3 Reasons to Use Retainers

Why Every Growing Business Needs Retainers/Contracts

11-Jul 2017

Finally, there’s an easier way for you to track and manage all your client projects and tasks with customizable retainers. Simply create and recycle retainers with templates that work the way you need them to, so you can save time, money, and focus on growing your business.

With flexible retainer types and streamlined workflows, you’ll be able to boost productivity by 20% and stop wasting time on unnecessary busy work - work that can be automated and eliminated with the right smart platform.

So, how does this all work? Here are 3 ways to use retainers (or contracts) for your business to continue to grow with ease:

1. Retainer Tasks

Create recurring tasks within retainers/contracts for clients you do work for on a regular basis. That way, you’ll avoid the hassle of repeatedly creating the same tasks every time they are brought on board. You can do this by creating specific templates for certain clients based on the nature of the work you do for them.

With recurring tasks, you can also let your team (or clients) know when a contract is nearing its limit with automated notifications, allowing you to steer clear of scope creep and focus on maximizing profit.

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2. Recurring Projects

Use your smart platform to put projects together with ease, using either preconfigured templates or by starting with a blank canvas, and customize away.

Save templates that match common projects for recurring clients, so that you don't have to spend time manually creating them when you could be growing your business and focusing on client work. You may not realize it yet, but the time you spend on repetitive admin work can add up to as much as $100,000 in leaked revenue on an annual basis, which can really hurt your bottom line.

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3. Retainer Invoicing

Automatically turn your billable hours into invoices with integrated online payment processing that takes the guesswork out of running a business. The best part? You’ll make it easier for clients to make payments, and enable your business to get paid faster.

Retainer invoicing also means you won’t have to waste valuable hours jumping from your timesheets to your contracts, and then back to a billing screen because it’s all being done for you automatically in one simple place. You can even customize invoices for each pay period depending on the type of service, materials used, or expenses incurred, and reuse them for similar clients – it’s that easy.

To start working more efficiently with customizable retainers and streamlined workflows, just click here to start a free trial of smart automation technology today.

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