Cultivating Sales Presents...

Automation Architect Academy

The next big thing for interactively learning Highlevel

What is it?

Whatever platform...or more likely platforms...you use to manage your business, the software is always an intimidating monster to conquer. We get that.

The only way to defeat a monster is one step at a time, which is why we've built the Automation Academy program in 3 work-at-your-own-pace levels with 100+ resources so you can learn on your time with feedback along the way!

  • Level 1 - Silver: Speed date each & every feature

  • Level 2 - Gold: Learn how the pieces can fit together

  • Level 3 - Diamond: Apply the pieces to real requests

There are plenty of options for entrepreneurs, VA’s, employees, team members, builders, and all other tech geeks out there. We know that and you know that. Do any of them come with the software, access to a client-facing marketplace to easily find clients, and lifetime access to stay updated on new features? No, because we’ve seen them all.

Stop wasting your own time and money trying to train someone on top of your own job...let us do what we do best, teach, so you can do what you do best too! This college-level program ensures you bring someone onto your team with guaranteed knowledge & understanding of the platform and how to utilize it.

We’re not just offering training, we’re helping you build your business.

Not Just A Collection Of Videos...What's Included?

Work at your own pace so you can learn as fast as you need or take your time! 

The only downtime is when your quizzes are being graded.

Unlock the next level immediately when you pass the previous level's quiz...and yes I mean immediately after your quiz is graded!

Access to your own FREE sandbox builder account & templates for the duration of the course to practice building & experiment in

Access to special LIVE weekly open office hours for VIP support and learning enhancement, ask questions, absorb examples, and more!

Access to 100+ educational videos, transcriptions, workbooks, templates and more to best learn the platform

(even on features that aren't released yet...shh 🤫)

Countless opportunities for 1-on-1 recap meetings with Stephanie to ensure your understanding and help where needed.

Certificate sent to you upon passing the Diamond level that you can share, post, verify, & more!

This is your ticket to success with clients using this software.

Be able to add a profile on our Automation Architect Directory for clients to easily browse and hire you, leave reviews, browse listings, and more!

Watch some clips from our live open office hours that we hold 3 times a week!

"Nowhere have I ever found a software platform with so much hands-on support and community.

It’s mind-blowing how much access and strategy we can get simply from showing up to open office hours. I’m very grateful!"

Matt Brauning | Evolution Seminars

1 Overall Program...

3 Levels That Increase In Difficulty

We will take you from being a virtual assistant to an automation architect.

Anyone can be a virtual assistant, some people can be a builder, but only YOU can be an automation architect!

Silver Level

Speed Date Each Feature by learning the best getting started steps, and a basic understanding of each feature in the platform including what it is, how it works, and key takeaways. It's like learning your ABCs, you need to learn letters before you can make words or sentences.

In level one, you’re going to learn:

Expectations of the course and the resources available to you

The different features and functions in the software

Familiarize yourself with each tool

In's and out's of each feature

Important key takeaways for each lesson

Become A Virtual Assistant

Accomplish easy tasks like scheduling, email management, etc

Gold Level

Learn the more advanced details of the platform and how to connect all the pieces you learned about in the Silver package to make projects and processes you need such as appointments, events, and more! Now that you know your letters, you can put them together to make words!

In level two, you’re going to learn:

What it means to connect multiple pieces of the software in a cohesive and effective manner

How to build out the most commonly asked for projects that tend to be the base of most client requests

How to apply each project in an actual setting with access to the software to build out these projects in a sandbox setting

Now, Become A Builder

Build out a project when directly given the information and copy

Diamond Level

You'll take what you learned in the Silver and Gold packages and learn to apply CSP strategy to it. Including REAL requests from clients to plan, assemble, and execute all of the pieces cohesively and effectively! Now that you know how to put together letters to make words, you can put them in different orders to make complex sentences!

In level three, you’re going to learn:

Expectations and how to strategize with your client or team member

How to troubleshoot issues and the importance of troubleshooting effectively

How to tackle challenge prompts, strategize the best course of action, and build the most effective process.

