Lock the retainer,collect it every month
Define exactly what's in the monthly scope, get the client to e-sign before the first deliverable, and auto-collect the retainer on schedule — so “can you also just…” becomes a paid add-on instead of free work.
Where agency retainers leak money
Retainers with fuzzy “whatever's needed” scope
Deliverables locked in a signed agreement
“Can you also just…” turning into free work
Out-of-scope asks become a paid add-on
Chasing the monthly retainer every cycle
Retainer auto-collected on schedule
Losing deals to agencies that onboard faster
Send, sign, and bill a new client in minutes
The contracts marketing agencies actually need
Generate a legally binding contract, get it e-signed, and collect payment — in one flow.
Master Service Agreement
The backbone for monthly retainer relationships.
Use this templateStatement of Work
Spell out deliverables per campaign or month.
Use this templateConsulting Agreement
For strategy and advisory engagements.
Use this templateMutual NDA
Protect client strategy and data you're handed.
Use this templateRetainer onboarding
Send a binding agreement, collect month one at signing
Campaign SOWs
Per-campaign scope, deliverables, and sign-off
Scope changes
Signed change orders for anything extra
Client confidentiality
Mutual NDA for strategy and account access
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