Referral Agreement

As a business owner, you may offer bonuses to people who refer you new clients. It's usually simple: You enter into the referral relationship by agreeing to pay a commission or bonus to someone who sends you new business. This template has been created for business owners who enter this type of referral relationship so you can ensure that all of the details have been defined.

Note:  This agreement may not be appropriate for all businesses, such as those professions that prohibit fee splitting. It is up to you to determine whether or not your business may engage in this type of transaction.

This Purchase Includes: 

  • A legal template in a Word Doc
  • Detailed instructions for customization of your template
  • Lifetime usage of the document
  • Access to any updates we make to the Referral Agreement template in the future

The Legal Template Includes: 

  • Establishment of the referral relationship

  • Permissions related to intellectual property and the use of generative artificial intelligence

  • Commission calculation and payment

  • Termination

  • Other legal clauses to help ensure you have everything you need

Who Needs the Referral Agreement? 

This agreement was created for businesses who are offering a commission to individuals/businesses who refer them clients. If you are using affiliate software to track sales, this is not the right agreement for you. You should check out the Affiliate Program Terms of Service. 

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You will have lifetime usage of the template. Once you download it, you can use it as many times as you want for YOUR business, in accordance with our product license.

YES! We don’t expect you to be a legal expert, so when the law changes or we make an update to the template, we will send you a notification that there has been an update.

You will receive the template in a word doc format, which you can open as a google doc or in another word processing program, if needed.

Absolutely! We love playing matchmaker with our templates. Submit the contact form and we are happy to point you in the right direction.

No, even though Businessese is owned by a lawyer, it is not a law firm. If you are interested in engaging Danielle specifically, check out her law firm, Liss Legal, which is a completely separate business.

You can share your templates among your own business interests. For example, if you own two businesses, you can use it for each of those two businesses. You are strictly prohibited from sharing it outside of your own business interests. For more information, please visit our product license.