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.com
Join the community: facebook.com/groups/marketerstoolkit
Book a call with Virginia: go.thetoolkit.io/widget/bookings/toolkit-optimization

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 Intro

1:29 Feature 1: Pipeline Stage Subtitles and Descriptions

4:26 Feature 2: Address Autocomplete

6:21 Feature 3: Custom Fields - Open in New Tab

8:23 Feature 4: Click and Drag Horizontal Scroll

11:00 Feature 5: Compressed Opportunities View

13:10 Feature 6: Call Button on the Opportunity Modal

14:41 Feature 7: Color-Coded Opportunity Cards

20:47 Feature 8: Opportunity Tag Colors

22:02 Feature 9: Open Contact in Same Window

Book an optimization call with Virginia
Join the Marketer's Toolkit community
Friday live Q&A calls at noon Central

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 you
1:37 - Meet Tom Bristol, CEO and founder of the Marketer's Toolkit
2:00 - What MTK is and the problem it was built to solve
3:39 - The MTK Customizer: why your HighLevel won't look like anyone else's
6:07 - Why vibe coding your HighLevel is a dangerous game
7:54 - Tom's commitment to platform stability and uninterrupted user experience
9:01 - The "I had enough" moment that led to Agency FormKit
9:20 - The 3 problems every agency onboarding form has (and how FormKit solves them)
11:37 - Live demo: inside Agency FormKit
12:06 - Yes, there's a free version
13:14 - Connecting Agency FormKit to HighLevel
14:39 - The magic: pre-filling forms from existing GHL contact data
15:50 - Save progress and send automated reminders to clients
16:13 - Integrations: webhooks, Google Sheets, ClickUp, Slack, Google Drive
17:07 - Triggering GHL workflows when a form is completed
17:31 - Importing existing HighLevel forms with two-way sync
19:16 - Where your data lives and tracking who filled in what
20:04 - Wizard mode: survey-style forms for clients
21:02 - Free for Toolkit members... here's what's included
21:17 - Free vs. Pro: white labeling, custom domain, and what's coming
22:01 - What Tom wants every agency to walk away believing is possible
23:07 - Stack FormKit with the Agency Workflow app and take it further

This 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

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

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 HighLevel

Whether 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 problems

CONNECT WITH DR. RONYA GREEN:
Care Nexus: https://www.carenexus.com/

RESOURCES MENTIONED:
The Marketer's Toolkit: https://themarketerstoolkit.com

ABOUT 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

What 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 on

This 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.com

Created 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 yours

Stop 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 Program
• The Marketer's Toolkit by Tom Bristol
• Marketing Automation Consultant vs Agency Model
• Custom App Development with HighLevel
• Curated Services & Curated Apps
• Skipio (text messaging & voice AI platform)
• Make, Zapier & Pabbly Integrations

About 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

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 SaaS
• Why Charles chose GoHighLevel in 2019 and never looked back
• His favorite Marketer’s Toolkit features: header buttons, iFrames, collapsible columns, announcements, and more
• The difference between a vendor and a vendor partner — and why it matters for agencies
• Real-world usability tips that keep clients happy and subscribed month after month
• The power of the Marketer’s Toolkit community and Tom’s commitment to supporting agencies

If 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

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 Toolkit
• How to cut clicks, reduce clutter, and build smarter automations
• Ways to blend AI + human touch so your systems have a heartbeat
• What 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

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 team

If 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 Notes

00:00 – 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.

In this episode of Marketer’s Toolkit: In The Spotlight, Virginia Scheuer sits down with Dr. Josh Satterlee, founder of Trust Driven Care, to explore how he turned a simple communication problem into a scalable system that’s transforming healthcare practices — and inspiring SaaS users across industries.

You’ll learn how Dr. Josh:

Solved the one-way texting problem and built true two-way communication

Uses dynamic workflows and appointment smart lists to maximize efficiency

Creates trust-driven experiences that turn automation into connection and connection into growth

Harnesses the Marketer’s Toolkit to supercharge GoHighLevel and scale sustainably

If you’re a GHL user, service-based entrepreneur, or SaaS enthusiast, this episode is packed with actionable takeaways to optimize your systems, streamline your processes, and create unforgettable client experiences.

