October 23-24, 2024

San Diego, CA

More information

Immersion meets you where you are and catapults you toward what’s possible. Join this unique satellite training experience that brings CharTec’s visionary frameworks to you, helping your MSP stand out from the herd and 10x your revenue.

Already a CharTec Member?
Claim Your Seat
$949 FREE
Not a CharTec Member?
Register
$949 $474.50

Early Bird Special – Expires Soon

Sessions
Speakers
FAQ

Does this sound familiar?

You started an MSP because you love tech–not because you have an MBA

Your sales process has gotten frustratingly stale

You’re wearing too many hats to know what will move the needle

You’re struggling to stand out in the market when every MSP offers the same “Permissions to Play”

You’re tired of break-fix and are ready to finally break into the MSP model

You’re ready to swap profit peaks and valleys for consistent growth and a surplus in your pockets

We’ve been where you are now

You don’t need to go lone wolf. Learn from our hard-won experience instead. Founded more than 30 years ago with just $300 and a lot of love, we’ve turned our made-from-scratch MSP into a multimillion dollar legacy using all the methods you’ll learn at Immersion. Everything we teach we’ve battle-tested in our own MSP first.

We’ll meet you where you are

CharTec Immersion is tailored to meet your needs, no matter what’s challenging you. Whether you’re struggling to close deals, generate leads, or optimize for growth, our MSP-specific strategies are designed to help you overcome any obstacle. Even better, we’re bringing Immersion to a coast near you. Choose your adventure: Harrisburg, PA or San Diego. We’ll meet you there.

Sponsors

Sales

Forget everything you thought you knew about closing deals. Immersion will teach you how to use our signature sales process that is battle-tested, high-converting, and designed specifically for MSPs. We’ll show you how to lead with the right lures to eliminate objections well before presentation day. Go from feast and famine (and overworking your techs) to closing 6-figure deals on the regular. This is the training that put CharTec on the map.

Play Video
9
Sessions

Marketing

Immersion will show you the latest marketing sorcery that is working in the industry right now and how to steal these ideas to make them yours. You’ll learn how to make AI and automations work for you to 10x your output and sharpen your strategy without sounding cookie-cutter. We’ll show you how to convert digital window-shoppers into raving fans.

Play Video
5
Sessions

Operations

Learn from our Ops Genius to optimize your MSP’s operations, so you can exceed client expectations and anticipate tomorrow’s needs today. We’ll show you how to take an eagle eye to your operations to identify the most common problems MSPs face, maximize productivity, mobilize your teams, and drive growth.

Play Video
4
Sessions

Sessions

Boost your MSP leads using Automation and AI

Marketing
Join us for a 45-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 o...
  • Brandi Rogers
    Brandi Rogers Marketing Director, CharTec

Crafting a Performance Compensation Plan that Actually Works

Operations
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...
  • Dan Martin
    Dan Martin Operations Consultant, CharTec

Cybersecurity Essentials for MSPs: Boosting Profits with Simplified Security

Sales
In today’s digitally-driven landscape, cybersecurity stands as a paramount concern for businesses of all sizes. In this session, we’ll provide an essential primer on cybersecurity fundamentals, demystifying key concepts and terminology crucial for MSPs to understand, including the necessary components withi...
  • Riccardo Ribas
    Riccardo Ribas Product Enablement Specialist, Coro

Driving Business Growth through Strategic MSP Operations

Operations
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. Thro...
  • Dan Martin
    Dan Martin Operations Consultant, CharTec

Finding an MSP Sales Superstar – Easy Right?

Sales
Unfortunately, it’s not… “The only sale they made was for me to hire them!” is something we hear all too often from IT business owners when it comes to MSP salespeople. There’s no better gift you can give yourself than a high-producing Sales Professional, but the challenge is spotting them and then making sure they are...
  • Josh Gosset
    Josh Gosset CEO, CoreTech

From Frenemies to Besties: Uniting Sales & Marketing

Marketing
In this session, discover how to bridge the gap between your sales and marketing teams to drive success. Many MSPs struggle with the question: Is marketing more important, or is selling? Without a cohesive marketing plan that the sales team can easily follow, you risk staying in the “frenemy” zone. We&#8217...
  • Brandi Rogers
    Brandi Rogers Marketing Director, CharTec
  • Josh Gosset
    Josh Gosset CEO, CoreTech

Go Beyond the Ordinary Managed Services Experience

Sales
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 th...
  • Nick Points
    Nick Points VP, CharTec & ARRC

How to make Connectwise Suck Less

Sponsor
Are you tired of the constant headaches with ConnectWise? Join us for a dynamic and interactive breakout session where we’ll tackle some common frustrations that many users face. “How to Make ConnectWise Suck Less” is designed to address key pain points such as support issues, billing complexities, an...
  • Bill Black
    Bill Black CEO, FocusPlanIT

