| Monthly need |
Confirm the recurring problem is still explicit |
Vague monthly support promises |
Partner Public Retainer |
If the monthly job is still fuzzy |
| Review cadence |
Set one recurring review point |
Ad hoc requests and open-ended access |
Partner Public Stability |
If the monthly rhythm keeps slipping |
| Change ceiling |
Cap recurring improvements per cycle |
Unlimited backlog stuffed into the retainer |
Partner Public Next Cycle |
If new work keeps sneaking into monthly scope |
| Payment thread |
Keep one exact recurring payment route |
Side deals and split payment history |
Payment Page |
If the next monthly payment path is unclear |
| Transfer rule |
Move only with an explicit family change |
Ownership source and partner margin history |
Referral Public Next Cycle |
When the lane is no longer partner-led |