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Use case · Marketing agency

For marketing agencies: the campaign that outgrew the retainer.

Campaigns, content and media, often on a monthly retainer. The scope is a bank of hours and a list of what it covers; the risk is everything the client assumes it covers too.

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The moment

The retainer covers optimisation of existing pages and support. For the spring campaign the client asks for a new landing page with a sign-up form, “this month if possible”. It is a reasonable ask. It is also not in the retainer, and the team is already at capacity.

What fits

  • Engagements with a monthly allowance; usage per calendar month from time entries; retainer coverage per request
  • Request template “Marketing”: Campaign change, New campaign, Feedback, Approval, Question
  • Recommended preset for retainers: Retainer / T&M
Scope › BaselineMeridian Growth Retainer · Meridian Retail

Agreement in force

Published

Baseline v1

Published1 Jun 2026
Approved budget£8,000.00
Agreed end date18 Dec 2026
Approved changes0

Immutable. An approved change creates v2.

Reviewed scope statements

From the SoW · reviewed by a person
  • Monthly conversion optimisation of existing pagesIncluded
  • Ongoing support and bug fixes on the current siteIncluded
  • Design or build of new pages is not includedExcluded

Requests against this agreement

New landing page for the spring campaignOut of scope

Sample workspace, analysed by the real rules engine.

The loop, for this kind of work

  1. 01

    Agreement

    What the retainer includes and excludes becomes scope statements; the monthly allowance is the engagement’s hour bank.

  2. 02

    Request

    The landing page request is compared with the scope: it matches the exclusion “design or build of new pages is not included”, and the clause is quoted.

  3. 03

    Impact

    Design, build and QA hours at the rate card, the earliest finish with the people available, and whether it fits the month’s allowance or is billed on top.

  4. 04

    Decision

    A proposal with the price and the date; the client approves in the portal or asks for changes.

  5. 05

    Approved work

    The approved change is recorded against the engagement, with retainer coverage stated; tasks go to ClickUp after your approval.

  6. 06

    Delivery

    Monthly usage from time entries is shown against the allowance; the client sees what they pay and what is waiting on them.

Other use cases

Make the next request the first one on the record.

Guided pilot for agencies and consultancies of about 10–100 people. One email when your spot opens.

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