Retainer proposal
Prepared for: Client
Prepared by: Your name or business
Contact: Your contact details
Date: 18 October 2026
Valid until: Proposal valid until
1. What the retainer gives you
What the retainer achieves for the client
2. What is covered each month
What is covered each month
Included each month: Hours or deliverables included each month
What happens to unused hours
Anything not listed in this section is not covered by the monthly fee.
3. Fee and extra work
Monthly fee: Monthly fee
Payment: When you invoice and when payment is due
Extra work: Anything outside the monthly scope, or beyond what is included each month, is charged at Rate for extra work, and only after you have approved it in writing, for example by email.
4. Start, minimum term and notice
The retainer starts on Start date and runs for a minimum of Minimum term. After that it continues month by month until either side ends it with written notice of Notice to end it after the minimum term. Work and fees continue as normal during the notice period.
5. How to accept
This proposal is valid until Proposal valid until. To accept it, sign below and return a copy before that date. You may also accept by replying in writing, for example by email, before Proposal valid until, stating that you accept this retainer proposal. The first month is scheduled as soon as your acceptance is received.
Accepted by the client
Client accepts this retainer proposal on the terms set out above.
Name: ______________
Role: ______________
Signature: ______________
Date: ______________