CharTec Academy

In-Person • Bakersfield, CA • Sept 30–Oct 2

Stuck in a Sales Rut, Marketing Not Working?

You're not alone. At CharTec Academy, we help you break free with proven processes that actually work in the real world.

Imagine spending 3 days with completely open access to your strongest competitor with the expectation that you'll absorb everything possible.

That's exactly what you'll get at CharTec Academy. Why? Because it's held in a fully-operational multi-million dollar MSP, not some stuffy vendor-filled ballroom. We want you to see, hear, and take part in the action; so that you go home completely inspired and energized.

Guest Passes Available • VIP Member Access

AI in Your WorkflowProspecting • Follow-ups • SOPs
Addressing Many HatsOwners • Ops • Sales • Marketing
Real-World LearningHosted in ou Multi-Million dollar MSP • 30+ Years Experience Available
00Days
00Hours
00Minutes
00Seconds

Solving the Problems You Face

Sales

Problems: Stalled leads, pushback on pricing, no repeatable process.

At Academy: Refine your offer, master objection handling, and leave with battle-tested sales scripts that close deals faster.

AI Assist: Prospecting prompts, call recap templates, and follow-up generators.

Marketing

Problems: No follow-up system, campaigns without results, random spending with no results.

At Academy: Build and launch a live funnel onsite, plan your next campaign, and learn how to measure what matters.

AI assist: Landing pages, email drips, and ad variants produced faster—with controls.

Operations

Problems: Firefighting, margin erosion, owners stuck in the weeds.

At Academy: Implement service desk rhythms, scorecards, and compensation plans that free your time, protect margins, and motivate your team.

AI assist: SOP drafting, ticket summarization, and KPI roll-ups

What Attendees Say

“We left with a real plan and the confidence to execute it. Best three days we’ve invested in our MSP.”

“The on-site funnel build alone paid for the trip. Our team is aligned and moving.”

I’m In—Save My Seat

Meet the Speakers

“Those who can’t do, teach” is a fallacy. Our experts have been doing both for 30+ years.

Attend the Sessions

Get ready to roll up your sleeves. Here’s how we’ll harness what works to grow your MSP:

Day 1 - September 30, 2025

  • 8:00 AM

    welcome

    Location: CharTec Main Training Room

    Welcome: How to Make the Most Out of Academy - What Are You Here to Solve?

    • Alex Rogers

      Alex Rogers

      CEO and Co-Founder,
      CharTec & ARRC Technology
    • Nick Points

      Nick Points

      VP,
      CharTec

  • 9:30 AM

    operations

    Location: ARRC Training Room

    Identifying Common MSP Operational Challenges

    • Dan Martin

      Dan Martin

      Chief Evangelist,
      CharTec
    Read Description

    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.

  • 9:30 AM

    sales

    Location: CharTec Main Training Room

    Packaging Profit: Stop Selling the Commodity Offering

    • Nick Points

      Nick Points

      VP,
      CharTec
    Read Description

    In today’s competitive landscape, success isn’t just about delivering solid MSP services—it’s about defining what you offer and why it matters. If every provider is selling the same stack from the same vendors, how do you set yourself apart? The answer is in how you shape and package your offering. This session will guide you through deciding what belongs in your core offering and what needs to be added, pricing strategies that align with value (not just cost), packaging services in ways that clients understand and are eager to buy, positioning your team’s expertise as a differentiator. Walk away with a stronger, clearer offering that highlights your unique strengths, resonates with client needs, and commands the price you deserve.

  • 10:40 AM

    sales

    Location: CharTec Main Training Room

    The 5 Pre-Requisites Every Deal Needs to Cross the Finish Line

    • Josh Gossett

      Josh Gossett

      CEO,
      CoreTech
    Read Description

    Does your sales pipeline feel stalled and sluggish, like someone let the air out of the tires just as you were gaining speed? Are prospects hesitating to move forward, leaving you wondering why you’re not closing more deals despite offering top-tier services? In this session, we’ll break down the five key prerequisites for selling managed services effectively. Learn how to establish trust, build credibility, and guide prospects confidently through the sales process to secure the necessary wins at each stage. Get ready to reshape your pipeline, accelerate decisions, and turn hesitation into commitment—so your funnel delivers more deals at the bottom.