Finally, Become An Architect

Help strategize about how to use CSP for your upcoming project

Silver Level

Learn the expectations of the course, getting started steps, a basic understanding of each feature in the platform including what it is, how it works, and key takeaways. It's like learning your ABCs, you need to learn letters before you can make words or sentences.


In level one, you’re going to learn:

Expectations of the course and the resources available to you

The different features and functions in the software

In's and out's of each feature

Best practices for each feature

Important Key takeaways from each feature

Be A Virtual Assistant

Accomplish easy tasks like scheduling, email management, etc

Gold Level

Learn the more advanced details of the platform and how to connect all the pieces you learned about in the Silver package to make projects and processes you need such as appointments, events, and more! Now that you know your letters, you can put them together to make words!


In level two, you’re going to learn:

What it means to connect multiple pieces of the software in a cohesive and effective manner

How to build out the most commonly asked for projects in CSP

How to apply each project in an actual setting with access to the software to build out these projects in a sandbox setting

Be A Builder

Build out a project with the given information and copy

Diamond Level

You'll take what you learned in the Silver and Gold packages and learn to apply CSP strategy to it. Including REAL requests from clients to plan, assemble, and execute all of the pieces cohesively and effectively! Now that you know how to put together letters to make words, you can put them in different orders to make complex sentences!


In level three, you’re going to learn:

Expectations and how to strategize with your client or team member

How to tackle challenge prompts, strategize the best course of action, and build the most effective process.

How to troubleshoot issues and the importance of troubleshooting effectively

Be An Architect

Help strategize with you about how to use CSP for your upcoming project

Experience A Lesson First Hand...

Like How To Login & Configure Your Profile

Watch our interview with our developers and other community influencers to learn more about why we saw the need for this certification program and so much more valuable information!

If you are a marketing agency and are interested in offering this software to your clients, you can connect with our development team by clicking here. If you are an affiliate of Cultivating Sales, you qualify for up to $500 off our Platform Certification Program.

By the end of the program, you will...

Understand all the features and tools in the Cultivating Sales

PRO and GHL platforms.

Design processes that show your clients why you’re valuable to them and their business growth.

Take home 100% of the income with clients, we already benefit enough from your help

Add a profile on our Automation

Architect Directory for clients to easily browse and hire, review, & book with you

Use the templates you build in order to clone, adjust, customize, or duplicate results for all your clients

Hear from both active & certified students from various levels of the program!

"I appreciate the opportunity to attend open office hours, both as a client and a VA/platform specialist. No question is insignificant and is often refreshing to my own thought process. There is such mutual respect for each person who is asking a question, and other cs members are often helpful in their comments of what has worked for them. I often do not actually have questions but I gain so much knowledge in that valued hour, I hate to miss it."

Marie Matteson, Certified Automation Architect

"Steph is AMAZING and will gently guide me to find a solution to the problem. Few people can be a great teacher, and Steph FOR SURE can. I really appreciate Steph guiding me but always making sure I'm using my critical thinking to find a solution to my problem"

Ainara Alducin-Rodriguez, Certified Automation Architect

"After really watching the other ones, over and over again taking detailed notes, and then I see I'm seeing repetition. I can see how it's really not a million things I'm learning, it's a few things and then just knowing how to put them together. You know, by the time I write notes and like play with it and do the little things I'm like “Okay, this is now making sense"

Heidi Miller, Active Diamond Level Student

"The explanations/examples were real and to the point - The documentation - The length of the videos are "bite-size" and easy to dive into and gain value. The documentation for each lesson is awesome! They are great tools for quick reference when we will be building and using features in the future.This is a truly great program to learn the software and all its capable of"

Shawndel Spader, Active Gold Level Student

"The Cultivating Sales Certification program is the best way to learn the platform, and Stephanie Blair does an excellent job of making each topic easy to comprehend, and she breaks down the most complicated things into simple tasks."

