Monthly Retainer Scope of Work Template

Pitch your next retainer with confidence with this fully customizable scope of work template that includes project phases, detailed services, and recommended pricing, so you can get to “yes” more quickly.

Monthly Retainer Scope of Work

Looking to secure steady, guaranteed freelance work? Check out Wethos’ free monthly retainer scope of work template. Our monthly retainer template outlines a full breakdown of services and pricing recommendations based on data contributed by freelancers just like you. Say goodbye to the hassle of pitching new projects every month and confidently pitch your next monthly retainer proposal to secure steady client work.

Wethos' scope of work templates are completely customizable, so you can edit the template to fit the needs of your project. Check out our monthly retainer scope of work template to start pricing your worth and raising those rates today!

Included in this scope template:

Recommended overall price for the project based on crowdsourced data from over 100,000 freelancers.

Detailed breakdown of 3 phases and services to include in the project.

Edit and customize as needed to fit your project and client needs.

Turn a scope into a proposal for client sign off in just a few clicks.

Frequently Asked Questions

  • A monthly retainer is a contract agreement between a freelancer and a client that guarantees a certain amount of work for a set rate on a monthly basis. The agreement can include a set amount of hours or a predetermined number of deliverables.

    The benefit of a monthly retainer is that you don’t need to pitch new projects or search for new clients every month. Instead, you can build strong, steady relationships with the same clients on an ongoing basis. Plus, you’ll know exactly how much work and income you’re getting each month.

  • Monthly retainers are a smart way to create consistency in your freelance business. Retainers are especially useful if you provide freelance services to clients on a regular basis. A few services that would benefit from a monthly retainer contract include:

    • Social media management

    • Email marketing
    • Blog writing
    • Public relations
    • Virtual assistant

  • Before you write a monthly retainer proposal, it helps to see how other freelancers put together retainer contracts. Take a look at our Monthly Retainer scope of work template. The community-sourced monthly retainer proposal breaks down monthly retainer services into three phases:

    1. Discovery & Kickoff

    2. Recurring Monthly Retainer

    3. Handoff

    After you’ve checked out Wethos’ Monthly Retainer scope of work template, create your Wethos account so you can edit the phases, services, and prices to fit your retainer’s needs. Once all looks good, save that scope of work to your library to use it again for your retainer proposal. After you’ve created a scope, you can add contract terms, send proposals for client signature, create an invoice, and get paid! 🤑

  • Calculating a monthly retainer fee depends on what your retainer includes. Will you offer a set amount of hours or a predetermined amount of deliverables? Whichever you choose will determine how you price your retainer.

    Our monthly retainer scope of work template includes a detailed breakdown of the services provided on a monthly basis with recommended prices for each. These recommended prices are backed by crowdsourced pricing data we collected from over 50,000 freelancers, and are kept up to date to ensure freshness and accuracy.

    Use the monthly retainer scope of work template to access the pricing recommendations and customize your next monthly retainer so you can secure steady client work.

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