  • 1:10 PM

    marketing

    Location: ARRC Training Room

    Sales & Marketing Workshop, Part 1

    • Giovanni Sanguilly

      Giovanni Sanguilly

      CEO & Founder,
      GlassHive
    • Brandi Rogers

      Brandi Rogers

      Premium Marketing Director,
      CharTec
    Read Description

    You’ll kick off by crafting your marketing plan, so your campaigns have direction, clarity, and measurable goals. Then, we’ll dive deep into the technical setup of GlassHive (or your chosen automation platform). Next, we’ll tackle segmentation: grouping your contacts in meaningful ways that fuel better messaging, targeting, and nurture paths. By the end of the session, your team will have a clear, actionable plan in hand and the systems configured so Part 2’s campaign creation can begin at full speed.

  • 1:10 PM

    operations

    Location: CharTec Main Training Room

    Optimizing Service Delivery Processes for MSPs

    • Dan Martin

      Dan Martin

      Chief Evangelist,
      CharTec
    Read Description

    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, you 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.

  • 1:10 PM

    sales

    Location: ARRC Training Room

    Stop Leaving Money on the Table: How to Leverage CORE Pricing Calculator, Crystal Ball, and Other Secret Weapons to Maximize Your Gains

    • Ashley Borrelli

      Ashley Borrelli

      Regional Sales Manager,
      CharTec
    • Josh Gossett

      Josh Gossett

      CEO,
      CoreTech
    Read Description

    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 the "crystal ball" and pricing calculator, CORE equips you with everything you need to close deals, optimize pricing, and streamline your sales process. Learn how to leverage these resources to stop leaving money on the table and give your business the competitive edge it deserves.

  • 3:00 PM

    marketing

    Location: ARRC Training Room

    Sales & Marketing Workshop, Part 1 (continued)

    • Giovanni Sanguilly

      Giovanni Sanguilly

      CEO & Founder,
      GlassHive
    • Brandi Rogers

      Brandi Rogers

      Premium Marketing Director,
      CharTec
    Read Description

    You’ll kick off by crafting your marketing plan, so your campaigns have direction, clarity, and measurable goals. Then, we’ll dive deep into the technical setup of GlassHive (or your chosen automation platform). Next, we’ll tackle segmentation: grouping your contacts in meaningful ways that fuel better messaging, targeting, and nurture paths. By the end of the session, your team will have a clear, actionable plan in hand and the systems configured so Part 2’s campaign creation can begin at full speed.

  • 3:00 PM

    sales

    Location: CharTec Main Training Room

    From Brush-Offs to Breakthroughs: Mastering Prospect Conversations

    • Nick Points

      Nick Points

      VP,
      CharTec
    Read Description

    In this session, you’ll learn proven techniques for getting prospects to open up. Through effective questioning and active listening, you’ll discover how to pinpoint their true pain points, tailor your solutions to their unique needs, and position yourself as the must-have provider they didn’t know they were missing. And before you put it into practice live, you’ll learn how sharpen your skills using our proprietary AI tool—a safe place to practice voicemails and outreach, get a score on your performance, and build confidence before the real conversations begin. Get ready to turn “we’re fine” into “let’s talk!”

  • 4:30 PM

    marketing

    Location: CharTec Main Training Room

    Bridging the Divide: Aligning Sales and Marketing for Ultimate Growth

    • Brandi Rogers

      Brandi Rogers

      Premium Marketing Director,
      CharTec
    • Josh Gossett

      Josh Gossett

      CEO,
      CoreTech
    Read Description

    Is your sales team blaming marketing for weak leads, while marketing accuses sales of dropping the ball? This session dives into one of the biggest challenges MSPs face: bridging the gap between two departments that should be working hand in hand. Discover how to turn finger-pointing into high-fives by aligning strategies, sharing goals, and creating a seamless handoff process that converts prospects into loyal clients. Are you ready to unite your teams and unleash your business's full growth potential?

Day 2 - October 01, 2025

  • 8:00 AM

    welcome

    Location: CharTec Main Training Room

    Welcome Day Two

    • Nick Points

      Nick Points

      VP,
      CharTec

  • 8:15 AM

    sales

    Location: CharTec Main Training Room

    Curiosity and Conversation: How to Lead Discovery for Maximum Impact

    • Nick Points

      Nick Points

      VP,
      CharTec
    Read Description

    Ever hear these from prospects: 'Any chance we could speed this up?' 'Can you just give me the price already?' 'I have another meeting—finish the presentation with my office manager, and I’ll get back to you.' It’s painful, but all too common. In this session, we’ll show you how to move beyond the 'amateur slideshow' approach and transform your sales presentations into engaging, high-impact conversations. Learn how to read the room, captivate your audience, and present your solutions in a way that keeps prospects hooked. By the end, you’ll be ready to close the deal straight from the stage!

