Retainer Agreement Toolkit: AI Resume & Career Advice For Humans
AI-powered resume feedback and career advice for humans. We help you navigate a job search that feels like it's built for robots with vetted opportunities and practical playbooks.
Not legal advice. Work with your attorney to finalize liability caps, governing law, and insurance requirements.
What’s Inside
- Tiered scope tables (Stabilize, Grow, Partner)
- Monthly KPI dashboard template
- Out-of-scope pricing language + mini-SOW trigger
- Mutual indemnification + confidentiality carveouts tailored for retainers
1. Scope & Deliverables Template
Tier: [[Stabilize / Grow / Partner]]
Monthly Fee: $[[amount]]
Included Each Month:
- [[Deliverable]] (Owner, cadence)
- [[Deliverable]]
Access Level:
- [[Slack/Email response within X hours]]
[[Number of live sessions]]
Swap Rules
Client may swap deliverables of similar effort with 5 business days notice. Larger swaps trigger a change request or mini-SOW.
2. KPI Dashboard
| Metric | Baseline | Target | Owner | Status |
|---|---|---|---|---|
| Activation Rate | 42% | 50% | Consultant | \U0001F7E1 |
Include qualitative wins + risks each month to keep leadership engaged.
3. Out-of-Scope & Mini-SOW Language
Work outside this scope is billed at $[[rate]]/hr with 10-hour minimum, or via mini-SOWs starting at $[[amount]]. Consultant will provide a written estimate before commencing additional work.
4. Legal Clauses (Highlights)
- Term: 6-month initial term, auto-renews monthly with 30-day termination.
- Mutual indemnification: see
/resources/consulting-proposal-template/for baseline language to adapt. - Confidentiality & marketing rights: Contractor may reference Client name and results after public launch; detailed data remains confidential.
- Success reviews: Monthly check-ins + quarterly business review required.
Full Web Template
Use the complete, longer-form web template at:
/resources/templates/retainer-agreement-template/