Stop Babysitting Your CRM

If you've ever had GoHighLevel slow to a crawl, throw weird errors, or had support blame YOUR code when it was actually a GHL issue -- this episode is going to feel like a relief.Tom Bristol, creator of The Marketer's Toolkit, joins Virginia Scheuer to pull back the curtain on why GHL breaks, how to diagnose it without losing your mind, and what new features are dropping that will change how agencies build and manage their white-label platforms.In this episode:[00:01] Why GHL has been extra glitchy lately -- and what's really to blame (hint: it's not always your CSS)[02:21] The #1 cause of slowdowns, how cache and memory work in GHL, and the quick fix[06:26] Tom's 2-browser troubleshooting trick to isolate JavaScript issues without impacting live users[08:34] How to use the Toolkit Super Admin to disable your customizer for clean testing[15:30] NEW Webhooks in the Customizer -- automate SaaS plan upgrades and location group changes without Google Sheets[19:52] How webhooks + the theme builder work together to automate fully custom branded experiences per plan tier[25:15] Quick Editor updates -- screenshots, QR codes, mobile previews, and one-click cache clearing built for the vibe code era[28:58] Quick Forms: pin any GHL form to your sidebar so you never lose momentum switching screens[31:50] The Quick Editor search bar -- smarter navigation built on browser history that respects user permissions[34:41] SNEAK PEEK: The Account Toolkit -- a new Chrome extension for GHL power users and agency pros[37:10] What's coming: workflow AI uploads, form and funnel cloning, inspector tools to reverse-engineer any GHL pageThis is the kind of behind-the-scenes, real-talk episode that agency owners need. No fluff, just the actual tools and tricks that make running a GHL-based SaaS smoother.Get The Toolkit: themarketerstoolkit.com Already in the Toolkit and want to optimize with new features? Book a 1on1: https://go.thetoolkit.io/widget/bookings/toolkit-optimizationIn the Spotlight is hosted by Virginia Scheuer and features the makers, builders, and innovators inside the Marketer's Toolkit ecosystem.

What happens when the interviewer becomes the interviewee?In this episode of the Marketer's Toolkit Spotlight Series, Dr. Josh Satterlee flips the script and puts Virginia Scheuers in the guest chair. What follows is a rare look inside the business that started it all: Soul Software by Soulpreneurs.Virginia's path to building a fully custom HighLevel experience didn't start in marketing. It started in acting studios, massage therapy rooms, and a 501c3 nonprofit theater company she built from the ground up. An autoimmune diagnosis forced her to let all of that go, and what came next was something she never expected: a coaching practice that revealed she had a serious gift for tech.When she found HighLevel and the Marketer's Toolkit, she didn't just adopt the tools. She rebuilt the entire experience from the inside out, designing something her clients (heart-centered entrepreneurs, nonprofits, real estate agents, and small business owners who lead with their values) could actually use without feeling lost.In this conversation, Josh walks Virginia through the features that shaped Soul Software: the sidebar menu she reorganized from scratch, the custom values system that replaced 47 manual updates with one, the plan upgrade automations running quietly in the background, the cross-sub-account lead sharing that makes partner events seamless, and the branded homepage dashboard her clients walk into every single time they log in.This episode is equal parts origin story and live demo. Whether you're an agency owner, a solopreneur, or someone who has always felt like HighLevel wasn't quite built for your kind of client... this one will show you what's possible.Ready to see what MTK can do for your HighLevel setup?Grab the Marketer's Toolkit: marketerstoolkit.comJoin the community: facebook.com/groups/marketerstoolkitBook a call with Virginia: go.thetoolkit.io/widget/bookings/toolkit-optimization

