Virtual Immersion: Online MSP Training - December 11, 2024 - Free Event - Register Here!

AGENDA

Calling all MSP Leaders and Change-Makers!

Exclusive Pre-Academy 1-Day Intensive for MSP Decision-Makers:

“Fast-Tracking Change and Leadership in Your MSP Practice”

CharTec Academy Agenda - June 11, 2024

Registration and Welcome

7:00 a.m.-8:00 a.m.

How to make the most out of Academy

Alex Rogers and Nick Points

Location: CharTec Main Training Room

8:00 a.m.-8:50 a.m

8:55 a.m.-9:45 a.m

8:55 a.m.-9:45 a.m

10:00 a.m.-10:50 a.m

10:00 a.m.-10:50 a.m

Keynotes:

CORO | ECOsource | CharTec | Corkat

Location: CharTec Main Training Room

11:00 a.m.-12:00 p.m

Networking Lunch and Raffle

Everyone

Location: Back Patio

12:00 p.m.-12:50 a.m

01:00 p.m.-01:50 p.m.

01:00 p.m.-01:50 p.m.

What To Do, and How to Do It - Coro's Success Guide to Selling Cybersecurity

Riccardo Ribas with CORO

Location: CharTec Main Training Room

02:00 p.m.-02:30 p.m.

Why Telecom Makes Sense for MSPs

Roger Lawrence, and Yvette Corradini Bratt with Broadvoice

Location: ARRC Training Room

02:00 p.m.-02:30 p.m.

The Seven Elements of Successful Negotiation

Dr. Monique Rogers

Conference Room 2

2:40 p.m.- 4:30 p.m.

02:40 p.m.-03:30 p.m.

02:40 p.m.-03:30 p.m.

3:40 p.m.- 5:30 p.m.

3:40 p.m.- 4:30 p.m.

Closing Remarks

Nick Points and Josh Gossett

Location: CharTec Main Training Room

5:30 p.m.

Casino Night

Sponsored by CorKat

Location: Vendor Lobby

5:35 p.m.-10:00 p.m.

CharTec Academy Agenda - June 12, 2024

Breakfast and Networking

Location: Vendor Lobby

7:30 a.m.-8:00 a.m.

Welcome Day Two

Nick Points

Location: CharTec Main Training Room

8:00 a.m. - 8:10 a.m.

8:10 a.m. - 9:00 a.m.

8:10 a.m. - 9:00 a.m.

9:10 a.m.-10:00 a.m.

9:10 a.m.-10:00 a.m.

10:10 a.m.-11:00 a.m.

10:10 a.m.-11:00 a.m.

Finding an MSP Sales Superstar – Easy Right? 

Josh Gossett

Location: CharTec Main Training Room

11:10 a.m.-12:00 p.m.

11:10 a.m.-12:00 p.m.

12:00 p.m.-12:45 p.m.

12:50 p.m.-1:20 p.m.

12:50 p.m.-1:20 p.m.

Our Secret Ingredient for Cloud Solutions - CorKat Breakout

Tim Yaussi with CorKat

Location: ARRC Training Room

1:30 p.m.-2:20 p.m.

The HUMAN element of Cybersecurity

Lindsay Hayes with Breach Secure Now

Location: ARRC Training Room

1:30 p.m.-2:20 p.m.

2:30 p.m. - 3:00 p.m.

2:30 p.m. - 3:00 p.m.

SuperOps Presentation [TITLE TBD]

Adam Nelson with SuperOps

Location: CharTec Main Training Room

3:10 p.m.-4:00 p.m.

3:10 p.m.-4:00 p.m.

4:10 p.m-5:00 p.m.

Closing Remarks and Drinks

Nick Points

Location: CharTec Main Training Room

5:00 p.m-5:15 p.m.

"Baja Night" Mariachi, Tacos, Drinks and Networking

Everyone

Location: Vendor Lobby

5:35 p.m. - 10:00 p.m.

CharTec Academy Agenda - June 13, 2024

Breakfast and Networking

Location: Vendor Lobby

8:00 a.m.-8:50 a.m.

Day Three! Who Won?

Nick Points

Location: CharTec Main Training Room

8:30 a.m.-8:50 a.m.