⏱️ Timestamps

00:00 – The power of one toolkit inside GHL
00:40 – Meet Dr. Josh Satterlee
01:19 – The communication gap in healthcare
05:00 – Why two-way texting changes everything
09:30 – Discovering GHL and MTK
12:00 – Building trust through better automation
17:40 – Why Marketer’s Toolkit is essential for healthcare and beyond
20:50 – The brilliance of appointment smart lists
25:00 – Boosting feedback and user engagement with MTK buttons
32:00 – Visual pipelines and smart automations in action
38:30 – Custom workflows that make scaling simple
43:40 – Dynamic buttons and automation magic
45:20 – Why branding and user experience build trust
46:30 – Closing thoughts: automation as partnership

Want to learn more about the toolkit: https://themarketerstoolkit.com

What if one button could transform the way you and your clients work inside GoHighLevel? In this episode of The Marketer’s Toolkit: In The Spotlight, Bonnie and Elizabeth share how they built a thriving agency with Toolkit as their very first investment — and why they call it their “$5,000 Easy Button.”

From duct-taped solutions to white-glove client experiences, they walk us through the tools, strategies, and mindset shifts that have made their automation agency a success story. If you’re a SaaSpreneur or agency owner looking to save time, wow your clients, and unlock hidden features in GoHighLevel, this episode is packed with ideas you can implement today.

⏱️ Timestamps / Chapters

00:00 – 3 truths about Marketer’s Toolkit
 03:56 – Meet Bonnie & Elizabeth
 07:37 – From tech + wellness to agency founders
 10:43 – Toolkit as first agency purchase
 11:06 – The $5,000 Easy Button (Quick Editor)
 13:36 – Beyond the button – Theme Builder & workflows
 17:16 – Quick Editor demo in action
 19:36 – Custom buttons & client dashboards
 22:09 – Recap form workflow (white-glove support)
 23:48 – Personal automations that save time
 27:18 – Advanced workflows (autofill & staff tools)
 32:15 – Branding with Theme Builder
 37:27 – Client growth & success stories
 39:33 – Closing thoughts

Check this out! https://themebuilder.themarketerstoolkit.com/

Already in the Markter's Toolkit? Grab an Optimazation call and see how we can continue to enhance your Agency! https://go.thetoolkit.io/widget/bookings/toolkit-optimization

In this episode of In The Spotlight, you’ll meet Kaila Love—rapper, educator, and award-winning agency founder—who built a six-figure SaaS serving 100+ artists across 6 countries using The Marketer’s Toolkit inside Go HighLevel.

What started with burnout became a breakthrough. Kaila shares exactly how she streamlined onboarding, simplified no-code dashboards, and created an artist-friendly SaaS brand that feels like magic (but runs like clockwork).

💡 What You’ll Learn:

• How Kaila used HighLevel + Toolkit to build a scalable, niche SaaS
• Her onboarding flow that converts without confusing her clients
• Dashboard design tricks using custom values (no curly bracket trauma here 😅)
• How to tier your offers and upsell with locked features
• Building with love: using language, UX, and visuals that feel human
• Bonus: See Kaila’s no-code AI platform + live demo of BritBot! 🤖

⏰ Timestamps:

00:00 – Meet Kaila: From ESPN Features to Agency Builder
 01:40 – Hackathon Wins, Amazon Pitching & Outside Lands 🎉
 02:25 – The Music Industry Pain That Led to HighLevel
 04:00 – The Night She Started Her Agency at VeeCon
 04:44 – Why She Waited 1.5 Years to Launch—Until It Felt Right
 05:40 – Simplifying UX for Artists with The Marketer’s Toolkit
 06:33 – ✨ Dashboard Magic: Custom Values Without Code
 08:10 – The Color Picker That Made Her Clients Say “Wow”
 09:12 – Why “Curly Brackets” Scared Her Artists 😱
 10:36 – Her #1 Advice for New SaaS Agencies
 11:37 – From ACL Surgery to Self-Taught Automation Queen
 12:42 – The Toolkit That Changed Everything
 13:28 – The Secret to Standing Out in a Sea of GHL Clones
 14:35 – Kaila’s New AI Platform: The AI Homegirl
16:45 – Live Demo: BritBot, the No-Code AI Widget
18:39 – Updating AI Agents via Google Docs (Genius!)
19:49 – 🎯 Using Locked Features to Sell Tiered Plans
21:45 – The Power of Language Customization in UX
22:08 – Her 13-Year-Old Niece Built in HighLevel!
23:09 – How She Discovered the Toolkit
24:21 – “Don’t Touch Anything!” – The Artist-Safe Funnel Build
25:09 – Turning Funnels into $5 Downloads, Not Streams
26:29 – Email Sequence: Nurture. Story. Offer.
27:14 – Client Feedback: From 5 Tools → 1 Powerful Platform
28:08 – Why Custom Values Were Her Line in the Sand
29:22 – Tom (the Creator) = Wizard Status 🧙
30:32 – Where to Find Kaila, the AI Homegirl, Rapper & Educator

