| Recurring need |
Name the repeating monthly problem |
Vague availability promises |
Retainer Conversion |
If the monthly value is still unclear |
| Scope boundary |
Define what the retainer includes each month |
Unlimited new build requests |
Referral Public Stability |
If recurring scope keeps expanding |
| Approval rhythm |
Set one clean monthly check-in cadence |
Ad hoc requests with no operating rhythm |
Next Cycle Lock |
If the owner rhythm is still fuzzy |
| Payment path |
Route into one exact monthly payment lane |
Side deals and hidden negotiation history |
Payment Page |
If the recurring payment route is still unclear |
| Transfer rule |
Move only with an explicit family change |
Ownership and partner source history |
Partner Public Retainer |
When the owner path is no longer referral-led |