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

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.

Want to build like Jacob?

Check out The Marketer's Toolkit at https://themarketerstoolkit.com

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!

#HighLevel #GoHighLevel #MarketingAutomation #TheMarketersToolkit #AffiliateMarketing #ConsultantLife #SaaS #WhiteLabel #AIAutomation #Entrepreneurship

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.

💡 Learn more at themarketerstoolkit.com

⏱️ Episode Timestamps

• [00:00] Welcome & introduction of Charles Higgins
• [01:06] How Charles discovered the Marketer’s Toolkit
• [02:32] From automotive CRMs to GoHighLevel — 20 years of lessons
• [03:17] First impressions of HighLevel in 2019
• [04:21] Making SaaS scalable for small businesses
• [05:09] The Toolkit feature that won him over
• [06:02] Vendor vs. vendor partner — what agencies need to know
• [07:20] Why usability matters more than looks
• [08:12] Favorite feature: header buttons & new header folders
• [10:22] Pop-up iFrames, knowledge centers & client portals
• [11:34] Running a changelog & uptime monitor inside HighLevel
• [12:30] Using the Toolkit for offers & customizations
• [13:19] Collapsible columns, drag-and-drop, and minimal UI
• [14:33] Why the Toolkit adapts faster than custom code
• [15:18] Service + support: why agencies stick around
• [16:11] Running NPS surveys & feature requests with Toolkit
• [17:22] New announcements feature in action
• [18:02] Advice for Toolkit newbies: prioritize functionality
• [19:28] Little features that make a huge difference
• [21:03] Why functionality always beats flash
• [21:48] Closing thoughts + the power of the Toolkit community

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