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We just signed our first contract (finally!) and it feels amazing

After months of paperwork, we finally signed the contract for the RFP we won months ago.

This was another big lesson for us: Everything about business development and closing deals takes time and patience.

We used this lesson for our 2024 planning, and we are now paying attention to how long, on average, it takes us to 1) agree in principle to work with a client and 2) sign the paperwork to get started.

Gathering that baseline information for multiple clients over time will help us get to better understand how to plan our pipeline of business.

, Founder of Icon for Cascade Advisory
Cascade Advisory
on January 12, 2024