The Retainer Setup Guide
How to choose a retainer model, price it step by step, write the proposal, report on it monthly and renew or end it well.
What’s inside
- Four retainer models
- How to price a retainer
- Overage, rollover and unused time
- The retainer proposal
- The monthly report
- Renewal and price review
Word document · about 4,374 words · includes the Pricing and Margin Calculator (Excel)
Pricing and Margin Calculator
Work out the lowest rate you can charge, price a project, and see what a discount really costs.
About the templatePut it to work in your workspace.
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