Agency Retainers & Client Approval Portals
Client delivery boards, milestone approvals, and automated monthly retainer billings.
Service agencies in Nigeria lose 20% of their revenue to delayed monthly invoicing and unbilled scope creep. Spike Console automates recurring 1st-of-the-month retainer invoicing while providing corporate clients with transparent milestone approval portals.
1st of Month
Automated recurring retainer invoice dispatch
100%
Deliverable sign-offs timestamped digitally
Zero
Unbilled out-of-scope work disputes
Client Portal
Branded deliverable review workspace
Manual drag vs autonomous execution
- ×Sending retainer invoices manually on the 10th or 15th, causing late client payments.
- ×Clients demanding refunds because there is no paper trail of who approved creative deliverables.
- ×Account managers doing extra work requested informally on WhatsApp without billing change orders.
- ×No clear picture of whether Account X is profitable after accounting for staff hours.
- ✓Recurring retainers generate and dispatch automatically on the 1st of every month with pay links.
- ✓Clients review project deliverables and approve milestones with legally binding digital timestamps.
- ✓Scope change requests trigger formal digital approval chits before work starts.
- ✓Real-time account economics show billable staff hours vs retainer fee to protect agency margins.
Autonomous event bus telemetry
Demonstration of real daemon log events dispatched by Spike during this workflow.
Step-by-step operational timeline
Recurring Retainer Auto-Dispatch
Monthly retainer invoice sent to client with embedded card auto-debit and transfer link.
Milestone Delivery & Client Sign-Off
Agency posts deliverable into client portal; client approves milestone with digital signature.
Margin & Performance Review
Account director inspects billable hours logged vs retainer fee collected to verify healthy margin.
Built-in operational safeguards
Automated 1st-of-Month Retainer Billing
Set up recurring retainer subscriptions that dispatch invoices and reminder cadences automatically on the first day of each billing cycle.
Branded Client Approval Workspace
Corporate clients log in to view sprint progress, approve design mockups and strategy briefs, and download official tax receipts.
Scope Change Order Governance
When clients request additions outside original contract terms, Spike generates a digital Change Order with price adjustments.
Staff Timesheet Margin Tracking
Monitor creative and technical hours spent per client retainer to detect accounts that are consuming disproportionate agency time.
Apps orchestrating this workflow
Projects
Milestones, deliverables & client portal boards
Billing
Recurring retainer subscriptions & invoices
Document Vault
Client master service agreements, NDAs & brand assets
CRM
Client contracts, contacts & communication history
Frequently asked questions
Automate this workflow on Spike Console
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