Tech integration isn’t just helpful. It’s essential.
When systems connect and workflows sync, agencies save time, reduce errors, and make smarter decisions.
It’s how you:
Agencies that integrate well run more smoothly, innovate faster, and deliver greater value to clients.
Before adding new tools, know what you already have.
Map out your entire tech stack, including AMS, CRM, communication tools, project management, and analytics. Take note of what works and what frustrates your team.
Ask Yourself:
A clear picture of your current setup makes the next step easier.
Choose tech that fits your agency, not the other way around.
Look for tools that are:
Example: If project management is a pain point, choose a platform with real-time updates and easy collaboration.
If the data is messy, opt for solutions that incorporate analytics and secure storage.
Pro tip: Catalyit’s Agency Tech Assessment can help you identify the tools that best fit your agency.
Tech only works if your people embrace it.
Leaders set the tone. Encourage curiosity. Celebrate experimentation.
Offer regular training and share wins.
Create cross-team collaboration so everyone moves forward together.
A culture that values adaptability turns new tools into real progress.
Change is hard, but it’s easier with clear communication.
Make the transition smooth:
When people feel included, they’re more likely to buy in.
Integration isn’t a one-time project. It’s a mindset.
Track success with clear metrics like:
Keep reviewing and refining your stack.
Stay curious about new tools and industry trends.
Continuous improvement keeps your agency competitive, efficient, and ready for what’s next.
Technology integration fuels growth.
When your systems, people, and processes align, your agency doesn’t just keep up. It leads.
Watch From Status Quo to Next Win with Marit Peters from GetLYIT 2025.
Thanks to supporters Dyad, 1Fort AI, Cara, SALT, and Xanatek.