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.

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 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.

What if you could cut no-shows, boost client trust, and save hours every week — all with one toolkit? 🚀

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