Design & Development Retainer sop

Monthly Design & Development Offerings

• Start with 10 hours, a month, at $225 per hour

• Opting for a 6-month or 12-month agreement offers discounted pricing through autopay.

• 6 moth agreement, $205 per hour

• 12 month agreement, $190 per hour

• Flex hours or cancel with 30-day notice

• All hours must be used within the purchased month; no carryover or borrowing allowed

Prepaid Design & Development Offerings

• Start with a 15 hour block at $225 per hour

• Hours must be used within 6 months

• No long-term commitment required

• Renew in 10 hour blocks

After the client has signed the  Retainer  Agreement and the green light to start has been given:

Arrange a Kick Off meeting to introduce yourself to stakeholders, review client requests, discuss priority order and gain a clear understanding of work to be completed. It may not be beneficial to discuss everything in the initial meeting, keep in mind that meeting time should be tracked against billable hours in most cases. 

Request access to the client's Shopify store if it has not already been provided. 

Create an Asana board using the most recent Retainer Template (January 2024 or Newer) 

• Project Name is typically the client name

• Assign to Everhour client, either select from existing or create a new client to set up time tracking

• Switch the team from "Templates" to "All Client's" 

• Create!

• Fill out the Client Overview with client contact information

• Add the New Client to the Gapstow All Client Portfolio

• Add a task for Tech Consult and a task for Client Communication

• Add Client Requested Tasks

Communication from PM to client should be professional, timely, and thorough.

Please reference the Communication Standards: PM - Client document for more information.