ConnectWise Marketing Retreat

Marketing can be such a challenge, especially if you don’t have a way to automate your efforts.

Now you can market your business and gain new leads even if you don’t have the budget for marketing software.

Say hello to Marketing Manager, from ConnectWise, your marketing godsend within a PSA.

Join CharTec VP of Marketing, Emalee Sugano, as she takes a deep dive into marketing your business utilizing ConnectWise. Gain first-hand insight into:

  • Utilizing marketing manager to automate your marketing efforts 

  • Tracking the success of your email campaigns

  • Managing your marketing projects to ensure that each phase is completed

Date: Friday, September 19, 2014
Time: 8:30 AM - 5:00 PM
Location: CW Headquarters, 4110 George Road, Suite 200, Tampa FL

Registration

*First Name
*Last Name
*Company Name
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*Which CEO Retreat would you like to attend?
*Number of Employees
*Current Year Revenue
*Previous Year Revenue
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*By clicking Submit, I agree that there is a Zero-Tolerance Cancellation Policy and that if I cancel my registration or do not show up to this event, I will be charged a non-negotiable fee of $250.
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Sessions

7 Ways to Boost your Business with ConnectBooster!:
#1 CB gets you paid on time, every time.
#2 Your clients can see their invoices and pay them online.
#3 Integrated Recurring Billing - AutoDraft for "Set it and Forget it" recurring agreements
#4 Securely store information with CB. Customer payment information is saved in a PCI Compliant vault
#5 CB Integrates with QuickBooks/Great Plains/ConnectWise, AutoTask, DeskDirector, JoomConnect, Quosal & QuoteWerks.
#6 Fortune 500 industry invoicing & reconciliation
#7 CB crushes aging A/R

Does My Marketing Really Do Anything for Me?:
It's been said that 50% of marketing works, we just don't know which half. It's also been said that you can't manage what you don't measure. We believe that these statements work hand in hand. You need to get a handle on marketing measurement in order to see if your marketing is really working and what needs to shift or change. We'll give you a template for a weekly report that measures key statistics for your success, so that you know how much of your marketing is really hitting the mark.

Campaign 101: Expanding Your Product Mix:
When you consider marketing to new prospects, you probably try to think of all the exciting things you can explain to them about your solution. There's only one problem with this, they aren't interested in a word that you have to say about yourselves. Instead, learn to get your foot in the door by solving a problem they didn't' even know they had. Leave this session with the content to run a full campaign on a product that will get you in the door with any quality business.

Shotgun vs. Planning: Get Ahead of Your Competitors:
Statistics show that only 54% of small businesses actually have a marketing plan. That means that nearly half of businesses like yours are shooting from the hip when it comes to marketing. There are a few easy steps you can take when it comes to getting ahead of the curve. We'll teach you how to get a plan in order, so your marketing efforts no longer are bullets that may or may not hit the target.

Gas Up and Go! Getting Started in Your Marketing Efforts: 
Let's face it, no one likes to feel like they're being pressured into making a decision. Whether you're in the market for a new car or even new insurance, most people like to do their own research before committing to a vehicle or to an agent. So how do you make sure that you and your company are getting in front of the people that want to have their IT needs met? You market, that's how! Join CharTec VP of Marketing, Emalee Sugano, as she uncovers how to get started when it comes to marketing your company from the 4 Ts of Marketing to how to get a quality leads list when you're starting from scratch.

Marketing to the Future vs. the Now: 
Only 21% of the world have active needs and by active needs, we mean they have a broken system and want a new one NOW! It's great when that happens, but it's not something that you can rely on every month. Why limit your marketing to only 21%? Expand outwards to the other 95% of the world that has latent needs. Here at CharTec, we're in the business of growing our member's businesses, and the same sentiment is practiced in regards to our MSP ARRC. Join CharTec’s VP of Marketing, Emalee Sugano, as she dives into ARRC's marketing tactics to optimizing our client's businesses and maximizing their profits by determining their latent needs.

Working from the Bottom Up: Reverse Engineering the Sales Funnel: 
Imagine living in world where you knew exactly how many agreements that you would get signed every quarter, a solid 6 months ahead of time! That would bring new meaning to the term "business predictability," am I right? Through the process of reverse engineering the sales funnel, CharTec's VP of Marketing Emalee Sugano will be explaining how to reinvent the wheel to pique your prospect's curiosity in a manner that closes the deal, every time.

To Hire or to Outsource: That is the Question!:
At the end of the day, it doesn't matter how great your plan is; you need to be able to execute. This is where implementation comes in. And with implementation comes as big decision: hire someone to handle the marketing or outsource it. Start thinking about the best course of action for your company, so you can leave the Retreat with action in mind, not just filled with a lot of ideas that will get dusty on a shelf.

Member Testimonials

Uncategorized
I would like to say thank you to Alex and the entire staff of CharTec. Your hospitality is amazing and the amount of information gained is invaluable to me and my company. Since working with you, my staff size has doubled, my profits have tripled, and...well, Alex knows the rest. I look forward to the next Academy. Thank you from Decatur Computers, Inc.
Frank Saulsbery ( Decatur Computers, Inc. )
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