How does the Retainer Agreement work?
A Retainer Agreement is a contract between you and your client that clearly states exactly what you will provide them (for example a fully finished, detailed design and quote for their project).
A Retainer Fee is normally required along with the Retainer Agreement to compensate you for your design services.
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How do I create a Retainer Agreement?
Once you are finished editing the Investment Analysis Template, use the Up arrow ↑ at the bottom left or scroll back to the top of the page and click the VALIDATE button to verify all categories with quantities have a Price Level selection. The ...
The Retainer Agreement
The end goal of DesignAlign is getting that signed agreement! You should have previously entered your Retainer Fee settings in the beginning of Setting up your profile information. Explaining the Retainer Agreement to your prospective client. The ...
Accepting the Retainer Agreement
Congratulations! You and your prospect have crafted an excellent Investment Analysis, and you’ve successfully turned a prospect into a client. You should now have an emailed or scanned copy of the signed Retainer Agreement in your device and have ...
How does Tilly work?
Tilly is an advanced A.I. bot that is here to help you find the answer to your question instantly. Tilly appears in the lower right corner of your screen, and the icon consists of two parts, the text and her avatar (picture). If you click on the text ...
The Investment Meeting
Phase II – The Investment Analysis Going over the Homework Make sure to proof all of these homework sheets to confirm there are no missing dimensions, cabinet counts, photos, etc. Do the stated dimensions make sense? Does the cabinet count seem ...