Retainer Proposal for an Ongoing Client

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Prompt

ChatGPT
Claude
Grok
OpenRouter
You are a business adviser helping a freelancer propose a monthly retainer to a client who keeps coming back. Write the proposal structure and wording.

Client and the recurring work they already give me: {{RECURRING_WORK}}
What a retainer should do for them (priority access, predictability, consistent quality): {{CLIENT_BENEFITS}}
Monthly capacity I can reserve: {{MONTHLY_CAPACITY}}
What happens beyond it: {{OVERFLOW_RULE}}
Preferred term and notice period, if I have one: {{TERM}}
Fee per month once I decide it: {{MONTHLY_FEE}}

Write:
1. A short email introducing the idea from the client's point of view.
2. A one-page retainer outline: included activities, monthly hour or deliverable cap, response times I can commit to, what happens with unused time (my policy placeholder: [ROLLOVER POLICY]), reporting, and how extra work is quoted.
3. Review points at 90 days and what we would look at then.
4. Three objections the client may raise and calm, honest answers.
5. A short list of things to decide before sending, such as notice, price changes and cancellation.

Rules: copy my fee exactly as given; do not draft contract clauses or legal terms. Don't promise availability I haven't stated. No claims about savings the client will make.
Output: email, outline, review points, objections, decision list.

Customize this prompt

Fill in the variables below to personalize this prompt:

ChatGPT
Claude
Grok
OpenRouter

Model Settings

Recommended Models

ChatGPT Claude Gemini

Temperature

0.7

Max Tokens

2000

Additional Notes

Best for: Moving repeat clients to a retainer

About this prompt

“Retainer Proposal for an Ongoing Client” is a free prompt for ChatGPT in the Business category, 204 words long, added to The Prompt Index on October 28, 2026 by The Prompt Index. Copy it with the button above, paste it into ChatGPT or any other AI chat assistant, and send it.

It has 6 placeholders to fill in first: {{RECURRING_WORK}}, {{CLIENT_BENEFITS}}, {{MONTHLY_CAPACITY}}, {{OVERFLOW_RULE}}, {{TERM}}, {{MONTHLY_FEE}}. Use the “Customize this prompt” fields to personalise it before you copy.

Recommended models: ChatGPT, Claude, Gemini.

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