🌐 New to The Toolkit?
Build stunning, scalable SaaS platforms with the tools Kaila swears by:
👉 themarketerstoolkit.com

🗓 Already using it? Book your free optimization call:
👉 go.thetoolkit.io/widget/bookings/toolkit-optimization

In this episode of In The Spotlight, Will Winter, COO of Agent CRM, breaks down how his team scaled to serve thousands of insurance agents using GHL, The Marketer’s Toolkit, and smart automation workflows.

From streamlining onboarding to taming the chaos of A2P 10DLC compliance, Will shares the exact systems and strategies that power their SaaS infrastructure—and how you can do it too.

💡 What You’ll Learn:

• How to scale a white-label SaaS with Go HighLevel
• Client onboarding automations that actually reduce churn
• Toolkit features like custom values, smart forms, contact buttons
• A2P 10DLC tips to stay compliant and protect SMS deliverability
• How to train your team + build systems that scale without burnout
• The mindset shift from passive SaaS dream to sustainable growth

⏰ Timestamps:

00:00 – Intro to Will + Agent CRM’s SaaS Journey
 04:29 – Why Agent CRM Adopted The Marketer’s Toolkit
 06:12 – SaaS Scaling Pains: The Problem with Onboarding
 07:40 – Customizer Walkthrough: Automate Branding for Sub-Accounts
 10:43 – Saving Time with No-Code Tools + Custom Values
 12:50 – A2P 10DLC Registration: Avoiding Common Rejections
 17:37 – Debunking the Passive SaaS Myth
 19:44 – Training Modules + Pop-Ups for GHL Onboarding
 24:11 – How Pop-Ups Increased Feature Adoption + Awareness
 27:00 – Contact Buttons = Automation Magic for SOP Tracking
 32:48 – The Branding Offer That Won 70+ Sub-Accounts
 35:18 – Will’s #1 Success Metric: Team Development
 38:26 – Where to Follow Will: @AgentCRM | @WillJWinter
 39:49 – Final Thoughts + GHL Advice for SaaS Builders

📲 Connect with Will Winter:
Instagram: @WillJWinter
YouTube: Agent CRM

🌐 New to The Toolkit?
Explore automations, onboarding tools, and branding solutions for Go HighLevel:
👉 themarketerstoolkit.com

🗓 Already a user? Book your free optimization call here:
👉 go.thetoolkit.io/widget/bookings/toolkit-optimization

If you're losing customers, juggling too many disconnected tools, or trying to scale your SaaS without duct tape and overwhelm—this one’s for you.

Glenn shares how he used The Marketer’s Toolkit to:

• Reduce churn by improving user experience
• Integrate complex systems like CRMs, eBay, and inventory software
• Build scalable, niche-focused workflows
• Strike the balance between customization and sustainability

Whether you're an agency owner, SaaS founder, or tech-savvy integrator, you’ll get real-world insight into building better systems with less friction.

💡 What You’ll Learn:

• Why churn is often a friction problem, not a product problem
• How to scale without burning out your dev team (or yourself)
• Toolkit strategies for syncing with external software
• Glenn’s advice for turning agency skills into scalable SaaS
• Why support, not just features, is the edge

⏰ Timestamps:

00:00 – Why Tools Alone Aren’t Enough (Support + Strategy Matters)
 00:45 – Glenn’s Story: From 1985 Software Sales to SaaS CEO
 03:48 – What Glenn Uses Inside The Marketer’s Toolkit
 05:22 – CRM + Operations Software Integration Example
 06:18 – Core Philosophy: Reduce Friction, Reduce Churn
 10:45 – Toolkit in Action: One-Click Sync to Partner Software
 12:14 – Expanding Toolkit Use Across Niches
 14:24 – Customization vs. Scalability (Striking the Balance)
 16:01 – Wildest Integration: eBay + CRM + Inventory System
 17:34 – Advice for Agencies Dreaming of Building SaaS
 19:11 – Real Talk: Know Your Business, Play to Your Strengths
 21:05 – Why Tom’s Toolkit Stands Out
 24:48 – Product Support That Actually Supports
 26:16 – Triple Threat: Great Tool, Great Guy, Great Support

📞 Want to see what’s possible with The Marketer’s Toolkit?

