Pipelines, Opportunities and Contacts... Oh My! 9 New MTK Customizer Upgrades

GHL Keeps Breaking? Here's What's Actually Going On (+ New Tools Agencies Need) In the Spotlight | Episode with Tom Bristol of The Marketer's Toolkit

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 page This 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-optimization In the Spotlight is hosted by Virginia Scheuer and features the makers, builders, and innovators inside the Marketer's Toolkit ecosystem.

Stop Working So Hard in GHL

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

Pipelines, Opportunities and Contacts... Oh My! 9 New MTK Customizer Upgrades

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 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 [https://go.thetoolkit.io/widget/bookings/toolkit-optimization] Join the Marketer's Toolkit community [https://www.facebook.com/groups/marketerstoolkit] Friday live Q&A calls at noon Central [https://book.themarketerstoolkit.com/group-trainings]

No More Onboarding Headaches, Agency Formkit to the Rescue!

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 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 [https://agencyformkit.com]💬 Marketer's Toolkit for Go HighLevel Facebook group [https://www.facebook.com/groups/marketerstoolkit] 📅 Friday Q&A calls at noon Central with Chris: link inside the group

12 Clicks Down to 1. Stop Clicking. More Closing.

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 [https://www.facebook.com/groups/marketerstoolkit] 📅 Join Chris every Friday at noon Central: https://book.themarketerstoolkit.com/join [https://book.themarketerstoolkit.com/join] 📞 Book an Optimization Call with Virginia: https://go.thetoolkit.io/widget/bookings/toolkit-optimization [https://go.thetoolkit.io/widget/bookings/toolkit-optimization]