Engagement letters
Retainer engagements need their own letter: monthly hours, carryover, notice period, and how out-of-scope work is priced. Draft a clear one in under a minute.
A retainer letter governs an ongoing relationship, so it needs to define what the monthly fee covers (an hour allowance or a set of deliverables), what happens when that allowance is exceeded, and how either side ends the arrangement.
Spell out the monthly retainer amount and invoicing date, the included hours or deliverables, the overage rate and pre-approval, the term length and notice period for ending the retainer, and how unused hours are handled (carried over, or forfeited).
Most retainers use a 14 to 30 day notice period. A longer notice protects your recurring revenue; a shorter one makes the engagement easier for the client to start. State it clearly so neither party is surprised when the retainer ends.
It governs an ongoing relationship for a recurring monthly fee, defining the included hours or deliverables and how the retainer ends.
State it up front — carried over into the next month, or forfeited. The generator covers a monthly allowance with overage billing.
With a written notice period, commonly 14 to 30 days. Spelling it out means neither side is surprised when the engagement ends.
Yes — invoice on a fixed date each month so your revenue is predictable and the client knows when to expect the bill.
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