 Explore the tools, templates, and integrations designed to help you scale smarter:
 👉 themarketerstoolkit.com

🗓 Already a user? Book your free optimization call here:
👉 go.thetoolkit.io/widget/bookings/toolkit-optimization

Jake reveals how he used The Marketer’s Toolkit Theme Builder, Location Groups, and the built-in Customizer to craft a sticky, white-labeled SaaS that clients love — and talk about. 💬

Whether you’re building for real estate, M&A, or just looking to bootstrap your own GHL SaaS, Jake shares proven, zero-cost strategies to grow, support, and scale smart.

💡 What You’ll Learn:

• How Jake turned his internal GHL build into a SaaS empire
• His exact toolkit stack for real estate + agency clients
• Organic growth secrets (no paid ads — ever)
• How to use Location Groups + Theme Builder for niche branding
• When to use custom code vs Toolkit tools
• Why community and client support are the real differentiators

⏰ Timestamps:

00:00 – Intro: Meet Jake Cross
 01:00 – How Jake Stumbled into SaaS
 02:35 – Real Estate to SaaS: The Pivot
 04:15 – The Power of Word-of-Mouth Growth
 05:28 – How Jake Keeps Clients for Life
 06:45 – Why Jake Chose Marketer’s Toolkit
 07:35 – Favorite Toolkit Features (Theme Builder, Customizer)
 08:10 – Location Groups: Real Example
 10:00 – Behind the Scenes: Jake’s Agency Setup
 11:15 – Jake’s Advice for New SaaS Builders
 12:30 – Pro Tips: Theme Builder vs Custom Code
 14:00 – Jake’s Custom Home Screen & Community
 15:40 – Hiding HighLevel Distractions
 16:15 – What’s Next for Jake & the Toolkit
 17:40 – Final Words of Wisdom

📞 Want to see what’s possible with The Marketer’s Toolkit?
Explore the tools, templates, and integrations designed to help you scale smarter:
👉 themarketerstoolkit.com

🗓 Already a user? Book your free optimization call here:
👉 go.thetoolkit.io/widget/bookings/toolkit-optimization

Now, Allan merges his custom development expertise with The Marketer’s Toolkit Theme Builder to deliver a fully branded SaaS experience inside HighLevel — no code, no confusion, just pure client wow-factor.

Whether you’re a SaaS founder, white-label strategist, or agency owner, Allan shares real-world strategies to help you stand out, protect your IP, and scale smart.

💡 What You’ll Learn:

• Why Allan transitioned from Infusionsoft to HighLevel
• How to build niche client portals with the Theme Builder
• Ways to connect offline services with online automations
• Productivity tips using ADHD-friendly tools like Pabbly

⏰ Timestamps:

00:00 – Intro: Meet Allan Simmons + In The Spotlight Series
01:18 – Allan’s Bespoke App: How He Built a System Before the Internet
02:34 – Moving from Infusionsoft to HighLevel
03:23 – How Allan Uses GetBookedUp + The Marketer’s Toolkit
05:05 – Smart Buttons & Automations for Non-Tech Users
07:06 – How Technicians Use the Custom Portal
09:06 – Favorite Features for Non-Techie Clients
10:04 – Allan’s Advice for Niche SaaS Creators
11:43 – How Allan Designs Snapshots for Different Client Types
13:23 – Connecting Offline & Online Systems with HighLevel
14:21 – Hidden Menus, Custom Labels & Protecting IP
17:00 – Allan’s Favorite Productivity Tools (Pabbly + ADHD Planner)
18:35 – Sneak Peek: Allan’s Rug Dashboard Project
19:33 – Closing Thoughts & How You Can Do It Too

Interested in the Toolkit Check it out!: themarketerstoolkit.com

🗓 Already in the Toolkit?
Book your free optimization call to make the most of your HighLevel setup:
👉 go.thetoolkit.io/widget/bookings/toolkit-optimization