Retainer Template

Here's an example of a retainer template/quote that may be useful to reference as your craft your own:

In-Scope Items

• Development
• Consulting
• Internal research
• Planning
• Documentation
• Communications

Responsibilities Include:

• installing new growth features for the website
• fixing broken code and glitches
• troubleshooting errors
• researching and offering solutions to dev proposals
• optimizing site speed and page load time
• developing new site features natively (in-theme)
• code quality control

Terms

• 35 hour monthly retainer.
• Expert agrees to reserve a total of 35 hours per month for in-scope items.
• In the event the monthly hours are not utilized in full, any unutilized hours will not rollover into the following months.
• Report on time allocation will be provided.
• All in-scope work is subject to and falls under this retainer. All out-of-scope work is subject to the standard billable rate of $100 per hour.
• Client will be notified on any work deemed out-of-scope. No additional out-of-scope work will be performed or invoiced without approval from Client.
• Any overages will be billed separately at the end of the month. Permission for overtime must be granted before starting the project.
• This agreement renews automatically each month. Client must provide a written 30 day notice to Expert in order to cancel the retainer.