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Referral Agreement Template

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Referral agreement template. Covers engagement scope, fee triggers, payment terms, and confidentiality.

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REFERRAL AGREEMENT

By submitting this online form, you agree to the terms of this Referral Agreement (this "Agreement"). For purposes of this Agreement, you are referred to as "Referrer".

IN CONSIDERATION OF the mutual promises and covenants hereinafter contained and other good and valuable consideration, the receipt of which is hereby acknowledged, the parties hereto agree as follows:

1. Referrers

Subject to the terms and conditions of the Agreement, Referrer may from time to time refer potential customers (“Potential Customers”) to [COMPANY]. Referrer shall give [COMPANY] written notice of Potential Customers by mail or email, which must be acknowledged by [COMPANY] to be valid under this Agreement.

[COMPANY], in its sole discretion, shall have the option to enter into or decline to enter into, an agreement with any Potential Customer. In the event [COMPANY] declines for any reason, to enter into an agreement with any Potential Customer, [COMPANY] shall have no obligation to Referrer under this Agreement or otherwise with respect to such Potential Customer.

If (a) such Potential Customer has (i) not previously entered into an agreement with [COMPANY]; (ii) not previously been referred or introduced to [COMPANY] in writing by any other person; and (iii) not previously been documented as a Customer (as defined below); and (b) [COMPANY] enters into an agreement with any such Potential Customer upon such terms and conditions acceptable solely to [COMPANY] and such Potential Customer, within sixty (60) days of such Potential Customer being referred to [COMPANY] by Referrer, such Potential

Customer shall be considered a “Customer” for purposes of this Agreement and [COMPANY] shall pay a fee to Referrer as set forth below in Section 2.

In the event a referral of a Potential Customer is disputed among one or more Referrers, finders or other persons, [COMPANY] alone shall determine which party, based solely upon who first provided it with written notice of such Potential Customer, is entitled to a fee, if any, with respect to such Potential Customer.

2. Compensation

If [COMPANY] and a Potential Customer of Referrer enter into a contract for more than Two Thousand Dollars ($2,000), Referrer shall be entitled to a Referral fee of Two Hundred Dollars ($200) (the “Referral Fee”).

[COMPANY] shall pay the Referral Fee earned to Referrer within 5 business days of the final payment collected from Customer. The Referrer shall not be entitled

to any payment from [COMPANY] except as specifically provided herein.

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Referral Agreement Template

Service Agreements -- US - General