Referral Agreement

The referral partner

Is the referral partner a business or an individual?

Referral Partner's full legal name

For a business, use its registered name, including "LLC" or "Inc." if it has one.

Street address

City

State

ZIP code

Email optional

Used for written notices under the agreement.

Phone optional

The company

Is the company a business or an individual?

Company's full legal name

For a business, use its registered name, including "LLC" or "Inc." if it has one.

Street address

City

State

ZIP code

Email optional

Used for written notices under the agreement.

Phone optional

The referral arrangement

What products or services does the company sell that the partner will refer customers for?

For example, "commercial solar panel installation" or "bookkeeping software subscriptions."

What kind of customers should the partner refer? optional

For example, "restaurants in the Chicago area" or "dental practices with more than one location."

How will the partner register a referral with the company?

How many days does the company have to tell the partner whether it accepts a registered referral?

When does a referred customer count as a qualified referral?

Within how many days after the introduction must that happen?

A customer who signs or pays after this window is not a qualified referral.

Term

Start date

End date optional

Leave blank if the agreement continues until either side ends it.

How many days' written notice must either side give to end the agreement early?

For how many months after the agreement ends will the company keep paying fees on referrals made during the agreement?

Referral fee

How is the referral fee calculated?

Paying the referral fee

How many days after the end of each month will the company pay fees earned that month?

A fee is earned in the month the company receives the customer's payment.

How will the company pay the partner?

Bank transfer

Check

Payment app

Minimum payment amount optional

Smaller balances carry over to the next month. Any carried-over balance is paid at least once a year and in full when the agreement ends.

For how many days after paying a referral fee may the company take it back if the customer's payment is refunded, credited or charged back?

A refund or chargeback after this period does not affect a referral fee that has already been paid.

Late fee if the company pays a referral fee late optional

Conduct and compliance

What marketing materials may the partner use to promote the company?

Should the partner tell the people it refers that it may be paid a referral fee?

Yes No

Does the company work in a licensed profession or a regulated industry?

Yes No

For example legal, health care, insurance, real estate, or financial services. Some fields limit or prohibit paying for referrals. This agreement does not decide whether a fee is allowed; each side should check the rules that apply to it.

Should the partner tell the company if it also refers customers to the company's direct competitors?

Yes No

The partner remains free to work with other companies either way.

Confidentiality

Should the partner keep the company's non-public information confidential?

Yes No

Such as pricing, customer lists, and referral statements.

Final terms

Anything else both sides agreed to? optional

Which state's law should govern this agreement?

Usually the state where the company or the referral partner is based.

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The referral partner

The company

The referral arrangement

Term

Referral fee

Paying the referral fee

Conduct and compliance

Confidentiality

Final terms

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