For agencies
Proof of traction when you bill monthly.
Agencies, studios and consultancies on retainers have recurring revenue and the same credibility problem as any SaaS — and almost nothing written about how to solve it. This is that.
The objection you never hear out loud
A prospect choosing between you and a bigger shop is not comparing portfolios by then. They have decided you can do the work. What they are quietly weighing is whether you will still be around in a year, whether their point of contact will leave, and whether they will have to explain internally why they picked the small option.
Nobody says that on a call. It is why deals go quiet instead of being declined.
Case studies do not answer it
A case study proves you did good work once, for someone, at some point. It says nothing about whether the business is stable, and every agency has the same three on their site — including the ones that closed last year. Logos have the same problem: a client from 2021 is still on the wall.
What answers it is duration and continuity. Not “we did this project” but “clients have been paying us every month for four years, and here is the line”.
Your retainers are the proof
Recurring revenue is the strongest credibility signal an agency owns, and almost none of them show it — partly because it feels like exposing the books, and partly because there has been no way to show it that anyone would believe.
A verified timeline is totals only: what recurs each month and how many active accounts. No client names, ever. Individual customer identities are never stored or published, so what a prospect sees is the shape of the business and nothing about who is in it.
One-off project invoices are not counted, which usually helps: the figure shows the retainer base, which is precisely the part a nervous prospect wants to know recurs.
The dips are the point
Clients leave every agency. A line that only rises is what a fabricated chart looks like, and readers have learned that. The month you lost a big retainer and the six after it, where you replaced it, is a stronger argument than any unbroken curve — because nobody publishes that unless it is real.
Where it goes
On your own site, next to your pricing or on your about page, with one line of code. In a proposal. In the email where a prospect has gone quiet. It updates itself as clients pay, so there is nothing to refresh and nothing to retake. What the embed looks like · why checkable beats claimed
Questions founders ask
- Does this work for an agency, or only for SaaS?
- It works for any business with recurring revenue running through Stripe, Paddle or Lemon Squeezy. Monthly retainers are recurring revenue. If your clients pay a fixed amount each month through one of those, everything here applies to you exactly as it does to a software company.
- Will it show who my clients are?
- No. Individual customer identities are never stored or published — the figures are totals: recurring revenue and how many active accounts. Your client list is not in it, and could not be extracted from it.
- What if I do project work as well as retainers?
- One-off invoices are not recurring revenue and are not counted, so the figure shows the retainer base rather than your total billings. That is usually the more persuasive number anyway: it is the part that recurs, which is exactly what a prospect worried about your stability wants to see.
- Won't a prospect think my revenue is small?
- A prospect deciding between you and a larger shop is not comparing revenue figures — they are asking whether you will still exist in a year and whether other people keep paying you. Three years of steady retainers answers both. The number matters far less than its shape and its length.
- What about churn — won't a lost client look bad?
- Clients leave every agency, and a chart with no dips in it reads as edited. A month where revenue fell and then recovered is more persuasive than a straight line, because a straight line is what a made-up chart looks like.
Retainers are recurring revenue.
Connect Stripe, Paddle or Lemon Squeezy read-only and your history appears in about a minute. No client names, and nothing public until you say so.