Breach Secure Now

Humans are more than just a vulnerability; they're a hero-in-training that just hasn't found their superpower. Breach Secure Now is the channel leader in Cybersecurity Awareness & HIPAA Compliance training. Founded in 2014 to help Managed Service Providers market, sell, and manage the human side of security, Breach Secure Now offers white-labeled training solutions that fit seamlessly into any MSP's stack.

Building a Lead List

How many leads do you have in your database? 0? 200? 3,000? How many do you need to meet your goals? What are you going to do about list churn over the course of time in order to keep your list fresh?

BYOD Policy Marketing Campaign

Brandi Rogers gives a brief overview of how to use the BYOD Policy within your Marketing efforts.

Change The Way You Sell

Alex explains why you need to change the way you sell and how Academy can help.

CharTec BDR

When it comes to backup solutions, you could spend a lot of your precious time researching, installing, and testing, training your employees how to operate and monitor those backups. So that’s why you should partnered with CharTec to offer you a one-stop solution for all your Backup and Recovery needs. Let us do all the Monitoring, Recoveries, BMR. and give you back your precious time.

Company and Agreement Profitability

Dan Martin - Director of Operations

Conducting Effective Events

Marketing events are some of the primary ways to get new leads in to the funnel, warm up existing leads, and create stickiness with your current customers. Whether you're looking at hosting a webinar, lunch and learn, and trade show, make sure you have the details straight.

CorKat Data Solutions

Uncharacteristically Different, CorKat was designed by MSPs for MSPs. Complicated IT concerns can derail even the most determined leaders. That’s why CorKat is changing the game when it comes to cloud computing for Main Street America. We’re offering the kind of resources and expertise that you couldn’t dream of – to turn something small into big-time plans for the future.

Creating a Client Google Map

This tutorial demonstrates how to create a listing map using Google Maps to display the whereabouts of clients, customers, or anybody else you choose to track on Google Maps.

Creating a Document SOP in IT Glue

This has video and text document for you to watch and review on how to create documents in IT Glue

Creating SOPs

Clear Standard Operating Procedures are so difficult to come by, even more difficult to enforce, and get really screwy in terms of updating. Yet, they are some of the most valuable documents upon which to stake your company. Learn how to create them correctly.

Creating Your Marketing Plan

Where do you start when it comes to Marketing? In order to avoid shotgun marketing, spending willy-nilly, or not ever getting a marketing program off the ground you need to create a clear Marketing plan. Spending time on this plan will save you hours of headache down the road.

Cybersecurity Quiz Blog/Email Campaign

Where cybersecurity is the star of the show, and employees are the unpredictable acrobats walking the tightrope of potential data breaches! It turns out, the biggest threat to businesses might be the person sipping coffee in the breakroom. In our grand campaign, we'll be your guide through the maze of cyber perils. We'll also showcase how employees can flex their knowledge muscles with our free cybersecurity quiz. Forget popcorn; this quiz is the real snack for their brains! We get it; keeping business staff on their toes is like herding caffeinated cats. That's why we'll spill the beans on why consistent quizzes and simulated phishing campaigns are your secret weapons. Because in the ever-evolving world of cybersecurity, staying sharp is the name of the game. And guess what? We've got a lead magnet that's more magnetic than your office's breakroom fridge – a short quiz to test their knowledge. It's like a mini-thriller for their brain cells! Hold onto your coffee mugs as Brandi Rogers, our Director of Marketing, spills the secrets on how to apply this campaign to your marketing efforts.

Define Your Offering

Don't get stuck in the trap of having way too many offerings, or, even worse letting your customers decide what they need. Keep it simple. This course will show you how we construct our offerings to make it easy for our salespeople and get the sale while charging more than our competitors.

Discovery Process

The Discovery is one of the most important elements of the Sales Process, but most often salespeople walk in, look at the hardware, meet with one person and call it a day. This method leaves a lot of the table when it comes to issues, implications, and ultimately closing the deal. In this course, we will walk through Discoveries with each potential stakeholder and call out important tips and tricks for success.

Dispatch

One of the central parts of your NOC is Dispatch. Whether you're handling dispatch on your own or it's time to bring someone on board, this is a good first step training for dispatch success.

Drama In The Work Place

If you have people problems, I feel bad for you son - you've got 99 Problems and Drama is just another one! Take this course to understand and discern how to cure conflict and drama in the workplace.

Effective Marketing Campaigns

There are thousands of marketing tactics available, but which ones should you spend your time on? Crafting the right campaign is critical to your success.

Essentials for Human Resources

Are you prepared to handle your day to day HR challenges? This Essentials for Human Resources course covers the topics you need to meet key HR challenges that are relevant to you and your company.

First Appointment

You're having your first meeting with the prospect. Your goal is to close on the Discovery. This is not the time to spill your guts about what you can do for them. You are simply seeking to understand their challenges and begin to uncover their pain points.

