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.
Are your service board setups a mess?
We’ll help you modify them to meet best practices and properly leverage types and sub-types.
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.
How are you tracking?
Get ConnectSMART software (including unlimited user licensing) and customized dashboards for service management, productivity, dispatching, and customer transparency.
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.
Have a unique report need?
We’ll create custom reports and dashboards as needed.
Frustrated with ConnectWise Manage?
We’ll guide you through proper setup of your PSA and be your ConnectWise advisor.
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
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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