Small-to-Executive Business Series - CRM & People Must haves for 2027 - Episode 01
Your next stage of growth needs more than a revenue target.
As 2027 approaches, it is time to look beyond your sales goals and ask a more important question: Do you have the budget, systems, and go-to-market strategy to achieve them?
Large organizations use structured planning processes to connect revenue targets, sales pipelines, operating costs, technology investments, and team accountability. Small businesses can apply these same principles without needing an enterprise-sized team or budget.
Join Opulent Castle for a practical, interactive workshop designed to help you turn your business goals into an actionable growth plan.
What you will work through
1. Plan your 2027 business budget: Identify the essential tools, technology, people, and operating investments your business needs.
2. Build a realistic revenue forecast: Work backwards from your revenue goal to the number of deals and opportunities required.
4. Connect your Sales Goals to your systems & people: Understand what your CRM should help you track and manage, identify gaps in lead management, follow-ups, reporting, and customer journeys.
5. Your workload isn’t just your to-do list: Managing workload and thought load. This practical session explores why managing your workload is about more than managing your time. Learn how to reduce your thought load, navigate competing priorities, and focus your time and energy on what matters most.
Who should attend?
Founders and business owners with 10-300 paying clients.
Establishing service and B2B businesses.
Entrepreneurs planning 2027 growth and investments.
Leaders facing inconsistent leads, manual processes and unpredictable revenue.
🎁 Free Offerings:
Book a Complimentary 30-Minute 1:1 Call with Jagmeet and receive a personalized action plan with recommended tools and next steps
Get admission to LinkedIn Entrepreneur Chat
Parm’s offer: For those that complete the post-session feedback form they will receive two resources: Time Audit and Energy Audit. And be eligible for a 1:1 laser coaching session
Agenda:
5:30–5:40 PM - Welcome, Introductions & Virtual Open House – Meet the people in the room!
5:40–6:00 PM - Jagmeet's Keynote & Interactive Workshop
6:00–6:20 PM - Parm's Keynote & Interactive Workshop
6:20–6:30 PM - Open Mic, Networking & Q&A – Share thoughts, ask questions and connect!
Speakers:
Jagmeet Pannu’s Bio
CEO & Founder, Opulent Castle | Ex- Microsoft
Jagmeet Pannu at Opulent Castle, works with growing businesses to strengthen their Go-to-market (GTM) strategy, revenue operations, customer journeys, and CRM systems. Through Opulent Castle, she helps businesses connect their sales strategy with the processes and technology needed to support sustainable growth.
Parm Chohan's Bio
Founder, Conquer Leadership Inc
Parm helps teams and organizations build leadership development ecosystems that strengthen leadership capacity, improve team culture, and create lasting behaviour change at Conquer Leadership Inc.
His approach blends content, community, and application, often supported by leadership development, team engagement, coaching, custom Playbooks and more, that help teams turn learning into meaningful action.
Parm also supports leaders beyond the classroom through his weekly leadership emails and podcast, ConquerCast, where he shares practical leadership insights and coaching strategies.
He also serves on the Punjabi Chamber of Commerce Advisory Board as Governance and Leadership Architect.
Photography, Videography & Recording Notice
This session will be recorded. Photography, videography and audio recordings may be used for social media, marketing and promotional purposes, featuring the speakers only.
No Show/Late Cancellation Policy
We kindly ask that you treat your spot with dedication and integrity, notifying us at least a week in advance if you need to cancel, so others have the opportunity to participate and the community can continue to thrive. Even if this is a free webinar, there is a HIGH value in the time we all spent.