From Winging it to Planned

December 9-11, 2025

Every year, MSPs promise to plan “when things slow down.” But the truth is, things never do.

The MSP Roadmap 2026 Workshop is your chance to finally focus and build the plan that drives real growth next year.

Over three days, you’ll assess your business, set your 2026 goals, build your budget and forecast, define your ideal clients, and refine your message so you’re not just fishing in a wide, shallow pond, you’re targeting the right prospects with precision.

This allows you to reset and relaunch in a way that is structured, guided, and done before the new year begins.

YES! I’M READY TO PLAN

AND EXECUTE FOR 2026

3 Days to BUILD A REAL PLAN FOR A PROFITABLE 2026

•

DECEMBER 9-11, 2025

•

BAKERSFIELD, CA

•

Intensive MSP Business Strategy Workshop

Does your 2026 planning session just keep getting pushed down the road?

Most MSPs start January with good intentions and no plan.

This December, that ends here.

From Winging It to Planned

December 9-11, 2025

17

Seats Left

Early Access Rate through Oct. 31, 2025

CharTec Member: FREE

Standard Registration: $299

17

seats left

Over 3 Days, You’ll Create a Focused, Data-Driven 2026 Plan

DAY 1 – ASSESS & ALIGN

🔍 Business Analysis + Strategic Direction

  • Conduct a complete SWOT of your MSP’s performance and positioning

  • Identify your top strengths, weaknesses, opportunities, and threats

  • Define your 3–5 core objectives for 2026

  • Create alignment across leadership, operations, and sales

DAY 2 – FILL THE PIPELINE

🎯 Ideal Client + Messaging Strategy

  • Develop your Ideal Customer Profile (ICP)—who you truly serve best

  • Identify your most profitable target verticals

  • Clarify your core differentiators and messaging to stand out

  • Build your positioning and clear reasons to believe for 2026 campaigns

DAY 3 – CLOSE WITH CONFIDENCE

💰Budgeting + Sales Forecasting

  • Build a 12-month revenue plan aligned with your goals

  • Forecast your sales targets by service type, client segment, and rep

  • Turn strategy into a fully executable 2026 plan complete with action items, ownership, and accountability

Most MSPs know they should plan. Few actually finish.

This workshop eliminates the guesswork with a guided process, live facilitation, and real templates to build your plan on the spot. No more blank pages, spreadsheets, or “we’ll finish this later.”

✅ Full SWOT and business analysis

✅ Goal setting and strategic alignment

✅ Ideal customer profile and target market clarity

✅ Messaging and positioning to guide all 2026 marketing

✅ Budget and sales forecast templates

✅ A finished, executable plan you can roll out in January

By the end of the workshop, you’ll have a clear vision, a focused market, and a tactical roadmap to achieve measurable growth in 2026.

🎯 MORE IMMERSIVE THAN ACADEMY SESSIONS 💪ACTION OVER THEORY 🧠 HANDS-ON SUPPORT & GUIDANCE

WHY THIS WORKSHOP IS DIFFERENT

  • When: 6 Deep-Dive Sessions Over 3 Days - December 9-11, 2025

  • Where: CharTec HQ – Bakersfield, CA

  • Duration: 9 total hours of live, instructor-led training

  • Early Bird Pricing Through Oct. 31,2025

    CharTec Member: FREE

    CharTec Non-Member: $299/seat

    (includes full Academy registration

EVENT DETAILS

ADD TO CART - SECURE MY SEAT

WHAT YOU’LL WALK AWAY WITH

  • A complete 2026 Annual Plan ready to implement immediately

  • 3–5 strategic objectives with mapped-out tactics

  • Defined target markets and a clear ideal customer profile

  • Messaging and positioning statements

    for internal and external use

  • A 12-month budget and sales forecast aligned with your growth goals

plus

BUILD MY 2026 ROADMAP

WHO IT’S FOR

✅ MSP Owners ready to move beyond guesswork and reactive growth

✅ Leadership teams who want strategy, budgeting, and marketing aligned

✅Anyone tired of vague goals, unclear markets, and stagnant results

EVENT DETAILS

  • When: 6 Deep-Dive Sessions Over 3 Days - December 9-11, 2025

  • Where: CharTec HQ – Bakersfield, CA

  • Duration: 9 total hours of structured planning and strategy

  • Early Bird Pricing Through Oct. 31,2025

    CharTec Member: FREE

    CharTec Non-Member: $299/seat

    (includes full Academy registration)

  • When: 6 Deep-Dive Sessions Over 3 Days - December 9-11, 2025

  • Where: CharTec HQ – Bakersfield, CA

  • Duration: 9 total hours of live, instructor-led training

  • Early Bird Pricing Through Oct. 31,2025

    CharTec Member: FREE

    CharTec Non-Member: $299/seat

    (includes full Academy registration)

SECURE MY SEAT

EVENT DETAILS

🎟️ Limited Seats Available Small-group collaboration ensures individual feedback and accountability.

You’ve been meaning to plan. You’ve just never had the space

—or structure—to actually make it meaningful.

This December, take control of your 2026. No more guessing, no more same results, no more “we’ll get to it.”

Leave Bakersfield with clarity, focus, and a complete roadmap to grow your MSP with purpose.

17

Seats Left

17

Seats Left