Not legal advice. Work with your attorney to finalize liability caps, governing law, and insurance requirements.

What’s Inside

• Tiered scope tables (Stabilize, Grow, Partner)
• Monthly KPI dashboard template
• Out-of-scope pricing language + mini-SOW trigger
• Mutual indemnification + confidentiality carveouts tailored for retainers

1. Scope & Deliverables Template

Tier: [[Stabilize / Grow / Partner]]
Monthly Fee: $[[amount]]

Included Each Month:
- [[Deliverable]] (Owner, cadence)
- [[Deliverable]]

Access Level:
- [[Slack/Email response within X hours]]
- [[Number of live sessions]]

Swap Rules

Client may swap deliverables of similar effort with 5 business days notice. Larger swaps trigger a change request or mini-SOW.

2. KPI Dashboard

Include qualitative wins + risks each month to keep leadership engaged.

3. Out-of-Scope & Mini-SOW Language

Work outside this scope is billed at $[[rate]]/hr with 10-hour minimum, or via mini-SOWs starting at $[[amount]]. Consultant will provide a written estimate before commencing additional work.

4. Legal Clauses (Highlights)

• Term: 6-month initial term, auto-renews monthly with 30-day termination.
• Mutual indemnification: see /resources/consulting-proposal-template/ for baseline language to adapt.
• Confidentiality & marketing rights: Contractor may reference Client name and results after public launch; detailed data remains confidential.
• Success reviews: Monthly check-ins + quarterly business review required.

Full Web Template

Use the complete, longer-form web template at:

/resources/templates/retainer-agreement-template/