template

Retainer Renewal Tracker Template

Skip the blank page. A ready-to-use Retainer Renewal Tracking template with the right structure already in place.

ClientContract Start DateContract End DateRenewal Notice DateCurrent RateStatusNext ActionNotes
Example Client2026-01-012026-12-312026-11-012000.00/monthActiveSend script #1 (proactive check-in) on notice dateRenewed last year at same rate
Example Client 22026-03-152026-09-152026-08-151500.00/monthRenewal PendingAwaiting reply to script #3 (rate increase)Sent 2026-07-20

Who makes this

Built by one person, researched against real competitor pricing and freelancer pain points rather than generated on the spot - the same process and design system used across this entire site. See the project repo for exactly how it's built.

Get it on Gumroad - $29

Instant digital download - pay once on Gumroad's secure checkout, use it right away. Personal & business use license: use it for your own work or your clients' work. Don't resell, redistribute, or republish the files themselves.

FAQ

What file format is the template?

CSV, which opens directly in Excel, Google Sheets, or Numbers.

Is it free?

No - it's a one-time purchase. See the Gumroad link above for the current price.

Can I customize the columns?

Yes - it's a starting point. Add, remove, or rename columns as needed.

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