CharTec
CharTec provides subscription-based sales, marketing, and operations training plus white-labelable HaaS, BDR, and cybersecurity products to managed service providers (MSPs), monetizing through tiered memberships (CORE, Classic, Premium) and in-person training events from its Bakersfield, CA facility.
- Company typePrivate
- Founded2009
- HeadquartersBakersfield, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What CharTec does
CharTec is a privately held Bakersfield, California-based company founded in 2009 by Alex Rogers that operates as the SMB channel's leading provider of Hardware as a Service (HaaS) and managed services provider (MSP) sales and operations training. The company sells to MSPs through a tiered subscription membership model: CORE ($249/month), Classic ($499/month), and Premium (custom-priced done-for-you marketing), each requiring a 24-month minimum commitment and granting access to a proprietary online learning platform containing 400+ courses, templates, scripts, and bespoke tools including the Crystal Ball predictive closing tool, Commissions Calculator, and Quote Calculator. The company's sister entity, ARRC Technology, is a 30+ year operating MSP that doubles as CharTec's real-world training environment and credibility anchor.
Beyond subscriptions, CharTec monetizes through a multi-format event portfolio (Academy, Sales Lab, Operations Lab, Immersion, Virtual Immersion) priced at $199-$299 per ticket or included in membership, and distributes white-labelable products including BDR (powered by Axcient), HaaS hardware, Cybersecurity (via Sophos and other partners), and ConnectSMART dashboards. Its go-to-market is sales-led and event-driven, with consultation-based closing via "Book A Call" CTAs, in-person training at the Bakersfield facility serving as the primary bottom-of-funnel touchpoint, and community-led referrals from a network of 1,200+ MSPs it claims to have transformed. Strategic partnerships with Microsoft (Copilot), D&H Distributing, Axcient, Sophos, and ConnectSMART extend its product surface and channel reach.
The business is founder-led (Alex Rogers as CEO, Monique Rogers as CXO), privately held without disclosed external funding, and has been recognized five times on the INC 5000 list through its parent ARRC Enterprises. Its competitive positioning rests on being a practitioner-led, operating-MSP-run training business rather than a typical consulting firm, with an AI curriculum and proprietary platform tools increasingly central to its value proposition.
CharTec firmographics
Firmographics- Name
- CharTec
- Legal name
- CharTec
- Website
- https://chartec.net
- Company type
- Private
- Founded year
- 2009
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- CharTec provides subscription-based sales, marketing, and operations training plus white-labelable HaaS, BDR, and cybersecurity products to managed service providers (MSPs), monetizing through tiered memberships (CORE, Classic, Premium) and in-person training events from its Bakersfield, CA facility.
- Ownership category
- akta.pro rank
CharTec industry classification
Industry- Product category
- Managed Service Provider Training and Channel Enablement
- NAICS
- Computer and Computer Peripheral Equipment and Software Merchant Wholesalers (423430), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (518210)
- SIC
- Wholesale-Computers & Peripheral Equipment & Software (5045), Services-Computer Programming, Data Processing, Etc. (7370)
- akta.pro primary industry
- Course Bundle Subscriptions & Learning Membership Marketplaces (EDAFAIAI)
- akta.pro secondary industry
- Digital Learning & Course Subscriptions (CRAFAIAD)
Keywords
Where CharTec is headquartered
LocationHeadquarters
- HQ city
- Bakersfield
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
CharTec business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Supply Chain
Revenue model
- Membership Subscriptions: CharTec generates primary recurring revenue through tiered membership subscriptions: CORE ($249/month), Classic ($499/month), and Premium (custom quote). All memberships require minimum 24-month commitment. Membership includes access to training courses, resources, tools, and varying levels of support and services.
- Training Programs: Revenue from in-person and virtual training events including Academy (2-day comprehensive training), Sales Lab (4-day intensive), Operations Lab (2-day workshop), and Immersion programs. Pricing varies by program, with Academy starting at $199-$299 for multi-day events.
- Hardware as a Service (HaaS): HaaS allows MSPs to provide clients with hardware bundled into monthly service agreements. Hardware is built and configured to specifications, delivered within 7 days, with private labeling options available. No upfront costs with flexible payment options.