Mergers & Acquisitions Panel

Adam Kerrigan, Jon Cooper

Location: CharTec Main Training Room

9:00 a.m. - 9:30 a.m.

9:40 a.m - 10:10 a.m

10:20 a.m. - 10:50 p.m.

11:00 a.m. - 11:30 a.m.

Academy Wrap Up and Final Q & A

Alex Rogers and Nick Points

Location: CharTec Main Training Room

11:40 a.m. - 12:00 p.m.

Keys to the Castle - Anything Goes

Everyone

CharTec and ARRC Facility

12:30 p.m. - 3:00 p.m.

Keys To The Castle

If you had the keys to a multi-million dollar IT castle for a day, what would you do? Who would you meet with? What departments would you want to see in action?

CharTec Keys to the Castle is an open invitation to look behind the curtain and talk to anyone about anything. Really – our house is your house! Take all that you learned during Academy and ask the experts how we implement, hire, source, measure and execute all the “things to run a successful MSP”.

  • Individualized consultations with industry experts
  • Observe how a Master MSP utilizes the modern office
  • Create custom business plans with our seasoned vets

You’ve got the key – how will you use it?

Copyright 2024 CharTec Academy™. All rights reserved.

Do you find it challenging to differentiate your MSP services from the competition and effectively communicate your unique value to potential clients? How can you create irresistible value propositions that clearly articulate the benefits of choosing your services over others in the market when we all have access to the same vendors?

 In this session, we’ll guide you through the process of crafting compelling value propositions that highlight the specific ways your services can address your client’s pain points and deliver tangible results. Learn how to stand out in a crowded marketplace and capture the attention of your prospects with persuasive messaging.

Do you struggle to pinpoint the key operational challenges affecting your MSP business, leading to inefficiencies and reduced profitability? You could continue operating without addressing these challenges, risking customer satisfaction, and hindering your growth potential. You will dive into the common operational challenges faced by MSPs and IT companies. Through interactive discussions and case studies, they will uncover the root causes of these challenges and understand their impact on business performance.

Join us to learn how to identify and address common operational challenges effectively, empowering your team to deliver exceptional service and drive business success.

Do potential clients hesitate to commit to your next steps? Does your sales pipeline seem to resemble the shape of a snowman more than an actual funnel? You know you can provide best-in-class services to small business, but just aren’t getting the chances to prove it? 

In this session, we’ll explore practical techniques for establishing trust and credibility throughout the sales process. Ensuring you will secure the needed closes throughout the sales process and getting your sales pipeline to look like a funnel again. Let’s starting putting more won deals at the bottom of that funnel! 

Explore the intricate landscape of email marketing automation, strategically designed to assist MSPs in overcoming hurdles and effectively converting prospects along their journey.

Join us for a 50-minute session on how AI and automation can boost lead generation for your MSP. Discover practical ways to enhance your sales and marketing efforts, saving time and increasing productivity. Brandi Rogers will share actionable methods that have worked for their own marketing and clients. Gain insights on leveraging AI and automation to drive MSP growth efficiently.

Key Takeaways:

Implement AI tools to create effective lead generating content.

Automate repetitive tasks to keep your salesperson in check.

Learn from real-world examples to optimize your marketing program and drive results.

Let me guess – your prospects said they’re “all good”, they aren’t having any real issues and they “got a guy” if they do….

Are you struggling to identify the real needs your potential clients are actually having? Every small business has challenges and needs – unfortunately, most MSP’s don’t uncover them!

Join us in this session where we’ll dive deep into techniques for getting your prospects to share and uncovering client needs through effective questioning and active listening, empowering you to tailor your services to their exact needs and position yourself as the solution provider they’ve been searching for!

Are your service delivery processes inefficient, resulting in delays, errors, and client dissatisfaction? You could continue with subpar service delivery processes, risking client retention and damaging your reputation in the competitive MSP market. You will explore strategies for optimizing service delivery processes within MSP operations. Through real-world examples and practical exercises, they will learn how to streamline workflows, improve response times, and enhance service quality to meet client expectations. Join us to discover proven methods for optimizing service delivery processes, enabling you to deliver superior services, retain clients, and outperform your competitors.

“Any chance we could speed this up?”
“Can you just give me the price already?”
“I have another meeting I need to get to, you can finish the presentation with my office manager and I’ll get back to you.” 

