The Marketer’s Toolkit isn’t just a podcast—it’s a behind-the-scenes look at how top GoHighLevel (GHL) users are building smarter, scaling faster, and creating systems their clients actually use.
At the heart of it all is Tom Bristol—the brilliant mind behind The Marketer’s Toolkit. Known for his out-of-this-world support, rapid innovation, and uncanny ability to solve GHL’s most frustrating gaps, Tom has become a beloved creator in the GoHighLevel community. His Toolkit gives SaaS builders and agency owners the edge they need to rise above the noise.
In each episode, you’ll hear real stories from Toolkit users—creative founders, niche SaaS pros, and accidental agency owners who turned a system into a sustainable business. From intuitive dashboards for neurodivergent users to automated onboarding that scales with heart, these stories show what’s actually possible inside HighLevel.
🎧 Hosted by Virginia Scheuer, co-creator of the In the Spotlight YouTube series and long-time Toolkit power user.
Whether you're building a SaaS from scratch or refining your white-label GHL experience, this podcast delivers clarity, community, and copy-paste strategies you won’t find anywhere else.
Brought to you by The Marketer’s Toolkit
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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
Episode 17
Wednesday, June 3, 2026 • Duration 32:39
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
Episode 16
Monday, May 11, 2026 • Duration 42:41
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.
Pipelines, Opportunities and Contacts... Oh My! 9 New MTK Customizer Upgrades
Episode 15
Monday, March 16, 2026 • Duration 25:35
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
No More Onboarding Headaches, Agency Formkit to the Rescue!
Episode 14
Monday, March 9, 2026 • Duration 25:08
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 coming22:01 - What Tom wants every agency to walk away believing is possible23:07 - Stack FormKit with the Agency Workflow app and take it further
12 Clicks Down to 1. Stop Clicking. More Closing.
Episode 13
Monday, March 2, 2026 • Duration 17:06
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.
🏥 Doctor Transforms HighLevel Into HIPAA-Compliant Medical Practice Management Powerhouse
Episode 12
Thursday, December 11, 2025 • Duration 16:48
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
6 figures with no client headaches leveraging GHL Highlevel: Jacob Radcliffe's Build and Leave Method
Episode 11
Wednesday, November 19, 2025 • Duration 41:28
From Military to Teacher to Six-Figure HighLevel Developer: Jacob Radcliffe's Blueprint
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.
GoHighLevel Usability Tips: Pretty Dashboards Don’t Pay the Bills 💸 — Functionality Does
Episode 10
Wednesday, October 1, 2025 • Duration 22:53
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 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.
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 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.
GHL Toolkit Hacks: Save 12 Clicks in Seconds with Michael Copeland
Episode 8
Monday, September 8, 2025 • Duration 01:03:40
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 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 on Spotify or on Apple Podcasts so you never miss a tip.
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
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!
