No More Onboarding Headaches, Agency Formkit to the Rescue!

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]

🏥 Doctor Transforms HighLevel Into HIPAA-Compliant Medical Practice Management Powerhouse

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 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