PROFESSIONAL SERVICES RETAINER AGREEMENT
A professional services 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
PROFESSIONAL SERVICES RETAINER AGREEMENT
A monthly retainer agreement between Northwind Studio and Acme Co covering a reserved block of professional services hours per month.
PREPARED FOR
Acme Co
PREPARED BY
Northwind Studio
DATE
August 18, 2026
Northwind Studio
PROFESSIONAL SERVICES RETAINER AGREEMENT
This retainer is entered into by Northwind Studio (the "Provider") and Acme Co (the "Client"). The Provider reserves a fixed block of hours per month against agreed work categories, prioritized above ad-hoc project work in the Provider's queue.
HOURS / MONTH
40
Reserved capacity, spent against agreed work categories.
RESPONSE
1 biz day
Acknowledgment of new requests during business hours.
TERM
6 months
Initial term, month-to-month afterward.
The Client wants ongoing access to the Provider's team for advisory and delivery work across recurring categories. The retainer converts that need into a predictable monthly capacity commitment with priority queuing, without requiring a new statement of work for each task.
Northwind Studio
PROFESSIONAL SERVICES RETAINER AGREEMENT
The retainer runs in a recurring monthly rhythm across three phases. Categories and priorities are set jointly at the start of each month.
PHASE 1 · MONTHLY PLANNING
45-minute planning call in the first week of each month to prioritize incoming requests, confirm the categories to spend the reserved hours against, and flag any capacity risk.
PHASE 2 · DELIVERY
Requests are logged in the shared queue, acknowledged within one business day, and delivered against the agreed priority. Time is tracked against the reserved block and visible to the Client at all times.
PHASE 3 · MONTHLY REVIEW
Written month-end report with hours consumed by category, delivered work, and any carry-forward. A 30-minute review call closes the month before planning for the next one.
Not included:multi-week projects that require a dedicated SOW, after-hours support, and travel. Unused hours do not roll over month to month; overage is billed at the standard hourly rate.
Northwind Studio
PROFESSIONAL SERVICES RETAINER AGREEMENT
The retainer is billed monthly in advance. Overage hours are billed monthly in arrears at the rate below.
| Item | Rate | Qty | Amount |
|---|---|---|---|
| Reserved capacity (40 hours) | $8,000 | 1 | $8,000 |
| Overage rate per hour | $225 | 1 | $225 |
| Total | $8,225 | ||
| Item | Frequency | Amount |
|---|---|---|
| Retainer fee | 1st of each month | $8,000 |
| Overage hours | Monthly in arrears | $225 / hour |
| Pause credit | 1× per year, up to 30 days | Prorated |
Invoices are due within 15 days. After the initial 6-month term, either party may cancel with 30 days' written notice. Unused hours expire at the end of each calendar month.
Northwind Studio
PROFESSIONAL SERVICES RETAINER AGREEMENT
To activate the retainer, complete the fields below and sign. The first month's fee is invoiced on countersignature and the reserved capacity begins the following calendar month.
PRIMARY POINT OF CONTACT
RETAINER START MONTH
CLIENT
Acme Co
PROVIDER
Northwind Studio
The Professional Services Retainer Agreement Template is a five-page document for putting your engagement on paper before it starts. It carries a cover, an overview with stat cards, a three-phase scope of work, 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 your actual deliverables, and set the price. Merge fields handle the client details and date, and the last page collects the acceptance inputs 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.
Can I edit every section? Yes — every heading, paragraph, stat, table row, and signature block is fully editable in Bonsai.
Can I add more pages? Yes — add, reorder, or duplicate pages once the template is open.
Do merge fields auto-fill? Yes — Sender, Receiver, and Date pull from your client contact and the current date automatically.