© The Upskill AI Daily, WEDNESDAY, APRIL 29, 2026
Happy Wednesday!
Yesterday you identified your retainer candidates — clients who already give you recurring work.
Today, you're turning that work into a package. Step by step. Tapos pitch-ready ka na.
Let's build it.
📋 Step 1: Identify recurring tasks
What do you ALREADY do for this client every week or month?
Examples: Inbox management. Social media scheduling. Weekly reports. Client follow-ups. Calendar management.
List everything. This is your package foundation.
📦 Step 2: Bundle into a package
Group related tasks together. Give it a name.
Example package: "Monthly Admin Support"
Inbox management (up to 50 emails/week)
Weekly status report
Calendar management
Up to 10 hours of ad-hoc tasks
Simple. Clear. Madaling maintindihan ng client.
💰 Step 3: Set the price
Two ways to calculate:
Hourly math: What would this cost hourly? Add 10-20% for convenience. Example: 15 hours/month × $7/hour = $105 → Round to $120/month
Value-based: What's it WORTH to them? "This saves you 5 hours/week" = worth more than hourly math.
Tip: Err on the side of charging what you're worth. Hindi ka charity.
🏷️ Step 4: Name it
Simple names work: "Monthly VA Support," "Admin Retainer," "Growth Partner Package"
Or offer tiers: Basic ($150) / Standard ($300) / Premium ($500)
Tiers let them choose — and often, they pick the middle one.
💬 Step 5: Pitch it
Here's the script:
"Hey [Client], I've been thinking about how we work together. Since we have consistent tasks every month, I'd like to propose a monthly retainer instead of billing per project. This gives you guaranteed support, and it helps me plan better too. Here's what I'm thinking: [package details]. Would you be open to trying this for a month?"
That's it. Hindi mo kailangan ng long sales pitch.
🤖 AI Assist:
"Help me create a retainer package for a client who needs [LIST TASKS]. Suggest what to include, how to price it, and how to pitch it."
Pag hindi ka sure, ask AI. Let it help you think.
Try this: Build ONE package today. Pick your best retainer candidate. Follow the 5 steps. Write it down.
You don't have to pitch it yet — pero ready na siya when you are.
Speaking of pitch-ready scripts —
if you want more communication templates already done for you, grab the AI Reply Kit.
It's free. Real client situations, real replies you can copy and personalize. The kind of stuff you wish someone handed you on day one.
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