Worksheet

Retainer health worksheet

A single page for each client listing promised deliverables, delivered count, extras billed, approval delays, hours logged and card spend recharged. Fill it for three clients from your current files. The effort it takes is itself the answer.

Name: ______________________   Business: ______________________   Date: ______________

Cross out or rewrite any heading that does not fit your business. From the guide “Spreadsheets or Agency Software: Which a Digital Marketing Agency Needs”, www.gullysystem.com/blog/spreadsheets-or-agency-software-for-digital-marketing-agencies