Bring on Partners To Build Your Biz!

Referral Agreement

(includes customizable template delivered right to your inbox)


What You Get:

Attorney Drafted

Attorney drafted contract - it includes everything you need to make sure your business and referral partnership is protected

Downloadable Word Document

Upon purchase you will be emailed instant access to this downloadable Word Document that you can then customize

Easy To Customize

Your purchase includes directions on how to customize this template for YOUR business, policies, and your location


Referral Agreement

The contract you need to bring on referral partners in the right (and legit) way

  • What Is It?

    Are you collaborating with another business to bring in sales and want to set up a referral arrangement?  

    If so, you definitely want to have this Referral Agreement in place to outline the terms of how that relationship will work. 

  • What Does It Do?

    Outlines what obligations you each have, marketing guidelines, license for partners to use your content, how much they are getting paid (and when), and other important clauses.

  • Who Is It For?

    -Anyone that wants to bring on referral partners


    -For coaches and service-based providers


    -See example at left!

  • What Else?

    Referrals can be a great source of clients and sales - just make sure you are protecting your business along the way! 


    Note - this is not for affiliate programs!

  • Details...

    The template includes all the legal language you need and nothing you don't - its easy to understand and not full of legal mumbo jumbo!

​Your  Referral Agreement:

  • Customizable Terms

  • Marketing Guidelines & License

  • Payment structure

  • Term and termination

  • Intellectual property protection

  • More *awesome* legal protections for YOU

Referral Agreement


Frequently Asked Questions

How do I use this in my business?

Follow the directions to customize and then have your referral partners sign or agree to online when they sign-up.

Does this work if I'm outside of the U.S.?

What is your refund policy?

What if someone doesn’t want to agree?

RED FLAG, contracts exist to create parameters and a better working relationship, if someone does not want to agree, that is a big red flag!

Are you my lawyer now?

What if I have more questions?

Referral Agreement


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Notice: This website is attorney advertising and does not establish an attorney-client relationship, which is only formed when you have signed an engagement agreement. Filling out a form on this site or sending us an email does not establish a client-lawyer relationship which only happens upon signing an engagement letter. The information here is for education purposes only and does not constitute legal advice and purchasing legal templates or other products do not establish an attorney-client relationship.