Free Template

Follow-Up Template for Marketing Retainer Proposals

Retainers are high-commitment for clients. They often need more time to decide, which means your follow-up needs to reinforce the long-term ROI of the partnership.

Subject:

Next steps for [Company Name]’s marketing strategy

Hi [Client Name], I wanted to follow up on the retainer proposal we discussed. As we look toward Q[X], I want to ensure we have enough lead time to implement the [Specific Strategy] we talked about so you can start seeing the targeted [Specific Metric/Result] by [Month]. Are there any stakeholders on your end who need more information before we can finalize the agreement? Best regards, [Your Name]

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When to use this template:

  • check_circleWhen pitching ongoing services rather than one-off projects
  • check_circleWhen multiple decision-makers are involved
  • check_circleTo tie the start date to a specific business goal

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