Academy Sessions 2018-03-29T10:59:55+00:00

Academy Sessions

Page is regularly updated; sessions subject to change.

Additional sessions coming soon…

CharTec Sessions for June 13th – 15th, 2018

Sales Sessions

by: Alex Rogers

Join everyone in the Main Training Room for the very first Academy session and discover what to expect for the next three days of intensive MSP training.

by: Alex Rogers

All salespeople are not created equal. How can you weed out the wannabes from the super stars? There are many things you need to do to find out if they’re serious candidates and can bring in the revenue you want. Once you’ve got them, see what it takes to not only keep them, but inspire them.

by: Alex Rogers

Understand how to effectively pitch your presentation and overcome common sales objections in the process.

by: Nick Points

The Discovery is one of the most important elements of the Sales Process. Let us teach you how to dive a little deeper, and you’ll be one step closer to winning every presentation.

by: Alex Rogers

How much should you be paying a salesperson in commission? Do you pay on profit or revenue? Should you pay them for a signed agreement up front or over the course of the three years? What about annuities? How much is enough base salary to allow them to leave their previous job but keep them hungry to continue selling? We’ll be answering those questions and uncovering all the details about effective, profit-driven pay structures.

by: Nick Points

Identify the key elements that will help you build or perfect a more profitable agreement, and discover how your offering can enhance your competitive edge.

by: Alex Rogers

The number one thing our Members struggle with is pricing. Per user? Per endpoint? Server pricing? Desktop pricing? Vendor management? Gross margin? Unlock the keys to successful pricing during this session.

by: Nick Points

Before you set foot in a prospect’s office, there are a few things you need to have lined up. Are you using killer filler words to complete your sentences? Are you armed with global questions to carry on the conversation? Do you have simple diagnostic questions lined up that will cause the prospect to open up?

by: Nick Points

Closing the first appointment requires a whole lot more than you might think. Let us show you how to perfect your technique to get your foot in the door for that Discovery.

by: Crystal Campbell

The first step is getting leads. The next step is tracking them through the system until they close ensuring that nothing falls through the cracks. We’ll show you our CRM best practices, so that you never lose track of another sale.

by: Nick Points & Mark Grundy

While the process hasn’t changed (we’re still going to present the best offering rather than give the customer choices and not reveal the goods until the sales presentation), the product certainly has. How do you package and present the cloud sale?

by: Kelsey Zeiders

Current customers are your best pipeline for future sales, including increasing their agreements and introducing new products. Utilize these best practices to make sure that you’re not like the cable companies, getting customers in on a slick deal and then raising their rates without increasing the value.

by: Alex Rogers & Emalee Sugano

Join forces between sales and marketing to make sure that they are in lock-step. Nothing is worse than having a trained salesperson with no leads or having all the leads in the world with a salesperson that cannot close.

by: Jamison West

Are you keeping up with the Cloud evolution? We are quickly entering an age where you don’t need to ever touch a server again. Identify where you’re at in this transition and start making steps toward advancing based on the experience of a 20-year MSP veteran that has retired completely from working on servers.

by: Alex Rogers

Alex Rogers will be taking a deep dive on how to properly conduct Technology Business Reviews so that your customers see your value, you become an integral part of their business planning, and you increase the value of your agreements over time. We’ve been there and know what it takes to overcome common challenges that keep IT businesses from achieving that next stage of revenue growth.

by: Jason Rivas

Learn the expectations for recruiting a sales team from preparing your operational expectations to reviewing resumes and interviewing applicants.

by: Jason Rivas

One of the most difficult things to get started with, is knowing how to define and enforce an Employee Road Map.  Students in this session, will learn how to define, initiate and defend the Employee Road Map in your operation, to allow for greater continuity in your Business Operation.

by: Jason Rivas

For all of the things that are prioritized in a business practice, Leadership Development is always, a final detail.  In this session, attendees will discover how to identify their Leadership Style and which strategic focuses can bring the strongest yield in their Executive Role.

Marketing Sessions

by: Shannon Eckroth

Throw out the line cards, flyers, billboards, and yellow page ads. Embrace content, and all that it has to offer to build credibility and pique curiosity for current and future customers. Don’t think you have a story to tell? We’ll help you find one, and teach you how to creatively tell it.

by: Emalee Sugano

Pulling off a successful event for your MSP can help you develop your brand and build up your leads. Identify the timeline, steps, and necessary elements that planning a successful event requires.

by: Emalee Sugano

Determining a target market. Garnering a lead list. Executing campaigns. Implementing an effective social media strategy. There are a lot of steps that go into an effective marketing strategy. We’ll walk you through how we get from Marketing A to Z.

by: Shannon Eckroth

In today’s day and age, you need to successfully utilize social media to generate brand awareness, build credibility, and ultimately, garner customers. Learn the things to do, and the things to avoid when it comes to social media, both business and personal.

by: Emalee Sugano

Most IT people hate marketing. They never got into business to market, but now they realize it’s a necessary evil to move their business forward. Let us help make marketing less painful by breaking through all the excuses you give yourself.

by: Chad Alame

You have a lot of options when it comes to deploying your marketing. Campaign Director, Constant Contact, Mail Chimp, InfusionSoft. We’ll talk you through a few tools we use to get marketing off the ground.

Vendor Sessions We Couldn’t Do Without

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