Tom Bristol just dropped nine new features inside the Marketer's Toolkit Customizer, and every single one is solving a real problem your clients face every day.In this episode, Virginia walks you through all nine upgrades, providing real-world context for agencies serving the real estate, insurance, chiropractic, medical, and home service industries. Tom demos each feature live so you can see exactly what your clients will experience.From color-coded pipelines that tell your team who needs attention right now, to a one-click call button that keeps your sales team moving, to address autocomplete that eliminates downstream errors... these are the kinds of upgrades that make the difference between a generic GHL setup and one your clients actually love using.What we cover: Pipeline Stage Subtitles and Descriptions, Address Autocomplete, Custom Fields Open in New Tab, Click and Drag Horizontal Scroll, Compressed Opportunities View, Call Button on the Opportunity Modal, Color-Coded Opportunity Cards, Opportunity Tag Colors, and Open Contact in Same Window.0:00 Intro1:29 Feature 1: Pipeline Stage Subtitles and Descriptions4:26 Feature 2: Address Autocomplete6:21 Feature 3: Custom Fields - Open in New Tab8:23 Feature 4: Click and Drag Horizontal Scroll11:00 Feature 5: Compressed Opportunities View13:10 Feature 6: Call Button on the Opportunity Modal14:41 Feature 7: Color-Coded Opportunity Cards20:47 Feature 8: Opportunity Tag Colors22:02 Feature 9: Open Contact in Same WindowBook an optimization call with Virginia Join the Marketer's Toolkit communityFriday live Q&A calls at noon Central

Client onboarding is one of the biggest friction points for HighLevel agencies, and most of the pain is completely avoidable. In this episode, I sit down with Tom Bristol, CEO and founder of the Marketer's Toolkit, for the first of what will be many conversations right here on the Spotlight Series.Tom walks us through Agency FormKit, a brand new tool built exclusively for GHL agencies that pre-fills onboarding forms from existing contact data, scrapes client websites and LinkedIn, saves form progress with automated reminders, and plugs directly into your workflow stack including HighLevel, Google Sheets, ClickUp, Slack, and more.We also get into how the free version works, what's included for existing Toolkit members, and how stacking FormKit with the MTK Agency Workflow app takes your entire onboarding process to a new level.0:00 - If onboarding still feels like herding cats, this one's for you1:37 - Meet Tom Bristol, CEO and founder of the Marketer's Toolkit2:00 - What MTK is and the problem it was built to solve3:39 - The MTK Customizer: why your HighLevel won't look like anyone else's6:07 - Why vibe coding your HighLevel is a dangerous game7:54 - Tom's commitment to platform stability and uninterrupted user experience9:01 - The "I had enough" moment that led to Agency FormKit9:20 - The 3 problems every agency onboarding form has (and how FormKit solves them)11:37 - Live demo: inside Agency FormKit12:06 - Yes, there's a free version13:14 - Connecting Agency FormKit to HighLevel14:39 - The magic: pre-filling forms from existing GHL contact data15:50 - Save progress and send automated reminders to clients16:13 - Integrations: webhooks, Google Sheets, ClickUp, Slack, Google Drive17:07 - Triggering GHL workflows when a form is completed17:31 - Importing existing HighLevel forms with two-way sync19:16 - Where your data lives and tracking who filled in what20:04 - Wizard mode: survey-style forms for clients21:02 - Free for Toolkit members... here's what's included21:17 - Free vs. Pro: white labeling, custom domain, and what's coming22:01 - What Tom wants every agency to walk away believing is possible23:07 - Stack FormKit with the Agency Workflow app and take it furtherThis is the kind of conversation I have been waiting to have, and I am so glad this is just the beginning.🔗 agencyformkit.com 💬 Marketer's Toolkit for Go HighLevel Facebook group 📅 Friday Q&A calls at noon Central with Chris: link inside the group

Back in 2025, I sat down with Mike Copeland — HighLevel power user since 2019, former host of our community Q&A calls, and one of the sharpest minds when it comes to making the Marketer's Toolkit work in the real world.I pulled out one of my favorite segments from that conversation because I think it's something many MTK users are still sleeping on.Mike walks through how he built a single "super button" that collapses 12+ clicks inside HighLevel down to one, and how he made it work not just on desktop but for field reps closing deals straight from their phones. He also drops a quick mention of Quick Editor — another MTK gem most people haven't discovered yet.If you've ever thought there has to be a faster way to do this in HighLevel, you're about to find out there is.And heads up — our CEO Tom is joining me very soon to talk about some exciting new features coming to the Toolkit. You won't want to miss it.👥 Join the Marketer's Toolkit Facebook Group: https://www.facebook.com/groups/marketerstoolkit📅 Join Chris every Friday at noon Central: https://book.themarketerstoolkit.com/join📞 Book an Optimization Call with Virginia: https://go.thetoolkit.io/widget/bookings/toolkit-optimization