- Backup and Disaster Recovery (BDR): BDR services powered by Axcient partnership. Offers true flat-rate pricing, flexible licensing (unlimited or per-system), 100% USA-based support, white-label solutions, and no upfront costs. Built-in retention of 6 or 12 months local and cloud retention.
- Cybersecurity Solutions: Unified security platform for MSPs combining endpoint, network, email, and cloud protection. Includes email security, endpoint protection, unified threat management, and mobile device security. White-label options available.
- Products and Workshops: One-time product sales including digital learning materials, Academy event tickets, marketing and sales automation workshops, and branded merchandise through the MSP Print Store.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | CORE Membership at $249/month provides on-demand training and tools for MSPs including 400+ courses, resources, tools, downloadable templates, course assignment capabilities, new resources quarterly, and complimentary VIP passes to Academy. |
| Subscription | Monthly | Classic Membership at $499/month adds private labeling, hardware imaging, expert support, unlimited HaaS and financing, and 25% discount on Sales and Operations Labs to CORE features. |
| Subscription | Multi-year contract | Premium Membership provides everything in CORE and Classic plus white glove CRM setup, custom templates, website health audit, social media optimization, done-for-you landing pages, lead magnets, email nurture journeys, up to 200 new intent buyer contacts monthly, monthly content campaigns, SEO and AEO optimization, webinars, videos, ebooks, strategy and reporting, and Google/social paid ads. |
| Unit Pricing | Pay-as-you-go | Academy event tickets range from $199-$299 depending on session, with digital learning case at $429. |
Go-to-market motion3 records
Distribution channels5 records
Marketing channels8 records
CharTec product offering
Product offeringCore offering
CharTec sells tiered membership subscriptions (CORE, Classic, Premium) that bundle access to 400+ on-demand courses, templates, scripts, and proprietary sales/quoting tools (Crystal Ball, Commissions Calculator, Quote Calculator), supplemented by paid in-person and virtual MSP training events (Academy, Sales Lab, Operations Lab, Immersion, Virtual Immersion). It also distributes subscription-based operational products to MSPs including BDR (powered by Axcient), HaaS (Hardware as a Service), and unified Cybersecurity with white-label options.
Product overview
CharTec is an MSP training and business consulting company offering a tiered membership model (CORE, Classic, Premium) built around a proprietary online training platform plus in-person training programs (Academy, Sales Lab, Operations Lab, Immersion, Virtual Immersion). The portfolio includes operational products: BDR (powered by Axcient), HaaS (hardware as a service), Cybersecurity, and DISC assessment. CORE provides 400+ on-demand courses and tools (Crystal Ball, Commissions Calculator, Quote Calculator); Classic adds private labeling, hardware imaging, unlimited HaaS, and Academy VIP passes; Premium delivers done-for-you marketing including CRM setup, content campaigns, SEO/AEO optimization, and paid ads. Premium Operations offers managed ops support with ConnectSMART integration. The company was founded in 2009 and is headquartered in Bakersfield, CA.
Differentiator
Problem solved
Functional benefit
Products and services
- CORE Membership Online business training and resource platform providing MSPs with 400+ courses, downloadable templates, scripts, marketing campaigns, and tools including the Commissions Calculator, Quote Calculator, and Crystal Ball predictive closing tool.
- Classic Membership Mid-tier monthly membership bundling CORE features plus private labeling, hardware imaging, unlimited HaaS and financing, 25% discount on Sales and Operations Labs, expert support, and complimentary VIP passes to CharTec Academy.
- Premium Membership Top-tier membership providing full-service done-for-you marketing program including white-glove CRM setup, custom templates, website and social media audits, landing pages and lead magnets, up to 200 new intent buyer contacts monthly, content marketing campaigns, SEO and AEO optimization, webinars/videos/eBooks, paid ads, and strategy and reporting.
- Academy 2-day immersive in-person training held inside CharTec's real operating MSP in Bakersfield, CA, covering sales, marketing, operations, leadership, AI, and profitability through department walkthroughs and live leadership meetings.