First Interaction - Closing the First Appointment

A prospect is interested. They've called you or you've called them and they want more information. They've asked for your rates or for you to come out and give them a quote. What happens next? How do you get them to the next step of the sales funnel?

Fundamentals of Post-Hire Process

Fundamentals of Pre-Hire Process

Getting the Check

They've committed to signing your agreement, but the deal isn't done until the price is finalized and you have the check in hand. Don't leave the room without the check or, at the very least, a letter of intent.

Getting the Most Out of Your Master Billing Agreements

Check out Finance's Resource section for downloadable step-by-step instructions!

Hiring a Salesperson

Have you ever brought on a salesperson? Did they work out? How long did you let a failing salesperson go without closing a deal? 6 months? 9 months? A year? Finding and training a successful sales person is a difficult process in the managed services business, but we've figured out a few tricks that greatly increase your chances for success.

Hiring a Sales Superstar

Watch the 4 part series now!

HOW TO: Hosting a Lunch & Learn Event

Lunch & Learn events are a fantastic marketing tool...but such a tricky thing to pull off. At our June 2023 Academy, Josh Gossett walked us through how his MSP, Coretech, puts on a successful Lunch & Learn.

Insite ID

This is a quick 6-minute video on how to setup notifications, lead score rules and watchlist pages within Insite ID. You would have had a tutorial during your onboarding call. Just in case you need a refresher, you can view this video.

Introduction to Human Resources

You didn't sign up to be the master of human resources when you started your MSP, but the minute you planned to hire that first employee, that role became real. Here is your 101 course into the realm of human resources to get you started.

Introduction to Marketing

When you hear the word Marketing, do you cringe? How has marketing (or lack thereof) affected your ability to close? Could you fit more first appointments into your schedule? Marketing is the only thing that will get you the right amount of leads to close the right deals to score more cash. This course will get you started in Marketing basics.

Inventory Management

Designed to cover the basics of implementing and maintaiining a successful inventory management system for controlling your inventory.

Mastering Your Video Strategy

Problem: I’m sure you have heard that video is the future of marketing, but what does that mean? Agitate: Video is more than just a trend. It’s here to stay and it has become an essential part of any successful content strategy. However, many marketers still don't know how to use this powerful tool effectively. This course will solve this problem for you! Solution: Mastering your video strategy can be tricky if you are not familiar with creating or editing videos yourself, but luckily there are tons of tools out there today to help us create better videos faster and easier than ever before! In this course we'll cover everything from choosing the right camera gear to using free software.

No Marketing? Marketing Not Working?

Overcoming Objections

At the end of your presentation, you're going to encounter objections. The key is knowing how to combat un-welcomed objections throughout the sales process so that they don't even come up, and answering welcomed objections with confidence.

Performance Compensation Plans

Dan Martin, CharTec's Director of Operations, will teach you how Structure Compensation, Performance Measurements, Keys to Success, etc. Walk away a Plan that Works!

Phishing Scams and Social Engineering Campaign

Buckle up as we dive into the wild world of phishing scams and social engineering. In this campaign, we unveil the secrets of why your prospects' staff is both their greatest asset and their sneakiest security threat. Think of it as a crash course in turning colleagues from unwitting accomplices into cybersecurity superheroes. But wait, there's more! We've got a lead magnet hotter than a cup of coffee on Monday morning. It's a free downloadable resource that's practically a cheat code for thwarting cyber villains. Tune in to learn from Brandi Rogers, our Director of Marketing and defender of the marketing digital realm. She spills the beans on how to seamlessly integrate this campaign into your marketing strategy. Get ready for a ride because who said MSP marketing couldn't have fun?

Premium Marketing Members Private Courses

This private course is for Premium Marketing Members only. Our team breaks down the campaigns. Shows you how to use your CRM to your advantage. Explains what resources were created for your campaign and how to utilize those resources for prospecting. These videos will outline Marketing campaigns, CRM best practices, resources and tools. The ultimate goal is to help you turn those prospects into clients.

Preparing for End of Employment

Taking the time to effectively prepare yourself and your management team before initiating the termination process is the first step in safeguarding your company from legal action and financial losses. This course will help identify any potential repercussions and ensure that you have the answers to questions the employee might ask during the termination meeting.

Presentation

It's finally time to talk about your solution, sort of. You've gone through all the other portions of the sales process, collected specific issues and implications, and prepared your proposal. In this course, go through the presentation slide by slide, ensuring that you maximize your potential to close the deal. As we have in every other portion of the sales process, we'll go through the Presentation in PAS style, only revealing our solution at the very end.

Pricing Your Offering

How do we price a managed service offering? Check out this video and see how Alex breaks it down into a few major components.

Proper Account Management: Technology Business Reviews

After you get the client to sign on the bottom line, the implementation project begins. After that, the client transitions to the service delivery team, and everything flows smoothly, right? Not exactly. You need to remain engaged with your clients through proactive account management, meeting with them on a regular basis to discuss current performance, future planning, and any projects that may be coming down the pike.

