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Monthly retainer recap email

A 4-section monthly recap that keeps a retainer client warm: what shipped, what it delivered, what's next, what you need from them.

rach_maeve29 May 2026
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I'm on a monthly retainer with a client and the relationship is going quiet. I want to send a recap that reminds them what they're paying for, without sounding defensive.

Client: {{client_name}}
Month being recapped: {{month}}
Retainer fee + scope: {{retainer_summary}}
Three things delivered this month: {{deliverables}}
One result / outcome I can point to: {{outcome_result}}
What's queued for next month: {{next_month}}
Anything I need from them to keep things moving: {{ask}}

Write a 220–260 word email.
- Subject: "{{month}} recap — {{client_name}}"
- Open in 1 line: "Quick recap of what we shipped this month + what's next."
- Section 1 (Delivered): the three things in plain bullets.
- Section 2 (Impact): the one result. If it's a number, lead with it.
- Section 3 (Coming up): next month in 2 bullets.
- Section 4 (From you): the ask, framed as ONE clear thing.
- Sign-off as {{your_name}}.

Confident, not apologetic. AU English. No "I just wanted to" — say what you want.
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retainerrecapmonthlyclient-commsfreelance

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