SEO retainers on one client record
The retainer they signed is what the team works and bills. Citation work, the ranking report, and the May invoice stay on one client record.
Local SEO retainer
RetainerPrepared for the client
$8,400
Billed monthly · $2,800 this cycle
Citation cleanup and listingsThis cycle
Ranking reportMonthly
Signed · Apr 3
This cycle lives in the Work Queue
Cleanup, the Friday ranking report, and landing-page copy are the tasks. The team works them in the queue. Dates sit on the calendar. Time lands on that retainer, not a shared pile.
Work Queue
This cycleCitation cleanup
Local SEO retainer
Ranking report
Local SEO retainer
Landing page copy
Local SEO retainer
Invoice the month that landed
INV-0139 is this month’s $2,800 of the retainer. Record the payment when it lands. The balance stays on the client, next to the hours.
INV-0139
Outstanding$2,800
Local SEO retainer
May retainer$2,800
Quarter remaining$5,600