Referral Fee Agreement
Service provider: [Your Name / Company] ("Provider") Referrer: [Referrer Name / Company] ("Referrer") Date: [Date]
1. The arrangement
Referrer will introduce potential clients to Provider. When a referral becomes a paying client, Provider pays Referrer a fee. Referrer is an independent party โ not Provider's employee, agent, or partner โ and cannot negotiate, sign, or promise anything on Provider's behalf.
2. What counts as a qualified referral
A "Qualified Referral" is a person or business that meets ALL of these:
- Referrer introduces them to Provider by [email introduction / submitting their info with their permission];
- they are not already in Provider's pipeline (Provider will say so within [5] business days of the introduction if they are);
- they sign an agreement with Provider within [6] months of the introduction; and
- they make their first payment to Provider.
3. The fee
- Fee: [10]% of [pick one: "the first invoice paid" / "all fees the client pays in their first [12] months"], net of refunds, taxes, and third-party costs.
- Paid within [15] days after Provider actually receives the underlying client payment.
- If the client is refunded, any fee already paid on the refunded amount is credited against future fees.
- Provider will report referral status honestly and, on request (max [twice] a year), share enough records to verify fees for Referrer's referrals.
4. Ground rules
- Referrer will only refer contacts who have consented to the introduction. No spam, no purchased lists, no misrepresentation of Provider's services or pricing.
- Referrer will not claim to be Provider or use Provider's name, logo, or materials except as Provider approves in writing.
- Both sides will comply with applicable laws. If a referral type requires a license either side doesn't hold (e.g., certain financial or insurance referrals), it's excluded from this agreement.
- Provider always decides, in its sole discretion, whether to accept any referred client.
+ 2 more sections in the full template
This preview shows the opening clauses verbatim. The full file you download continues with:
5. Term6. Confidentiality and general