Client retainer work kanban template
Retainers get cancelled when clients forget what they're paying for. A shared retainer board is the fix: everything delivered this month sits in a column the client can see, and the queue shows what their budget buys next.
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How to use this template
Refill This month's queue at the start of each cycle — together with the client if you can. Everything you ship lands in Delivered; screenshot or archive it at month's end as the world's easiest retainer report.
Built for a duo? See Simpleban for freelancers. Every board syncs live between two people, works offline, and supports handing cards to each other.
Questions, answered
- Why share the retainer board with the client?
- Because an invisible retainer feels like a subscription to nothing. When the client watches cards land in Delivered all month, renewal conversations get a lot shorter.
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