The customer journey with Catalytic

Easy to get started and follow the path to success

Your automation journey begins with a few high-priority use cases and continues as you fully transform your business with digital technology.

After implementation, you’ll need a supportive partner to guide you as you scale Catalytic to new processes and areas of your business.


What to expect from kickoff through scale

Success planning

Your journey begins by giving us a clear sense of your objectives by participating in a Discovery Workshop to identify the processes best fit for automation. Together with our Customer Success team, we’ll set plans and metrics to achieve your goals.

Training & implementation

Our virtual, self-paced learning platform, Catalytic Academy, gives you the education, hands-on training, and resources you need for self-sufficient, long-term growth. We can also offer both individual and group training sessions and advisory services for the entire length of your engagement.


Get more from your investment with our Discovery Workshops

Either together with our team or as a self-guided exercise, the workshop helps you identify processes with high ROI and develop a plan to get new automated workflows up and running. Learn more about our Discovery Workshops.


We work together to develop a plan to implement Catalytic to address your high-priority processes. Using proven practices we’ve collected from helping other customers, Catalytic advises your team on the best way to achieve immediate value and establish momentum.


Say hello to our Customer Success Team

From builder training to customer support and advisory services, this is the team who can help take your automation program to the next level.

Value realization

Catalytic is with you every step of the way to ensure you’re getting the max ROI. We offer ongoing support to mitigate potential issues, and set aside time for quarterly business reviews to track progress, celebrate wins, and set new goals.


An entire community of Catalytic customers is here to help

Our online Community has plenty of tools to drive your success and ROI quickly. Learn about new features, browse commonly built processes, ask questions, and share ideas with other Catalytic customers. Visit our Community.


With Catalytic, you get granular insight down to the process level so you can, in real-time, understand what works, replace what doesn't, and create new, sustainable software that carries you into the future. To our team, your evolution is just as important as your initial implementation. We’ll be here for you no matter where you are on your automation journey.


Make the journey your own.

Get started with a Discovery Workshop to identify the processes that are primed to automate.

Actively develop solutions and see real results

Hear from one Catalytic customer, Scott Palmer, Chief Operating Officer, Spikeball, on how we worked together to identify workflows and develop solutions to automate them.

Our customers digitize fast and without friction.