monthly retainer proposal template

it can be hard to make a budget or plan for them or when you aren’t sure how much money is coming in. you have to sell clients on the value of a long-term arrangement… similar to how you have to sell them for one-time projects. submitting monthly retainer consulting proposals is a key part of landing long-term relationships with clients and making your income more consistent… but even the best proposals in the world won’t get clients agreeing to keep you around if you don’t impress them with the initial work you do. then, if they’re open to the idea, offer to write up a monthly retainer proposal that lays out everything you’d provide—and the value of working with you on a long-term basis. the key is getting clear about why it’s worth it to keep you around instead of seeking out a new service provider whenever they need work done. if a client agrees to x hours per month, they’ll get more and more value from you because you’ll be able to work faster with an intimate knowledge of their business.




it’s a one-time thing, and it usually isn’t a problem to straighten out any differences if you aren’t on the same page. you do the work you agreed to do, and the client pays you a lump sum or over the course of a few project milestones. adding a regular accountability or reporting element is a great way to justify the work you did that month and re-sell the client on continuing the retainer arrangement. and it makes it easier for you to get out if the arrangement turns sour. what if the client assigns you 40 hours of work when you’ve only agreed to 25 that month? the key is proving yourself in a one-time project, packaging your services in a way that makes sense for the long haul, and sealing the deal with a monthly retainer proposal.

monthly retainer proposal overview

below, let’s go over what a marketing retainer is, the benefits of setting up a marketing retainer, and what to include in your marketing retainer proposal when pitching clients. the biggest benefit of working on a marketing retainer is that it helps you secure steady work. a marketing retainer can include a range of services depending on your expertise and industry.

below, we’ll go over a few different services you can include in a freelance marketing retainer and how to structure them on an ongoing basis. the last thing to include in your marketing retainer proposal is the ongoing deliverables you plan to offer. the key is to set up a retainer contract that makes sense for your client’s needs, your expertise, and the type of work you want to provide on an ongoing basis. the wethos visa® debit card is issued by blue ridge bank, n.a., member fdic, pursuant to a license from visa usa inc. your funds are fdic insured up to $250,000 through blue ridge bank, n.a.

it’s similar to working on a contractual basis, with the payment covering the number of hours you work for the client each month. now that you know the basics about monthly retainers, let’s take a look at how to properly set up an agreement for retainer work. for this, outline the scope of work that you and your team will undertake. so, instead of counting how many hours you work for the client, you’ll focus on a set amount of products or services to deliver. now that you’ve calculated how much you need to earn for the year, it’s time to work out your monthly retainer fee. since the client will make a monthly payment for your retainer fee, it’s important to choose a set date for it.

for example, you might feel that you need more hours to complete the work that you’re hired to do. this way, you and the client are unable to circulate or profit from any of the information that is shared during the time of the work agreement. there were likely times when the client asked you to make a last-minute change or a seemingly minor tweak that increased the scope of work and your designated hours. for instance, you may feel as though you need to increase the number of hours you work for the client each month. when you are communicating with a new client during the sales process, it’s important to negotiate the right retainer fee. as a freelancer or agency, a monthly retainer enables you to guarantee future work.

monthly retainer proposal format

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monthly retainer proposal guide

obviously, this could prove to be a hindrance in the growth of your agency. a monthly retainer fee is paid in advance by your clients to ensure that your services will be available to them for the period covered. the client has a definitive figure each month that they have to pay, and they can budget it in accordingly. for instance, if you are going to spend around 3 hours in a day on that particular client, the calculations will be as follows: let’s assume a standard year, where you work eight hours in a day for five days in a week. simply calculating the fee for your monthly retainer isn’t going to cut it.

since your client will already be signed to a retainer, you can throw in a discount for additional services. payments are made in advance for retainer contracts, but it’s important that you highlight the modes of payment, and how you are going to receive the amount. for instance, if your client has been working with you on a higher tier for a few months, you can propose amendments to the contract that increases the amount of work and the fee accordingly. you can always submit a retainer proposal to your client if you feel that some changes are necessary to the work. instead of upselling a retainer to a client, you should try to sell this from the start. take a free guided tour of cloudways and see for yourself how easily you can manage your server & apps on the leading cloud-hosting platform.

by having a monthly retainer contract, you’ll stay ahead of the game and be able to adapt to changes in real time. the agency and client can build trust in one another and learn more about the brand due to the ongoing relationship made possible by a monthly retainer. it may be more cost-effective to pay a monthly retainer rather than request the same services on an hourly or project basis. increasing the scope of your current agreements will be simple once you have created a retainer proposal with a tiered structure. doing so demonstrates that you care about the contract and are willing to work for the money every month.

never give the impression to your customer that terminating the retainer is a hassle. it would be best if you also looked into ways to streamline the workflow and inform them about the value of setting aside a monthly retainer contract. for instance, you may state that “a problem refers to the condition where the system is meant to accomplish a function, yet it doesn’t work” in your retainer. client agrees to pay service provider a monthly retainer fee of [amount] for the services listed in section 1. the monthly fee will be due on the [due date] of each month. you might be a match made in heaven if you’re yearning for security and want to maximize your working relationship with the few clients you have. this depends on the mix of services included in your retainer and the amount of time an agency will spend on them every month.