Premium Operations

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What hats are keeping you from being best in class?

As an MSP owner, you wear a lot of hats – sales, marketing, service, management, billing, keeping the company afloat. At some point in your career, you’ve likely done all of these things, occasionally all at once.

Efficient operations are the foundation to profitable growth, yet improving day to day operations tends to get overlooked because you’re bogged down in doing the work. Pretty soon you have an ineffective PSA, little to no tracking, and zero ability to hold your team accountable. On top of that, the word automation went out the window as soon as you realized the RMM tool you were sold doesn’t come out of the box doing the things the salesperson said it did.

You are not alone.

CharTec’s Premium Operations Program can help you take your Operations to the next level using our 25 years of experience.

What’s included in CharTec’s Premium Operations Program?

Contact a CharTec representative today to get started.

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Are your service board setups a mess?

We’ll help you modify them to meet best practices and properly leverage types and sub-types.

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Need Operations guidance and support?

Receive weekly strategy calls to provide guidance and direction, as well as ongoing training with service management to implement best practices for increased client satisfaction, efficiency and operational profitability.

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How are you tracking?

Get ConnectSMART software (including unlimited user licensing) and customized dashboards for service management, productivity, dispatching, and customer transparency.

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Do you motivate your techs appropriately?

We’ll roll out a performance compensation plan that helps your technical staff for increase client satisfaction, ensure data accuracy, build efficiency, and increase profitability.

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Have a unique report need?

We’ll create custom reports and dashboards as needed.

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Frustrated with ConnectWise Manage?

We’ll guide you through proper setup of your PSA and be your ConnectWise advisor.

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Measuring client satisfaction?

If you’re using SmileBack or Simplesat, we’ll provide integration into ConnectSMART Dashboards and Metrics.

Which Membership Level Is Right For You?

Whether you're looking for self-paced training, flexible hands-on support, or full-scale marketing services, we’ve got a membership plan to fit your needs. Explore the features below and choose the level that helps your MSP thrive.

CORE Membership

$249/m

400+ Courses, Resources, and Tools designed for MSPs

Downloadable Templates, Scripts, and Campaigns

Course Assignment Capabilities to Train & Track Team Members

New Resources and Marketing Campaigns Added Quarterly

Commissions Calculator Tool

Pricing Calculator Tool

Crystal Ball Predictive Closing Tool

Reserved Seats and VIP Perks for any Academy

Classic Membership

$499/m

Everything included in CORE, plus:

Private Labeling and Hardware Imaging

Expert Support

Unlimited HaaS and Financing

20% Discount on Sales and Operations Labs

Subscribe

Premium Membership

Everything included in CORE & Classic, plus:

White Glove CRM Syncs and Setup

Custom Templates for Social Media, Email, Direct Mail and more

Website Health Audit and Repairs

Social Media Audit and Optimization

Done-For-You Landing Pages, Lead Magnets, and Email Nurture Journeys

Up to 200 new intent buyer contacts added monthly to your database

Monthly Content Marketing Campaigns including blogs, email, and social posts

SEO & AEO Optimization

Webinars, Videos, and eBooks

Strategy and Reporting

Google & Social Media Paid Ads

Much More…

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Disclaimer: All memberships are billed monthly for a minimum commitment of 24 months.

Premium Operations Program

Ready To Cast Aside Some of Those Operations Hats And Get Our Help?