Worked scenario — illustrative, not a customer result
Illustrative case: a social retainer gains a weekly email campaign. Reusing the topic does not eliminate email layout, list access, testing, publishing, and reporting. Estimate one-time setup separately from recurring capacity.
Contract checkpoint before production
Enumerate channels, cadence, asset counts, campaign setup, reporting frequency, and client-owned platform access. State when recurring capacity changes take effect.
Document the actual scope change
Change record: new channel; setup tasks and fee; recurring deliverables and fee; list/access dependency; effective billing period; displaced tasks if any; approval.
Copy-and-customize wording
Use this as a practical starting point. Replace every placeholder with a fact from the approved project.
Free editable sample
No purchase or email required.
The retainer covers [channels]. Adding [channel] requires [setup] plus [monthly fee] for production, reporting, and optimization.
How to apply it
- Check the approved scope when: a client adds social or email
- Check the approved scope when: reporting expands by platform
- Check the approved scope when: one-off campaigns become recurring
- Estimate the changed outcome and obtain written approval of the current version
Use with care
- Match the message to the signed scope
- Estimate hidden review, QA, and coordination time
- Preserve written approval before changing delivery
Frequently asked questions
- When should I use this wording?
- Marketers should enumerate channels and campaign volume in the retainer, then price each new channel as setup plus recurring management capacity.
- Is this legal advice?
- 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.
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