playbook-client-retainer-management

What problem does it solve?

Generates structured retainer management guidelines and templates to help consultants and agencies define clear scope, prevent scope creep, manage changes, and plan renewals.

Core Features & Use Cases

• Scope-definition framework covering six elements: deliverables, platforms, revision rounds, response time, approval process, and exclusions.
• Change-request protocol with a positive script and a living log to record approved changes.
• Structured monthly check-ins to review results, align priorities, and capture action items.
• Performance triggers and reset pathways to address misalignment or waning engagement.
• Renewal preparation guidance and offboarding when a client does not renew.

Quick Start

Define the initial retainer scope using the six elements and schedule the first monthly check-in.