Retainer assumptions
Price both delivery time and the operational cost of maintaining the relationship.
Recurring work
Price committed delivery capacity, recurring meetings, availability, discounts, payment fees, and overage work without quietly dropping below your rate floor.
Price both delivery time and the operational cost of maintaining the relationship.
Retainer design
A retainer should exchange predictable revenue for clearly bounded access, capacity, or recurring outcomes—not unlimited work.
List deliverables, meetings, support channels, response windows, and work that requires a separate statement of work.
Holding calendar capacity has an opportunity cost even when every included hour is not consumed.
Specify approval, overage pricing, rollover rules, and whether unused capacity expires.
Related tools
Turn an income goal into a sustainable rate, then build a scoped client quote.
Open calculator →Measure what a completed engagement truly paid after every hour and cost.
Open calculator →Estimate net proceeds or gross up an invoice to cover processing fees.
Open calculator →Compare planned and actual hours, margin, break-even price, and target price.
Open calculator →