Client script library
Show the client which defined retainer capacity has been used, identify the added work, and offer an overage fee or next-cycle option.
Direct answer
Show the client which defined retainer capacity has been used, identify the added work, and offer an overage fee or next-cycle option.
Definition: A retainer overage occurs when requested work exceeds the agreed task categories, volume, channels, meetings, or capacity for the billing period.
Start with the project fact: what was approved, what changed, and who can authorize the next step. Customize the wording so it matches your agreement and normal client channel.
State any fee and schedule impact together. Do not begin changed work until the client gives written approval and the current project plan reflects the decision.
Use this as a practical starting point. Replace every placeholder with a fact from the approved project.
This month’s retainer covers [capacity], which is now allocated. I can complete [added work] as a [fee] overage or place it first in next month’s queue. Which do you prefer?
Use it before ambiguity turns into unplanned work. For contract language, include it before kickoff; for a client script, send it as soon as a request changes the approved plan.
No. This is practical business wording, not legal advice. Adapt it to your agreement and ask a qualified lawyer about legal requirements in your jurisdiction.
Retainers need capacity and service boundaries because their open-ended shape encourages drift.
Contract clause libraryAn additional-work clause separates helpful incidental discussion from billable services and requires approval before extras begin.
For freelancersFreelance marketers absorb extra channels, ad-hoc reports, and "quick" campaigns. This guide covers marketer-specific triggers, scripts, and retainer checkpoints.
Educational information only; not legal advice. Review contract language for your jurisdiction and circumstances.
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