CHARTEC ACADEMY

Academy Success Center

Welcome Back

Now Let's Put Academy Into Action.

Your Academy resources, session materials, sponsor offers, and next steps are all in one place.

You spent three days learning inside a real MSP.

Now the goal is implementation.

Use this page to download the Academy Workbook, review session materials, access sponsor offers, complete your feedback survey, and keep moving forward after Academy.

If you only implemented one thing from Academy this month, what would create the biggest impact in your MSP?

[MSP Owner Reviewing Academy Notes & Dashboards — Concept Art]

Start Here

Three steps to get the most out of what you learned.

Step 1

Download Your Workbook

Get the full Academy Workbook PDF with exercises, notes, implementation prompts, and follow-up actions.

Download Workbook

Step 2

Complete the Academy Survey

Tell us what worked, what could improve, and what you want to see next.

Take the Survey

Step 3

Choose Your First Implementation

Pick one sales, marketing, AI, leadership, or operations improvement to start with this month.

View Implementation Resources

Everything You Learned. Organized by Topic.

Download session materials, templates, slides, and follow-up resources based on what you want to implement first.

Sales

Discovery questions

Proposal strategy

Objection handling

First appointment resources

View Sales Resources

Marketing

Campaign strategy

Landing page examples

Email templates

Lead generation assets

View Marketing Resources

AI

Copilot resources

AI prompts

AI workflows

Implementation guides

View AI Resources

Leadership

Accountability tools

Meeting frameworks

Scorecards

Team alignment resources

View Leadership Resources

Operations

SOPs

Service workflow resources

Process templates

Documentation tools

View Operations Resources

Finance & Growth

Profitability worksheets

HaaS resources

Revenue planning tools

Growth planning templates

View Growth Resources

In Case You Missed a Session

Catch up on the conversations, slides, and resources you may have missed during Academy.

Day Zero: Microsoft Copilot for MSPs Workshop

Download Copilot frameworks, pricing resources, and implementation planning tools.

View Resources

Day One: See the Systems

Review the sessions focused on sales, marketing, AI, leadership, and how a real MSP operates.

View Resources

Day Two: Build the Plan

Review the sessions focused on implementation, operations, service delivery, team growth, and client revenue.

View Resources

Networking & Peer Discussions

Review follow-up resources, notes, and reminders from peer conversations and group activities.

View Resources

Exclusive Sponsor Resources & Offers

Our partners brought practical tools, offers, and resources to help you keep moving after Academy.

D&H

Microsoft Copilot resources, modern renewals, and partner enablement support.

Sponsor 2

Offer details to be added.

Sponsor 3

Offer details to be added.

Sponsor 4

Offer details to be added.

Tell Us How We Did

If You Were Planning Academy for Another MSP Owner...

What would you improve?

Your feedback helps us improve the Academy experience, refine sessions, support future attendees, and build better resources after the event.

What part of Academy should every MSP owner experience, and what would make it even better?

Continue Learning After Academy

Use these resources to keep building after you get home.

Hero Download

Academy Workbook

Your full post-Academy implementation workbook.

Download Workbook

Free Download

MSP Growth Playbook

Sales, marketing, leadership, and business growth resources.

Download the Growth Playbook

Free Download

2026 Hardware Industry Report

Hardware, HaaS, lifecycle planning, and recurring revenue conversations.

Download the Hardware Report

Free Download

Marketing Escape Guide

How to identify weak marketing programs and build better sales conversations.

Download the Escape Guide

Free Download

AI Implementation Guide

Prompts, workflows, and practical AI use cases for MSP teams.

Download the AI Guide

Free Download

Client Revenue Toolkit

Resources for expanding revenue inside your existing client base.

Download the Toolkit

Keep Learning Inside CORE

CharTec's Online Resource Center gives members access to courses, campaigns, tools, templates, and resources beyond Academy.

Academy gives you the systems. CORE helps your team keep using them. CORE is CharTec's online learning and resource center for members. Inside CORE, members can access courses, campaign materials, templates, training resources, and business growth tools designed to support ongoing implementation.

Courses

Structured MSP training courses that help your team master the systems from Academy at their own pace.

Campaigns

Ready-to-use marketing campaign materials you can launch quickly to drive leads and fill your pipeline.

Resources

Templates, guides, and tools built to support ongoing implementation long after Academy ends.

Templates & Tools

Practical templates and tools designed to save your team time and keep execution consistent.

Explore CORE

What Will You Implement First?

Academy works best when action starts quickly.

Sales

Start with discovery, proposals, objection handling, or first appointments.

Start Here

Marketing

Start with campaign structure, landing pages, lead magnets, or follow-up.

Start Here

AI

Start with internal workflows, Copilot services, prompts, or automation.

Start Here

Leadership

Start with accountability, meetings, scorecards, or team communication.

Start Here

Operations

Start with SOPs, documentation, service workflows, or process cleanup.

Start Here