Professional Retainer Agreement Template

This Retainer Services Agreement ("Agreement") is entered into as of [DATE]:
Service Provider: [YOUR NAME/COMPANY] ("Provider")
Client: [CLIENT NAME/COMPANY] ("Client")
This Agreement establishes an ongoing service relationship under the terms below.

Provider will provide the following services under this retainer:
[LIST OF SERVICES INCLUDED]
Examples:
  - Strategic consulting and advisory
  - [SPECIFIC SERVICE 1]
  - [SPECIFIC SERVICE 2]
  - [SPECIFIC SERVICE 3]
Services NOT Included:
  - [EXCLUSIONS - e.g., paid advertising management]
  - Services outside scope available at additional cost

[OPTION A - Hours-Based]:
Monthly Hours: [X] hours of service per month
Time tracking: Provider will track and report hours weekly
Unused Hours: [DO NOT roll over / Roll over up to X hours / Full rollover]
[OPTION B - Deliverables-Based]:
Monthly Deliverables:
  - [X] [DELIVERABLE TYPE 1]
  - [X] [DELIVERABLE TYPE 2]
  - [X] [DELIVERABLE TYPE 3]
Additional deliverables available at: $[RATE] each

Monthly Retainer Fee: $[AMOUNT]
Payment Due: 1st of each month for that month's services
Payment Method: [BANK TRANSFER / CREDIT CARD / ACH]
Auto-Pay: [REQUIRED / OPTIONAL]
Late Payment: Services may be paused if payment is not received by [DATE]
Late Fee: [X]% per month on overdue balances

Hours/deliverables beyond monthly allocation:
  - Provider will notify Client when [X]% of allocation is used
  - Additional work requires Client approval
  - Overage Rate: $[RATE]/hour (or $[AMOUNT] per deliverable)
Rush requests: +[X]% premium
Services outside retainer scope: quoted separately

Retainer clients receive priority service:
  - Response to inquiries: within [X] business hours
  - Scheduled calls: minimum [X] per month included
  - Emergency support: [AVAILABLE / NOT INCLUDED]
Service hours: [DAYS] [TIME] [TIMEZONE]
After-hours requests: addressed next business day

Initial Term: [X] months, beginning [START DATE]
Renewal: Agreement auto-renews for successive [X]-month terms unless:
  - Either party provides [X] days written notice of non-renewal
  - Either party terminates per Section 9
Rate Adjustment: Provider may adjust rates annually with [X] days notice
  - Increases will not exceed [X]% without Client consent

Weekly: Usage report showing hours/deliverables used
Monthly: Summary report with work completed and recommendations
Check-in Calls: [WEEKLY / BI-WEEKLY / MONTHLY] at scheduled time
Primary Contact: [NAME/ROLE] at [EMAIL/PHONE]
Requests submitted via: [EMAIL / PORTAL / PROJECT MANAGEMENT TOOL]

During Initial Term: Either party may terminate with [X] days notice
  - Early termination fee: [X] months of retainer fee
After Initial Term: Either party may terminate with [X] days notice
  - No early termination fee
Upon Termination:
  - Provider completes work in progress
  - Client pays for services rendered through termination
  - Unused retainer balance: [REFUNDED / NOT REFUNDED]
For Cause: Immediate termination for material breach

Both parties agree to maintain confidentiality of proprietary information
Confidential information includes: business strategies, client data, pricing
Confidentiality obligations survive termination for [X] years

Both parties agree to the terms above.
Provider: _________________ Date: _________
Client: _________________ Date: _________