What do I need to give it?

Your rate, floor rate and available hours, plus a short note per client: what you did, what they spent, how often they come back, how they pay, and how the relationship is. A spreadsheet or CRM export works.

Will it tell me to pitch everyone?

No. Late payers, clients with scope disputes, and clients with no real recurring need are marked DON'T PITCH, with an alternative (pay-as-you-go, an annual check-up, or no outreach). Clients mid-project or with fixable issues get NURTURE and a date to revisit.

Should I use an hours bank or a fixed package?

It recommends a model per client. Fixed deliverables suit predictable needs; a capacity pool suits seasonal or ad-hoc work (with clear expiry and overage rules); advisory suits clients who keep asking for your judgment. It explains the trade-offs for each.

Does it write the pitch?

Yes: timing advice, a personalized email or call script per client, a one-page proposal, and replies to common objections like "no budget" or "we only need you occasionally."

Can I use auto-renewing monthly plans?

For business clients, it writes clear renewal, notice and cancellation terms. Individuals buying for personal use are treated as consumers, so renewal terms are shown clearly up front, with a reminder and easy cancellation. Check the rules for your state. Not legal advice.

Retainer Converter

Example session with this skill installed

I want steadier income. Here are my last five clients. Who should I pitch a retainer, what should I charge, and what do I say?

[Client notes for a solo WordPress/Shopify developer: a dental group that just relaunched, a Shopify store with seasonal campaigns, a SaaS startup mid-project that pays late, a small nonprofit with a grant budget, and a dormant client with past scope disputes. Rate $110/h, floor $95/h.]

(Fictional test case.)

Read your context and instructions
Compiled the retainer converter

Retainer Conversion Plan: Fernhill Web Studio

Prepared 2026-10-13 · Planning estimate, not a forecast · Not legal or tax advice

Fictional example. All clients and figures are invented for this demo.

(Excerpt: triage, who not to pitch, and scope and pricing for one client. The full plan also covers the business gate, model choice, pitch kit with emails and call scripts, proposals, onboarding, the renewal calendar and the revenue view.)

3. Client triage

Client	Need	Spend	Relationship	Payment/scope	Timing	Total	Verdict
Harbor & Pine Dental	3	3	3	3	3	15	PITCH NOW
Northfield Outdoor Supply	2	3	2	2	3	12	PITCH NOW
Brightwater Analytics	3	3	3	1	1	11	NURTURE (mid-project, pays 15–20 days late)
Cedar Lane Counseling	1	3	2	3	1	10	DON'T PITCH: need score 1 overrides the total
Quill & Ledger	0	0	0	0	0	0	DON'T PITCH: late > 45 days, 2 scope disputes

Why Cedar Lane is out despite scoring 10: its spend score is inflated by a one-off site build. Real recurring need was $220 of fixes in 7 months. Any retainer would charge them for capacity they don't use.

4. Who not to pitch

Client	What to do instead
Cedar Lane	Keep pay-as-you-go. In January, offer a once-a-year "site health check" they can put in their February grant budget: 4 h × $110 = $440.
Quill & Ledger	No outreach. If they contact you, quote projects only, 50% upfront.

6. Harbor & Pine Dental: fixed package, two tiers

Growth (recommended): 1 new service-line page/month · up to 3 content updates · core/plugin updates, backups, uptime monitoring · 1-page monthly report.
SLA: reply within 1 business day · updates within 3 business days · site-down: start within 4 business hours. These are response times, not guaranteed fix times.

Estimated hours: page 5 + updates 1.5 + maintenance 1 + report 0.5 = 8 h
List price:      8 h × $110                    = $880/mo
Commitment discount (12-month term):             −$40
  (justified: admin saved 0.5 h × $110 = $55/mo ≥ $40)
Offer price:                                     $840/mo
Effective rate:  $840 ÷ 8 h = $105/h           (floor $95: PASS)
Max-use check:   8 h → $105/h                  (PASS)

Honesty check: Growth is 4.8× what they spent on small updates. That's justified only because they asked for nine new service pages (9 × 5 h × $110 = $4,950 as one-offs). If the page goal goes away, the smaller Essentials tier ($330/mo, 3 h, $110/h) is the right fit, and the proposal says so.

Terms

Term	Growth
Minimum term	12 months (discounted), or 3 months at $880 list
After minimum	Month-to-month, 30 days' written notice either side
Renewal reminder	Written reminder 30 days before the minimum term ends
Unused capacity	Doesn't roll over (page may roll once if content is late)
Price review	Once a year at anniversary, 60 days' notice
Change requests	Written request → quote → approval before work starts

Auto-renewal note: these are business clients, so this is a B2B retainer, which is often outside consumer auto-renewal laws. The terms still state the renewal, notice and how to cancel clearly. Not legal advice.

Revenue view (full plan): projected recurring revenue is $330 / $1,012.50 / $2,370 per month (low / base / high, at conversion rates you confirm). That's a net +$1,860 / +$5,025 / +$12,440 a year after the one-off work it replaces.

Connects securely to your tools. The creator never sees your data.

About this skill

Project work pays the bills until it doesn't. This skill turns your past clients into steady monthly revenue, without pitching the wrong people or underpricing your time.

What it does

Triages your client list. It scores each client on recurring need, spend, relationship, payment and timing, and red flags (late payers, scope disputes, no real recurring need) force DON'T PITCH. Each client gets PITCH NOW / NURTURE / DON'T PITCH.
Checks the business first: your floor rate, capacity, and client concentration.
Picks the right model per client: a fixed monthly package, a capacity/hours pool (with honest warnings about hours-based retainers and rollover rules), or an advisory retainer that tracks indicators instead of promising results.
Prices it with the math shown: hours, effective rate vs your floor, comparison with what the client already spends, and a commitment discount only when the admin time saved pays for it.
Writes the terms: minimum term, notice, renewal reminder, unused capacity, change requests and annual price review, with B2B vs consumer auto-renewal notes.
Writes the pitch: timing (the right moment after a win), a personalized email or call script per client, a one-page proposal, and replies to "no budget" and "we only need you occasionally."
Plans the rhythm: onboarding, monthly report, quarterly review, renewal and price-increase calendar.
Shows the money honestly: current one-off revenue vs projected recurring revenue at conversion rates you confirm, net of the project work each retainer replaces.

No invented conversion rates or benchmarks: your numbers, or clearly labeled assumptions. Not legal or tax advice.

How to use

Skills on Agensi run inside your AI agent. Copy the prompt, paste it into your agent, and it connects to Agensi and installs this skill for you. If a payment is needed, your agent shows it to you first.

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Retainer Converter