Proposals for marketing agencies that turn into retainers.
Build from your services, let clients add campaigns and channels, and collect the monthly retainer by Direct Debit once they sign.
Free to start. No card needed.
Sound familiar?
Every proposal starts from scratch
Copying last month's deck, updating prices and fixing formatting eats the time you should spend on strategy.
Scope creeps after the yes
When the proposal and contract are separate documents, what was sold and what was signed drift apart.
Chasing retainer payments
Monthly invoices sent by hand get paid late, and every late payment is an awkward conversation.
How Clutched helps marketing agencies
Your services as packages
Set up strategy, retainers and campaign add-ons once, with prices, inclusions, minimum terms and contract clauses. Every proposal is built from them in minutes.
Clients choose the channels
Mark paid social or a launch campaign as optional. The client switches them on, sees the total update and signs for exactly what they picked.
Retainers by Direct Debit
Connect your own GoCardless account and collect monthly fees automatically, with card payments through your own Stripe account for one-off work.
Know when they're reading
See when a proposal is opened and how long each page is read, and let automatic reminders follow up until it's signed.
What a proposal could look like
Example packages. You set your own services, prices and terms.
Questions
Can clients choose which services they want?
Yes. Any line can be included, optional or removable. The client toggles options on their proposal, the total updates as they go, and the agreement is generated from what they chose.
Can I collect a monthly retainer automatically?
Yes. Connect your own GoCardless account to collect retainers by Direct Debit. Monthly lines can carry a minimum term and notice period that appear in the agreement.
Does it work with HubSpot or Pipedrive?
Yes, on the Pro plan: each proposal creates a deal that moves as the client opens, accepts and signs.
Send your next proposal today.
Set up takes about ten minutes. Bring your rate card; the assistant will do the rest.
Start free