All too often, MSP’s present their solutions to potential clients in the same fashion you would expect a fifth grader to present to their classmates- reading from generic slides and print outs, talking only about themselves and not really reading the room… 

Join this session and learn how to effectively present your solutions and keep your prosects engaged on the edge of seats. Get ready to close from the stage!

Are you struggling to grasp the intricacies of financial challenges specific to running your MSP? Ignoring financial complexities can lead to missed opportunities and hindered growth. Are you willing to take that risk? Join us for an insightful session where we unravel the unique finance challenges faced by MSPs, empowering you to make informed decisions and maximize your financial potential.

Are objections from potential clients derailing your sales conversations and hindering your ability to close new agreements? What if you could anticipate and effectively address objections before they arise, leading to smoother sales interactions and increased success rates? 

Join us for this session where we’ll equip you with proven strategies for overcoming common objections in the MSP sales process. Learn how to confidently respond to concerns about pricing, timing, and competition, turning objections into opportunities to further demonstrate the value of your services and ultimately secure new agreements.

Are you struggling to pinpoint the underlying issues in your MSP’s internal culture that hinder effective communication? Ignoring or downplaying internal culture challenges can lead to stagnant growth and decreased employee morale. Are you prepared to continue operating in an environment where communication barriers persist? Join us in this session where we identify and address internal culture challenges within MSPs. Learn how to recognize signs of poor communication and cultural roadblocks, paving the way for a more cohesive and productive work environment.

Are you struggling to effectively market your MSP services in a crowded market? You may have tried various marketing tactics without seeing desired results. Join us in this session to uncover proven strategies and tactics specifically tailored for MSPs, designed to boost your marketing efforts and attract more clients.

Ever thought about what makes a brand memorable? It’s all in the story. In this session, we’re focusing on turning your business’s journey into an unforgettable narrative. We’ll show you how to create a story arc that highlights what’s special about your brand, helping you discover your unique “why.” Then, we’ll use this story as the foundation for all your marketing and sales efforts, ensuring your messages are consistent and impactful. By the end, you’ll have a toolkit to make your brand’s voice distinct and engaging, ready to leave a lasting impression on your customers.Join us to transform your brand into a story that everyone wants to be a part of!

Are you finding it challenging to budget effectively for your MSP operations, leading to financial instability? Continuing with ineffective budgeting practices may result in financial losses and hindered business growth. Is that the path you want to take? Discover practical strategies and tools to overcome budgeting hurdles specific to MSPs, enabling you to optimize your financial planning and drive sustainable growth.

Are unresolved internal cultural issues stifling productivity and innovation within your MSP? Neglecting to address cultural hurdles can lead to disengaged employees, increased turnover, and diminished client satisfaction. Can your MSP afford to overlook the impact of cultural challenges on its workforce and overall performance? Join us in this session to uncover the root causes of cultural hurdles commonly faced by MSPs. Gain insights into how these challenges manifest in daily operations and learn strategies to identify and mitigate their impact. Empower your team to navigate cultural obstacles, fostering a more positive and collaborative work environment.

Are you struggling to maintain compliance with regulatory requirements and ensure robust security measures within your MSP operations? You could neglect compliance and security considerations, risking data breaches, legal liabilities, and reputational damage to your business. You will learn how to ensure compliance and security within MSP operations. Through interactive discussions and case studies, they will explore regulatory requirements, industry standards, and best practices for safeguarding client data and mitigating security risks. Join us to gain insights into ensuring compliance and security in MSP operations, enabling you to build trust with clients, mitigate risks, and protect your business reputation.

You’ve been taught wrong… Our session introduces the Question-Based Sales (QBS) methodology, focusing on the PAS (Problem, Alternatives, Solution) that aligns more closely with how customers make decisions and ensures your marketing and sales are on the same page, literally.</p><p>This workshop will help you develop a PAS Playbook, ensuring that your sales and marketing messages are aligned and resonate with your customers’ needs. Join us to revamp your approach and create more effective, customer-centric campaigns

Are your technicians struggling to manage workload effectively, leading to missed deadlines and dissatisfied clients? You could continue with ineffective technician management practices, risking burnout, turnover, and compromised service quality. You will explore strategies for maximizing technician productivity within MSP operations. Through hands-on exercises and role-playing scenarios, they will learn how to leverage tools, techniques, and best practices to empower technicians and drive efficiency. Join us to discover actionable strategies for maximizing technician productivity, empowering your team to deliver exceptional service while maintaining work-life balance.

