Subscription Commerce
De Clercq Retention’s proposal, contract and invoice, in one design.
Templates / Bundle
Subscription Commerce bundle
The proposal, contract and invoice De Clercq Retention uses, in one look. Use any one of them or the whole set, then put your own logo and colors on them.
In this bundle
Design editor
Make this bundle yours
Its proposal, contract and invoice are fully customizable: the theme, colors, fonts, logo and pictures change in a click. Choose one to get started.
Questions about this bundle
What should a retention programme proposal include for a subscription box or replenishment brand?
A proposal should spell out the retention work you’re doing, how it runs, and what it costs. This set includes a proposal you can edit in Plutio to match the subscription retention audit, lifecycle email and SMS programme builds, on-site subscription UX fixes, cancellation survey and save-offer setup, and offer testing plan you’re putting forward.
Do I send the proposal or the contract first for a retainer?
Send the proposal first so the client can agree on the work, how it runs, and the cost. Once they’re aligned, use the contract to lock in the terms the work is done on.
What needs to be in a contract for ongoing retention work on email, SMS, and cancellation flows?
A contract should clearly state the terms the work is done on for the retention programme you’re running. In this set, the contract is designed to pair with the proposal and invoice, and you can customise the wording, colours, and logo in Plutio.
When do I send the invoice for a retainer, before or after the work starts?
An invoice is the bill for the work, so it’s sent when you’re ready to charge for the retainer. This set gives you an invoice that matches the proposal and contract, and you can also use it on its own if you need to bill without sending the other documents.
How do proposal, contract, and invoice fit together when a new client is worried churn might be ops or offer related?
Use the proposal to define what you’ll do, how it runs, and what it costs, then use the contract to confirm the terms the work is done on, and the invoice to bill for the work. The three templates are made as a matching set with one design, but any one document can be used by itself.
Can I use these documents just for a churn and cohort audit, or do they have to cover the full retention programme?
You can use any one of the documents on its own, so you can keep it as focused as you need. Each template opens in Plutio where you can change the words, colours, and logo to fit an audit-only scope or a broader retention programme.
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