Susie Moon, Active Diamond Level Student

"This week, I was able to use my new HL project knowledge to investigate several workflows built that we were having issues with or needed updates, so it was thrilling to now comprehend WHERE to go in the funnel or workflow process and fix it 😎 Thank you for the awesome added handouts and guides! I have saved them all especially excited to dive into memberships as I have been doing some of this now!"

Jennifer Palacios, Active Gold Level Student

 #1 REASON TO TRUST US

As an early adopter of our development software, Melissa has been building the platform, community, and relationships you see today for 3+ years!

 #2 REASON TO TRUST US

We have taught hundreds of business owners how to use the software. Stephanie works on improving the course as well as teaching clients & builders daily

 #3 REASON TO TRUST US

We have used this platform to successfully grow our own family-run company from a team of 1 to 4... to nearing 7-figures in less than 4 years

But First, Meet The Instructor...

Stephanie Blair

Nice to meet you! I am the Vice President of Cultivating Sales. I have spent the last 2.5 years 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.

I have created this program to teach people like yourself how to do exactly what I do. It gives me great pleasure to share things that I have learned with others. When something I am teaching someone registers and the light goes off for them, it equates to fireworks for me.

Results - She has mastered the CSP software platform in less than 2 years with no prior software or marketing experience

Relatability - She teaches others how to use the software on a daily basis during our open office hours, during projects with clients, and during more

Why - She's tough. She expects you to do the work in order to learn, you have to prove that you know the system and are trustworthy enough to work with clients...plus no one else has built out a resource like this!

Take It From Her Clients In Our Weekly Open Office Hours


Join Today & Become An

Automation Architect

Member InformationThis is the person who will be working through the certification program & receiving the certificate - 1 certificate per enrollment purchase
Select Your Payment PlanThis membership enrollment is for this member only who will be receiving the certificate - 1 certificate per enrollment purchase
Sandbox Builder Account Information

One Payment Plan

$3500 one-time payment

(OFFER ENDING SOON!)

6 Payment Plan

$597/month for 6 months

(OFFER ENDING SOON!)

Frequently Asked Questions

What is the Automation Architect Directory?

The Automation Architect Directory is a resource that is offered to HL and CSP members, clients, etc. to find certified builders to work with! Once certified, you can add your profile to the directory if you want...some may choose not to because they do not want to offer services and that is okay too!!If you choose to add your profile, you will be able to offer your own services to a wide audience of potential clients! Market your expertise with reviews, update your profile, add packages, and more!

What is a builder account?

A builder account is a FREE CSP account that you get access to for the duration of the certification. This account allows you to build, test, play around, and even break your processes without cluttering up your own CSP or GHL account. This account even comes with educational templates for an extremely detailed tour of the most complex parts of the platform!After you are certified, you get to choose if you want to sign up as a client and keep your CSP account or let it close after 7 days if you do not need it any longer. 

Can I pay for myself and put my team through?

Unfortunately, we cannot offer this at this time as the price is PER certificate. If you have a team you would like to go through the certification with, feel free to reach out to stephanie@cultivatingsales.com and we can talk more!

Can I swap out my team member for someone else later?

At this time, we do not encourage this to be done because you are paying for the knowledge they have access to. However, at this point if the participant that is enrolled chooses to swap registration with someone outside of the program, they must make a swap payment fee depending on the level of progress the initial participant has made before enrolling the new participant..

a. Participants in the Silver level must make a payment of 10% of the certification price. b. Participants in the Gold level must make a payment of 15% of the certification price. c. Participants in the Diamond level must make a payment of 20% of the certification price.

Can I request a refund?

No refunds will be available as you are paying for the resources and knowledge to carry with you for a lifetime!

What is the difference between HighLevel and Cultivating Sales?

HighLevel is the amazing development team that has built the core software. At Cultivating Sales, we have customized our version of the HighLevel software that is specific to our niche market which is Coaches/Consultants/Advisors.If you are a marketing agency, you can work directly with HighLevel and customize the software for your niche just like we've done.

Will it look identical to GHL?

