Use this when you sell ongoing access to a creative team, skillset, output, or support package. Creative retainers usually give the client a defined monthly scope: design hours, content production, creative direction, social assets, ad creative, website support, reporting, or priority access. Newie can manage recurring billing, customer records, agreed terms, receipts, and onboarding while delivery happens in your normal tools.Documentation Index
Fetch the complete documentation index at: https://newie.mintlify.app/llms.txt
Use this file to discover all available pages before exploring further.
What the Agency Needs
A creative retainer only works if both sides understand the monthly capacity. You need predictable billing, but also need to stop scope from expanding into unlimited design, endless revisions, or urgent requests that were never priced. Newie should hold the subscription, agreement, receipts, and onboarding details. Manage tasks, utilization, approvals, files, and scope reviews in your normal project system.Common Setup
- Create a Subscription for each monthly retainer tier
- Use Terms of Service for included scope, revision limits, unused time, cancellation notice, turnaround times, approval expectations, and out-of-scope work
- Use a Setup Fee when the client should pay an onboarding, audit, setup, or kickoff fee immediately
- Use Billing Start Date when the client commits now but the retainer should begin on a future date
- Use Welcome Emails for brief forms, kickoff booking links, Slack or project-management invites, shared folders, brand asset instructions, and first-month expectations
- Use groups for service line, account manager, client type, location, or retainer tier where reporting needs separation
Retainer Sale Flow
Client chooses the retainer
The client agrees to the monthly scope, deliverables, communication process, price, start date, and cancellation terms.
Send the subscription
Share the standard service link, a custom price/start date link, or complete the sale with Purchase as Customer where available.
Client agrees and subscribes
Terms of Service can capture scope, revision limits, payment expectations, and cancellation notice before checkout.
Newie sends onboarding
The Welcome Email can include kickoff booking, brief forms, asset upload links, project-management access, and communication channels.
Retainer Scope to Define
- Monthly hours, deliverables, or service lines included
- Turnaround times and approval expectations
- Revision limits and what counts as a new request
- Whether unused time or deliverables roll over
- Notice period, minimum term, and cancellation rules
- How urgent work, ad hoc projects, and scope extensions are charged
- When the retainer should be reviewed or resized
Useful Service Examples
| Offer | Newie Setup | Notes |
|---|---|---|
| Monthly design retainer | Subscription | Good for recurring creative support |
| Social content package | Subscription | Good for monthly content production or asset delivery |
| Marketing support retainer | Subscription | Use terms to define included scope and response expectations |
| Retainer with setup or audit | Subscription with Setup Fee | Setup Fee collects onboarding or audit work at checkout |
| First project plus monthly support | One-Off Service plus Subscription | Sell the project separately from the ongoing retainer |