Are you struggling to establish a strong online presence for your MSP? Perhaps your website and social media channels aren’t optimized to attract and engage potential clients. Join us in this session to discover essential strategies for building and optimizing your online presence as an MSP. From website design to social media marketing, we’ll guide you through steps to enhance your visibility and credibility online.

High Performance Relationships require  individuals to be highly self aware of their natural tendencies when communicating to others.  Do we take responsibility for the way we communicate, are we open to the feedback of others, do we always have to be right, do we offer acknowledgement and appreciation to those we work with?  Highly effective relationships require honesty, candor, willingness to listen and acceptance of feedback from others to be successful and build relationships.  This session will help you understand how to communicate in a way to get the best out of those you are communicating to; whether they are you employees, co-workers, team mates, clients or vendors.

Ever heard the saying, “Spot the smoke before the fire?” That’s exactly what we’re going to tackle in this session. It’s all about using the right KPIs (Key Performance Indicators) to catch potential issues in your marketing and sales efforts before they turn into big problems. We’ll show you how to identify and track straightforward, impactful KPIs that give you insight into how effective your marketing strategies are. This isn’t about drowning in data; it’s about focusing on what truly matters and using those insights to steer your marketing plan in the right direction. And let’s not forget automation. It’s not just a buzzword; it’s a game-changer. We’ll explore how to smartly integrate automation into your marketing toolkit, saving you time and boosting efficiency. By picking the right areas for automation based on your key KPIs, you’ll be able to focus more on creative and strategic tasks while the repetitive stuff takes care of itself. Join us to learn how to make your marketing smarter, not harder. Whether you’re a seasoned pro or just getting started, this session will equip you with the knowledge to track, analyze, and automate your way to marketing success

Are you struggling to scale your MSP business and achieve sustainable growth in the competitive market? You could continue with ad hoc approaches to business growth, risking stagnation, missed opportunities, and competitive disadvantage. You will learn how to drive business growth through strategic MSP operations. Through case studies and strategic planning exercises, they will explore effective strategies for scaling operations, expanding service offerings, and maximizing profitability in the competitive MSP market. Join us to discover strategic approaches for driving business growth through optimized MSP operations, empowering you to expand your client base, increase revenue, and achieve long-term success in the MSP industry.

Do you find it challenging to generate quality leads for your MSP services? Traditional lead generation methods may not be yielding the desired results in today’s digital landscape. In this session, learn how to harness the power of content marketing to attract and nurture leads for your MSP. From creating valuable content to implementing effective lead capture techniques, we’ll equip you with strategies to drive consistent lead generation.

As cybersecurity and additional professional services make their way into the MSP space, there are tons of directions your business could go. Do you chase the shiny new product, or do you follow a proven path to new MRR?  In this session we will look at where MSPs are headed and for those of you that have taken early steps to drive new business, you will leave this session with a new certification and digital badging to differentiate your MSP at no cost. This is a session you won’t want to miss!

In this session we’re going to talk about how mixing just the right amount of curiosity and credibility can make your sales and marketing efforts take off. There’s a reason we call it “The most important tool in sales and marketing”. Think of it like this: you want to catch people’s attention (that’s the curiosity part) and then make them trust you enough to buy (and that’s where credibility comes in). We’ll dive into how to do this in everything from your website words to the way you present your sales pitch. You’ll learn how to craft messages that not only turn heads but also show you’re a pro at what you do. This isn’t just about getting attention; it’s about converting that attention into faster sales. By the end of our session, you’ll be ready to create a marketing plan that not only reaches your ideal customers but also gets them excited to work with you.

These distinguished MSP marketing experts conjure up the most potent strategies and enchanting tactics to captivate audiences and elevate brand presence. You ask, they will answer.

This esteemed panel brings together a cadre of seasoned professionals with a mastery of the sales craft, equipped with a toolkit of techniques to navigate the complexities of the sales process in the MSP industry. From prospecting to negotiation, these experts will illuminate the path to success.

Top-tier MSP operational experts converge to share their insights, strategies, and best practices in optimizing and streamlining managed service operations.