One-month check-in for an active retainer
A one-month retainer check-in automation covers the 30-day trigger, the questions to ask, and the steps to read the reply and adjust scope.
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A retainer starts, the first month passes, and the work changes a little as real requests show up. The automation in this template kicks off 30 days after the Subscription start date, so the check-in happens even when nobody remembers to put it on a list.
The sequence opens with Still active?, then Ask how the first month went, so the client answers the simple status question before anything else. The last step, Read their reply and adjust the scope, is where the wording does the heavy lifting because it points the conversation at what’s changing, not what went wrong.
- 30-day trigger The automation starts 30 days after the Subscription start date, so the check-in lands one month into the retainer.
- Still active? The first step asks for a clear yes or no, so a paused or ended retainer gets spotted early.
- Ask how the first month went The second step prompts the client to sum up what worked and what didn’t, in their own words.
- Read their reply and adjust the scope The final step points you at the reply and the scope change, so the next month matches what’s actually happening.
Inside Plutio, the only setup is having Subscriptions with a start date and an email address on the subscription. Every step runs inside Plutio, so the check-in goes out on day 30 and you’ve got the reply ready to act on.
We went from spending hours on every proposal to creating fully customized ones in under 5 minutes. That's not an exaggeration - we timed it.
Every step, in order
Plutio runs these 3 steps top to bottom, from the trigger through each action and condition. Every one arrives configured and stays editable. The automation is added as a draft, so it sends nothing until you turn it on.
Starts: 30 days after Subscription start date
- Still active?
- Read their reply and adjust the scope (Still active? → Yes)
- Ask how the first month went
What happens when you install it
- This automation is copied into your workspace with all 3 steps already configured.
- It arrives as a draft, so nothing runs until you turn it on.
- Every step stays editable, so the wording, the timing and the conditions all change before or after you activate it.
Who it is for
Retainer-based freelancers and agencies who run subscriptions and need a monthly client check-in that doesn’t rely on memory.
Questions about this automation template
What triggers a one-month retainer check-in?
This automation triggers 30 days after the Subscription start date. That trigger depends on the subscription having a start date set.
What do I need for the automation to work?
The automation needs subscriptions with a start date and an email address on the subscription. Every step runs inside Plutio, so no third-party account is required.
How many steps are in the check-in sequence?
This template runs three steps. The steps are “Still active?”, “Ask how the first month went”, and “Read their reply and adjust the scope”.
Does this automation send emails without connecting another tool?
Yes, every step runs inside Plutio. The template does not require any third-party account to run.
What happens after the client replies to the check-in?
The last step tells you to read their reply and adjust the scope. The template doesn’t add any other actions beyond that sequence.
Why is the subscription start date important for a 30-day check-in?
The start date is what the automation uses to measure 30 days. Without a start date, the trigger can’t fire on the right day.
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