Expert Tips & Tricks

Best Practices Webinar: Retainers

22-Jan 2018

Wondering how to best setup your monthly support contracts, recurring SEO / social media work, or bookkeeping agreement?

Join our experts for a live webinar on Thursday, January 25th (or Friday, January 26 if you're in the Asia/Pacific area). We'll cover how to create and manage Retainers including:

  • Structuring your Retainer template pricing and scope of work
  • Handling Rollover and Overages
  • Creating recurring Tasks and connecting ad-hoc Tickets and Projects
  • Using Materials for subscriptions and one-off purchases


To register, please select a time that suits you best below:

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