- Sales Lab 4-day intensive hands-on sales masterclass for MSP sales hunters covering CharTec's proven sales method including discovery, presentation building, role-play with mock company executives, and pass/fail presentation certification.
- Operations Lab 2-day intensive workshop helping MSPs solve operational challenges including ticket management, service delivery, documentation, dispatch, accountability, workflow design, performance compensation, and team management through facilitated working sessions.
- Immersion 2-day in-person training sessions held in key cities nationwide, bringing CharTec's training to MSPs geographically.
- Virtual Immersion Live, high-impact virtual training event delivered online, covering tactical MSP strategies with sessions on sales, marketing, operations, AI, and leadership.
- BDR (Backup and Disaster Recovery) Managed BDR services for MSPs powered by Axcient, with 100% USA-based support, true flat-rate pricing, flexible licensing (unlimited or per-system), use-your-own-hardware or custom hardware options, white-label solutions, built-in 6 or 12 months retention, and next-day RMA shipping.
- HaaS (Hardware as a Service) Subscription-based hardware model allowing MSPs to provide clients with workstations, servers, firewalls, and networking equipment without large upfront costs; hardware is bundled into managed service agreements with private labeling, 7-day delivery, and no-questions-asked RMA policy.
- Cybersecurity Unified security platform for MSPs combining endpoint protection, network security, email security, mobile device security, and compliance tools (HIPAA, GLBA, GDPR, CMMC) through a single pane of glass with white-label options.
- DISC Personality Assessment Personality assessment tool helping MSPs understand team strengths, improve communication, and build stronger workplaces through DISC behavioral analysis.
- Premium Operations Hands-on operations support program using CharTec's 25 years of experience to optimize MSP operations including service board setup, ConnectSMART software with unlimited licensing, customized dashboards, performance compensation plans, ConnectWise PSA guidance, and weekly strategy calls.
Quantifiable outcome
- Members report 200% increased sales, 46% improvement metrics, and 70% improved morale
- +4 more outcomes
Companies that use CharTec
Customer profileNamed customers11 records
Segments4 records
Ideal customer profiles4 records
CharTec technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration6 records
AI capability7 records
Feature4 records
CharTec partnerships and signals
Strategic signalPartnerships
Eleven partnerships are on record, tiered core and minor.
- AxcientcoreAxcient is CharTec's BDR technology partner. CharTec's BDR solution is powered by Axcient, providing comprehensive, hassle-free backup and disaster recovery designed to reduce costs, boost efficiency, and enhance data protection for MSPs.
- MicrosoftcoreMicrosoft partnered with CharTec and D&H Distributing to develop the Microsoft Copilot for MSPs Workshop. This partnership enables CharTec to deliver hands-on training on packaging, positioning, and delivering Microsoft Copilot as a profitable service offering for MSP clients.
- D&H DistributingcoreD&H Distributing partnered with CharTec and Microsoft for the Microsoft Copilot for MSPs Workshop, providing distribution and support for the initiative.
- ConnectSMARTcoreConnectSMART provides real-time visibility solutions and dashboard platforms for service providers worldwide. CharTec's Premium Operations program includes ConnectSMART software with unlimited user licensing.
- FlexPointminorFlexPoint is listed as an industry partner for CharTec Academy.
- Corkat CloudminorCorkat Cloud is listed as an industry partner for CharTec Academy.
- SherwebminorSherweb is listed as an industry partner for CharTec Academy.
- SlideTechminorSlideTech is listed as an industry partner for CharTec Academy.
- FocusPlanitminorFocusPlanit is listed as an industry partner for CharTec Academy. Bill Black, CEO of FocusPlanit, speaks at Virtual Immersion events.
- Sandler PartnersminorSandler Partners is listed as an industry partner for CharTec Academy.
- My Gift EdgeminorMy Gift Edge is listed as an industry partner for CharTec Academy.
Scale indicators5 records
Recent moves5 records
Expansion highlights6 records
CharTec competitors and assessment
Company assessmentBroad incumbents
- Kaseya: Kaseya is a major MSP software platform (RMM, PSA, cybersecurity) that increasingly bundles training and enablement for its partner MSPs, competing with CharTec's HaaS-adjacent and operations offerings at scale.
