Retainers template
Monthly Retainer Proposal Template
A clean monthly retainer proposal template for agencies, consultants, and service firms. Defines scope, deliverables, hours, and renewal terms in one approval-ready document.
Who this template is for
- Marketing agencies
- Fractional executives
- Managed service providers
- Boutique consultancies
What's included
- Cover page with client and project details
- Executive summary tailored to the project
- Detailed scope of work and deliverables
- Itemized pricing table with totals and tax
- Project timeline and milestones
- Terms, payment schedule, and assumptions
- One-click client approval signature block
Sample scope of work
Engagement
- • Account lead
- • Monthly cadence
- • Reporting
Deliverables
- • Hours per month
- • Channels covered
- • Tools provided
Governance
- • Quarterly business review
- • Renewal terms
- • Exit clause
Sample pricing
| Item | Qty | Unit | Total |
|---|---|---|---|
| Monthly retainer | 12 | $4,500 | $54,000 |
| Onboarding (one-time) | 1 | $2,500 | $2,500 |
Sample terms
- • 50% deposit required to start, balance due on completion of milestones.
- • Quote valid for 30 days from issue date.
- • Any change of scope will be quoted separately and added as an addendum.
- • Client to provide all required information and approvals within 5 business days.
Frequently asked questions
Can clients approve a 12-month retainer in one click?+
Yes. Send the retainer proposal and the client can approve the full term with one signature.
Can I auto-renew?+
Yes. Add an auto-renewal clause in the terms and re-send for re-approval at renewal.
Does it support multiple deliverable tiers?+
Yes. Create good/better/best tiers as separate sections in the proposal.
Related templates
Send your first retainers proposal in minutes
Free forever for solo operators. No credit card required.
Start free