  • 9:25 AM

    sales

    Location: CharTec Main Training Room

    Becoming the Pioneer: The Art of Being Different and Standing Out

    • Giovanni Sanguilly

      Giovanni Sanguilly

      CEO & Founder,
      GlassHive
    Read Description

    In a world where Managed Service Providers (MSPs) are often seen as interchangeable partners, the future belongs to those who dare to be pioneers. This session will take you on a journey beyond the ordinary, exploring how MSPs can evolve from simply keeping systems running to boldly leading their clients into a resilient, integrated, secure, and ever-evolving digital era. Drawing inspiration from Willy Wonka’s genius—where others relied on machines, he created magic with waterfalls—we’ll uncover how MSPs can craft unique experiences that set them apart from a sea of sameness. This is not just about technology; it’s about mindset, creativity, and reimagining what’s possible for your business and your clients. Attendees will leave inspired, equipped with practical strategies, and ready to step into the role of pioneers who don’t just follow trends, but set them.

  • 11:15 AM

    operations

    Location: CharTec Main Training Room

    Driving Business Growth through Strategic MSP Operations

    • Dan Martin

      Dan Martin

      Chief Evangelist,
      CharTec
    Read Description

    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.

  • 11:15 AM

    sales

    Location: ARRC Training Room

    Diamond in the Rough: The Intent Buyer Strategy MSPs Overlook

    • Brandi Rogers

      Brandi Rogers

      Premium Marketing Director,
      CharTec
    • Josh Gossett

      Josh Gossett

      CEO,
      CoreTech
    Read Description

    Most MSPs chase leads the hard way—waiting for forms to fill or calls to come in. Intent Buyers are the ones already signaling they’re in the market, but most MSPs don’t even know where to find them, let alone how to act on them. In this session, you’ll learn how to uncover these hidden buyers, guide them through intent journeys, and hand them to sales before they slip away.

  • 1:25 PM

    marketing

    Location: ARRC Training Room

    Sales & Marketing Workshop, Part 2

    • Brandi Rogers

      Brandi Rogers

      Premium Marketing Director,
      CharTec
    • Giovanni Sanguilly

      Giovanni Sanguilly

      CEO & Founder,
      GlassHive
    Read Description

    Day 2 is all about turning your foundation into momentum. You’ll step into the creative engine writing crisp, conversion-focused copy, building landing pages, and assembling the automated workflows that make your campaigns hum. With expert guidance, you’ll launch your funnel live and start capturing real engagement. Along the way, we’ll also explore how to track what matters: opening rates, click behavior, conversion events, and lead scoring thresholds. By day’s end, your campaign won’t just exist, it will be live, measured, and primed for follow-up optimization.

  • 1:25 PM

    operations

    Location: CharTec Main Training Room

    Crafting a Performance Compensation Plan that Actually Works

    • Dan Martin

      Dan Martin

      Chief Evangelist,
      CharTec
    Read Description

    Compensation is one of the trickiest levers in running an MSP. Get it wrong, and you end up with frustrated techs, inconsistent service delivery, and runaway labor costs. Get it right, and you’ll align your team’s performance with the outcomes that matter most—profitability, customer satisfaction, and retention. In this session, we’ll cut through the noise and show you how to design a performance-based compensation plan that motivates without breaking the bank. You’ll learn how to tie compensation to the right KPIs, common pitfalls MSPs fall into (and how to avoid them), simple structures you can implement immediately, and how to balance accountability with sustainability so your comp plan scales as you grow. You'll leave with a framework you can bring back to your MSP to drive performance, boost retention, and stop compensation from being a constant headache.

  • 1:25 PM

    sales

    Location: Conference Room 4

    Bridging the Gap: Aligning Technical Expertise with Business Value

    • Roger Lawrence

      Roger Lawrence

      Director of Technology,
      CharTec
    Read Description

    Discover how stronger collaboration between sales and technical teams can transform your MSP's client experience and drive growth. Led by our Director of Technology, this session will explore strategies for achieving technical alignment, enhancing sales effectiveness, and improving client satisfaction and retention. By the end of the presentation, you'll be equipped with actionable insights to seamlessly connect technical solutions with business value, positioning your MSP for success.

