Monthly Deliverable Scope for Marketing Agency Retainers
A retainer promises a set quantity of work each cycle. This module holds that list by type and counts what the team has delivered against it.
Setting the scope
Delivered against promised
Every calendar item and task is tagged to a deliverable type. The cycle then shows twelve posts promised and nine published, with the three outstanding named by channel so the account manager reads it before the client asks. Carrying a shortfall forward is your decision. The record follows whichever rule you set.
Changes mid-term
A client may swap four static posts for two reels. A channel can be added halfway through a term, and the scope is then amended with a date while the earlier version stays readable for anyone who looks back. Billing for an added channel is handled on the retainer.
What this module does not do
It does not judge whether a post worked, and it holds no engagement figures. Nothing is published from here. Whether an over-delivery is invoiced or absorbed is settled between your account manager and the client.
Frequently asked questions
Can scope differ between two clients on the same fee?
Yes. Scope belongs to each retainer, so two brands paying alike can owe entirely different counts and types of work.
How is extra work beyond scope handled?
It is logged as extra against the retainer and picked up at billing. Your account manager decides whether to charge it.
Does a shortfall carry forward automatically?
Only if you want it to. Some agencies carry it, others close the cycle, and the behaviour is chosen while setting up.
Can scope be copied when a retainer renews?
Yes. A new term starts from the old list, and whatever the client renegotiated is edited before the first cycle opens.
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