Retainer vs Fixed Price vs Hourly: Running All Three Billing Models
Aug 9, 2026
Compare hourly, fixed-price and retainer workflows with shared delivery records, distinct invoice reviews and a saved monthly retainer example.
18 posts tagged with Client Management
Compare hourly, fixed-price and retainer workflows with shared delivery records, distinct invoice reviews and a saved monthly retainer example.
Most Upwork agencies are really two businesses — platform contracts and direct clients — run on disconnected tools. Here's what breaks when you run two systems, what a consolidated...
Decide what a client needs to see, then verify the account can access exactly those records. A practical visibility matrix for tasks, reports, invoices and scope decisions.
Generic CRMs aren't built for agencies. Learn what makes an agency CRM different, how to evaluate your options, and how to choose a tool that connects clients, projects, and invoic...
Not every client is worth keeping. Learn how to identify unprofitable relationships, calculate the true cost of a bad client, have the conversation professionally, and transition g...
Check and send an invoice, record the next action, and follow up on the right balance. Includes email examples for sending, overdue invoices, partial payments, and payment confirma...
A project proposal is your first impression and often your only shot. Learn how to research the client, structure the proposal, present pricing, and avoid the mistakes that lose de...
A scope of work is the foundation of every successful project. Learn how to write each section — objectives, deliverables, timeline, budget, assumptions, acceptance criteria — with...
Understand service retainer fees, hours-based, scope-based and availability models, with a saved $1,500 monthly example and manual allowance review.
Build reusable reporting dashboards with Corcava's saved views and auto-send them monthly. Learn how to create professional client reports with key marketing KPIs, white-label bran...