  • 3:35 PM

    sales

    Location: CharTec Main Training Room

    Anticipate, Address, and Close: Winning the Deal the Day You Present

    • Nick Points

      Nick Points

      VP,
      CharTec
    Read Description

    Do objections from potential clients feel like roadblocks in your sales process? From concerns about pricing and timing to questions about the competition, what if you could anticipate and address these objections before they even arise? In this session, we’ll equip you with proven strategies to confidently respond to common sales objections, turning challenges into opportunities. By mastering how to handle concerns about pricing, timing, and more, you'll be able to demonstrate your value more effectively and close agreements the day you present.

  • 4:15 PM

    marketing

    Location: ARRC Training Room

    Getting to the Top of Google in Under Two Weeks and it's Not by Buying Keywords

    • Brandi Rogers

      Brandi Rogers

      Premium Marketing Director,
      CharTec
    Read Description

    SEO alone isn't enough anymore. If you're not optimizing for AEO (Answer Engine Optimization)--aka, how people actually search today-- you're handing leads to your competitors on a silver platter. In this session, we'll break down the difference between SEO and AEO (and why you need both), how instant answers and voice search are changing the game, and how to optimize your site in this new era of information.

Day 3 - October 02, 2025

  • 9:00 AM

    sales

    Location: CharTec Main Training Room

    Hiring Your Next Sales Superstar: What MSPs Need to Know

    • Josh Gossett

      Josh Gossett

      CEO,
      CoreTech
    Read Description

    Finding a top-performing sales hunter for your MSP can feel like searching for a needle in a haystack. In this insightful session, Josh Gossett breaks down what it really takes to identify, hire, and retain the right person for your sales team. Using the proven DISC assessment tool, Josh reveals the key personality traits and behaviors that align with success in sales, and how to recognize them during the hiring process. But hiring is just the beginning—Josh also shares tips for setting up your new sales professional for long-term success in the MSP space. If you’ve been frustrated by hiring mismatches or inconsistent sales performance, this session will help you streamline your hiring process and build a high-impact sales team that drives results.

  • 10:10 AM

    marketing

    Location: ARRC Training Room

    Sales & Marketing Workshop, Part 3

    • Brandi Rogers

      Brandi Rogers

      Premium Marketing Director,
      CharTec
    • Giovanni Sanguilly

      Giovanni Sanguilly

      CEO & Founder,
      GlassHive
    Read Description

    Day 3 brings everything together: data, insights, and execution. You’ll learn how to analyze campaign performance in detail, uncovering what’s working and what needs refinement. With dashboards and reporting in place, you’ll connect marketing activity directly to sales outcomes, ensuring accountability and alignment. We’ll also focus on optimization strategies: tightening your workflows, personalizing nurture paths, and layering in advanced automation that scales as your business grows. Finally, you’ll explore how to arm your sales team with the right leads, context, and tools to close more effectively, bridging the gap between marketing and revenue.

  • 10:10 AM

    operations

    Location: CharTec Main Training Room

    Maximizing Technician Productivity in MSP Operations

    • Dan Martin

      Dan Martin

      Chief Evangelist,
      CharTec
    Read Description

    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.

Frequently Asked Questions

Where and when is Academy?

Dates: Sept 30–Oct 2

Location: Bakersfield, CA (CharTec HQ)

Reserve your spots now; final details and agenda will be sent via email.

Is there a deposit or fee?

Your RSVP deposit is fully refundable at check-in or can be applied to membership. Reserve early to secure seating for your team.

Who should attend?

Owners, Ops leaders, Sales/Marketing leads, and Service Desk managers. Small 1–2 person shops and larger teams are all welcome—split across tracks to cover more ground.

What will we leave with?
  • Refined offer & pricing strategy
  • Working sales scripts and objection handling
  • Live marketing funnel components and 12-week campaign calendar
  • Operations cadences (scorecards, huddles) and a 90-day plan

Why Should I Make the Trip to Academy"?

  • 3 days of hands-on training (tracks for Sales • Marketing • Ops)
  • Live funnel build, scripts, and operating cadences
  • 90-day action plan to take home
  • Community & peer accountability
Reserve Your Spot
Need to talk first? Book a Call.
CharTec Academy • Sept 30–Oct 2 • Bakersfield, CA Reserve Your Spot