Identifying Common MSP Operational Challenges

Operations
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 cha...
  • Dan Martin
    Dan Martin Operations Consultant, CharTec

Identifying Internal Culture Challenges

HR
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 barri...
  • Josh Gosset
    Josh Gosset CEO, CoreTech

Let’s Book Some Appointments

Sales
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 – unfo...
  • Nick Points
    Nick Points VP, CharTec & ARRC

Maximizing Technician Productivity in MSP Operations

Sales
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...
  • Dan Martin
    Dan Martin Operations Consultant, CharTec

Optimizing Service Delivery Processes for MSPs

Operations
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 ...
  • Dan Martin
    Dan Martin Operations Consultant, CharTec

The 5 Pre-Requisites of Selling Managed Services

Sales
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 practic...
  • Josh Gosset
    Josh Gosset CEO, CoreTech

Super Charging Productivity: How AI Can Help and Where to Start

Sponsor
Human error remains a leading cause of security breaches, often stemming from behaviors like weak passwords, clicking on suspicious links, or inadvertently exposing sensitive data. AI is reshaping the business landscape and these challenges become even more complex, especially for SMBs. AI is not just a tool for attack...
  • Hayden Snook
    Hayden Snook Partner Engagement Consultant, Breach Secure Now

This is going to MAKE or BREAK your Sales Presentation…

Sales
“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...
  • Nick Points
    Nick Points VP, CharTec & ARRC

Winning the deal the day you Present

Sales
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 ...
  • Nick Points
    Nick Points VP, CharTec & ARRC

Unlocking Potential: An Introduction to D&H Distributing and Our Modern Solutions Practice

Sponsor
Ryan Flynn and Nate Hatalla will guide you through D&H Distributing’s history and Modern Solutions business model, which is designed to support partners in various technology categories, including cloud, infrastructure, security, power, and networking. The Modern Solutions Business Unit at D&H focuses on provid...
  • Ryan Flynn
    Ryan Flynn Director, Modern Solutions
  • Nate Hatalla
    Nate Hatalla Managed Services Practice Manager, D&H

Beyond Prospects: Leveraging Marketing for Employee New Hires

Marketing
Hiring top talent requires more than traditional recruitment tactics; it demands the same strategic marketing approaches used to attract customers. Many businesses overlook the importance of showcasing their employer brand to draw in skilled employees. Join digital marketing expert Brandi Rogers to explore how inbound ...
  • Brandi Rogers
    Brandi Rogers Marketing Director, CharTec

Maximizing Your Online Presence: The Essential Website Health Check for MSPs

Marketing
In the digital age, your website is more than just an online business card—it’s a crucial component of your overall business strategy. For Managed Service Providers (MSPs), maintaining a healthy website is essential for attracting new clients and supporting current ones. In this session, you’ll learn the im...
  • Brandi Rogers
    Brandi Rogers Marketing Director, CharTec

Cloud vs Closet: Choosing Between Cloud Solutions and On-Premise IT Infrastructure”

Sponsor
In this presentation, we will explore the fundamental differences between cloud computing solutions and traditional on-premise IT infrastructure. We’ll discuss the benefits, challenges, and considerations that businesses need to weigh when deciding between these two approaches. Whether you’re considering co...
  • Mark Grundy
    Mark Grundy President, Corkat

Empowering MSPs with CorKat Cloud’s Private Cloud Solutions

Sponsor
Join CorKat Cloud for an insightful 10-minute keynote where Mark Grundy, CorKat President, will reveal how private cloud solutions can transform your business. This session will address the common challenges MSPs face with on-prem hardware or “Big Tech” solutions. Discover how our private cloud solutions can help you d...
  • Mark Grundy
    Mark Grundy President, Corkat

Super Charging Productivity: How AI Can Help and Where to Start

Sponsor
Human error remains a leading cause of security breaches, often stemming from behaviors like weak passwords, clicking on suspicious links, or inadvertently exposing sensitive data.  AI is reshaping the business landscape and these challenges become even more complex, especially for SMBs.   AI is not just a tool fo...
  • Hayden Snook
    Hayden Snook Partner Engagement Consultant, Breach Secure Now

How I Grew My MSP into a Multi-Million Dollar Business

Sales
A lot of small and medium-sized MSPs will tell you that marketing can be extremely frustrating, particularly when you’re just starting out and don’t have the budget to hire an agency or agency partner. But how do you know where to focus your efforts? How do you measure the impact of your marketing efforts? How do you k...
  • Josh Gosset
    Josh Gosset CEO, CoreTech

People. Process. Technology. The SonicWall Way

Sponsor
What does a Partner-first strategy look like in the real world? Join us to hear how SonicWall and CharTec are joining forces to deliver tangible, real-world cybersecurity offerings to help you grow your cybersecurity revenue and profitability.
  • Zach Smith
    Zach Smith Senior Account Manager, SonicWall

