Select a conversion track and press Start to begin your retainer conversion process. Each phase guides you through a specific step.
Mention ongoing support during the initial project. "Many clients ask me about monthly maintenance after this" plants the idea before you ever make the pitch.
The best time to propose a retainer is right after delivering excellent work. Their satisfaction is at its peak — that's when they're most likely to say yes.
Give a 10-15% discount for signing a retainer within 30 days of project completion. Urgency plus savings creates a compelling reason to commit now.
A $1,500/mo starter retainer is easier to sell than $5K. Once they see the value for 90 days, expanding to higher tiers becomes a natural conversation.
Email templates, pricing calculators, contract clauses, and all timer presets. Free. Sent by Claire, our founder operations lead.
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