> ## Documentation Index
> Fetch the complete documentation index at: https://docs.newie.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Sell Monthly Creative Retainers

> Use Newie for monthly creative, design, content, social, marketing, and agency support retainers.

## Overview

Creative retainers are recurring scopes of work: design hours, content, creative direction, website support, reporting, or priority access. Newie manages billing and the customer record around that monthly agreement.

## Define the Monthly Scope

A creative retainer only works if both sides understand the monthly capacity. Set up predictable billing, then define what is included so the retainer does not turn into unlimited design, endless revisions, or urgent requests that were never priced.

Manage tasks, utilization, approvals, files, and scope reviews in your normal project system.

## Common Setup

1. Create a Subscription for each monthly retainer tier
2. Add Terms of Service for included scope, revision limits, unused time, cancellation notice, turnaround times, approval expectations, and out-of-scope work
3. Add a Setup Fee when the client should pay an onboarding, audit, setup, or kickoff fee immediately
4. Set a Billing Start Date when the client commits now but the retainer should begin on a future date
5. Add a Welcome Email with brief forms, kickoff booking links, Slack or project-management invites, shared folders, brand asset instructions, and first-month expectations
6. Create groups for service line, account manager, client type, location, or retainer tier when you need filtered reporting

## Retainer Sale Flow

<Steps>
  <Step title="Client chooses the retainer">
    The client agrees to the monthly scope, deliverables, communication process, price, start date, and cancellation terms.
  </Step>

  <Step title="Send the subscription">
    Share the standard service link, a custom link, or complete the sale with Purchase as Customer.
  </Step>

  <Step title="Client agrees and subscribes">
    Terms of Service can capture scope, revision limits, payment expectations, and cancellation notice before checkout.
  </Step>

  <Step title="Newie sends onboarding">
    The Welcome Email can include kickoff booking, brief forms, asset upload links, project-management access, and communication channels.
  </Step>

  <Step title="Deliver each month">
    Use Newie for the recurring retainer. Manage tasks, approvals, files, and communication in your normal delivery tools.
  </Step>
</Steps>

## 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                        | For recurring creative support                               |
| Social content package             | Subscription                        | 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 Purchase, then Subscription | Sell the project first, then start the ongoing retainer      |

*Last updated: 2026-06-29*