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Professional Services Retainer Agreement Template

Our Professional Services Retainer Agreement Template is expertly crafted to help you define the terms, expectations, and compensation for ongoing services. This template is perfect for businesses seeking to maintain long-term engagements with consultants, freelancers, or agencies across various fields.

By clearly outlining service expectations, payment terms, and confidentiality agreements, this template fosters a professional and structured relationship, allowing both parties to focus on delivering quality results.

Used by 156 people

Rated 4.5

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Professional Services Retainer Agreement Template https://cdn.prod.website-files.com/68f8afec752742985579aa06/693c259b169cdce9a5500257_Retainer%20Agreement%20Template.pdf professional-services-retainer-agreement-template
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Key Elements Covered in Our Professional Services Retainer Agreement Template

Agreement Overview
Confidentiality and Non-Disclosure
Service Expectations
Intellectual Property
Compensation and Payment Terms
Termination Conditions

Frequently
Asked Questions

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Invest your time in building client relationships,
not crafting sales proposals.

85%

Average Win Rate on Proposals

3mins

Build Quote with our AI Module

34%

Jump In Conversion Rate

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What our Customers say about us

No clunky spreadsheets. No more multiple tools & endless tabs. Just revenue. Zomentum’s AI powers your

"Initially, we used it to overcome Microsoft's NCE hurdles with digital signage agreements. But then we discovered its versatility. Now, we rely on Zomentum to effortlessly build proposals, create business cases, and attach quotes directly to the proposal. It's streamlined our entire process, from proposal to billing. And it also integrates seamlessly with Autotask - our PSA and allows us to pull products and services from our inventory effortlessly."

Daniel Shone
Managing Director – Apex Computing Services

"With the AI Proposal Writer, we save 1 hour every day, allowing us to focus on other important tasks. The Template Library has been a lifesaver, enabling us to swiftly create quotes across various products. Zomentum's standardization of our proposals ensures consistent messaging for all clients, resulting in improved quote-to-closure rates."

Perry Ashby
CEO, Urban Network

"The document template makes our sales proposals a more modern experience with embedded videos and multi-stakeholder digital signatures with a customizable sales pipeline system. Zomentum replaces multiple products with a single, fully integrated solution that solves many of the challenges we encountered with other platforms."

Robert Picard
VP & COO, Demand ITS Inc

"Zomentum has truly transformed our proposal process, making it more efficient and professional. With its revenue automation features, we've experienced a remarkable increase in productivity, saving us valuable time. The AI Writer is a game-changer, allowing us to create personalized and high-quality content for each proposal quickly. It has significantly improved our lead conversion rate, enabling us to focus on the next opportunity."

Jason Kemley
Director, Uptime Solutions

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