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Form Templates

August 11, 20231 min read

There's a new update - Form Templates!

This feature offers a wide range of templates, including health insurance requests, registrations, newsletter sign-ups, and contact forms. It's a game-changer!

Hey everybody! I wanted to share some exciting news with you. The new form templates have just launched, and they are amazing! Now, when you go to create a new form, you'll notice a new option called "Choose from Template."

This feature offers a wide range of templates, including health insurance requests, registrations, newsletter sign-ups, and contact forms. It's a game-changer! Not only do these templates save you time, but they also provide different field options to suit your needs. So, go ahead and explore the possibilities.

Check out the new form templates and start creating your forms with ease!


The change log describes this update with these details:

Adoption: Get started with a few clicks rather than starting from scratch.

Time Efficiency: Templates provide pre-designed, reusable look and feel elements components that can be easily integrated.

Personalization and Customization: While templates provide a standardized foundation, they can still be a personalized and customized to meet specific customer needs. CRM users can modify templates by adding personalized details, such as names, specific selections or tailored messages.

Consistent Branding: Template libraries enable organizations to maintain consistent branding throughout customer interactions. Get in different business categories and tag associated.

updatesoftware updateformstemplateuser interface
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Stephanie Blair

Along with fielding client inquiries and software technical support questions, I help our clients build tools to increase their sales. My ability to ask the right questions helps narrow down exactly what they need. Together we strategize on the projects, software, and support customized to their needs. For some, it could be our fully functional CRM with a marketing and workflow builder. The client package I create is designed to streamline communication with each of their customers and prospects to easily share their message and scale their sales. In some cases, clients look to me to build out a personalized webinar, start to finish. The result is a complete plug-and-play package that can be used to successfully launch their newest product or service. Adding to our ever-expanding list of client offerings, I have recently developed a complete Platform Certification Program to help teach entrepreneurs, OBM's, virtual assistants, and more how to develop critical knowledge about our platform so they can build their own business helping clients in the software.

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Are you technologically stuck...

and you're not sure how to fix it?

We were there too!

Duct taping together a variety of software tools, praying that each wouldn't randomly break everything! Worse yet, trying to learn all those programs and pay for all those programs. What a waste of time and money!

In 2019, our CEO Melissa Blair began working with a talented team of programmers to build the Cultivating Sales PRO Platform to solve this very problem. First, she used it to automate and grow her company and then started teaching countless coaches, consultants, and advisors how to use it to grow their businesses too.

We invite you to poke around the website and if you find that you're intrigued with this concept of streamlining your sales and marketing tools, book an exploration meeting with someone from our team. This is not a sales meeting. We truly want to understand your business and see if this is right for you.

Important Integrations


Use Zapier to connect our platform with another software program. Our goal is not to need Zapier but just in case,

we have it.


By integrating with Facebook we are able to connect your business page messages, ads, and more!


By integrating with Instagram we are able to bring in direct messages, contacts, and more!


We integrate primarily with Stripe for our products, payments, invoicing, subscriptions, and more!


We integrate secondarily with Paypal to bring in products and payments.


Have a Wordpress site you want to host within CSP? You can either move your site over or build a new site in our platform!


We integrate with Shopify to manage all your advanced shopping cart needs. This is only needed if you want to have a store.


Connect with Google ads, your Google or Outlook calendar to efficiently watch your stats and appointments!

Ready To Make a Real Change?

Let’s Ditch the Duct Tape Together!