Retainer agreement template

What's in the template.

Every section below exists to answer a question your client is silently asking. Use the example copy as a starting point and replace the specifics.

1. 1

   Monthly scope

   Say what a month buys in a way both sides can count: hours, deliverables, or both. Vague scope is how a retainer turns into unlimited work.

   “Up to 20 hours a month on agreed priorities, a monthly report of work done and next priorities, and one planning call a month.”

2. 2

   What isn't included

   Name the things the client will assume are covered. One line here saves a difficult conversation in month three.

   “Not included: ad spend and other third-party costs, and work beyond 20 hours, which is quoted before it starts.”

3. 3

   Fee and invoicing

   Invoice each month in advance and start the month's work when it's paid. You are being paid to be available, so the money should come first.

   “The Client will pay $2,000 per month. Each month is invoiced in advance and is due within 7 days of the invoice date.”

4. 4

   Unused time

   Decide whether hours roll over. The usual answer is no, because the retainer pays for reserved capacity, not a bank of hours.

   “Unused time does not roll over to the next month unless both parties agree in writing.”

5. 5

   Extra work and changes

   Make clear how anything beyond the monthly scope gets approved and priced, so it never happens by accident.

   “Work beyond the monthly scope is quoted separately and agreed in writing (email is enough) before it starts.”

6. 6

   Ownership

   Say when the client owns what you made. Tying it to payment protects you if the last invoice is never paid.

   “Once all invoices are paid in full, ownership of the final delivered work transfers to the Client. Pre-existing tools and templates stay the Freelancer's.”

7. 7

   Ending the retainer

   A notice period gives both sides time to plan. Longer than a project contract is normal, because a retainer is ongoing.

   “Either party may end this agreement with 30 days' written notice. The Client pays for work done up to the end date.”

8. 8

   Liability and governing law

   Cap your exposure at the fees, and name the law the agreement falls under. Leave the second one as a placeholder until you know.

   “Each party's total liability is limited to the fees paid or payable under this agreement. This agreement is governed by the laws of [your country or state].”