The New Catalyit Agency Tech Assessment Is Here—And It’s Smarter Than Ever

We’ve reimagined the Catalyit Tech Assessment from the ground up—and it’s now the smartest way to evaluate your agency’s technology, spot opportunities, and plan your next move.

Why It Matters

Let’s be honest: navigating agency tech is tough. From AMS platforms to CRMs, marketing tools to AI, the choices are overwhelming—and the wrong ones cost you time and money. Our new assessment cuts through the noise and gives you clear, customized insights you can act on.

What’s New?

We’ve taken what we’ve learned from hundreds of agencies and built a better experience that delivers:

• A faster, cleaner interface
• Tailored insights based on your agency’s size and goals
• Clear, actionable recommendations
• Ongoing support—because success shouldn’t stop at the finish line

This isn’t just a survey. It’s a smarter way to understand your tech—and your path forward.

What You’ll Unlock

Taking the assessment is just the beginning. You’ll get access to powerful tools and exclusive resources designed to help you grow:

• Success Journey Milestones: Track your progress with a personalized roadmap
• Peer-to-Peer Analytics: See how your tech stack stacks up nationwide
• Visual Tech Stack Map: Get a visual snapshot of your tools and systems
• Real Agent Ratings: Learn what tools other agencies love (or don’t)
• Tech Stack Knowledge Hub: Dive into expert-curated articles, videos, and guides
• Complimentary Coaching Call: Review your results with a Catalyit team member
• Year-Round Workshops: Join deep-dive sessions to strengthen specific tech areas

Stop Guessing. Start Growing.

If you’re a Catalyit member, you can access the new Tech Assessment! Here's what you need to do:

1. Go to the Tech Assessment page and click the "Take Assessment" button. You'll be taken to the new Tech Assessment portal.
2. Enter the email address we have on file for you.
3. Check your inbox for a verification code, and enter it into the prompt window.
4. You're ready to take the Tech Assessment!

Having trouble accessing the new portal? Fill out this form and we’ll reach out to get you set up.

Not a Member Yet?

Now’s the perfect time to join.

Start your free 7-day trial and unlock the Tech Assessment, Knowledge Base, and more.