Not exactly. Our main business focus has always been our SAAS program that we have been selling for years. That being said, when you work in your free CSP builder account you will notice some slight differences between CSP and GHL. That is because as an agency, we have customized our platform a bit to fit our market. However, the curriculum in the certification can is applicable to your GHL account, whether you just started or have some stuff built out already. You can choose to work in the builder account or in your own, the choice is yours (:

Will this teach me how to setup my GHL agency?

Not quite, this program will help solidify understanding (or teach someone that is brand new to the system) how to effectively utilize the platform natively.GHL has great resources that cover settings up your agency, but we come in when you need to learn more about how to use the platform, train someone, or need to hire an architect!

With that being said, we are happy to talk about these topics and our experience on our live sessions!

What is a sandbox builder account?

A builder account is a FREE CSP account that you get access to for the duration of the certification. This account allows you to build, test, play around, and even break your processes without cluttering up your own CSP or GHL account. This account even comes with educational templates for an extremely detailed tour of the most complex parts of the platform!

After you are certified, you get to choose if you want to sign up as a client and keep your CSP account or let it close after 7 days if you do not need it any longer. 

FAQ image

What is the Automation Architect Directory?

The Automation Architect Directory is a resource that is offered to HL and CSP members, clients, etc. to find certified builders to work with! Once certified, you can add your profile to the directory if you want...some may choose not to because they do not want to offer services and that is okay too!!

If you choose to add your profile, you will be able to offer your own services to a wide audience of potential clients! Market your expertise with reviews, update your profile, add packages, and more!

FAQ image

What is the difference between HighLevel and Cultivating Sales?

HighLevel is the amazing development team that has built the core software. At Cultivating Sales, we have customized our version of the HighLevel software that is specific to our niche market which is Coaches/Consultants/Advisors.

If you are a marketing agency, you can work directly with HighLevel and customize the software for your niche just like we've done.

FAQ image

Will it look identical to GHL?

Not exactly. Our main business focus has always been our SAAS program that we have been selling for years. That being said, when you work in your free CSP builder account you will notice some slight differences between CSP and GHL. That is because as an agency, we have customized our platform a bit to fit our market.

However, the curriculum in the certification can is applicable to your GHL account, whether you just started or have some stuff built out already. You can choose to work in the builder account or in your own, the choice is yours (:

FAQ image

Will this teach me how to setup my GHL agency?

Not quite, this program will help solidify understanding (or teach someone that is brand new to the system) how to effectively utilize the platform natively.

GHL has great resources that cover settings up your agency, but we come in when you need to learn more about how to use the platform, train someone, or need to hire an architect!

FAQ image

Can I pay for myself and put my team through?

Unfortunately, we cannot offer this at this time as the price is PER certificate. If you have a team you would like to go through the certification with, feel free to reach out to stephanie@cultivatingsales.com and we can talk more!

FAQ image

Can I request a refund?

No refunds will be available as you are paying for the resources and knowledge to carry with you for a lifetime!

FAQ image

Custom Fields vs Custom Values

Automation
September 14, 20226 min read

First things first, let's talk about what they even are. Custom fields give you the ability to create your own contact data fields, most importantly, this is data for the contact itself.  So each contact will have these fields within their record that they can fill out within form surveys, stuff like that. You can go in and enter information via forms, surveys, workflows, manually, all sorts of things. These fields capture information about the contact. So favorite color, lease renewal, date, policy, renewal, date, canceled date, start date, whatever you want it to be. You can literally create whatever question you want.  Then you can pull these into messaging like text messages, emails, landing pages, all sorts of things & it will pull in whatever is attached to their contact record.

Then we also have custom values, which are standard account values. These are predetermined fields that you enter the data into and you only have to edit them in one place. So you can, again, you can pull these into messages, funnels, websites, emails, texts, all of those things.

The main difference is that custom fields are contact data fields, & they are specific to that one contact they've entered that data you've entered that data for them, whatever it is it's to that one contact, whereas custom values are for your account and you are putting the value in there. You are determining what that value is being entered. And this is for that value as a whole, wherever you bring it in. And then you can always go in and edit that later. 

