Handled start to finish by the Retainly team.
Every client. Every project. Every invoice, contract, and proposal. Moving all of it is the part that stops people cold. So let us do it for you.
move.
You were pumped to switch.
Then you saw everything
you'd have to
WHITE GLOVE ONBOARDING
Handled start to finish by the Retainly team.
Every client. Every project. Every invoice, contract, and proposal. Moving all of it is the part that stops people cold. So let us do it for you.
move.
You were pumped to switch. Then you saw everything you'd have to
WHITE GLOVE ONBOARDING
THE PART NOBODY WARNS YOU ABOUT
THE PART NOBODY WARNS YOU ABOUT
Here’s how it usually goes.
For the record, that's not a you problem. Setup is genuinely a pile of hours, and it's nobody's actual job to do it but yours. So we made it ours.
You sign up full of good intentions. You’re finally getting organized. Then you open the account to a blank client list, blank projects, and a little voice that goes, “ugh, maybe later.”
Later turns into weeks. The platform you were so excited about is sitting there, paid for and untouched.
A smooth start
and peace of mind
Make sure it's
ready to go
Set everything
up for you
We import
your data
...into your Retainly portal.
Your client list, projects, contracts, proposals, and invoices...
Bring the information.
We'll handle the rest.
White Glove Onboarding
Retainly
Yes, even the ones currently trapped in a Canva file or a PDF. We rebuild them inside Retainly so you can send in a click instead of exporting and emailing an attachment.
Three proposal templates, built
06
We record exactly how we set up your account, so the next time you log in you know where everything is and why we put it there.
A personal walkthrough video
07
The little things we've learned that make your templates work harder, so you actually get the most out of what we built.
Tips + tricks for your templates
08
Built on The Legal Paige contracts right inside the editor, so the legal side is handled and each one is ready to send for signature.
Three contract templates, built
05
Styled, ready to send, and mapped to your smart fields so they fill themselves in every time.
Three invoice templates, built
04
Same deal. However your projects live right now, we get them into Retainly and organized so nothing gets lost in the move.
Your full project list, uploaded
03
Have a CSV? Perfect, we import it. Only have screenshots or a messy spreadsheet? We'll hand-enter every client for you, one by one.
Your full client list, uploaded
02
We set up every smart field and required field so your name, brand details, and anything that auto-fills your proposals, contracts, and invoices populates correctly.
Your account settings, dialed in
01
The little things we've learned that make your templates work harder, so you actually get the most out of what we built.
Tips and tricks for your templates
08
We show you exactly how your account was set up, so when you log in, you know where everything is and why.
A personal walkthrough video
07
Yes, even the ones currently trapped in a Canva file or a PDF. We rebuild them inside Retainly so you can send in a click instead of exporting and emailing an attachment.
Three proposal templates, built
06
Built on The Legal Paige contracts right inside the editor, so the legal side is handled and each one is ready to send for signature.
Three contract templates, built
05
Styled, ready to send, and mapped to your smart fields so you’re not starting from scratch every time.
Three invoice templates, built
04
Same deal. However your projects live right now, we get them into Retainly and organized so nothing gets lost in the move.
Your full project list, uploaded
03
Have a CSV? Perfect, we import it. Only have screenshots or a messy spreadsheet? We'll hand-enter every client for you, one by one.
Your full client list, uploaded
02
We set up every smart field and required field so your name, brand details, and anything that auto-fills your proposals, contracts, and invoices populates correctly.
Your account settings, dialed in
01
You send us what you’ve got.
Here’s everything that’s included.
WHAT WE DO FOR YOU
WHAT WE DO FOR YOU
FIRST THIS
You send us your materials. A CSV, a spreadsheet, screenshots, your Canva proposals, whatever you have and however it lives right now.
THEN THIS
We hand it back with a walkthrough video recorded just for you, so the next time you log in you know where everything is and why.
THEN THIS
You answer a few quick questions about how you like to work. Then we build your account, clients, projects, and templates.
How it Works
We’re moms, service providers, and business owners too. We know what it feels like to juggle client work with everything happening behind the scenes, because we’re doing it right alongside you.
When you hand your account to us, our team sets it up with the same care we’d want in our own businesses. And when you have a question, you’re talking to someone who actually understands the kind of business you’re running.
Your setup is handled start to finish by the women behind Retainly.
Who's doing this
ana b.
Kleigh L.
heather G
"The setup and flow for business owners is really thoughtfully developed and I love how fast Shelbi replies when you have questions!
Y'all have been so thoughtful with the details of this platform. I have a better client experience and it's saving a lot of time!"
"Since using retainly, I definitely feel more organized and overall a better experience for both me and the client.
I really like the simplicity. I have already been telling my makeup artist friends to get it. Some of them are still old school using google forms, etc. so I have definitely spread the word about it!"
"Payment plans on invoices are SO FREAKING EASY. Love how simple and intuitive that invoices are to build! Discounts and extra charges like late fees showing up small at the bottom is *chefs kiss* how it doesn't distract from the main package price. UI is definitely much better than (other platforms). Retainly is really onto something here. "
Kelsey O'Toole
“That was one of the fastest things I've ever done!! It was quick, easy, and all the information uploaded correctly. Took me under 1 minute I swear. AMAZING!!”
danielle
"I love this little help email thread we're going through. Round of applause for incredible customer support. 👏"
Rebuilding three proposals out of Canva
3 hours
Building three contract templates
3 hours
Building three invoice template
2 hours
2 hours
Entering your project list
3 hours
Entering your client list
2 hours
Setting up account
setting and smart fields
Setting up account settings and smart fields
15 hours / $1,125
roughly
That's roughly 15 hours of clicking, uploading, and troubleshooting. At $75 an hour (and plenty of you charge way more than that), it adds up fast.
Not in cash, but in hours off your calendar and away from your actual work.
Not in cash, but in hours off your calendar and away from your actual work.
If you did all of this yourself, here’s what it would cost you.
WHAT THIS IS ACTUALLY WORTH
Founding lifetime member? This one's already yours. Reach out and we'll get your account set up.
Everything in the setup, same humans
Your account built before you ever log in
Start with paperwork already done
A flat upgrade. You send us your stuff, we handle the move.
Account settings and smart fields dialed in
Your full client and project lists uploaded
Three invoices, three contracts, three proposals
Walkthrough video plus tips for your templates
A flat upgrade. You send us your stuff, we handle the move.
Everything in the list above
Nine templates built for you
Your personal walkthrough video
It's included, full stop. Our thank you for betting on us early.
$500
$250
Free
Not a founding member yet
monthly or yearly plan
Founder lifetime member
A few ways in, depending on where you already stand with us.
A few questions people ask
never actually use it.
Hand us the busywork. We'll set up your account, build your templates, and hand it back ready to go.