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.
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
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.
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.
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.
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.
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.
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 on leveraging AI and automation to drive MSP growth efficiently.
Key Takeaways:
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.
Read MoreIn 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 within your cybersecurity stack and ways you can discuss these with clients. We’ll equip you with the foundational knowledge necessary to navigate the intricate world of cybersecurity confidently.
Read MoreAre 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.
Read MoreUnfortunately, 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 going to produce recurring revenue once you do!
Join this session to learn the Do’s and Don’ts for finding and training your next salesperson; and how to protect your time and investment in the process!
Read MoreIn 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’ll share proven tactics to align your teams, build a comprehensive digital program, and transform marketing wins into closed deals.
Key Takeaways:
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.
Read MoreAre 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.
Read MoreLet 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!
Read MoreAre 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.
Read MoreAre 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.
Read MoreDo 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!
Read MoreHuman 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 attackers; it’s also revolutionizing how businesses approach cybersecurity. By understanding and adapting to human tendencies—such as the prioritization of efficiency and convenience—AI can help create solutions that mitigate risks while enhancing productivity.
Businesses need AI training and tools that are not only effective but also intuitive, making it easier to prioritize security without sacrificing productivity.
Our new AI cybersecurity training addresses these needs head-on. It educates SMBs and their employees about potential threats, empowers them with cutting-edge security tools, and ensures these tools are easy to use. By integrating AI, we’re making it possible for businesses to stay ahead of cyber threats, all while maintaining a focus on productivity.
While millions are spent on firewalls, encryption, and secure devices, it’s often the busy human who remains the weakest link. With Breach Secure Now, Managed Service Providers MSPs and their clients can leverage the BSN Productivity Suite including AI Training, to fortify their organizations, transforming the human element from a vulnerability into a strength in the fight against cybercrime.
Read More“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 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.
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 marketing can elevate your recruitment efforts. Learn to build a genuine employer brand that reflects your values and workplace culture, create optimized career landing pages, and produce engaging content that resonates with potential hires. Craft job postings that appeal directly to your ideal candidates and effectively onboard new hires to integrate them into your company culture.
Key Takeaways:
This session will provide actionable tips on using inbound marketing strategies to attract, engage, and retain the talented people you need for your team.
Read MoreIn 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 importance of regularly auditing your website’s health and what to look for in these audits, including SEO performance, toxic backlinks, site errors, traffic patterns, and user engagement metrics. Understanding these key aspects will help you identify areas for improvement, enhance your online visibility, and ensure your website effectively supports your business goals.
Join Brandi Rogers to explore how to interpret website audit reports and use the insights gained to make data-driven decisions. A complimentary website audit report will be provided to all attendees, giving you a practical tool to assess and improve your site’s health. Don’t miss this opportunity to optimize your online presence and drive your business forward.
Read MoreIn 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 cost, scalability, security, or operational efficiency, this session will provide insights to help you make an informed decision for your organization.
Read MoreJoin 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 deliver superior services, boost client satisfaction, and stay ahead in a competitive market. Don’t miss this opportunity to learn how CorKat Cloud can empower your business with secure, scalable, and tailored cloud solutions.
Read MoreA 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 know if what you’re doing is making a positive difference? You need to make sure that your marketing and sales strategies align and work together to achieve the highest possible results.
Read MoreWhat 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.
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 customizable marketing templates to powerful sales scripts and cutting-edge tools like our “crystal ball” and pricing calculator, CORE equips you with everything you need to close bigger and better deals. Learn how to leverage these resources to stop leaving money on the table and give your business the competitive edge it deserves.
Read MoreDiscover Key Trends in Cybersecurity that are shaping the future of how we protect our businesses, data, and privacy. The cybersecurity landscape is evolving rapidly, and it’s crucial to stay ahead of these changes. Let Coro help you prepare for what’s next.
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.
UC San Diego Park & Market
1100 Market Street
San Diego, CA 92101
From San Diego International Airport:
San Diego Marriott Gaslamp Quarter
660 K St.
San Diego, CA 92101
Phone: 619-696-0234
Distance from venue: 0.5 mi. = 11 min. walk or 4 min. car ride
AC Hotel San Diego Downtown Gaslamp Quarter
743 Fifth Ave
San Diego, CA 92101
Phone: 619-544-1800
Distance from venue: 0.4 mi. = 9 min. walk or 3 min. car ride
The Westin San Diego Gaslamp Quarter
910 Broadway Cir
San Diego, CA 92101
Phone: 619-239-2200
Distance from venue: 0.9 mi. = 18 min. walk, 11 min. via public transit, or 6 min. car ride
Kimpton Alma
1047 Fifth Ave
San Diego, CA 92101
Phone: 619-515-3000
Distance from venue: 0.7 mi. = 16 min. walk, 8-10 min. via public transit, or 6 min. car ride
Hard Rock Hotel San Diego
207 Fifth Ave
San Diego, CA 92101
Phone: 619-702-3000
Distance from venue: 0.8 mi. = 14 min. walk, 12 min. via public transit, or 5 min. car ride
Courtyard San Diego Gaslamp/Convention Center
453 Sixth Ave
San Diego, CA 92101
Phone: 619-544-1004
Distance from venue: 0.7 mi. = 10 min. walk or 4 min. car ride
Margaritaville Hotel San Diego Gaslamp Quarter
435 Sixth Ave
San Diego, CA 92101
Phone: 619-819-9500
Distance from venue: 0.7 mi. = 10 min. walk or 4 min. car ride
Andaz San Diego – A Concept by Hyatt
600 F St, San Diego
CA 92101
Phone: 619-849-1234
Distance from venue: 0.5 mi. = 9 min. walk or 3 min. car ride
Moxy San Diego Downtown/Gaslamp Quarter
831 Sixth Ave
San Diego, CA 92101
Phone: 619-239-6699
Distance from venue: 0.5 mi. = 11 min. walk, 9 min. via public transit, or 3 min. car ride
Palihotel San Diego
830 Sixth Ave
San Diego, CA 92101
Phone: 619-870-8986
Distance from venue: 0.5 mi. = 11 min. walk, 10 min. via public transit, or 3 min. car ride
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:
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.