Agency Retainer Agreement
Define the terms of an ongoing agency engagement.
· Trusted by 1,600+ agenciesMOU Template
Engagement Terms
The ongoing engagement terms and duration.
This template also covers:
- Retainer Details
- Deliverables
- Reporting
- Renewal
- Payment
What is a Agency Retainer Agreement?
An agency retainer agreement defines the terms of an ongoing agency engagement with monthly fees.
An agency retainer agreement is a document that outlines the terms of an ongoing agency engagement, covering monthly fees, deliverables, availability, and renewal conditions.
- Used for ongoing agency work
- Typically 3-5 pages
- Renewed monthly or quarterly
- Defines retainer scope and fees
- Covers additional work pricing
What's Inside This Template
6 structured sections, ready to fill in for your project.
Engagement Terms
The ongoing engagement terms and duration.
Retainer Details
Monthly fee, included services, and additional work pricing.
Deliverables
What is included in the retainer and what is extra.
Reporting
How performance will be tracked and reported.
Renewal
How the retainer is renewed and can be terminated.
Payment
Payment schedule and late fees.
Without a Template vs. With This One
| Aspect | Without a Scope of Work | With This Template |
|---|---|---|
| Revenue | Project-based revenue only | Guaranteed monthly retainer revenue |
| Scope | No defined scope | Clear scope and additional work terms |
| Reporting | No reporting commitment | Defined reporting cadence and metrics |
Who This Template Is For
Built for the people who actually write and send scope of work documents — here's why it fits each of them.
Creative Agencies
- Secure ongoing work
- Define monthly fees
- Set clear expectations
Freelance Designers
- Scale to retainer
- Set availability
- Define scope
Project Managers
- Plan ongoing work
- Budget monthly costs
- Track deliverables
Startup Founders
- Secure agency capacity
- Budget predictably
- Define scope
Marketing Teams
- Secure ongoing support
- Budget monthly
- Define deliverables
Product Teams
- Secure ongoing services
- Budget monthly
- Define scope
How to Use This Template
Fill in party details
Add agency and client names.
Define retainer terms
Set monthly fee, services, and additional work rates.
Set deliverables and reporting
Define what is included and reporting cadence.
Send for signature
Save to Taskip for e-signature.
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FAQs — Agency Retainer Agreement
What is an agency retainer?
An agency retainer is an ongoing engagement where a client pays a fixed monthly fee for a defined set of agency services.
What should an agency retainer include?
At minimum: monthly fee, included services, additional work pricing, reporting, renewal terms, and payment schedule.
Is this retainer template free?
Yes, free to download and customize. Save to Taskip for e-signature.
How do I price an agency retainer?
Consider your team costs, expected hours, overhead, and the value of guaranteed monthly revenue.
What happens if we exceed retainer scope?
The template includes provisions for additional work at a predefined rate beyond the retainer scope.
Agency Retainer Agreement — free to download, no credit card required