Sales
Referral Partner Agreement
The agreement for people who send you business for a cut. Defines what counts as a referral, the fee, and how long the relationship lasts.
What is inside
- What qualifies as a referral and how it is tracked
- Referral fee, timing, and payment method
- Exclusivity and term
- Non-circumvention and confidentiality
Who it is for
Owners paying referral fees to people who send them business, and referrers who want the fee and the rules in writing first.
Questions it answers
- What counts as a referral I owe a fee on, and how is it tracked?
- How much is the fee and when does it get paid?
- What stops either side from cutting the other out of a deal?
What you get
A referral partner agreement in Word and PDF you can send to anyone who wants to send you paying customers.
Format: Editable Word + PDF
Preview shows the document layout. The full text is in your download.
Editable Word + PDF
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See the Build plan →Not legal advice. This is an informational sample document. Have an attorney review it before you use it; meeting your state's requirements is your responsibility.
- Editable, so you make it yours in minutes
- Yours to keep and reuse
- Built for real founders by Dee Williams
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- These templates and contracts are informational samples, not legal advice, and buying one does not create an attorney-client relationship with anyone.
- Laws differ by state, by industry, and by situation. Have a qualified attorney review any document before you rely on it or ask someone to sign it.
- It is your responsibility to make sure any document you use meets your state's requirements and fits your specific circumstances.