Your Competitive Edge: Using CORE Tools to Quit Leaving Money on the Table

Operations
Discover how to turn CharTec’s CORE portal into your secret weapon for driving revenue growth and staying ahead in the MSP market. In this demo, we’ll walk you through the essential features of CORE, our comprehensive online training and tools platform designed specifically for MSPs. From in-depth training videos and c...
  • Ashley Borelli
    Ashley Borelli Regional Sales Manager, CharTec

Speakers

Nick Points

VP, CharTec

Brandi Rogers

Director of Marketing, CharTec

Josh Gosset

CEO, CoreTech

Dan Martin

Director of Technology, CharTec

Bill Black

CEO, FocusPlanIT

Hayden Snook

Partner Engagement Consultant, Breach Secure Now

Zach Smith

Senior Account Manager, SonicWall

Riccardo Ribas

Product Enablement Specialist, Coro

Ryan Flynn

Director, Modern Solutions

Limited Amount of Seats. Register Today!

Non-Member

$949
$ 474
50
Early Bird Special
  • Access to 2 days of the conference
  • Intimate Networking Opportunities
  • Multiple Conference Rooms for Business
  • On-hands training for your staff
  • Access to Experts in the MSP Channel
  • Workbook with Resources
  • Meals and Drinks Included

Member

$949
$ 0
00
One-Time Payment
  • Access to 2 days of the conference
  • Intimate Networking Opportunities
  • Multiple Conference Rooms for Business
  • On-hands training for your staff
  • Access to Experts in the MSP Channel
  • Workbook with Resources
  • Meals and Drinks Included

October 23-24, 2024

San Diego, CA

More information
Already a CharTec Member?
Claim Your Seat
$949 FREE
Not a CharTec Member?
Register
$949 $474.50

Early Bird Special – Expires Soon

Frequently Asked Questions

Immersion is a live, in-person 2-day satellite training event that teaches MSP owners and teams how to generate leads, close bigger deals, keep their funnels full, and optimize their operations to chart a clear path toward growth.

By Air

San Diego International Airport (SAN) is the primary airport for the region, offering numerous direct flights from major cities west of the Mississippi River. From Los Angeles, CA (LAX)
  • Direct flights available from Los Angeles International Airport (LAX) to San Diego International Airport (SAN).
  • Approximate flight time: 1 hour.
  • Alternatively, driving distance is approximately 120 miles, taking about 2-2.5 hours.
  • Amtrak’s Pacific Surfliner offers train services with a travel time of approximately 2.75 hours.
From San Francisco, CA (SFO, OAK)
  • Direct flights available from San Francisco International Airport (SFO) and Oakland International Airport (OAK) to San Diego International Airport (SAN).
  • Approximate flight time: 1.5 hours.
From Seattle, WA (SEA)
  • Direct flights available from Seattle-Tacoma International Airport (SEA) to San Diego International Airport (SAN).
  • Approximate flight time: 2.5 hours.
From Portland, OR (PDX)
  • Direct flights available from Portland International Airport (PDX) to San Diego International Airport (SAN).
  • Approximate flight time: 2.5 hours.
From Las Vegas, NV (LAS)
  • Direct flights available from McCarran International Airport (LAS) to San Diego International Airport (SAN).
  • Approximate flight time: 1.5 hours.
  • Driving distance is approximately 330 miles, taking about 5-6 hours.
From Phoenix, AZ (PHX)
  • Direct flights available from Phoenix Sky Harbor International Airport (PHX) to San Diego International Airport (SAN).
  • Approximate flight time: 1.5 hours.
  • Driving distance is approximately 355 miles, taking about 5.5-6 hours.
From Denver, CO (DEN)
  • Direct flights available from Denver International Airport (DEN) to San Diego International Airport (SAN).
  • Approximate flight time: 2.5 hours.
From Salt Lake City, UT (SLC)
  • Direct flights available from Salt Lake City International Airport (SLC) to San Diego International Airport (SAN).
  • Approximate flight time: 2 hours.
From Dallas, TX (DFW, DAL)
  • Direct flights available from Dallas/Fort Worth International Airport (DFW) and Dallas Love Field (DAL) to San Diego International Airport (SAN).
  • Approximate flight time: 3 hours.
From Houston, TX (IAH, HOU)
  • Direct flights available from George Bush Intercontinental Airport (IAH) and William P. Hobby Airport (HOU) to San Diego International Airport (SAN).
  • Approximate flight time: 3.5 hours.

