Maximize Your Agency's Tech Potential

All independent agencies should take the Tech Assessment. We recommend that Agency Principals and/or other leaders in your organization complete the assessment.

Yes! In the past, you didn't need Full Access to complete the Tech Assessment. Going forward, you'll need to have Full Access to log into the Catalyit website and access the new portal.

Don't worry - you can sign up for a 7-day free trial and unlock all that Catalyit has to offer, including our new Tech Assessment! Click here to get started free.

Right now, we have a waitlist where you can sign up to be among the first to access our new Tech Assessment. Once you complete the form, we'll reach out to get you set up! Join the waitlist now.

In the future, as long as you're the primary contact or granted access to complete the Tech Assessment for your agency, you'll be able to log in to the Catalyit website and immediately hop over to the new portal. This feature is coming soon!

Wonderful! Now that you've completed your assessment, schedule your call with the Catalyit team. You should have gotten an email with a link to book your call. If you haven't received it, please reach out to us at hello@catalyit.com.

During the call, you'll review the results of your assessment with a member of the Catalyit Consulting Team and figure out next steps for your agency. You can also indicate whether you'd like to explore a potential consulting engagement to help implement what you've discussed during your call.

Also, make sure to explore our new Tech Stack Hub! This exclusive knowledge base is the ultimate tool to dive deeper into your Tech Assessment results, what else you should consider, etc.

You'll need to log back into the Tech Assessment Portal to view your personalized results and access the interactive Analytics Portal.

In order for the analytics to have adequate benchmarks and comparison data in place, we have a minimum threshold of assessments that need to be completed before we can turn on the interactive Analytics Portal. We hope to enable the analytics portion of our new Tech Assessment Tool in early summer 2025.

In previous version of our Tech Assessment, we only asked whether or not you had a certain tool or system in your tech stack. These answers provided you with an overall agency score, scores by category of technology, and how much of the Catalyit Success Journey you've implemented.

In addition, we ran a separate Tech Stack Survey every year, where we asked agencies across the country what tools they're using and how they rate them. With that data, we would compile an annual State of Tech Report with our findings.

Our new Tech Assessment brings these two tools together, with even more data! The new Tech Assessment now asks you what tools or systems are in your tech stack, as well as how you'd rate it. In addition, we're also collecting overall annual costs for each tool or system and how they integrate with your AMS and CRM.

With all that data, we can now bring the State of Tech Report findings to you in real time! Once we have enough data to provide a sufficient benchmark, you'll be able to compare your agency's tech stack to your peers that have also completed the Tech Assessment. The new interactive Tech Assessment Analytics Portal will have dashboards to dive deeper into each type of technology and see what others are using, how they rate them, and what the average cost for each system is per user. You'll even be able to filter the data based on agency size, revenue, and geographic location!