Wednesday, July 9, 2025
7:30 AM – 3:00 PM PT
ALL Online
AI for MSPs — Without the Hype
Discover What’s Actually Working for MSPs Using AI in the Real World
Every vendor is shouting about AI. But most MSPs are still asking:
“What do I actually do with it?”
Join us for a tactical, MSP-only Virtual Immersion that shows you how real IT providers are using AI tools today — not in theory, but in ticket queues, workflows, marketing, sales and follow-ups.
Skip the buzzwords. Learn what top MSPs are really doing with AI.
Register
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Sponsors
You're Busy. Overwhelmed.
Maybe a Little Skeptical.
You’ve seen the headlines. Maybe you’ve even played around with ChatGPT.
But deep down, you’re thinking:
“I don’t have time to figure out how to use this in my business.”
“I don’t trust AI to write anything for me.”
“I don’t know what’s hype and what’s actually useful.”
“How is this actually going to help me close more deals?”
You’re not wrong to be cautious. But doing nothing? That’s a risk you can’t afford anymore.
While You Wait, Others Are Winning.
MSPs who’ve figured this out are:
Shortening their sales cycles by using AI to refine and pressure-test their presentations
Driving more leads with smart automations that run 24/7
Answering objections before they’re even asked with AI-assisted prompting
Delivering faster, more consistent service without burning out their techs
They’re not replacing people. They’re amplifying performance. And they’re growing faster because of it.
The longer you wait, the wider the gap gets.
Sessions
Interlude
LEADERSHIP
Interlude
Monique Rogers
CXO and Co-Founder, CharTec & ARRC Technology
ARRC has evolved right along with the evolution of technology over the years.
Session
SALES
Why Great Sales Reps Still Miss Quotas - And How to Fix It with AI
Nick Points
VP, CharTec & ARRC Technology
Even your top performers can fall short when they’re not prepared for the unexpected. This webinar explores how AI-powered simulations help MSP sales teams anticipate tough conversations, sharpen their responses, and consistently outperform expectations.
Session
MARKETING
Email Isn’t Dead. Your Strategy Is. Here’s How to Fix It with AI.
Brandi Rogers
Premium Marketing Director, CharTec
Everyone loves to say email is outdated. But the data says otherwise. Email has the highest ROI of any marketing channel. The problem? Most MSPs are doing it wrong.
This session shows you how to turn boring emails into high-converting sequences using AI-powered tools and a human-first approach.
You’ll see real examples of:
Rewriting done-for-you content from CORE to match your brand tone
Refreshing dead blogs with Quillbot
Building behavior-based journeys that actually segment and convert
When you mix personalization, intent, and a little automation magic, email becomes your most profitable weapon. Let’s make that happen
Session
MARKETING
AI + MARKETING: A Match Made in MSP Heaven
Eric Crane
Video Content Director, CharTec
You've heard the phrase "Work Smarter, not Harder" but if you're so smart, why do you have to work at all? Learn to leverage AI to do all the work for you. Create Marketing promos in seconds, have email journeys write themselves, and so much more! Learn to create an entire system that handles all of your marketing while you master Solitaire or write the next great American novel or, if you get bored, focus on other work duties. Let's go step-by-step on how to knock 10 hours of busy work off your plate every week! If Ferris Bueller had to do marketing, this is how he'd do it.
Session
OPERATIONS
Leveraging AI to Optimize Profitability, Performance, and Personality Insights in MSP Service Management
Bill Black
CEO, FocusPlanit
Discover how Artificial Intelligence (AI) can transform Managed Service Provider (MSP) operations by delivering actionable insights into profitability, user performance metrics, and DISC personality profiles. This presentation explores practical AI applications tailored for MSP service managers, showcasing how data-driven strategies enhance efficiency, improve team dynamics, and boost financial outcomes. Learn to harness AI tools to analyze complex datasets, predict trends, and foster a high-performing, cohesive teamenvironment.
Session
SECURITY
AI-Powered, People-Protected: Mastering Generative AI for MSP Success
Tracie Crites
Chief Channel Officer, Breach Secure Now
AI isn’t the future, it’s the now. But as adoption accelerates, so do concerns around privacy, productivity, and preparedness. Join Tracie Crites, Chief Channel Officer at Breach Secure Now, for an essential session designed for MSPs ready to lead with confidence in the age of Generative AI.
