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:
⏰ 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
