2027 Budgets are Being Set Right Now
Your clients are building their 2027 budgets as we speak. The security line items are being decided whether or not you’re in the room.
Over an evening of wine, we’ll show you how to own that conversation using one repeatable play: assess the client, build a remediation plan, and capture product and service budget across your entire client base with Cynomi.
We’ll walk the Assess → Plan → Capture framework live in the platform, starting from a flexible one-time assessment, generating a prioritized remediation report and risk register, and packaging the result into fundable 2027 services. Then we’ll zoom out to Revenue Insights to see where budget is hiding across your whole portfolio, and how to decide where to sell first.
Finally, we will close with the financial-planning segment: how to price, package, and forecast your 2027 security revenue, with tactics you can use in your next client planning meeting.
And throughout the night, Matt Schiavetta, Sales Manager at Cynomi, and in a previous life, a Sommelier, walks the room through a guided tasting. Each pour is paired to a stage of the plan. Matt will tell you why it works. You can decide whether he’s right.
2027 is won in 2026. Let’s set you up now.
Agenda
| 5:30pm-6:00pm | Arrival and first pour – Check-in / Introductions First pour |
| 6:00pm-7:00pm | Assess – The flexible one-time assessment, live in the platform Second pour |
| Plan – Prioritized remediation report and risk register, packaged into services a client will fund Third pour | |
| Capture – Revenue Insights across your whole portfolio; where the budget is hiding, and where to sell first | |
| Price, package, forecast – Tim’s financial-planning playbook for 2027 security revenue Final pour | |
| 7:00pm-7:30pm | Open floor – Questions, comparisons, networking to close things out |
What You’ll Walk Away With
- A repeatable Assess → Plan → Capture motion you can run with new and existing clients.
- A clear view of how Core, Pro, Third Party Risk Management, and Revenue Insights map to fundable 2027 services.
- Tim Coach’s financial-planning playbook for pricing and forecasting security revenue.
- A reason to start now, and a path to follow, while the budget conversations are still open.
- A tasting sheet with everything poured, and a bottle to take home.
Your Hosts
Tim Coach – Chief Evangelist, Cynomi
An MSP operator before he was an evangelist. Tim leads the 2027 planning content: pricing, packaging, and forecasting security revenue you can defend in a client meeting.
Matt Schiavetta – Sales Manager, Cynomi
Sommelier in a previous life, still opinionated about it! Matt runs the tasting from the first pour to the last.
Who This is For
Owners, CEOs, sales leaders, and service delivery leads at MSPs, MSSPs, and cyber advisory practices in and around Tampa.