- Datto (now Kaseya): Datto provides backup, networking, and management tools built for MSPs, with a partner training ecosystem that overlaps with CharTec's BDR and HaaS adjacent offerings.
- ConnectWise (IT Nation): ConnectWise is the dominant PSA/RMM vendor for MSPs and runs the IT Nation conference and training ecosystem. It overlaps with CharTec across MSP sales training, operations enablement, and channel events, but does so as part of a much broader software platform.
- CompTIA: CompTIA is a major IT industry association providing certifications and training (including MSP-specific tracks). CharTec has won CompTIA Breakaway awards, indicating CompTIA is an adjacent training competitor and partner ecosystem.
Direct peers
- Robin Robins MSP Marketing: Robin Robins sells a tiered MSP marketing and sales training program (Inner Circle) to the same SMB MSP customer base as CharTec. It is the closest direct competitor in delivering packaged sales/marketing training to MSPs.
- ASCII Group: ASCII is a long-standing MSP peer community and event organization that runs summits where CharTec members (Sandler Partners, FocusPlanit) participate. Overlaps directly with CharTec on community-led MSP engagement and event-driven acquisition.
- Service Leadership / TruMethods: TruMethods (now Service Leadership) sells operational and business training specifically for MSPs, including sales processes and vCIO frameworks. It is a direct competitor to CharTec's Sales Lab and Operations Lab offerings.
Others
- CRN / Channel Futures: CRN is the leading channel media outlet that recognizes CharTec's leadership via Channel Chief awards. It is thematically comparable as a source of MSP/channel training content and events but does not directly compete.
Emerging players
- Pax8: Pax8 is a cloud marketplace for MSPs that increasingly offers partner enablement, sales training, and vendor education. While primarily a distributor, its expanding education layer competes for the same MSP training wallet as CharTec.
- MSP Growth Hacks / Sales Hackathon: MSP Growth Hacks is a smaller, emerging community-led training resource targeting MSP sales and marketing teams. It competes with CharTec's CORE membership at the lower end of the training market.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
CharTec social profiles
Digital presenceCharTec compliance and trust
Trust signalCompliance2 records
CharTec financial estimates
Financial estimateRevenue estimate
Valuation estimate
CharTec leadership team
Management profileNumber of profiles
Profiles11 records
CharTec funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
CharTec M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about CharTec
What does CharTec do?
CharTec sells tiered membership subscriptions (CORE, Classic, Premium) that bundle access to 400+ on-demand courses, templates, scripts, and proprietary sales/quoting tools (Crystal Ball, Commissions Calculator, Quote Calculator), supplemented by paid in-person and virtual MSP training events (Academy, Sales Lab, Operations Lab, Immersion, Virtual Immersion). It also distributes subscription-based operational products to MSPs including BDR (powered by Axcient), HaaS (Hardware as a Service), and unified Cybersecurity with white-label options.
Is CharTec a public or private company?
CharTec is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was CharTec founded?
CharTec was founded in 2009. It employs 11 to 50 people.
Where is CharTec based?
CharTec is headquartered in Bakersfield, United States, in the North America region.
How does CharTec make money?
Six revenue lines are on record. Membership Subscriptions are the primary driver. The others are training Programs, hardware as a Service (HaaS), backup and Disaster Recovery (BDR), cybersecurity Solutions and products and Workshops.
Who are CharTec's main competitors?
Broad incumbents on record are Kaseya, Datto (now Kaseya), ConnectWise (IT Nation) and CompTIA. Direct peers are Robin Robins MSP Marketing, ASCII Group and Service Leadership / TruMethods. CRN / Channel Futures is listed as an others. Emerging players are Pax8 and MSP Growth Hacks / Sales Hackathon.
Does CharTec have an API?
No public API is recorded for CharTec.
What industry is CharTec in?
CharTec's product category is Managed Service Provider Training and Channel Enablement. Its primary akta.pro industry code is EDAFAIAI, Course Bundle Subscriptions & Learning Membership Marketplaces, with a secondary code of CRAFAIAD, Digital Learning & Course Subscriptions. Its NAICS code is 423430 and its SIC code is 5045.