QUALIFY THE RIGHT CLIENTS
Retainer Checklist
Use this checklist to determine whether or not a one-off client is suitable for a long-term retainer agreement.
If you don’t see the Checklist in your inbox after 1 hour, make sure to check your spam folder.
When deciding whether to work with a brand long-term, you want to make sure you’re making the right call.
We’ve designed a list of questions to ask yourself to figure out who’s a good fit for a retainer and who you should take a pass on (curated based on real-life trial and error)
From Paul Weaver
The founder of The Freelance Photographer
“I’ve been able to build my business off of retainers and you can do the same. I created this checklist for my own business to take my happy one-off clients through in order to determine if they are a good fit for a retainer relationship.”
How to Utilize the Retainer Checklist:
Bring your happy one-off clients through this Retainer Checklist of 14 questions, to determine if they are good retainer candidates!
Set up a Next-Steps meeting with your client
You can do this by sending over a Calendly link with your availability
Plan for this call to be over Zoom (or any other video conferencing platform)
Send over a Contract with terms
Celebrate! 🎉
When you download the Retainer Checklist, you will receive a Google Doc file that you can start utilizing right away!
If you don’t see the Checklist in your inbox after 1 hour, make sure to check your spam folder.