Nineteen documents and a client system for people who run other companies' ad budgets. Written with the clauses you normally only learn to include the hard way.
16.3 The Provider's total aggregate liability … is limited to the total Fees actually paid by the Client to the Provider in the three months immediately preceding the event giving rise to the claim.
16.4 For the avoidance of doubt, Ad Spend is excluded from the calculation in Clause 16.3 and does not form part of any liability cap.
5.2 Unless expressly agreed otherwise in writing, all Ad Accounts will be funded by a payment method belonging to the Client and registered in the Client's name. The Provider will not attach its own payment instruments to any Ad Account.
7.2 The Provider is not liable for any restriction, suspension, rejection, disabling or ban imposed by a Platform on any account, asset, campaign or creative, nor for any loss arising from it — except to the extent the action is directly and demonstrably caused by the Provider's gross negligence or wilful misconduct.
They lose it in the paperwork around it: quietly, in amounts small enough that raising them feels awkward.
You bill $2,500. $2,460 lands. Correspondent banks each took a cut, because the sender's bank defaulted to splitting the charges. Every invoice in the kit carries the one line that moves that cost back to them.
Churn is never a surprise event. It's three weeks of nobody talking to anybody, noticed on the day the cancellation email arrives. A formula flags it at day fourteen.
You fix their tracking, performance drops while the algorithm relearns, and you're fired in week three for doing the job correctly. The proposal says this out loud, in writing, before anyone signs.
Not laziness. Chasing requires a decision, and the decision is uncomfortable, so day seven becomes day forty. Five written emails, already dated from the invoice and queued in your own inbox before day seven arrives.
Their assets are inside your Business Manager. They leave. Now it's a negotiation, and the platform sides with nobody. An asset register signed in week one turns the exit into a checklist.
This is the actual Console, running here, loaded with eight invented clients so that nothing is empty. All nine tabs work. Drag the calculator. Open a client who hasn't paid and read the reminder it wrote. Nothing you do here is saved anywhere but your own browser, and there is nothing to sign up for.
About 1.5 MB, so it loads when you ask rather than while you're still reading. Works better on a wide screen.
Editable Word files. Export to PDF in one click from Word or Google Docs. Every field you need to change is marked and printed in amber, so you fill them in once and never hunt again. Selection points are real, tickable Word checkboxes, the longer documents carry a self-updating table of contents, and the whole kit also ships as one combined, bookmarked master file. Open that and every document is a click away in the same tab.
Open Console/index.html in any browser. Nothing to
install, nothing to sign up for, nothing that leaves your machine.
Fill in your business once, and every tab below is already filled
in for every client you add afterwards.
Your legal name, registered country, tax number, bank details, payment link and logo. Every document in every tab reads from here, so the day your address changes you change it in one field, not in nineteen files.
Opens on a dated brief: who has gone quiet, whose invoice just aged into a worse bracket, whose initial term is about to auto-renew. Every client carries a risk score out of 100 built from days since contact, how late their money is, and how much unbilled work you're carrying for them.
Works out the retainer below which this client costs you money, the ceiling your hours allow, and the ceiling your market allows, then checks the number against your own close rate and tells you whether to raise the price or fix the pitch.
Thirty-two checks across structure, tracking, creative and budget. It totals the money the account is losing monthly, ranks your three most expensive findings, and writes the Audit Findings Report from the answers.
Twenty clauses, signature block and two exhibits. Turn on exclusivity, provider-funded ad spend or portfolio rights and the clause text changes. The whole agreement, not a summary. It also writes the NDA, the handover agreement, the change order, the termination letter and the proposal.
Create an invoice and it writes all five chasing emails, dates each one from that invoice's own due date, and hands them to your mail client ready to schedule. Rewrite any of them in your own voice and the drafting note stays beside you while you do, so you can see what each sentence was for before you cut it. Change the schedule too, and it warns you when a change would land two reminders out of order. Retainer, milestone and standard formats, and it reads back how fast this client really pays rather than how fast their terms say they will.
Log the things they ask for that the contract never covered. It converts them into hours, into money, and into a sentence you can actually say out loud at renewal, and tells you whether the pattern is getting worse or settling down.
Record the account as you found it, then log each month against that baseline. The point isn't the chart. It's the panel that tells you which improvements you can put in a report and which ones the numbers don't support yet.
Keep it open while you're on the phone. Your prices, your floor and the seven phases of the call, on one screen. Then rehearse: it draws the eight objections that lose deals at random and times your answer before showing you the script.
The Notion build spec gives you five connected databases. This formula sits on your invoice table and tells you which of the five reminder emails to send today.
Alongside it: pipeline with weighted value, a client-health flag that fires at fourteen days of silence, creative-fatigue warnings, renewal alerts, and a short-payment tracker that catches the forty dollars nobody ever raises.
No. These are templates and educational materials, and using them doesn't create a lawyer–client relationship. Contract law varies by country and by state. For a high-value engagement or a regulated sector, have a qualified lawyer in the relevant jurisdiction review them. What this saves you is the blank page. Walking into a lawyer's office with a complete draft costs a fraction of asking them to write one.
Yes. They're written for international B2B work, the market where a media buyer bills in USD and the client is in another country. You get editable Word files, so translation is straightforward if you need it.
Partly. The invoicing, payment chasing, pricing, objection scripts and Notion system apply to any retainer freelancer. The contracts are specific to paid media (ad spend liability, Business Manager ownership, platform bans), so a designer or developer would need to adapt those sections.
An immediate download: the nineteen documents as Word files (export any of them to PDF in one click from Word or Google Docs), plus the Notion and automation specifications and the RetainerOS Console. Nothing to install, no account to create, no upsell afterwards.
No. It's a set of static files that run entirely in your
browser. Open Console/index.html from the folder
you downloaded, or host it anywhere. Your business details,
calculator inputs and invoice history save to that browser's
local storage; nothing is transmitted anywhere. That also means
it's tied to the browser you fill it in on, so export the PDFs
you need before switching machines.
Because it is one application and nineteen drafted documents, and because the cheapest thing on this page is the price. A single unpaid retainer runs to a few thousand dollars. An MSA drafted from scratch by a lawyer is $1,500 upwards. If the kit stops one short payment in its life it has paid for itself several times over, and if you doubt that, the Console above is free to use for as long as you like before you decide.
You already can. The demonstration higher up this page is the real Console, not a video. The only thing held back is the full contract text. Everything else runs.
When a clause gets sharpened or a document gets added, everyone who bought it gets the new version at no cost. If you find a situation the documents don't cover, tell me. That's usually how the next update starts.
Nineteen documents and the Console. One payment, no subscription.
Get the kit