retainer_expansion_email
Propose expanding an existing retainer by adding services, increasing hours, or upgrading the tier, based on current work and client needs.
Instructions
Write the email proposing to expand an existing retainer — adding services, increasing hours, or upgrading to a higher tier. For when you're in an ongoing retained relationship and want to deepen it based on the work done so far. Three routes: add_services (default — propose adding new service lines to the current retainer, e.g. adding SEO audits to a design retainer or copywriting to a strategy retainer), increase_hours (propose increasing the monthly hours allocation — works when you're consistently hitting the cap and both parties are getting value), upgrade_tier (propose moving the client to a higher package that better fits their current usage or needs — works when they've outgrown what they're on). Distinct from retainer_proposal (initial pitch to a new client), retainer_check_in_email (a routine check-in with no commercial ask), and new_service_announcement_email (broadcasting a new service to all clients). Required: client_name. Optional: current_retainer (what they're currently on — e.g. '5 hours/month design support', '$800/month strategy'), proposed_expansion (what you're proposing to add or change — be specific), project_name, route ('add_services' | 'increase_hours' | 'upgrade_tier' — default add_services), your_name. Does not count against your monthly draft limit.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| client_name | Yes | Client first name | |
| current_retainer | No | What they're currently on — e.g. '5 hours/month design support', '$800/month strategy retainer'. | |
| proposed_expansion | No | What you're proposing to add or change — be specific, e.g. 'add monthly SEO audit and content brief', 'move from 5 to 10 hours/month', 'upgrade to the Growth package which includes analytics and reporting'. | |
| project_name | No | Optional: name of the retainer or account for context | |
| route | No | add_services (default) — add new service lines; increase_hours — more hours per month; upgrade_tier — move to a higher package. | |
| your_name | No | Optional: your name for the sign-off |