Win more agency retainers
Stop sending pitch decks and praying. Know the exact moment your prospect reviews your proposal and close before they start comparing quotes.
Built for how you work
- Real-time "reading now" alert for every proposal you send
- Section heatmap showing which services the client spent time on
- WhatsApp 1-tap close directly from your lock screen notification
- Win/loss intelligence panel to improve close rate over time
Why agency retainers shrink month by month
"Social media management" reads as unlimited to the person paying for it. When monthly deliverables are adjectives instead of counts, month three quietly includes work month one never priced — and when ad spend and management fee travel as one number, every budget cut lands as a fee cut. Retainers survive on countable months and separated money.
The 3-month retainer proposal template below names the monthly quantities, keeps ad spend out of the fee, and covers where this kind of proposal usually goes wrong.
The full template is free to read, no signup — the scope as written, the timeline, the questions clients ask, and the mistakes that cost real money. It is also loaded in ClosingMoment, ready to send as a tracked link.
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Try the proposal workflow with your first five proposals. Choose Solo for unlimited proposals and your own branding.
Free
- 5 proposals included
- AI-assisted proposal drafting and document import
- AI strength review before you send
- Section-level reading activity
- Requested AI drafts and WhatsApp handoff
- Closing Intel after 5 recorded outcomes
Also on Free
- Proposal opening notifications
- Client acceptance with recorded details and time
Solo
USD · Billed $144/year
Send unlimited proposals with your logo and colors.
- Unlimited proposals
- Your logo and colors
- No ClosingMoment footer
A few things worth knowing.
Win more agency retainers
Stop sending pitch decks and praying. Know the exact moment your prospect reviews your proposal and close before they start comparing quotes.
Start tracking agency proposals free