Referral agreement

It is free to fill in online and needs no account. The finished Word document and PDF cost €9.99, paid once. See all Sales and marketing templates

• Company receiving referrals

  For example: Northgate Building Ltd

• Company address

  For example: 5 Market Street, Dublin, D02 XY12, Ireland

• Referrer

  For example: Sofia Marin Design Studio

• Referrer's address

  For example: 18 Canal Walk, Cork, T12 EF78, Ireland

• Start date

  For example: 1 January 2028

• What is being referred

  For example: Customers who buy a home extension or renovation service from Northgate Building Ltd.

• What counts as a referral

  Clear rules prevent most arguments.

  For example: A new customer, not already known to the company in the last 12 months, who the referrer introduces by email or through the referral form, and who signs a contract within 6 months.

• How the referrer registers a lead

  The Company will confirm each lead in writing.

  For example: By email to leads@northgate.example, with the person's name, contact details and what they need, after the person has agreed to be contacted.

• Protection period for a registered lead

  How long a sale to that lead still counts as this referrer's.

  For example: 9 months from the date the Company confirms the lead

• Fee

  A fixed amount or a percentage. Use one line for each type of referral if the fee differs.

  For example: 5 percent of the contract price, excluding tax

• When the fee is earned and paid

  For example: The fee is earned when the customer has paid the first invoice in full. It is paid within 30 days after that.

• Maximum fee per referraloptional

  For example: EUR 2,500

• Fee on repeat business (optional)optional

  Leave it empty if the fee is paid once only.

  For example: 2 percent of contracts the same customer signs in the 12 months after the first one

• Length of agreement

  For example: 12 months, renewing for further 12 month periods unless one side gives 30 days' written notice

• Which country's or state's law applies

  For example: Ireland

• Place for deciding disputes

  For example: Dublin

• How disputes are decided

• Date of signing

  For example: 20 December 2027

1. 1The parties
2. 21. Purpose and status
3. 32. What is referred
4. 43. What counts as a referral
5. 54. Registering a lead
6. 65. The fee
7. 76. Conduct and disclosure
8. 87. Confidentiality
9. 98. Personal data
10. 109. Marks and materials
11. 1110. Length and ending
12. 1211. General

1. 01

   Fill in

   Type your details in the form. The document fills itself in as you type; click any gap to jump to its field.

2. 02

   Check

   Read it through. Gaps you have not filled stay marked, so nothing goes out half done.

3. 03

   Download

   Pay once and get it as a Word document to edit further and as a PDF to send or print. The link comes by email too.

What details does this template ask for?

The form asks for 18 details, starting with Company receiving referrals, Company address, Referrer, Referrer's address, Start date. 2 more are optional.

How much does this template cost?

€9.99, paid once. Filling it in and seeing the first part is free. You pay when you download the finished Word document and PDF, with no account and no subscription. Every paid nerix plan includes it.

Can I download this template as Word or PDF?

Yes. When you have filled in the form, press Download and pay once. You get the finished document as a Word file to keep editing and as a PDF to send or print, and the link by email.

Is what I type sent anywhere?

While you fill it in, what you type stays in your browser. When you buy the document, your answers go to nerix to make your files. They are kept for seven days so you can download again, then deleted.

What should I check before I use this template?

Referral fees can be limited, banned or need to be disclosed in some trades and places, for example finance, insurance, health, property and law. Privacy and marketing laws also limit how a person's details may be passed on. Check the rules for your field and place, and ask a lawyer to review this agreement before you sign it. This is not legal advice.

Are these marketing templates free?

Most are. Fill in and download them for free as Word or PDF, with no account. A few longer documents are premium: free to fill in, paid once to download, and marked with their price.

Do I need a customer's permission for a case study?

Yes. Get the customer's written approval of the text, the quotes and any logo before you publish. The case study template has a field for it.

Can nerix improve the wording?

Yes. Open the template in the nerix chat and ask for a shorter, warmer or more formal version, then check every fact before you publish.

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