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.

Use this in BlaeBrowse templates

Retainer fields

  1. 1Client
  2. 2Retainer package
  3. 3Monthly inclusions
  4. 4Owner per deliverable
  5. 5Due dates
  6. 6Client approval requirement
  7. 7Review rounds
  8. 8Completion proof
  9. 9Carryover rule
  10. 10Next period setup

Separate inclusions from tasks

The client bought outcomes. Track the recurring outcomes first, then attach the tasks required to produce them.

FAQs

How should agencies track monthly retainers?

Track the package, included deliverables, due dates, owner, status, approval state, version, proof, and carryover rule.