8-Field Retainer Template
Define your retainer on one page. Offer name, outcome, boundaries, pricing, upgrade triggers.
Free template
The Recurring Revenue Engine
Define your retainer in eight fields. If you can't fill in every one, you don't have a package. You have an arrangement. And arrangements don't scale.
Recurring Revenue Engine Move at Pace
What's inside
Four tools, one retainer engine.
Commercial Staircase
Three tiers with price bands: Entry Point, Operator Layer, Growth Layer. Map the path for every client.
Monthly Delivery Rhythm
The 4-week cadence that makes renewal a non-event. Planning, execution, reporting, strategy.
Contract Checklist
Minimum terms, notice periods, payment structure, scope boundaries. Six items to lock in.
"Recurring revenue is the single biggest multiple-mover for creative agencies. The agencies I see selling at 5x and 6x EBITDA all have one thing in common: a real retainer structure, not just clients who happen to come back."
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