What this looks like inside the system is if we go into the system and go down to settings, we will see under this last chunk of settings here, that we have custom fields and custom values.

If we click on the custom fields tab, again, these are your contact data fields. So these are going to be your questions you're asking on the forms surveys, different data you're having them pull in or enter in. Most examples include questions… What is a favicon and how do you add one? What's your LinkedIn profile link? What questions would you ask the client, if any?

I've created all of ours when I created our forms or surveys & you can use these custom fields and values all over different parts of the system, which is why they're mainly in this backend settings area. Again, under this custom fields tab, you are able to view, edit, delete, and actually change the order of your fields and how they present to you when you're in a contact record. If you want to have a certain question show up first, when you go to any contact record, you can use those lines to then rearrange how you want them to be presented to you.

Then under the custom values tab, we can see all of these ones that we have here, we have 49 of them in our account. When creating these values, you name your value for your internal usage so you know which link you're grabbing, and use the key for actually populating that field. Lastly, there's the value that you enter.  So if I took this backend API one, I could go in and enter a value, edit a value that's already existing, or I could delete it entirely if I wanted to. 

Once a value is created…that means that when I go to create emails and text messages, I can pull in these custom values into those messages. And then let's say later, six months down the line, I'm like, oh crap. I need to change my referral meeting link to a different one, I don't want to go back to all of those emails and all of those text messages to replace that one link, and gotta make sure I don't forget any…Actually, if you use these custom values, it's much easier because all you have to do is just change the value in this settings area. Then this key will now update that value wherever you've pulled that in. So it's really, really helpful when you have links that you're pulling into email after email and they're all over the place. 

To provide a couple of use cases, I wanted to show you how these custom fields and values work. In our referral smartlist, we can see the names of our contacts, custom fields for both the contact referred and referred by, and more. When these people are filling out my forms that I've created to submit those referrals, it's automatically filling in that information to that contact. So for this person, I can see that they were referred to by Sam Yasmin. I can click on any of these people and go to the additional info tab and see all of my custom fields and what data that person has entered into them. You can turn on and off hiding those empty fields if you only want to view the ones with data in them.. 

To use the fields and values, you can pull those in via these custom values drop down wherever you're working in the system. You can find any custom field you've created under the contact list all the way at the bottom, under the custom fields area. And then this is where you can scroll and find any custom field that you've created and it'll pull in whatever data is associated with that contact for that said custom field that you chose.

We also have user information. Whoever the contact is assigned to the appointment information if this is being sent off of an appointment. Message body, account fields which pull in your CSP or high level account information, right now, email unsubscribe, link membership, contacts, or Shopify.

Lastly, we have our custom values. Again, these are all those really quick links and data fields that I want to be able to grab very quickly when I'm working within the system. So one that I use a lot is our open office hours zoom link. So if I just quickly was messaging someone and was like, oh, I need my open office hours link…I can just go and grab that custom value and send it to them rather than having to go find the link in zoom and copy paste it and move it all over, I can just quickly grab my little link here. And if I ever needed to change that open office hour link later, I can always go back in under settings, custom values and then edit that link, then wherever I have this custom value pulled in, it will update automatically. 


We can also pull custom fields & values into funnel/website pages. We don't know who they are right when they join the page, but we do after they've submitted some sort of form or booked an appointment, etc. Now, we know who they are & we can use those custom fields on those different pages. For example, we have our internal processes here where they're booking their intro call. On the thank you page that is connected, you will see that I have {{contact.name}}, thanks for booking on {{appointment.start_time}} {{appointment.time_zone}} And the buttons add to calendar buttons are just pulling in that appointment custom field. So what happens is when they book on this page and they get taken to this page, it knows who they are, what their data is when they book their appointment, then it just is going to show and present that contact’s information via the custom fields on my page.

Want to learn more? Become An Automation Architect here

Certification Flyer

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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