Description
A Referral Agreement Template provides essential documentation for establishing formal business referral relationships between companies, professionals, or service providers. This comprehensive template covers all aspects of referral partnerships including compensation structures, lead qualification criteria, confidentiality provisions, and detailed terms for managing client referrals in a professional and legally sound manner.
Recommended for use in formats: US Letter (8.5" × 11") and A4 Standard (8.3" × 11.7")
Your Download Includes
- Editable Word document (.docx) that works in both Microsoft Word and Google Docs with fully customizable fields
- Print-ready PDF version for immediate implementation
- Professional document with properly formatted headers, footers and page numbers
- MS Word one-click interactive checkboxes for easy form completion
Template Contents
- Complete party information section for referrer and recipient
- Detailed referral arrangement structure and scope
- Multiple compensation model options (fixed fee, percentage, tiered)
- Lead qualification criteria and documentation requirements
- Clear referral eligibility definitions
- Payment terms, schedule, and tracking methods
- Reporting requirements and verification procedures
- Term and renewal provisions
- Termination conditions with notice periods
- Non-solicitation and non-competition clauses
- Comprehensive confidentiality provisions
- Marketing and promotion guidelines
- Independent contractor status clarification
- Indemnification and liability limitations
- Dispute resolution procedures
- Governing law section
- Professional signature blocks for both parties
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