Use cases
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.

Live

Budget

Paid

Retainer

Synced

Team

Consultants collaborating over a laptop
Consulting and B2B RetainersStrong B2B fit

retainers, workshops, and b2b deposits

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

Payment links can match proposal and scope language

Best for

Management consultants
Technical advisors
Growth and operations consultants
B2B advisory boutiques

Payment examples

Monthly advisory retainer

Strategy workshop deposit

Implementation milestone

Board or investor session invoice

Quick view

Best moment

Retainer, advisory deposit, workshop fee, discovery session, or milestone invoice.

Payment flow

Invoice link tied to client, project, and engagement reference.

Who checks it

Consultant, operations, or finance team.

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.

Business team reviewing retainer documents
management consultantslive status

Live

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.

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.

Strategy workshop presentation for B2B clients

Scenario

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

Consulting work sells expertise, availability, and trust. MakePay gives the consultant a payment link for the exact retainer, workshop, audit, or milestone, so the client can pay from a wallet and the team can start only after the invoice status is clear.

Proof layer

A checkout surface that gives the team a real payment state.

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
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
Retainer, advisory deposit, workshop fee, discovery session, or milestone invoice.
Invoice link tied to client, project, and engagement reference.
Consultant, operations, or finance team.
Payment links can match proposal and scope language
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
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
Retainer, advisory deposit, workshop fee, discovery session, or milestone invoice.
Invoice link tied to client, project, and engagement reference.
Consultant, operations, or finance team.
Payment links can match proposal and scope language
Consultant, operations, or finance team.
Invoice link tied to client, project, and engagement reference.
Retainer, advisory deposit, workshop fee, discovery session, or milestone invoice.
Finance needs a clear record for each engagement
Manual wallet payments lack proposal context
Large retainers expose card and FX costs
Consultants can lose time to unpaid kickoff calls
Settlement stays under the consulting company wallet
Retainers can be collected before calendar capacity is blocked
International B2B clients avoid wire delays
Payment links can match proposal and scope language
Payment links can match proposal and scope language
Consultant, operations, or finance team.
Invoice link tied to client, project, and engagement reference.
Retainer, advisory deposit, workshop fee, discovery session, or milestone invoice.
Finance needs a clear record for each engagement
Manual wallet payments lack proposal context
Large retainers expose card and FX costs
Consultants can lose time to unpaid kickoff calls
Settlement stays under the consulting company wallet
Retainers can be collected before calendar capacity is blocked
International B2B clients avoid wire delays
Payment links can match proposal and scope language
Payment links can match proposal and scope language

Setup path

Start with one clear payment moment.

Launch the first flow, prove the status handoff, then expand into nearby payment moments once the team trusts the signal.

1

Agree engagement terms

Define retainer, scope, period, and due date.

2

Send the retainer link

Attach invoice and project reference.

3

Reserve capacity after payment

Block calendars or start work once status is clear.

4

Track against the engagement

Keep records useful for renewals and follow-up invoices.

Questions

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.

Retainers, workshops, and B2B deposits

Build the first payment flow around clients.

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

Strategy workshop presentation for B2B clients

retainers, workshops, and b2b deposits

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