What happens when a board-certified physician gets fed up with disconnected practice management systems? She builds something revolutionary.Dr. Ronya Green runs a thriving concierge practice in Middle Tennessee, but when she started her private practice, she hit a wall: CRMs, calendars, and EMR systems that didn't talk to each other. Frustrated by duplicative admin work and fragmented patient data, she did what most doctors don't—she built her own solution.The result? Care Nexus—a fully customized, HIPAA-compliant practice management system built on HighLevel and The Marketer's Toolkit that unifies marketing, patient care, prescribing automations, data tracking, and practice workflows in one powerful platform.IN THIS EPISODE, DR. GREEN REVEALS:✅ How she transformed HighLevel into a clinical powerhouse with full HIPAA compliance✅ Custom workflows that automate patient notes, post-visit education, and Google review requests✅ Success story: how a surgeon uses custom surveys to track patient data for pharmaceutical partnerships✅ Why traditional EMR systems fragment information (and how Care Nexus solves this)✅ The biggest mistake medical providers make when starting a practice✅ Her advice for agency owners: master ONE thing at a time before expanding✅ How The Marketer's Toolkit enables customizations impossible in vanilla HighLevelWhether you're a therapist, physician, med spa owner, chiropractor, or cash-based provider looking to streamline your practice—or an agency owner serving medical clients—this conversation will transform how you think about practice management technology.EPISODE TIMESTAMPS:[00:08] Meet Dr. Ronya Green[02:17] From physician to SaaS founder: the marketing learning curve[04:10] Building Care Nexus: one solution for everything[05:05] The power of customization with The Marketer's Toolkit[06:59] Success story: surgeon tracks patient data with custom surveys[08:52] Live demo: inside the Care Nexus system[12:31] Advice for agency owners: master one thing at a time[15:38] Real branding solves problemsCONNECT WITH DR. RONYA GREEN:Care Nexus: https://www.carenexus.com/RESOURCES MENTIONED:The Marketer's Toolkit: https://themarketerstoolkit.comABOUT THE MARKETER'S TOOLKIT:Tom Bristol is the creator and driving force behind The Marketer's Toolkit, a platform trusted by more than a thousand agencies who want systems that actually work. He's known for cutting through noise and building tools that solve real problems, not just make things look pretty. Under his leadership, MTK has become the must-have add-on for agencies who want cleaner workflows, smarter client experiences, and customization HighLevel simply can't deliver on its own. Tom keeps the focus on clarity, usability, and giving agencies the power to scale without chaos. His approach is practical, fast-moving, and impact-driven—which is why so many agency owners treat MTK as their secret weapon for delivering better work with less friction.ABOUT THE HOST:Virginia Scheuer is an Alignment Coach and the founder of Soulpreneurs Association, and the creative force behind SoulCast Studios and SoulSoftware. She is a longtime champion of The Marketer's Toolkit, where she also contributes as a creation artist and collaborator. Virginia hosts the In the Spotlight Series, showcasing innovators who are building industry-specific solutions on HighLevel and reshaping what's possible for modern agencies.HighLevel, GoHighLevel, HIPAA compliance, medical practice management, healthcare CRM, concierge medicine, practice automation, EMR alternative, med spa software, therapy practice management, chiropractor CRM, cash-based practice, healthcare SaaS, patient management system, medical office automation, HighLevel customization, Care Nexus, Dr Ronya Green, Virginia Scheuer, Marketer's Toolkit, Tom Bristol

