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Retainers, workshops, and B2B deposits

Consulting and B2B Retainers

Collect consulting retainers, strategy workshops, audits, and milestone invoices before calendar time or advisory work is committed.

Practical guide

Collect B2B retainers and advisory deposits before calendars, analysis, or delivery teams are committed.

Consulting payments usually buy time, attention, and priority. A retainer or deposit should be paid before the team blocks calendars or starts discovery.

Crypto can fit international clients, Web3 businesses, and buyers who prefer stablecoin treasury payments.

MakePay gives consultants a branded payment link for retainers, strategy sessions, project deposits, or milestone invoices.

Payment examples

Monthly advisory retainer
Strategy workshop deposit
Implementation milestone
Board or investor session invoice

Why it works

Payment links can match proposal and scope language
International B2B clients avoid wire delays
Retainers can be collected before calendar capacity is blocked
Settlement stays under the consulting company wallet

Problems solved

Consultants can lose time to unpaid kickoff calls
Large retainers expose card and FX costs
Manual wallet payments lack proposal context
Finance needs a clear record for each engagement

Guide

Why retainers need a clean commitment signal

A consulting team often commits calendar time before deliverables exist. Payment status is the signal that the client is serious and the team can reserve capacity.

A branded payment request keeps the professional tone stronger than sending wallet instructions in chat.

Capacity is the product

Paid status protects calendar and specialist allocation.

Scope needs context

The request should match the engagement or milestone.

Global B2B fits

Stablecoin payments can reduce wire timing friction.

Guide

How MakePay fits consulting billing

Send links for retainers, deposits, workshops, or milestone payments. Keep payment references aligned with proposal and invoice records.

Direct wallet settlement helps crypto-native consultants keep treasury simple while clients see a clear checkout.

Retainer links

Collect recurring or prepaid advisory access.

Milestone invoices

Move to the next work phase after payment.

Custom-domain pages

Keep the client experience under the consultancy brand.

Setup path

Start with one clear payment moment.

Step 1

Agree engagement terms

Define retainer, scope, period, and due date.

Step 2

Send the retainer link

Attach invoice and project reference.

Step 3

Reserve capacity after payment

Block calendars or start work once status is clear.

Step 4

Track against the engagement

Keep records useful for renewals and follow-up invoices.

Questions

Plain answers before you launch.

Can this work for monthly retainers?

Yes. Monthly retainer links are a practical starting point.

Should every client pay by crypto?

No. Offer it where clients ask for it or cross-border payment friction is real.

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