Retainer Agreement Claude Skill — MSA & SOW Template

Write retainer agreements that protect both sides: MSA umbrella, SOW specifics, scope rules, payment, IP, termination. For agencies, consultants, and fractional execs.

What this Claude Skill does

• Draft the MSA umbrella with payment, term, renewal, IP, termination
• Build the SOW template for monthly or quarterly specifics
• Set scope rules — hours, rollover, scope-change procedure
• Document onboarding and offboarding so engagements start and end clean

Built for

• Agency and consultancy owners formalizing retainers
• Fractional CFOs, COOs, and CMOs
• Freelancers stepping up to retainer-based work

What's inside

• SKILL.md — the full skill file with frontmatter, methodology, phases, examples, anti-patterns, and recovery
• Step-by-step phases Claude follows to produce a senior-level output every time
• Worked examples with realistic detail you can adapt to your situation
• Anti-patterns + recovery playbook so the work survives edge cases
• Delivery file tree so outputs land organized for you or your client

How a Claude Skill works

This is a Claude Skill — a single SKILL.md file Claude reads as instructions for a specific kind of work. Drop it in your Claude Project, your /mnt/skills/user/ folder, or wherever Claude can read it. Claude triggers the skill automatically when your prompt matches its description, then follows the methodology end to end.

Author

Built by Ukiyo Productions — a strategy-led branding and growth agency. Part of a 100+ skill marketplace built for founders, operators, consultants, and agencies.