A referral agreement is an official partnership between two companies where customers or clients are referred to the other side for a prize by one group. Referral agreement templates are used in the making of such contracts. These agreements are of various kinds depending on their purpose. Good referrals are generally a source of valuable returns and profit for businesses.
7 Steps to Make a Referral Agreement
Step 1: Identify the Parties
The first stage of preparing a referral agreement form is to define the sides or parties involved in the contract. One party is supposed to provide or produce the referral while the other is supposed to receive it. The contract should identify who the referer is and who the referee is.
Step 2: Mention Important Details
The first and foremost thing to do while making the agreement is to give the form a title. Then provide the date of drafting the agreement. The names of both the parties should be written in bold at the top of the page. Then you need to provide the addresses, proper contact information and other required personal details.
Step 3: Discuss Necessary Provisions
The primary part of making any agreement is to identify and discuss the necessary provisions to be put in the agreement. These clauses can be discussed and negotiated by the two parties. As the party drafting the agreement, you need to make sure that the other party doesn’t find a loophole in the agreement.
Step 4: Provide Exclusivity Clause
Providing or including an exclusivity clause in the agreement would prevent your referral associate from making comparable agreements with other companies. On the other hand, the clause would also offer the option to the other side if they want to prevent you from getting into other agreements.
Step 5: Determine the Duration
How long will your agreement last? This defines the term of the agreement which should be provided clearly in the agreement. Your agreement can be a short term arrangement for over two years or more, or it can be a long term arrangement where the contract will be terminated only when one party wishes so.
Step 6: Define the Process
Next, you need to define the process in which the referral will occur. Normally people choose for the other party to provide the details of the referral through email. Online referral processes are also available where clients can register for referrals.
Step 7: Put Signatures
Once everything to be included is final, a rough draft can be prepared based on them. If both sides are satisfied with the draft, it can be printed out as the final agreement. In the end, provide spaces for putting the signature and date of both parties. This step is very important as without it there is no way to prove that both parties acknowledge and comply with the agreement.
18+ Referral Agreement Templates
1. Referral Agreement Template
If you want another party of your choice to make referrals of clients to your company, you need to draft an agreement for it. Make use of this referral agreement template to help you in your task. With this template, you can make your agreements in Word, Google Docs, or Pages. The template can be downloaded and worked on in both Mac and Windows Operating Systems.
2. Sample Referral Agreement Template
Do you want more customers for your business? Then know this that referrals are the easiest way to get them. Ask other businesses for such referrals by making an official referral agreement with the help of this agreement file. To sue this file, you can download it in PDF format.
3. Referral Commission Agreement Template
When making a referral agreement, besides the regular clauses it is always advised to include a sperate section for the commission being provided by the referral. To make such an agreement you can use this referral agreement sample template. The file is very simple and easy to use. The provided content can also be edited according to needs.
4. Referral Agreement Example in PDF
Are you finding slack in your business and you just cannot figure out what to do about it? We have the answer: get more referrals! And to do that you need to draft a formal agreement or contract. This referral agreement template is here to help you draft such contracts and save your business. Just download it in PDF format and you’re good to go.
5. Basic Referral Agreement Template
Your returns are sagging and your business is not making as many profits as you used to. If you facing a similar situation, you definitely need more clients. And for that, you can ask other businesses for referrals. But don’t worry you will not have to do that alone. Download this free agreement template to help along the way.
6. Referral Agreement Format in PDF
You have been tasked with making a referral agreement for your company. Unfortunately, though you are not aware of the process or format of creating it. If you are stuck in this condition, don’t fret because we are here to get you out. With this referral agreement template, you get a sample document that you can follow to make a proper referral agreement.
7. Standard Referral Agreement Template
This Standard Referral Agreement Template in PDF provides you with a ready-made file containing a sample of an agreement made for the referral of customers for a company. The agreement document contains original and suggestive headings and content written by professional writers. So what are you waiting for? Click on the download icon now!
8. Partner Referral Agreement in PDF
The only way to make a business grow is to get more and more customers and clients. And getting referrals is the fastest way to get fresh new clients. Make a professional referral agreement with the help of this printable agreement template. The file can be downloaded in PDF format. You can also customize this file.
9. Printable Referral Agreement Template
With this one of kind referral agreement template file, you get in the palm of your hands a pre-made document featuring a sample referral agreement. The article contains required clauses and obligations too. If you want to make sure that your referral form is proper, you need to download this file in PDF now.
10. Simple Referral Agreement in PDF
Do you know the secret to the sucess of those other companies? The answer is referrals. You can make an agreement for the same with the help of this basic agreement template for referrals. The file available for download in PDF format. The given content can also be edited if needed. Download this template now!
11. Referral Agent Agreement Template
This Referral agent agreement template provides you with a ready-made simple referral agreement with original suggestive headings and content. You have to follow just two simple steps to use this file: first, click on the download icon to get the file, and then simply fill in the necessary details. And there you have it, your customized referral agreement.
12. Referral Agreement in PDF
Wondering why you need a referral agreement? Referral agreements help to legalize the fact that another party or business or company has made some referrals to your business regarding customers or clients.Without this contract, the referral process is invalid. And with this file, making the business agreement has never been easier or more efficient.
13. Partner Referral Agreement Template
With this agreement file, you get access to a tailor-made article featuring a sample partner referral agreement. The file contains suggestive titled categories such as purpose of the agreement, the contractual parties and how the agreement comes into force, and various other related topics. You can even use this file to help you make an asset agreement.
14. Professional Referral Agreement in PDF
Worried about having to make the referral agreement for your business without any help? Allow us to introduce you to this referral agreement file. Using this file you can easily and efficiently make a referral agreement suited to your needs without having to start from scratch. You can download the file in PDF format to use it. The file can even be used to make a service agreement.
15. Referral Agreement in DOC
Are you looking for a tool to make an agreement to legalize the referrals your company gets? Well, your search ends right here! We are offering you this referral agreement template to help you make such agreements that are suited to your business needs. The file can be downloaded in DOC format.