Templates
Practical, premium templates designed to help you make decisions faster—pricing, budgeting, approvals, and planning.
Client Work Approval & Retainer Hours System
Track client requests, approvals, and monthly support hours in one structured system. Perfect for agencies, product teams, and consultants managing ongoing retainers.
License: personal or internal business use. No redistribution or resale.
Quick summary
A year-long system for managing retainers: requests → approvals → scheduled work → automatic hours accounting, with a clean dashboard for visibility.
Built for
Agencies, delivery teams, customer success, consultants
Key outcome
Know what’s requested, what’s approved, and how many hours remain.
Future updates
Purchase includes improvements and updates.
Ship it this week
Standardize approvals and hours before they become a margin problem.
Get the Client Work Approval & Retainer Hours System and run retainers with clearer requests, explicit approvals, and an always-up-to-date hours balance.