Retainer Agreement Template

Establish a solid working relationship with clients using our Retainer Agreement Template – clearly define expectations and deliverables upfront.

Retainer Agreement Template

About this template

Build a strong and reliable partnership with our Retainer Agreement Template. Define expectations, deliverables, and terms of engagement.

What's included?

  • Introduction
  • Retainer overview
  • Responsibilities
  • Pricing
  • Testimonial
  • FAQs
  • T&Cs
  • Call-to-action

About the author

Brendan Connaughton, Head of Growth Marketing

Brendan Connaughton|Head of Growth Marketing

Brendan heads up growth marketing and demand generation at Qwilr, overseeing performance marketing, SEO, and lifecycle initiatives. Brendan has been instrumental in developing go-to-market functions for a number of high-growth startups and challenger brands.

A retainer agreement is a legal contract between a client and a service provider that outlines the terms and conditions of an ongoing working relationship. It establishes the scope of work, payment terms, and other important details to ensure a smooth and mutually beneficial partnership.

At its core, a retainer agreement is a way for clients to secure the services of a trusted professional or business on a long-term basis. By entering into this agreement, both parties can have peace of mind knowing that the necessary services will be provided consistently and that expectations are clearly defined. Whether it's for marketing, legal, or consulting services, a retainer agreement helps establish a strong foundation for a successful working relationship.

A retainer agreement is a crucial document that establishes a long-term partnership between a service provider and a client.

It is particularly useful in the following scenarios:

  • Engaging ongoing services: A well-drafted retainer agreement is essential when you offer ongoing services to a client. It outlines the scope of work, services to be provided, and the duration of the retainer relationship, ensuring clarity and alignment between both parties.
  • Maintaining client relationships: For existing clients, a retainer agreement helps solidify and formalize the working relationship. It sets clear expectations regarding the services to be delivered, the frequency of communication, and the financial terms, promoting a smooth and mutually beneficial collaboration.
  • Streamlining administrative processes: A retainer agreement simplifies administrative tasks such as invoicing and payment procedures. By establishing agreed-upon terms and conditions, including payment schedules and any specific provisions, it ensures a smooth flow of services and financial transactions.

Qwilr's Retainer Agreement Template offers a range of benefits for your business:
1. Consistency: Maintain a consistent approach across all your client engagements. Qwilr's Retainer Agreement Template ensures that every client receives the same high-quality agreement, regardless of who prepares it. This level of professionalism helps build trust and confidence in your services.

2. Time-saving: Say goodbye to manual document creation. Our Retainer Agreement Template provides a ready-to-use framework, saving you valuable time and effort. Simply customize the template to suit your specific requirements, and you're ready to go.

3. Legal compliance: Protect your business and your clients with a legally sound retainer agreement. Qwilr's template is expertly crafted to include all the necessary clauses and provisions, ensuring that both parties are fully protected throughout the engagement.

4. Customization: Tailor the Retainer Agreement Template to match your unique business needs. With Qwilr's intuitive editing tools, you can easily add, remove, or modify sections to create a personalized agreement that reflects your brand and services.

5. Professional presentation: Impress your clients with a visually appealing and interactive agreement. Qwilr's Retainer Agreement Template allows you to showcase your professionalism by incorporating images, videos, and interactive elements. Stand out from the competition and leave a lasting impression.

To use Qwilr's Retainer Agreement Template, simply follow these steps:

1. Start by clicking "Use template" to create a new document based on the Retainer Agreement Template.

2. Customize the template to fit your specific needs by adding your client's name, your company's information, and any other relevant details.

3. Review the pre-written sections of the template and make any necessary edits to ensure it accurately reflects the terms and conditions of your retainer agreement.

4. Use Qwilr's intuitive editing tools to add or remove sections, adjust formatting, and include any additional information that may be required.

5. Once you're satisfied with the final version of your retainer agreement, simply click "Publish" to generate a professional, shareable document that can be sent to your client for review and signature.

A tool packed with features

Brand control

Establish your brand settings once and automatically apply to every piece of collateral.


Collect payments instantly from customers with Stripe or direct to your own payment system.

Security & GDPR

Add security features like password protection and link expiry to protect sensitive content.

Embedded content

Add Calendly links, videos, surveys, Looms, GIFs and more to every page.


Get deals signed on the spot with built-in e-signing ability.

Asset library

Create a library of reusable content for sales reps.

ROI calculator

Showcase your value with an interactive ROI calculator embedded in your Qwilr pages.

Team management

Set up permissions so your team accesses only what they need.

Interactive pricing

Empower buyers with interactive pricing plans and quotes.

Frequently asked questions

A comprehensive retainer agreement should include details such as the scope of work, payment terms, duration of the retainer, termination clauses, and any additional services or fees.

It should clearly outline the responsibilities and expectations of both parties to ensure a smooth and successful working relationship.

  1. Clearly define the scope of work and deliverables.
  2. Include a detailed timeline and payment terms.
  3. Specify the termination and renewal clauses.
  4. Ensure the agreement is legally binding and protects both parties.
  5. Customize the template to fit your industry and client's needs.
  6. Seek legal advice to ensure compliance with local regulations.
  7. Regularly review and update the agreement as needed.