Referral Agreement Template

Draft a Referral Agreement for the following arrangement:

Company: {{COMPANY_NAME}}
Referral Partner: {{PARTNER_NAME}}
Products/Services: {{PRODUCTS_SERVICES}}
Commission Structure: {{COMMISSION_STRUCTURE}}
Territory: {{TERRITORY}}
Program Duration: {{DURATION}}

Create a comprehensive referral agreement including:

1. APPOINTMENT AND SCOPE
- Non-exclusive referral relationship
- Products/services covered
- Territory limitations
- No authority to bind company

2. REFERRAL PARTNER OBLIGATIONS
- Lead qualification requirements
- Referral submission process
- Marketing guidelines
- Trademark usage rules
- Prohibited activities
- Compliance requirements

3. COMPANY OBLIGATIONS
- Lead follow-up commitments
- Sales process ownership
- Partner communication
- Program support

4. REFERRAL FEES
- Commission rates/fee structure
- Calculation methodology
- Payment triggers
- Minimum thresholds
- Payment schedule
- Fee adjustments

5. REFERRAL TRACKING
- Lead submission process
- Tracking system/portal
- Attribution period
- Duplicate leads
- Disputed referrals

6. PAYMENT TERMS
- Payment methods
- Invoice requirements
- Tax documentation (W-9/W-8)
- Currency and exchange
- Clawback provisions

7. TERM AND TERMINATION
- Agreement term
- Renewal provisions
- Termination rights
- Post-termination commissions
- Transition of leads

8. INTELLECTUAL PROPERTY
- Marketing materials license
- Trademark guidelines
- Content approval
- Brand standards

9. CONFIDENTIALITY
- Confidential information
- Non-disclosure obligations
- Customer information protection

10. REPRESENTATIONS AND WARRANTIES
- Partner representations
- Company representations
- Compliance warranties

11. INDEMNIFICATION
- Partner indemnification
- Company indemnification
- Procedures

12. LIMITATION OF LIABILITY
- Liability cap
- Excluded damages
- Exceptions

13. RELATIONSHIP CLARIFICATION
- Independent contractor status
- No partnership or agency
- No exclusive rights

14. GENERAL PROVISIONS
- Governing law
- Dispute resolution
- Amendment process
- Assignment restrictions
- Entire agreement

Include commission schedule and marketing guidelines as exhibits.