Template
Monthly retainer deliverables template
Use this template to define what a retainer includes each month and how every deliverable moves from draft to proof.
Client
Retainer package
Monthly inclusions
Owner per deliverable
Due dates
Retainer fields
Use this as the starting point, then turn the important steps into intake, approvals, deliverables, and proof inside Blae.
Monthly Retainer Deliverables Template
- 01Client
- 02Retainer package
- 03Monthly inclusions
- 04Owner per deliverable
- 05Due dates
- 06Client approval requirement
- 07Review rounds
- 08Completion proof
- 09Carryover rule
- 10Next period setup
How to use it
Turn the document into a delivery rhythm.
Collect
Use the template to gather the details before work starts.
Structure
Turn the important steps into client deliverables and review points.
Prove
Attach approvals, versions, and final proof as the work ships.
Separate inclusions from tasks
The client bought outcomes. Track the recurring outcomes first, then attach the tasks required to produce them.
Turn the template into a live workflow.
Blae connects intake, recurring deliverables, client approvals, version history, and proof so this checklist does not become another static document.
FAQs
How should agencies track monthly retainers?
Track the package, included deliverables, due dates, owner, status, approval state, version, proof, and carryover rule.