Free tool · Retainer Scope Template · about 30 minutes Scope it on one page.
Answer eight prompts and the page assembles a one-page retainer scope: what the client receives each month, what is out of scope, how you report and when you will both review it.
1 · Monthly output
2 · Meetings and response
3 · Included and not included
4 · What we need from you
5 · Reporting
6 · Fee and term
7 · Review dates
This is a plain-language outline, not a contract. Have your contract reviewed by a qualified professional and make sure the two agree. Nothing you type leaves this page.
Your retainer scope
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Then test it
Send the first summary in month one. Put the first review date in both diaries, and send the one-page monthly summary before the client asks for it.
The method is in The Brand Code: A Retainer Is a Brand Promise, How to Structure a Retainer for a Service Business and Retainer Scope Template.
Questions
What should a retainer scope include?
The monthly output, meetings and response times, what is included and excluded, what you need from the client, how you report, the fee and term, and review dates.
Is this a contract?
No. It is a plain-language outline. Have your contract reviewed by a qualified professional.
Should a retainer cost more than a project?
Per unit of work, usually yes, because the client receives priority and continuity.
How often should I review the scope?
At least quarterly, and whenever the work changes.
Is my outline saved?
Only in your browser, on this device. Nothing is sent to us.
The Brand Code
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Next step
A scope keeps a promise visible.
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