Tracks retainer hour and budget usage across active consulting retainer clients — how much has been used, what is remaining, whether any client is burning through their retainer unusually fast, and whether renewal conversations are needed. Use when a consultant wants to manage retainer utilization p
Tracks retainer hour and budget usage across active consulting retainer clients — how much has been used, what is remaining, whether any client is burning through their retainer unusually fast, and whether renewal conversations are needed. Use when a consultant wants to manage retainer utilization proactively. Triggers on "retainer usage", "how many hours have I used", "retainer balance", "retaine