From Military to Teacher to Six-Figure HighLevel Developer: Jacob Radcliffe's BlueprintWhat happens when a K-5 tech teacher discovers HighLevel and feels divinely led to dive in headfirst? You get Jacob Radcliffe—one of the quietest, most brilliant builders in the HighLevel ecosystem, and the mind behind countless systems running major white label brands.Jacob's path is anything but traditional. Military vet. Elementary school teacher. Self-taught programmer. HighLevel Developer Partner. Head of Engineering at Skipio. And oh yeah—he was making more as a HighLevel affiliate than as a full-time teacher, all while doing consulting work on lunch breaks and after hours.In this episode, Jacob opens up his entire playbook:✅ How he discovered HighLevel through a cousin's post and knew instantly he had to go all-in ✅ Why he chose the "build & leave" consultant model instead of running a full-service agency ✅ How the HighLevel affiliate program's 40% recurring commission changed his family's life ✅ Using AI 3-4 years ago as a personal teacher to compress his learning curve ✅ Building low-code tools on Make, Zapier & Pabbly that eventually became his software company ✅ Why The Marketer's Toolkit saves him massive development time on every build ✅ How he embeds his own custom apps inside The Toolkit to deliver premium solutions faster ✅ The difference between being a marketing automation CONSULTANT vs running an AGENCY ✅ Why he doesn't manage clients—he builds, collects the affiliate, and moves onThis is NOT a hype episode. Jacob gets honest about the realities of scaling, the power of catching the wave at the right time, and why tools like The Marketer's Toolkit are non-negotiables for developers who want to deliver faster and charge more.If you're a consultant, developer, or agency owner in the HighLevel space—or if you're thinking about jumping in—this conversation will shift how you think about positioning, business models, and building a six-figure income without burning out.Want to build like Jacob?Check out The Marketer's Toolkit at https://themarketerstoolkit.comCreated by Tom Bristol, The Marketer's Toolkit is the developer's dream for anyone serious about HighLevel. It's trusted by 1,000+ agencies and consultants to unlock advanced customizations, embed custom apps, and transform standard HighLevel setups into white-label powerhouses.✨ Custom UI components (buttons, modals, sliders, flyout menus) ✨ Advanced workflows and pre-built automations ✨ Interface customization (rename features, hide sections, add menus) ✨ Developer-friendly embedding for custom apps ✨ Tools that let you make HighLevel TRULY yoursStop reinventing the wheel. Let The Marketer's Toolkit handle the heavy lifting so you can focus on high-value builds and premium clients.Mentioned in this episode:HighLevel Affiliate Program (40% recurring commission)HighLevel Developer Partner ProgramThe Marketer's Toolkit by Tom BristolMarketing Automation Consultant vs Agency ModelCustom App Development with HighLevelCurated Services & Curated AppsSkipio (text messaging & voice AI platform)Make, Zapier & Pabbly IntegrationsAbout Jacob Radcliffe: Jacob is the owner of Curated Services (consulting) and Curated Apps (software development), and serves as Head of Engineering at Skipio. A HighLevel Developer Partner for 3+ years, Jacob has built systems for major white label brands and powerhouse agencies across countless industries. His journey from K-5 teacher to leading engineering teams is proof that you don't need a traditional path to build an incredible career in this space.About The Marketer's Toolkit In The Spotlight Series: Hosted by Virginia Scheuer, this series showcases the brilliant builders, developers, and consultants behind some of HighLevel's most impressive systems. These aren't your typical "guru" interviews—they're deep dives into real strategies, real builds, and real businesses that are thriving in the HighLevel ecosystem.Subscribe for more builder stories, HighLevel strategies, and toolkit deep dives!#HighLevel #GoHighLevel #MarketingAutomation #TheMarketersToolkit #AffiliateMarketing #ConsultantLife #SaaS #WhiteLabel #AIAutomation #Entrepreneurship

