Your privacy choices

We use optional, cookieless analytics on public pages to understand traffic and improve InkDraft. There is no advertising or cross-site tracking. Read our Cookie Policy.

InkDraft

Workflow example · marketing

Workflow Example: Sales Call to Marketing Retainer Proposal

A 35-minute scoping call with a direct-to-consumer brand covered monthly retainer fee, minimum commitment, deliverables per month, reporting cadence, onboarding fee, and cancellation terms. This workflow example shows how those recurring-service terms move from the call transcript into a traced proposal, a contract clause, and a payment schedule.

Call to proposal: the full trace

Transcript excerpt
[11:05] Client: "So we are looking at a monthly retainer rather than project-based?"
[11:08] Agency: "Exactly. 3,500 per month, six-month minimum. That covers eight social posts, two email campaigns, and a monthly performance report."
[11:22] Client: "Is there an onboarding cost?"
[11:24] Agency: "Yes, 1,200 one-time for the brand audit, channel setup, and content calendar. That is separate from the monthly."
[11:40] Client: "And if we need to cancel?"
[11:42] Agency: "After the six months, either side can cancel with 30 days written notice. No penalty."
Extracted terms
TermValueEvidence
Engagement typeMonthly retainer"a monthly retainer rather than project-based" [11:05]
Monthly feeCHF 3,500/month"3,500 per month" [11:08]
Minimum term6 months"six-month minimum" [11:08]
Monthly deliverables8 social posts · 2 email campaigns · 1 performance report"eight social posts, two email campaigns, and a monthly report" [11:08]
Onboarding feeCHF 1,200 one-time"1,200 one-time for the brand audit, channel setup" [11:24]
Cancellation terms30 days written notice after minimum term"cancel with 30 days written notice" [11:42]
Proposal line
Onboarding: Brand audit, channel setup, content calendar · CHF 1,200 (one-time)
Monthly retainer: 8 social posts, 2 email campaigns, 1 performance report · CHF 3,500/month
Minimum commitment: 6 months · Total minimum: CHF 22,200
Contract clause

The Agency shall provide ongoing marketing services on a monthly retainer basis at CHF 3,500 per month for a minimum term of six months. A one-time onboarding fee of CHF 1,200 is due upon engagement start. After the minimum term, either party may terminate with 30 days written notice.

Payment milestone

Milestone 1: CHF 1,200 onboarding fee due upon engagement start. Recurring: CHF 3,500 invoiced on the first business day of each month. Payment is collected through the client review link.

How does a retainer call become a proposal?

The agency imports the call recording from Fathom, Zoom, or Fireflies. The AI reads the transcript and extracts every commercial term: retainer amount, minimum commitment, deliverable counts, onboarding costs, and cancellation policy. Each term carries a reference to the timestamp where it was discussed. The proposal is generated from these terms, with recurring amounts and the minimum-term total calculated in code.

  • Terms are extracted, not invented. Every value links back to the call.
  • The minimum-term total is arithmetic, not a language model guess.
  • The agency reviews before sending. The AI does not send proposals.

What does the client see?

The client receives a single link. The page shows the proposal with deliverable list, monthly pricing, onboarding fee, and minimum commitment. If anything needs adjusting, the client requests changes inline. After approval, the page moves to electronic signature. After signing, the onboarding payment and the first monthly invoice are set from the same terms discussed on the call.

  • One link for review, changes, signature, and payment.
  • Change requests are visible to both sides before signing.
  • The recurring payment schedule matches the terms agreed on the call.

What if the retainer scope changes mid-engagement?

Retainer scopes evolve. If the client needs additional deliverables or wants to adjust the monthly fee after three months, the agency updates the proposal with the new terms. The original call terms remain visible for reference so both sides can see what changed and when. The client signs the revised version before the new terms take effect.

  • Scope changes are documented as amendments, not verbal agreements.
  • Original terms remain visible alongside the updated version.
  • Both parties sign revisions before the new fee or scope applies.

FAQ

Can the proposal handle different retainer tiers?

Yes. If the call discussed multiple service levels or optional add-ons, the extraction captures each as a separate term. The proposal can present a base retainer with optional line items the client can accept or decline.

How are monthly payments tracked after signing?

After the contract is signed, InkDraft creates recurring payment milestones matching the monthly fee and schedule discussed on the call. Each invoice is collected through the same client link.

What if the minimum term was not discussed on the call?

If the transcript does not mention a minimum commitment, the extraction omits it. The agency can add it manually in the editor before sending. Traceability makes it clear which terms came from the call and which were added by the agency.

Try it with one real call

Use one call recording or transcript. See extracted terms traced back to the conversation, with the proposal ready to review and send.

Start with one call

Related