Create intermediate Works with: Any AI

Monthly Retainer Offer for an Existing Client

Table output Has example

Propose steady work with clear limits.

The Open buttons send the prompt text as currently shown below to that site only when you click. Fill in the placeholders first.

[VERIFY] is an editorial flag, not a blank to fill. Wherever the prompt shows [VERIFY], check that item against a reliable source before you use it.

Draft a retainer proposal. The client and current work: [CLIENT_WORK]. What they need regularly: [RECURRING_NEEDS]. My capacity per month: [CAPACITY]. Prices I have charged before: [PAST_PRICES].

Write a one-page proposal that sets out what is included, hours or deliverables per month, response times, what happens to unused hours, how extra work is priced, how either side can end it, and a review after three months. Offer three tiers with different scope and show the maths for each in a table. Draft an email introducing the idea in under 130 words. Include objections the client may raise and responses. Mention that terms and any legal wording should be reviewed with a professional [VERIFY] in [JURISDICTION].

Add a one-paragraph summary of the benefits to the client in their terms and a note on how to handle a client who wants more than the retainer covers.

Then add a section called Risks and Fairness. Explain how I will avoid overpromising availability, how unused hours will be handled in a way that is fair to both sides (rollover for a limited period, or expiry stated up front), and what I do if the client sends urgent requests outside the agreed response times. Provide a simple monthly report template with hours used, deliverables completed, and next month's priorities, and a quarterly review agenda with three questions: is the scope right, is the price right, and is the relationship working? Add a decision rule for ending the retainer if the client consistently needs more than the agreed hours, and the wording of a respectful notice. Terms should be checked with a professional before use.

Finally, list three things that would make me decline a retainer even if the client wanted one, such as unrealistic response times or unpaid scope growth, and a polite way to explain my limits.

Do not give legal or tax advice. Use my figures only, show the arithmetic, tag anything rule-based [VERIFY] with [JURISDICTION], and suggest the right professional to check it.

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Replace each bracketed placeholder with your own details, then paste into Any AI or another assistant.

Tier table (invented)
Tier | Hours/month | Response time | Price
Basic | 6 | 3 working days | 600
Standard | 12 | 2 working days | 1,080
Priority | 20 | 1 working day | 1,700
Rules: unused hours do not roll over beyond one month; extra hours at 110 percent of the standard rate; either party may end with 30 days' notice [to confirm with a professional].
Intro email subject: 'A simpler way to work together in 2026'.

• freelance