Prospecting

Before we can close a deal, we need to get people into the top of the sales funnel so we can work our sales process! In this section we'll take a look at some of the common prospecting opportunities you will find yourself in, and some strategies to make the best use of your prospecting time and ultimately get qualified people into the top of your funnel.

Ransomware Call/Email Scripts

Call and email scripts to help our sales representatives pique some interest, generating a first appointment.

Rookie "Must Knows" In Selling Managed Services

If you are a new sales professional or a seasoned sales professional, but new to IT or Managed Service Sales, this course is for you. Learn about your industry and the challenges that come with it as well as what you need to know to become successful in your new role without needing an IT Degree!

Sales Process Prerequisites

Before you set down the road of learning the ins and outs of the Sales Process, there's some things you need to know. There are certain skills that will make you a more successful salesperson. Master these, and closing the deal will become so much easier.

* Service Foundations

This course is covering the foundations of service delivery theory that everyone needs to understand

Service Leadership

Leading a company isn't easy, especially when it's time to grow. This course will cover how to create a work-life balance, when and who to hire, and more!

Tech Performance Compensation Plans

Creating a compensation plan that rewards technicians for doing what they should be doing and keeps them motivated, while not overly compensating them for permission to play expectations is a tricky balance. We've tested multiple compensation plans, and we've decided this is the best one to keep technicians both happy and working efficiently.

The Perfect Union: Bringing Sales & Service Together (webinar)

The Sales Lab Experience

CharTec Sales Lab changes the way you think, the way you sell, and changes the thickness of your billfold! This 4 day, extensive and intense course transforms people into Manage Service Deal Closers. Whether you've been selling Managed Services for years or just learned what a MSP is, Sales Lab will train you to overcome the objections you thought were deal breakers, how to gather the right information that will enhance your sales presentation, and how to get a check the same day, not weeks later. Here are some of our graduates talking about their experience with CharTec Sales Lab

The Ticket Life Cycle

Like it or not, we live and die by tickets, especially our efficient management of those tickets. In this course, we'll cover the life of a ticket from birth to close to make sure you're on the right track for maximum profitability.

Tips: Boost Your Deployment Process

Top 5 Mistakes to Avoid When Selling Your MSP to Maximize Your Bank Account

M&A Specialist, Adam Kerrigan, gives you a taste of his popular Academy Session

Tracking Techs in Real Time

Getting your techs to enter time in real time is one of the first steps toward service delivery efficiency and success. You'll likely move from struggling to get your techs to enter time at all to a well-oiled time entry machine utilizing these techniques.

Turn On The Camera

Creating live video content is terrifying for most people. The fear of being judged or looking silly on camera keeps so many people from creating great live content. They are afraid to turn on their cameras and start talking, because they know that if they don't do it well, the audience will judge them harshly. During this course you'll learn how to prepare before you hit record, how to keep your audience engaged during your broadcast, and what mistakes not to make when broadcasting live video online. We'll teach you everything we've learned through our years of experience in front of the camera!

Understanding DISC - What is the "C" or "Compliance?"

For those who have taken a DISC Assessment, this is an opportunity to dive into understanding what the "C" means in the result. While "C" stands for "Compliance" there is more to knowing how that applies, in broadening your conception on what that means to you.

Understanding DISC - What is the "D" or "Dominance?"

For those who have taken a DISC Assessment, this is an opportunity to dive into understanding what the "D" means in the result. While "D" stands for "Dominance" there is more to knowing how that applies, in broadening your conception on what that means to you.

Understanding DISC - What is the "I" or "Influence?"

For those who have taken a DISC Assessment, this is an opportunity to dive into understanding what the "I" means in the result. While "I" stands for "Influence" there is more to knowing how that applies, in broadening your conception on what that means to you.

Understanding DISC - What is the "S" or "Steadiness?"

For those who have taken a DISC Assessment, this is an opportunity to dive into understanding what the "S" means in the result. While "S" stands for "Steadiness" there is more to knowing how that applies, in broadening your conception on what that means to you.

Using Excel for Down and Dirty Reporting

Dan Martin - Director of Operations

Using your Sales Tools in CORE

These lessons will walk you through how to use the Sales tools and applications you have within CORE. Everything from preparing for the presentation using the Crystal Ball, to Pricing out your Offering and Paying Commission - CORE has you covered!

"White Glove" Customer Service

What does it mean to truly go above and beyond for the customer? What is the power of empathy in customer service? Learn how to provide an experience to the customer that keeps them leaving with a smile and keeps them coming back.

Why Attend Academy

Alex Rogers explains why selling managed services is so hard and how he has made millionaires based on his sales methodology.

Why Sales Lab?

Are you struggling trying to get your break-fix clients to convert to Managed Services? Are your prospects stuck in the funnel? Are you tired of hearing objections you can't beat? Listen to our Sales Lab Grads tell you first hand why Sales Lab can improve your sales closing rate, decrease the time of your sales process and increase your ROI.

Windows 11 Campaign

Use this campaign written about the Windows 11 release. Send out one or two emails/blogs per week.