Referral Agreement Template

Why We Created This Template

Referral relationships are often built on trust, but relying on verbal understandings can lead to confusion when it comes to referral fees, qualifying referrals, payment timing, and each party's responsibilities. We created this Referral Agreement template to help businesses, consultants, service providers, and independent professionals put their referral arrangements in writing. By clearly documenting expectations from the start, both parties can focus on building their relationship with greater confidence and transparency.

Easy to Edit and Customize

This professionally drafted Referral Agreement template gives you a practical framework for documenting referrals and referral compensation. The agreement includes provisions covering the referral process, referral fee options, payment timing, confidentiality, termination, dispute resolution, and other key business terms.

The template also includes practical instructions, drafting notes, and customization guidance to help you understand common referral agreement options, properly identify the parties, choose an appropriate fee structure, and tailor the agreement to your specific business relationship before finalizing it.  

Instant Download

• Microsoft Word (.docx) format

• Compatible with Google Docs

• Immediate access after purchase

• Written in plain English

• Suitable for personal and small business referral agreements

• Easy to customize for your specific situation  

A simple written agreement today can prevent expensive disputes tomorrow.