Rate Increase Letter for Agencies
Announce new rates to clients with notice, context, and confidence.
Merge fields in this template
«DisplayName»«BillAddrLine1»«BillAddrLine2»«BillAddrCity»«BillAddrCountrySubDivisionCode»«BillAddrPostalCode»
Data source: QuickBooks customers
How to use it well
- Give 60 days for retainer clients. Send before renewal conversations, not during them.
[Your Company Name]
[Street address · City, State ZIP · phone · email]
[Date]
«DisplayName»
«BillAddrLine1»
«BillAddrLine2»
«BillAddrCity», «BillAddrCountrySubDivisionCode» «BillAddrPostalCode»
Dear «DisplayName»,
Effective [date], our rates will change: [summary of the change: new hourly rate, retainer level, or fee schedule].
This reflects [the honest reason: senior talent, expanded capability, first adjustment since year X]. Current engagements continue at their agreed terms through [existing commitment end].
We value the work we do together, and we’re glad to walk through what this means for your account. Just say the word.
Sincerely,
[Your name]
[Title · Your company]
Sending this to more than a handful of customers? Connect QuickBooks or Stripe and MergeNinja fills this letter in for every customer automatically: amounts, dates, days overdue, all of it.
Template questions
How do I use this template?
Download the .docx, open it in Word, and replace the [bracketed] placeholders: your letterhead, dates, and any wording you want to change. The «field» codes stay: they fill in automatically when you merge. Then upload it to MergeNinja (or use Word's own mail merge) against your QuickBooks customers data.
What are the «fields» in the letter?
Real Word merge fields, named to match MergeNinja's QuickBooks customers dataset exactly. Connect read-only, sync, and every field fills in with live data. No renaming needed.
Can I change the wording and formatting?
Completely. It's an ordinary Word document. Fonts, logo, layout, and tone are yours to edit; the merge only fills the field codes wherever you leave them.
Is the download really free?
Yes. No email required, no watermark. If you later want the letters filled in automatically for your whole customer list, that's what MergeNinja is for.
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