Consulting and B2B RetainersPayments to your wallet.

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

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

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.

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.

Consultants collaborating over a laptop
Business team reviewing retainer documents

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.

Every payment has a job.

Keep the request clear for your customer and the result useful for your team.

Payment examples

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

What MakePay helps with

  • 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

Plan around the friction.

  • 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

01 / Practical 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.

02 / Practical 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.

A practical first step.

Build a repeatable process for consultants and B2B advisory firms.

  1. 01

    Agree engagement terms

    Define retainer, scope, period, and due date.

  2. 02

    Send the retainer link

    Attach invoice and project reference.

  3. 03

    Reserve capacity after payment

    Block calendars or start work once status is clear.

  4. 04

    Track against the engagement

    Keep records useful for renewals and follow-up invoices.

Questions before you start.

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.

Explore another payment moment.

Start with one payment.

Create a branded payment link, share it with your customer, and receive settlement directly into your wallet.