Strategic Retainer Proposal

What it solves

A project ends and the revenue ends with it. Sell ongoing monthly support with clear outcomes and clear limits, so it reads as a results partnership, not an hourly invoice. Retainers turn one project into recurring revenue.

What is inside

• The proposal
• Renewal: "results of the period" (end of each term)
• Working version with line-by-line guidance
• Filled examples (fictional): three scenarios
• Commercial language library
• Mistakes that lose the retainer
• Pre-send checklist
• Optional AI prompts
• Executive deck (editable .pptx and PDF) with speaker notes

Files and formats

Word files (.docx, they open in Google Docs), PDF, a Notion-ready Markdown file and a one-page how-to-use PDF, plus an editable executive deck (.pptx and PDF).

• strategic-retainer-client.docx
  The version you send, in a neutral style with a [Your logo] placeholder.
• strategic-retainer-working.docx
  The same pieces with line-by-line guidance. For you only.
• strategic-retainer-playbook.docx
  Filled fictional examples, language library, mistakes, checklist, optional AI prompts.
• how-to-use.pdf
  One page: what the kit is for and how to use it.
• strategic-retainer.md
  The kit as Notion-ready Markdown.
• strategic-retainer-deck.pptx
  Executive deck with speaker notes.
• strategic-retainer-deck.pdf
  PDF of the deck.

When to use it

• After a project (C5), to sustain results, extend them, or support the next decisions.
• For clients who need regular senior input rather than a defined project.
• If the work has a clear start, end and deliverable, use a project (C4) instead.

Who it is for

Independent consultants and boutique consultancies of 1 to 10 people.

What it is not

It is a set of templates and guidance. It is not a contract, not software and not a subscription. It is not legal, financial or HR advice. All names, companies and figures in the examples are fictional.

Next kit in the journey

C6 Case Study. The output of this kit feeds the next one.

License