A statement-of-work workspace for marketing retainers (paid media, content, lifecycle, brand) covering monthly scope, channel coverage, deliverable cadence, overage triggers, and retainer-roll-forward language drafted by the AI Contract Agent in Taskade.
What's Included
- Monthly Scope: Monthly hours or deliverable count by category with explicit exclusions.
- Channel Coverage: In-scope channels with coverage depth per channel.
- AI Contract Agent: Drafts retainer-roll-forward, scope-creep, and overage language from your retainer playbook.
- Overage Triggers: Hour or deliverable thresholds beyond which overage rates apply.
- Term and Renewal: Auto-renewal vs manual-renewal language with notice cadence.
Why This Template Wins
- Retainer roll-forward explicit: Unused hours rolling forward documented so disputes are pre-resolved.
- Overage rates documented: Threshold-based overage prevents margin erosion from silent scope expansion.
- Channel coverage clear: "Out of scope" channels documented so client expectations are aligned.
How to Use
- Clone this template into your Taskade workspace.
- Customize monthly scope, channels, and overage triggers.
- Connect DocuSign, Slack, your time-tracker.
- Train the AI Contract Agent on your retainer standards.
- Set up automation triggers for renewal reminders and overage alerts.
FAQ
Does this work for project-based vs monthly retainer engagements?
Yes. Project-based emphasizes deliverable lock and milestone payments; retainer emphasizes monthly scope and overage triggers. Switch the engagement mode in workspace settings.
Can the agent draft scope-creep language?
Yes. Train the agent on your retainer playbook. It drafts scope-creep, retainer roll-forward, and overage clauses precisely.
What plan supports a multi-client retainer practice?
Pro ($16/mo annual) handles the engagement. Business ($40/mo) adds advanced audit logs for client transparency and dispute resolution.
CTA
Try this template free in Taskade. For agent setup, see /learn/agents/custom-agents. Pair with Marketing Plan Templates. Browse marketing apps in the Community Gallery.