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

🚀 In The Spotlight: Bonnie & Elizabeth of Automation Blueprint

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

Feeling stuck at the six-client ceiling? Drowning in duct-taped dashboards and branding chaos?

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

Scaling a white-label SaaS with Go HighLevel? You’re not alone—and you're in the right place.

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

In this episode of In The Spotlight, longtime software pro Glenn Wasserman breaks down how he built a custom SaaS platform without burning out or hiring a full development team.

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

In this episode of In The Spotlight, Virginia sits down with real estate investor turned accidental SaaS builder Jake Cross, who scaled a HighLevel-based platform without spending a dime on ads.

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