CONSULTING RETAINER AGREEMENT
A consulting retainer agreement between a provider and a client, ready to customize, send, and e-sign.
PREPARED FOR
Acme Co
PREPARED BY
Northwind Studio
DATE
August 18, 2026
CONSULTING RETAINER AGREEMENT
A retainer agreement between Northwind Studio and Acme Co covering ongoing advisory hours, priority access, and monthly fees.
PREPARED FOR
Acme Co
PREPARED BY
Northwind Studio
DATE
August 18, 2026
Northwind Studio
CONSULTING RETAINER AGREEMENT
This agreement is entered into by Northwind Studio (the "Consultant") and Acme Co (the "Client") for the ongoing retainer described below. The retainer covers advisory hours, priority written support, and a set monthly cadence agreed by both parties.
MONTHLY HOURS
20 hours
Advisory hours per month; unused hours do not roll to the next month.
RESPONSE SLA
24 hours
Business-day response window for written questions on the shared channel.
TERM
6 months
Initial term with month-to-month auto-renewal unless either party cancels.
The Client wishes to secure ongoing advisory access to the Consultant across a defined set of focus areas. The Consultant will hold capacity, respond within the agreed service levels, and prioritize the Client's requests over ad-hoc project work.
Northwind Studio
CONSULTING RETAINER AGREEMENT
The retainer runs across three service tracks each month. The mix of hours across the tracks is agreed with the Client's engagement lead at the start of each month.
PHASE 1 · ADVISORY SESSIONS
Bi-weekly 60-minute working sessions with the Client's engagement lead and any invited stakeholders. Sessions include a shared agenda, prior-week review, decision list, and a written recap.
PHASE 2 · ASYNC SUPPORT
Priority written support on the shared channel with a 24-hour business-day response SLA. Includes reviewing artifacts, answering strategy questions, and unblocking the Client team between sessions.
PHASE 3 · MONTHLY REVIEW
End-of-month review of retainer usage, decisions made, and outcomes moved. Next month's focus areas are agreed together with the engagement lead.
Not included: hands-on execution, workshop facilitation over four hours, third-party tool costs, and travel. Additional hours in a month are billed at the standard hourly rate and pre-approved by email.
Northwind Studio
CONSULTING RETAINER AGREEMENT
The retainer is billed as a fixed monthly fee, invoiced on the first business day of each month.
| Item | Rate | Qty | Amount |
|---|---|---|---|
| Onboarding and priority calendar hold | $1,500 | 1 | $1,500 |
| Monthly retainer (20 hours) | $5,500 | 6 | $33,000 |
| Overage hourly rate | $325 | 1 | $325 |
| Total | $34,825 | ||
| Milestone | Share | Amount |
|---|---|---|
| On signature (onboarding + first month) | Kickoff | $7,000 |
| Monthly retainer, months 2-6 | Recurring | $5,500 |
| Pre-approved overage hours | Hourly | $325 |
The initial term is six months from the start date on the acceptance page. After the initial term the retainer auto-renews month-to-month. Either party may cancel with 30 days' written notice.
Northwind Studio
CONSULTING RETAINER AGREEMENT
To start the retainer, complete the fields below and sign. Priority capacity is held on the Consultant's calendar once the first invoice is settled.
RETAINER START MONTH
SHARED COMMUNICATION CHANNEL
CLIENT
Acme Co
CONSULTANT
Northwind Studio
The Consulting Retainer Agreement template is a five-page document for putting an advisory relationship on paper before it starts. It covers monthly hours, response SLAs, term, retainer scope across three tracks, an investment table with a computed total, and an acceptance page with inputs and signatures.
It is intentionally simple: rename what needs renaming in Bonsai, list the actual monthly hours and rate, and set the term. Merge fields handle the client details and date, and the last page collects a start month, shared channel, and both signatures.
Everything below comes pre-configured. Turn sections on or off, edit the copy, or add your own — Bonsai remembers your choices for next time.
Do unused hours roll over? No — by default hours reset each month. Edit the parties section in Bonsai if you want a rollover policy.
How are overage hours billed? At the hourly rate in the fee table, pre-approved by email before the work is done.
Can I change the term? Yes — edit the term stat and the renewal clause in the fees section before sending.