How do I know what tech to buy? A practical checklist for your agency

Tuesday, September 29, 2026
One Big Idea Stage

There is no shortage of solutions out there to help you save time, money, improve customer service, and grow your business. But do you know what you really need and what you don't? Casey Nelson advises agencies every day by evaluating their existing tech stack and helping them make sense of the world of opportunities out there. Here, he shares his essential "checklist" you need in order to speak to vendors to make sure you're getting the most bang for your buck.

Speakers
Casey Nelson
Casey Nelson, Director of Consulting - Catalyit