retainer_proposal
Convert a one-off client engagement into a predictable monthly retainer. Propose scope, hours, fee, and terms to secure recurring income.
Instructions
Write a professional email proposing an ongoing retainer relationship to an existing project client. Converts a one-off engagement into a predictable monthly arrangement — gives the client clarity on reserved capacity and you stability of income. Covers: proposed scope, monthly hours, retainer fee, how unused hours roll over (or don't), notice period. Does not count against your monthly draft limit.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| client_name | Yes | First name or company name of the client | |
| monthly_hours | Yes | Number of hours per month you are proposing to reserve for them (e.g. 10, 20) | |
| monthly_fee | Yes | The retainer fee per month, including currency symbol (e.g. '£2,000/month', '$3,500/month') | |
| scope_summary | No | Optional: brief description of what the retainer covers (e.g. 'ongoing strategy and copywriting', 'design support and ad-hoc UX reviews'). If omitted, a generic description is used. | |
| rollover | No | Optional: whether unused hours roll over to the following month. Default: false (hours expire at month end). | |
| notice_period | No | Optional: notice period to cancel the retainer (e.g. '30 days', 'one calendar month'). Default: 30 days. | |
| start_date | No | Optional: proposed start date (e.g. '1 July', 'next month'). If omitted, wording is left open. | |
| your_name | No | Optional: your name for the sign-off |