Why functionality beats flashy dashboards for agency growth with GoHighLevel + the Marketer’s Toolkit.In this episode of In The Spotlight, Virginia sits down with Charles Higgins, a CRM veteran with over 20 years of experience in the automotive world (Ford, Toyota, Cox Automotive). From Rolodexes to SaaS, Charles has seen every stage of CRM evolution — and now he’s helping agencies and entrepreneurs unlock the full potential of GoHighLevel with the Marketer’s Toolkit.Charles reveals why functionality matters more than flashy dashboards, how the Marketer’s Toolkit bridges usability gaps, and why true vendor partnerships (not just tools) are the key to scaling successfully.✨ What you’ll hear in this episode:The evolution of CRMs from automotive to SaaSWhy Charles chose GoHighLevel in 2019 and never looked backHis favorite Marketer’s Toolkit features: header buttons, iFrames, collapsible columns, announcements, and moreThe difference between a vendor and a vendor partner — and why it matters for agenciesReal-world usability tips that keep clients happy and subscribed month after monthThe power of the Marketer’s Toolkit community and Tom’s commitment to supporting agenciesIf you’re an agency owner, SaaSpreneur, or HighLevel user, this episode is packed with actionable insights to help you scale smarter, not flashier.👉 Don’t forget to subscribe for more In The Spotlight interviews with top agency leaders and HighLevel innovators.💡 Learn more at themarketerstoolkit.com⏱️ Episode Timestamps[00:00] Welcome & introduction of Charles Higgins[01:06] How Charles discovered the Marketer’s Toolkit[02:32] From automotive CRMs to GoHighLevel — 20 years of lessons[03:17] First impressions of HighLevel in 2019[04:21] Making SaaS scalable for small businesses[05:09] The Toolkit feature that won him over[06:02] Vendor vs. vendor partner — what agencies need to know[07:20] Why usability matters more than looks[08:12] Favorite feature: header buttons & new header folders[10:22] Pop-up iFrames, knowledge centers & client portals[11:34] Running a changelog & uptime monitor inside HighLevel[12:30] Using the Toolkit for offers & customizations[13:19] Collapsible columns, drag-and-drop, and minimal UI[14:33] Why the Toolkit adapts faster than custom code[15:18] Service + support: why agencies stick around[16:11] Running NPS surveys & feature requests with Toolkit[17:22] New announcements feature in action[18:02] Advice for Toolkit newbies: prioritize functionality[19:28] Little features that make a huge difference[21:03] Why functionality always beats flash[21:48] Closing thoughts + the power of the Toolkit community

Are you spending more time babysitting your CRM than actually growing your business? 😅In this Spotlight episode, we sit down with Colleen McCartney of Nerdly IO, who shows us how to stop wrestling with your tools and start letting them work for you.Inside this episode, you’ll discover:Why every agency Colleen works with is required to use the Marketer’s ToolkitHow to cut clicks, reduce clutter, and build smarter automationsWays to blend AI + human touch so your systems have a heartbeatWhat it really looks like to create a client journey that drives referrals and retention👉 Listen in and learn how to reclaim your time, simplify your systems, and finally stop babysitting your CRM.Follow the show for more Marketer’s Toolkit Spotlights, where we share the tools, strategies, and stories helping entrepreneurs scale smarter with HighLevel.Learn more about The Marketer's Toolkit here: themarketerstoolkit.com

Are you running your agency on Go HighLevel (GHL) and tired of endless clicks? In this episode, Michael Copeland shares the Toolkit features that completely changed how he works — saving hours of time while making pipelines and workflows easier to manage.You’ll learn how to: ✔️ Cut 12 clicks down to 2 with Toolkit quick actions ✔️ Use map buttons & Google auto-complete to simplify daily tasks ✔️ Instantly see who to engage with contact buttons in your pipeline ✔️ Unlock the Workflow Analyzer “cheat code” for automations ✔️ Streamline contracts, events, and mobile workflows for your teamIf you’re an agency owner using GHL, this conversation will give you practical hacks you can implement right away to work faster, manage smarter, and free up your time.⏱️ Recommended Timestamps for Podcast Notes00:00 – Intro: Why saving clicks in GHL matters 01:30 – Michael’s background: From solar agency to SaaS leadership 06:20 – Game-changing Toolkit features: Map buttons, auto-complete, contact buttons 10:00 – Pipeline clarity: Seeing who to engage instantly 15:20 – Quick actions: Turning 12 clicks into 2 20:00 – Workflow Analyzer: The cheat code for automation 31:00 – Contracts and quick action buttons in real use 38:00 – Underrated features: Quick Editor + more 50:00 – Event creation & mobile workflows for agencies 1:02:00 – What’s next: Marketplace apps & future Toolkit updates👉 Ready to work smarter in Go HighLevel? Learn more about The Marketer’s Toolkit here: https://themarketerstoolkit.com💡 Don’t miss future episodes with more GHL hacks, agency tools, and real stories — hit Follow on Spotify or Subscribe on Apple Podcasts so you never miss a tip.