Referral Agreement Template + Guide
When you send clients to another business owner — or they send clients to you — and expect to get paid for it, a referral relationship is born. And like any business relationship involving money, it needs a contract.
The Referral Agreement Template was built for service providers who want those relationships to be clear, professional, and protected from the start.
Working with affiliates who promote your products or links? That's a different contract — one posted policy that covers all of them. This one is for referral partners: business owners who send clients directly your way, each with their own customized, signed agreement.
You're one step away from a referral relationship that actually works for both of you.
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What's Inside:
- The Referral Agreement Template — written in plain English, designed for service providers who send and receive client referrals
- Clear language defining what actually triggers the referral fee — an introduction, a signed contract, a paid invoice — so there's no room for "I thought you meant..."
- Referral fee amount and payment terms spelled out, so you're not chasing money or fielding awkward conversations
- A confidentiality clause to protect sensitive business information shared in the course of the relationship
- Term and termination provisions so either party can exit cleanly
- Independent contractor language that keeps the relationship legally clean — no agency, no employment, no tax surprises
- A license for using each other's promotional materials, plus promises to follow marketing and privacy laws
- The Artful Contracts How-To Guide that walks you through customizing every clause and using the contract with confidence
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