playbook-client-retainer-management
Playbook: Client Retainer Management
A practical operating guide for managing retainer-based client relationships. Scope creep, communication breakdown, and poor renewal handling are the three leading causes of retainer loss. This playbook prevents all three.
Cross-reference: biz-dev-proposal (scope definition at proposal stage),
playbook-agency-operations (team-level processes), playbook-daily-operations-routine
(day-to-day execution discipline).
Use when
- Generates scope management documentation and scripted protocols for consultants and agencies managing ongoing client retainer agreements. Covers scope definition, scope creep prevention, change request handling, monthly check-in structure, performance review triggers, and retainer renewal. Invoke when setting up a new retainer agreement, when a client starts requesting work outside the agreed scope, when a retainer is approaching renewal, or when a client relationship is deteriorating and needs a structured reset.
- Use this skill when it is the closest match to the requested deliverable or workflow.
Do not use when
- Do not use this skill for graphic design, video production, software development, or legal advice beyond the repository's stated scope.
- Do not use it when another skill in this repository is clearly more specific to the requested deliverable.
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