Manage retainers efficiently and profitably

Retainers bring predictable revenue, but only if you structure them properly. Without clear tasks, time tracking and transparency, your agency will quickly lose track of things.
Learn how to manage retainers efficiently, relieve your team and boost customer satisfaction.

The problem

Retainers cost more than they bring in

Retainers are supposed to provide security,
but without good management, they quickly lead to problems.

No defined scope of service

Additional tasks creep in

Team is overloaded

Time spent is not recorded

Clients demand report

The reason: recurring services seem simple,
but are complex to implement if there is no structure in place.

The solution

Clear processes, profitable retainers

The tool-solution

Manage retainers economically

awork is the agency tool for operational retainer management.

It brings structure to your current contracts, for satisfied customers, motivated teams and stable income.
‍
‍

Structure your retainers neatly

Work with your customers to define clear service areas and regular tasks.

👉 Create recurring tasks automatically
👉 Cluster tasks by service module
👉 Set responsibilities & deadlines

Create clarity about the scope of services, avoid misunderstandings, for smooth processes and satisfied customers.

Keep an eye on time and budget

Record tasks directly and assigned to the retainer. This allows you to recognise if the effort is getting out of hand.

👉 Time tracking per task and project
👉 Live evaluation of time budgets
👉 Early warning system for overdelivery

Ensure the profitability of your retainers, avoid unnoticed extra work and discuss adjustments with your customers based on real data.

Keep customers informed

Use weekly updates, monthly reports or project overviews.

👉 Task overviews & reports via PDF or link
👉 Progress documentation
👉 Overview for customer meetings & reviews

Strength trust, save queries and make your performance visible with clear overviews. A must-have for customer loyalty.

Continuously optimise

Retainer contracts are no one-time set-up. Check whether the effort and contract content still match and adjust accordingly.

👉 Reports on performance development
👉 Basis for contract negotiations
👉 Clarity for agency & customer

Remain flexible, react to changes and ensure that your retainers remain economical in the long term.

Start free trial

The result

Make more out of retainers

Operations

Structure instead of chaos

Clear workflows and automated processes ensure that your team knows exactly what to do. Recurring tasks run, without overload or constant queries.

Recurring tasks automatically included

Clear responsibilities & realistic timings

Profitability

Control secures margin

Get a live overview of time expenditure and budget. Identify when services are getting out of hand and avoid unnoticed overtime or free work.

Real-time tracking of effort & time

Early warning system against overdelivery

Client Trust

Trust through transparency

Your clients know what has been delivered at all times. Clear reports, visible progress and structured communication strengthen the relationship.

Task status & reports can be exported at any time

Clear communication on an equal footing

Start free trial

More than 4,000 teams love awork

Frequently asked

questions

answers

Mike Krenzien

Project Manager at Digital Apes

I've been a project manager for over 14 years, and it feels like I've been searching for a proper digital solution for just as long. We now found that solution with awork.

Simon Miller

Founder/CEO at smarterPresence

The efficient workflows and project-related communications facilitated by awork are undoubtedly the best.

Swea von Mende

CEO at von Mende

My team is truly excited about awork. We've tested other tools and were not as happy, but now we’ve found genuine relief and support for everyone.

Stefan Kessels

CEO at foxwork

We chose awork because it offers a wealth of features, outshining all the free project management tools while remaining highly flexible. Additionally, it was important to us that our tool of choice receives regular updates.