a SWOT Analysis on myself. (Strengths, Weaknesses, Opportunities, and Threats). It is crazy how easy it was to list the weaknesses and how hard it was for me to identify my strengths. I encourage you to do this exercise. It’s harder than you’d think but brings clarity for where we need to hire next.
WORD OF MOUTH - If you’re friends with me on Facebook, you saw our photos from our trip to Costa Rica. If you decide to visit Central America, I highly recommend going to Dreams Las Mareas. It was truly an amazing experience. We’re already booked for the same event next year.
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!
Ainara Alducin-Rodriguez
Aleia Pengilley
Marie Matteson
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
Calendar Groups
Create calendar groups with just a group name, a description, and a URL.
Note - Adding users to a team is no longer required
Comments in Memberships
Course members can comment within lessons to provide feedback, or create community discussions about the course and specific topics.
Note - Course creator can enable, hide, or lock comments within each individual lesson
Recurring Invoices & Payments
Schedule recurring invoices to send automatically to customers who have purchased a recurring service or product.
New Tags UI
View deleted tags, search tags by name, restore from audit logs, and view when each tag was created and updated last.
Opportunity If/Else Logic
Select opportunity conditions such as lead value, pipeline, and pipeline stage, to specify workflow actions.
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
Free Options
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.
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.
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.
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