We’ll explore how to train end users, identify early AI wins, and build consultative services around AI for your clients and prospects; without compromising PII or cybersecurity. You’ll gain insights into the current state of AI in 2025, what’s working in the MSP channel, and where hidden risks lie.
Plus, discover how to get Generative AI Certified through Breach Secure Now and leave with a clear roadmap to help your MSP differentiate, secure, and scale in this next wave of innovation.
Speakers
Monique Rogers
CXO and Co-Founder, CharTec & ARRC Technology
VP, CharTec & ARRC Technology
Brandi Rogers
Premium Marketing Director, CharTec
Eric Crane
Video Content Director, CharTec
Tracie Crites
Chief Channel Officer, Breach Secure Now
Learn It in a Day.
Use It the Next Morning.
Virtual Immersion: AI That Works For MSPs
All Online. Made for MSPs.
You don’t need another social media influencer telling you how they’re using ChatGPT to write their meal plans for the week. And you definitely don’t need some high-brow theoretical session about AI’s potential in the “future of work.”
You need real, MSP-specific, immediately applicable strategies that solve today’s problems. Plus, straightforward advice on what top MSPs are automating (and what they’re not letting AI touch).
That’s exactly what Virtual Immersion delivers.
What to Expect:
How to prompt like a pro so you get reliable, usable answers the first time
Live analysis of real MSP sales decks—watch our AI break them down and improve them
AI automations for lead generation you can implement right away
Tools, scripts, and templates you can swipe and start using before the event is over
Live demos, real examples, and straight answers to your toughest AI questions
This isn’t a 3-hour pitch-fest. It’s 8 hours of practical, high-impact training designed to give your MSP a competitive edge now.
Who Should Attend
Owner-led MSPs
who need leverage, not more manual work
Sales & marketing teams
who want better follow-up and lead workflows
Ops leaders
looking for faster response times and cleaner handoffs
Anyone skeptical of AI hype — but open to real-world tools that make MSP life easier
Reserve Your Spot—No Purchase Required
We’re opening this up to the entire MSP channel—CharTec members and non-members alike—but we are capping attendance to ensure the event platform runs smoothly.
Don’t wait to “see what the sessions are.”
This high-impact virtual event is designed to help you sell more, grow faster, and do more with less.
Space is limited–this event will fill.
What You’ll Walk Away With
After attending, you’ll leave with:
AI use cases specific to MSPs
Starter prompts and automations you can test this week
A mini-guide: “AI for MSPs — What Works in 2025”
A preview of what’s coming at CharTec Academy (where we go even deeper)
Get Ahead. Stay Ahead.
“This one-day training could change the next five years of your business.”
Reserve your seat. You’ll get full event access, downloadable materials, and a front-row seat to how AI is reshaping the MSP world.
Register
FAQ
Virtual Immersion is a 1-day online event designed to prepare MSPs for success by offering a carefully designed agenda that will give you all the pieces you need to design, implement and track your 2025 goals.
Virtual Immersion is for all MSP leaders, managers, and teams.
Yes! This event is 100% free.
Virtual Immersion will take place on Wednesday, July 9, 2025, with sessions beginning at 10:30am Eastern/7:30am Pacific. Sessions will take place all day, wrapping up at 5:00pm Eastern/3:00pm Pacific.
All sessions will be hosted on Zoom. Once you have registered for Virtual Immersion, you will receive an email with information on how to join the sessions. You will also receive calendar event invitations, sessions reminders, and other key information via email. You can opt to attend all day or join only the session(s) that appeal to you.
If you do not receive emails from Zoom or have trouble accessing the sessions for any reason, please reach out to the CharTec Marketing Team at marketing@chartec.net and we will assist you.
There will be a chat feature that you can use to interact with fellow attendees. You can also use this chat to ask questions to the presenters, although all questions will be held until the Q&A portion of the session.
Yes, sort of: We are offering what we call “Earned On-Demand”. You must attend Virtual Academy for at least 30 minutes to receive the recordings. Here’s why: Replays are where momentum dies. We not only want to keep this event interactive and engaging (which you can only do when you pack the house), but we also want to make sure you actually get the content you need.
