Back to templates
PRO

Monthly Retainer Proposal Template

Ongoing advisory services at a fixed monthly fee. Add your company, client, scope, pricing and terms, then download as PDF.

Included sections

  • Project Overview
  • Scope of Work
  • Retainer Terms
  • Pricing
  • Timeline
  • Warranty
  • Terms & Conditions
  • Acceptance
  • Our Team
  • Client Testimonials
  • Project Photos
  • Optional add-ons
Use This Template

About this monthly retainer proposal template

This monthly retainer proposal template is a ready-made proposal layout. Ongoing advisory services at a fixed monthly fee. Open it in the editor, add your company details, the client's details, your scope and your prices, then send it as a link or download it as a PDF.

When you adapt this template, make sure it covers payment terms and acceptance. A common mistake in consulting proposals is not limiting the number of meetings or revision rounds.

How to use it

  1. Click Use This Template to open it in the editor.
  2. Add your logo and company details, then the client's name and the job address.
  3. Write the scope, add your prices and terms, then send it or download the PDF.

New to writing consulting proposals? See what to include in a consulting proposal, or read How to Write a Consulting Proposal Clients Say Yes To.

More consulting templates