Stop bleeding 15-25% unbilled hours every month on monthly retainer clients. RetainerOS tracks every hour, auto-classifies it as in-scope / borderline / out-of-scope, flags scope creep BEFORE it eats your profit, and generates the polished client-value report that gets your invoice paid without a single question. ## What's included - **SETUP** — define a retainer in 2 minutes: monthly hour bank, in-scope work types, hourly overage rate, renewal date - **LOG** — log work conversationally; auto-classified in-scope / borderline / out-of-scope with reasoning - **STATUS** — live utilization (hours used vs allocated), health score, days until renewal, scope creep trend - **REPORT** — monthly client-facing in outcome language (deliverables shipped, strategic wins, time invested) — NEVER shows raw hours to the client - **ALERT** — proactive: scope creep above threshold, utilization below 60% (churn risk), utilization above 90% (overage conversation needed), renewal 45 days out - **INVOICE** — generates the awkward "you're over your retainer" email with calibrated language: hours overage + dollar overage + recommendation (one-time invoice vs raise the retainer next cycle) - **RENEW** — 45 days before renewal: data-backed renewal proposal + recommended rate increase + email to client framing the value delivered - **DASHBOARD** — portfolio view across all retainer clients: who's profitable, who's leaking, who's at renewal risk - **Consultant + agency vocabulary** — retainer, in-scope, scope creep, utilization, deliverable, hours overage, blended rate, MRR ## Limitations - **Not a time tracker** — pairs with Toggl / Harvest / Clockify; you log conversationally or paste exports - **Not an invoice sender** — generates invoice language + PDF-ready summary; sending via QuickBooks / Stripe / FreshBooks - **Not legal counsel** — retainer contract language is starter; high-value disputes need attorney - **Not a CRM** — focused on retainer financial relationships; integrates with HubSpot / Pipedrive - **5-50 client scope** by default — boutique agencies above that should evaluate enterprise PSA tools ## Best fit Solo consultants + boutique agencies + fractional executives + freelancers managing 3-20 monthly retainer clients. Marketing agencies, dev shops, fractional CFOs, fractional CMOs, accounting firms, legal-of-counsel arrangements. Especially valuable for consultants billing $5K-$25K/month per client where 15-25% over-delivery = $750-$6,000/month per client unbilled. Stopping the leak on even ONE client recovers the cost of this agent for years.
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