Generate a retainer agreement that turns one-off clients into steady monthly income, built from your ongoing service details. It helps freelancers secure predictable revenue with clearly defined limits.
What's Included
- Monthly scope: Included hours or deliverables per billing cycle.
- Billing terms: Fee, due date, and renewal or cancellation notice.
- Rollover rules: Whether unused hours carry over or expire.
- Overage policy: Rates for work beyond the monthly allotment.
How To Use
- Describe your ongoing service and monthly capacity.
- Generate a retainer agreement with billing and scope terms.
- Set rollover, overage, and notice-period rules.
- Send for signature and bill on a recurring schedule.
Track each retainer's hours with an agent and trigger an automation to send the recurring invoice and a usage summary every month.