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Quarterly Retainer Services

Ready whenever you are. 

How it works:
Maybe you’re not quite ready to hire someone for monthly services, but you still have regular updates or programs you need some help with. Enter the quarterly retainer! 

Each quarter you’ll pick one large task and three medium tasks that you need completed. You can choose from this list below if you need ideas, or we can custom create whatever works best for you. 

LARGE TASKS

One Choice Per Quarter

You’ll pick one item from this list each quarter.

Website

  • Website Refresh* (photos, content, brand updates)
  • Website Audit – Includes 1 hour review
  • Long Form Landing page*

*content provided by client

Branding

  • Promo graphic package (Banner design, resize for 3 social channels, and 2 promo images)
  • Powerpoint/Google Slides/Canva template design (5 pages)
  • Logo update/refresh

Email Marketing

  • Email Audit – review metrics for best day/time for opens, subject line analysis, etc
  • Email marketing platform set up/transition

Social Media

  • Posting scheduler set up and training

Systems

  • Current automations assessment and recommendations for improvement
  • Systems could include your CRM, email marketing, booking/appointment, online courses, funnels and many others.

Choose Your Adventure

Need some support on a new system? Or training on your existing systems?

Maybe you need some worksheets?

Whatever it is, we can work bigger tasks into this section.

MEDIUM TASKS

Three Choices Per Quarter

You’ll pick three items from this list each quarter.

Website

  • Website maintenance at level 1 
  • 3 Blog posts including header image*
  • Popup addition to site and/or popup changes/updates
  • Google My Business account set up or updates
  • Short Form Landing page*
  • New email account setup (only for self hosted websites)

Branding

  • Canva Training session (30 min)
  • Flyer or poster*
  • Business card update
  • Speaker sheet*

Email Marketing

  • Email template design or update
  • 3 Promo Emails – Quick blast to promote offerings/sales*
  • 3 Monthly Emails – Includes up to 2 custom images and delivery*

Social Media

  • Social Media Refresh (photos, colors, bio)
  • LinkTree set up and edits
  • Reserve and park social channels

Systems

  • Dubsado Updates (Canned emails, workflows, or schedulers)
  • Zapier set up and configuration for 3rd party connections

*content provided by client

Choose Your Adventure

Need some support on a new system? Or training on your existing systems?

Maybe you need some worksheets?

Whatever it is, we can work bigger tasks into this section.

Need some help visualizing how this works?

Below are two samples of how you could structure your quarterly package.

Sample #1

Power Point Slides – $300

Promo Emails – $150

LinkTree Set Up – $150

Dubsado Updates – $450

Total without retainer = $900

Total for Retainer Clients = $100

Sample #2

Promo Graphic Package – $350

Website Maintenance- $237

Blog Posts – $150

Short Landing Page – $250

Total without retainer = $987

Total for Retainer Clients = $100

FAQ

What if I don't use all 3 tasks within the quarter?

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When are my payments due?

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Quick Links

  • GSD Day Info
  • Website Design
  • Website Maintenance
  • Promo Graphics

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