No More Onboarding Headaches, Agency Formkit to the Rescue!

Episode notes

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.