Know which retainers are at risk

A weekly list of the clients that need a conversation, and why.

Studios usually learn a retainer is in trouble when the payment doesn't arrive. The signals show up earlier: invoices opened but not paid, a scope cut approved in a hurry, a new contact in the client's finance team, a renewal date with no reply.

What the report shows

• Each retainer with its value, renewal date and payment history
• The signals that moved this week, in plain words
• A suggested next step: a call, a scope review or a renewal conversation

The report arrives every Monday. It takes five minutes to read and tells you which two or three clients to call.