This field is hidden when viewing the formNext Steps: Install the Survey Add-OnThis form requires the Gravity Forms Survey Add-On. Important: Delete this tip before you publish the form.Consultant Name(Required) First Last Email(Required) What types of consulting do you specialize in? AI Agency Valuation Management System Selection Management System Setup/Implementation Automation Chatbot CRM Selection CRM Setup/Implementation Cybersecurity Digital Transformation (Cloud Services) Fractional CIO Hiring HR & Organizational Strategy Outsourcing Process Development Tech Evaluation Workflows & Processes Other What other types of consulting do you specialize in?What Solution Providers do you know well enough to teach?Management Systems Agency Mate AMS360 Dyad Encore EPIC EZLynx Hawksoft Irys Jenesis Momentum (NowCerts) NASA Newton Novidea Partner Platform Sagitta Siege TAM Veruna QQ Catalyst Xanatek CRMs AgencyZoom Automate365 BetterAgency bignition ClientCircle HubSpot InsuredMine InsurGrid Intruity Keap Neon Salesforce Agency License Compliance Agent Sync Sircon Trust Layer Carrier Submission Management Appulate bolt access DAIS DataCrest InsureZone Cybersecurity BlueZone CyberFin Rhodian Defend-id Enigma Networkz HAVOC SHIELD RLS Consulting RSM TEKRISQ TRAVA Thomas H. Wetzel and Associates Data Analyitics DONNA informer LOSS SCAN premium logic AGENCY KPI cogneesol Core Analitica ennabl fenris digital Ask Fetch neon Power BI Qlik RiskMatch Synatic tableau Digital Payments Applied Pay PayMyPremiums simply easier PAYMENTS agave AgentSnap ascend converge easypay epay policy Imperial PFS Input1 IntelliPay InsurePay quickbooks SimplePin tranzpay.io WeSignature Xpress-pay Electronic Signature RSign Adobe Acrobat Sign AuthentiSIGN bridge docubee docusign DropboxSign formstack sign foxit ESIGN nintex PandaDoc Paperclip RightSignature SIgnatureMaster WeSignature IT/MSP Archway Rhodian Kite Technology motiva Netstar Redbird Security TPX Tri-State Westech Mobile App GloveBox Insurance Agent App Online Application Forms indio SALT Simply Easier ACORD Forms AVYST Canopy Connect covie EasySend FE/RRO Quantxt RiskAdvisor RiskRevu winsurtech Wunderite XILO Outsourcing dyad Insu serve-1 PATRA vBots AgencyVA cover desk InsuranceTechTalent LAVA MarbleBox NEXA SAVVITAL Virtual Insurance wahve VOIP blue C bridge Intruity lightspeed Premier RingCentral Tri-State TPX Premium Finance PayMyPremiums AgentSnap Imperial PFS PAVO Benefits Quoting Platform Applied Benefits Designer agencysmart backnine Bayshore Benefits BenefitMal Benefit Point (Vertafore) DropTicketLife ease ETHOS Formfire MyHealthily PerfectQuote Plainsight Commercial Quoting Platform Commercial Submissions (Vertafore) RATE! TARMIKA Bold Penguin BondExchange FE/RRO SEMSEE Personal Lines Quoting Platform EZLynx PL Rating (Vertafore) Applied Rater Quotamation QuoteRUSH RiskAdvisor ZYWAVE Specialty Solution ActiveWords CareerPlug Certificate Hero GoSure.ai InsCipher InsuranceGIG insureCert M2F PAVO SuretyMaster SwellChat tinubu We Build Zaps WorkSmart (Vertafore) Training Solution Total CSR ReferenceConnect (Vertafore) WEDGE Group This field is hidden when viewing the formConsultant SurveyI don’t know anything about itI would need supervisionI’m competentI could teach itThis field is hidden when viewing the formWhat program(s) are you an expert in?This field is hidden when viewing the formWhat workflows/processes are you an expert in?What program(s) do you prefer to work with?What program(s) do you NOT want to work with?Please describe your ideal consulting client/agency.Examples: Age of agency, book of business size, number of employees, location, etc.Please describe an example of your ideal consulting project.What question(s) would you like me to ask a prospect on an initial Tech Assessment call to help determine if they are a good fit to work with you?How many Catalyit consulting projects would you like to have each month?Are you willing and able to work with consulting clients that would require bi-weekly or monthly recurring calls without a predefined project?YesNoMaybe, I would need to know morePlease rate your experience working with CatalyitExcellentPretty goodNeutralNot so greatTerriblePlease rate your experience working with Catalyit consulting clientsExcellentPretty goodNeutralNot so greatTerribleThis field is hidden when viewing the formHow many consulting opportunities have you worked for Catalyit in 2024?This field is hidden when viewing the formConsidering the number of consulting projects you've worked withToo ManyJust RightNot EnoughWhat do you think is working well with the Catalyit consulting process?How could Catalyit's consulting process be improved?Do you have any additional feedback to share?Do you know of any consultants that would be a good fit to join Catalyit?Do you have any relationships with Solution Providers not already listed with Catalyit that we should connect with?We are looking for experts who are interested in working as Guide Captains. GCs are responsible to be experts and serve as a resource for consulting work being completed using vendors in that space. Check the box below if you are interested the GC program and if you are interested in working as a GC. I am interested in potentially working as a Catalyit Guide Captain CAPTCHA