By Train

Amtrak offers services to San Diego with connections from various cities.
  • From Los Angeles, CA: Amtrak’s Pacific Surfliner offers direct services to San Diego, with a travel time of approximately 2.75 hours.
  • From San Francisco, CA: Combination of Amtrak’s Coast Starlight and Pacific Surfliner services, with a travel time of approximately 12-13 hours.
  • From Portland, OR: Amtrak’s Coast Starlight offers services with a connection in Los Angeles, with a total travel time of approximately 30 hours.
  • From Seattle, WA: Amtrak’s Coast Starlight offers services with a connection in Los Angeles, with a total travel time of approximately 36 hours.

By Car

Driving to San Diego is feasible from several major cities:
  • From Los Angeles, CA: Approximately 120 miles, about 2-2.5 hours.
  • From Las Vegas, NV: Approximately 330 miles, about 5-6 hours.
  • From Phoenix, AZ: Approximately 355 miles, about 5.5-6 hours.
  • From San Francisco, CA: Approximately 500 miles, about 8-9 hours.

By Bus

Several bus services provide connections to San Diego:
  • Greyhound: Offers services from various cities, including Los Angeles, Las Vegas, Phoenix, and more.
  • Megabus: Provides services from major cities like Los Angeles and Las Vegas.

Immersion is the made-to-travel iteration of the Academy that CharTec is known for. Immersion is a 2-day intensive that goes on-location to make attending logistically easier for MSPs who have struggled to make a trip to Bakersfield work. Academy is a 3-day training experience that offers a more comprehensive lineup of session topics, and also offers “Keys to the Castle” of our very own MSP. Though Immersion can’t offer quite the same breadth of experience, it makes up for it by being offered in key locations that offer unique and convenient experiences for attendees. Both Immersion and Academy offer the same level of quality training in our MSP-specific, proven-effective sales methodology, the most cutting edge marketing strategies, and game-changing networking opportunities.

If you’re already a CharTec member, you know the value of coming to our training events AND that your ticket is always free. For this Immersion, we just ask that you pay a $199 commitment deposit, which will be refunded to you as soon as you check-in on Day 1.

Register as a member for:

If you’re not yet a CharTec member, you have a couple of options:  

  1. You can go ahead and register as a non-member at any time. This ticket is $900 at full price. 
  2. You can contact our sales team to become a member today and get your tickets comped!

Register as a non-member for:

No, not at this time. The special sauce really is in being in-person for this one.

Yes, absolutely! You can use our non-member registration form. Just make sure you register with your corporate email. Or, contact our sales team at sales@chartec.net to see why Immersions are better as a member and how you can become one!

Register as a non-member for:

Of course! Your admission is always free. We only ask for a commitment deposit of $199 upon registration, which will be refunded to you as soon as you check in at Immersion.

Yes! Our MSP started out as a break-fix operation too. We know that struggle. We also know firsthand what it takes to transition into Managed Services and the tremendous benefits your business (and your clients!) will gain from shifting your model. As owners and operators of a 30+ year old, multi-million dollar MSP, we live and breathe all things MSP everyday. That’s how we know we can help you get to where you want to be.

Click here to access the latest information on Immersion sessions.
You mean besides the fact that San Diego is an incredible tourist destination, featuring glistening beaches, the world-famous San Diego Zoo and other world-class museums and attractions, and perfect Mediterranean weather? San Diego International Airport boasts nonstop service to more than 80 cities and is just a short 10-15 minute drive to the Gaslamp District, where Immersion will be held. In other words, CharTec trainings have never been more accessible.
Yes. Upon registration, you’ll receive a confirmation email with all the logistical details you’ll need to prepare for your Immersion, including hotel and transportation information, booking tips, and what we’ve got in the works for food and entertainment. If you have any other questions about your trip, you can reach out to us at marketing@chartec.net.
CharTec has a block of rooms reserved at a discounted rate at two different hotels in Harrisburg. The catch is, these links expire on Monday, July 22nd–which is quickly approaching! Hotel Options: These two hotels are right next to each other, and both are about a 15-minute car ride to D&H Distributing HQ, where Immersion will take place. So, you can’t go wrong with either option. (I am looking into some shuttle service options to get you to/from D&H, so stay tuned for details about that.) *To ensure you get the CharTec discount, you must use the links above when booking.
Yes! We provide breakfast, lunch, dinners, snacks and beverages for both days of Immersion. If you have any food restrictions we should take into account, please email us at marketing@chartec.net.
At CharTec, we work hard AND play hard. Expect two long, full, intense days of training–we get started right at 8am and training runs until about 5:30pm.  But once training wraps for the day, you can also expect to decompress and have a great time. There will be dinner, cocktails, entertainment, and plenty of time for mingling with other MSP friends and sponsors. Stay tuned for more details or email us at marketing@chartec.net to find out the latest.
Reach out to us at marketing@chartec.net and we’ll make sure you speak to the right person for your needs.