Build the flat monthly retainer from a 12-month estimate

Your client’s numbers

Drag the two sliders. The monthly line updates as you go.

12-month revenue estimateThe client’s projected year, peaks and troughs included $2,000,000

Agreed share of that revenueYour agreement sets this figure 5%

The math, step by step

12-month revenue estimate$2,000,000

Times the agreed 5%, the fee for the year$100,000

Divided by twelve

Flat monthly retainer$8,333

The same fee in the busiest and the slowest month

July, index 1.50$250,000$8,333

October, index 0.51$85,000$8,333

If your fee moved with that month’s revenue$12,500 in July, $4,250 in October

Source: seasonal shares from the modeled $2M HVAC year (Steph’s Books), illustrative. Your client’s own index comes from three years of their monthly revenue.