Guide

Retainer Calculator Guide

A simple pricing approach: base labor cost plus an overhead buffer, packaged as a monthly retainer.

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Open Retainer Calculator Invoice Template

The Formula

Recommended retainer = (Hourly rate × Estimated hours) + Overhead buffer.

Why Add an Overhead Buffer?

  • Meetings, context switching, tooling, and admin time happen every month
  • Risk and urgency premiums should be explicit, not accidental
  • You protect margin while keeping scope stable

Common Retainer Mistakes

  • Pricing based on “what feels fair” instead of capacity
  • No buffer, then monthly delivery becomes unprofitable
  • No scope boundary (retainers are not unlimited)

Use the Calculator + Export PDF

Use the calculator to generate a PDF summary you can share internally or attach to your proposal.

Open the Retainer Calculator