Quote Template:
Monthly Retainer
ESTIMAKER
PROPOSITION
0001
Purpose
Ongoing support to the client within the scope described below, delivered as a monthly retainer with a defined volume of services.
Included services
The monthly retainer includes the services listed in the pricing table. Unused hours in a given month do not roll over to the next.
Collaboration cadence
A one-hour check-in is held each month. A written report of actions taken and observed results is sent within five days thereafter.
Term and renewal
The agreement is set for an initial six-month term. After that, it continues month-to-month and may be terminated by either party with one month’s notice.
Financial terms
Monthly retainer invoiced on the first day of each month. Automatic debit or bank transfer upon receipt.
Client obligations
The client provides required access and appoints a single point of contact, authorized to approve deliverables within five business days.
Monthly retainer11 400 $US
Kickoff workshop and action plan1 400 $US
Monthly check-in and report1 320 $US
DOCX
Recurring retainer agreement: included services, term, and renewal.