a cloud-based client work management platform to manage all aspects of your client work and improve the performance and profitability of your business. below are the steps to take to create a retainer relationship with your clients. the next step to creating a retainer is defining your product offering. once you know your client’s pain points and have your offering, it’s time to pitch your retainer agreement. once you determine that a retainer is the right choice for your services, you need to figure out what type of retainer to offer. a pre-paid retainer is one where you commit to handling a certain amount of work during the duration of the retainer. sometimes a business might not have an immediate need for your company’s services. a customer will pay a fee to access the knowledge your service company has.