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 you1:37 - Meet Tom Bristol, CEO and founder of the Marketer's Toolkit2:00 - What MTK is and the problem it was built to solve3:39 - The MTK Customizer: why your HighLevel won't look like anyone else's6:07 - Why vibe coding your HighLevel is a dangerous game7:54 - Tom's commitment to platform stability and uninterrupted user experience9:01 - The "I had enough" moment that led to Agency FormKit9:20 - The 3 problems every agency onboarding form has (and how FormKit solves them)11:37 - Live demo: inside Agency FormKit12:06 - Yes, there's a free version13:14 - Connecting Agency FormKit to HighLevel14:39 - The magic: pre-filling forms from existing GHL contact data15:50 - Save progress and send automated reminders to clients16:13 - Integrations: webhooks, Google Sheets, ClickUp, Slack, Google Drive17:07 - Triggering GHL workflows when a form is completed17:31 - Importing existing HighLevel forms with two-way sync19:16 - Where your data lives and tracking who filled in what20:04 - Wizard mode: survey-style forms for clients21:02 - Free for Toolkit members... here's what's included21:17 - 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 furtherThis is the kind of conversation I have been waiting to have, and I am so glad this is just the beginning.🔗 agencyformkit.com 💬 Marketer's Toolkit for Go HighLevel Facebook group 📅 Friday Q&A calls at noon Central with Chris: link inside the group