Marketing Pro Toolkit
A complete toolkit for established marketing agencies, including an annual retainer agreement and an in-depth campaign performance review with client sign-off
Get started with PocperA complete toolkit for established marketing agencies, including an annual retainer agreement and an in-depth campaign performance review with client sign-off
Get started with PocperThis agreement sets out the terms of an ongoing marketing retainer between the marketing agency ("Agency") and the client ("Client"). It becomes effective only when BOTH parties have signed below. The Agency completes the scope and fee tables and signs first, then shares this document with the Client for review and countersignature — either in-app, or by printing, signing, and uploading a scanned copy.
Agency (name / business name):
Client (full legal name):
Client billing email:
Retainer start date:
Initial term:
During each month of the term, the Agency will make the following marketing services available to the Client:
Service area | Included each month | Notes |
|---|---|---|
Any work not listed in the table above is out of scope and handled under Section 5 (Revisions & Out-of-Scope Requests).
Item | Amount | Billing cycle |
|---|---|---|
Monthly retainer fee | ||
Additional hours beyond retained scope (per hour) | ||
Third-party ad spend / media budget | ||
Late payment interest |
Invoices are issued at the start of each billing cycle and are due within 14 days of receipt. Media budget and third-party ad spend are billed in addition to the retainer fee and are the responsibility of the Client. The retainer fee is payable regardless of whether the full retained scope is used, in exchange for the Agency reserving capacity for the Client.
I have read and agree to the fee and payment terms in this section.
Unused retained capacity expires at the end of each month and does not roll over, unless the Agency agrees otherwise in writing before the month ends. Retained capacity may not be exchanged for cash, credit, or services outside the scope in Section 2.
I understand that unused capacity expires monthly and does not roll over by default.
Reasonable revisions to work delivered under the retained scope are included while the request stays within that scope. Requests outside Section 2 require a separate written estimate approved by the Client before work begins, and are billed at the additional-hours rate in Section 3. The Agency may decline out-of-scope requests that conflict with reserved capacity for other commitments.
Any standing exclusions or special conditions the Client wants recorded (optional):
I understand how revisions and out-of-scope requests are handled and billed.
The Client will provide timely approvals, brand assets, and access needed for the Agency to perform the services. Each party will keep the other party's non-public business information confidential during and after the term. Upon full payment of the applicable fees, deliverables created specifically for the Client under this retainer are assigned to the Client. The Agency retains ownership of pre-existing materials, tools, templates, and know-how, and grants the Client a non-exclusive licence to use them as embedded in the deliverables. The Agency may reference completed, non-confidential work in its portfolio and case studies unless the Client opts out in writing.
I have read and agree to the approvals, confidentiality, and intellectual property terms in this section.
I agree that the Agency may reference completed, non-confidential work in its portfolio and case studies.
After the initial term, this agreement renews automatically for successive periods of the same length unless either party gives written notice of non-renewal at least 30 days before the current period ends. Either party may terminate for material breach that remains uncured 14 days after written notice. On termination, the Client pays for all work performed and capacity reserved through the effective termination date, and the Agency hands over completed work that has been paid for.
I have read and agree to the termination and renewal terms in this section.
I have read and understood each section of this agreement.
I have had the opportunity to ask questions and seek independent advice.
I consent to electronic signatures having the same legal effect as handwritten signatures.
I am authorized to enter into this agreement on behalf of the party named above.
Agency — printed name:
Date:
Client — printed name:
Date:
Optional — upload a countersigned scan of this agreement:
This template is provided for reference only and does not constitute legal advice. Consult qualified counsel before relying on this document.
The Annual Marketing Retainer Agreement template is a ready-to-use form from Pocper's Marketing Pro Toolkit pack. Customize the fields to match your workflow, then share a link so clients can complete it and upload documents in real time.