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Free Referral Agreement Templates (Word)

General
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Templates

FAQ

Do these templates include provisions for non-compete clauses if I’m referring competitors?

No template in this collection assumes a non-compete scenario by default, as referral agreements typically focus on incentivizing collaboration, not restricting competition. If you need to address exclusivity (e.g., preventing a referred party from poaching your clients), you’ll need to add that language manually or consult a legal professional to tailor the terms.

Can I use one of these templates to set up a multi-tiered referral program for my business?

These templates are designed for straightforward one-to-one or mutual referral arrangements, not complex multi-tiered systems. For example, they won’t automatically handle scenarios where you pay a commission to both the original referrer and a secondary party who brought them to you. Start with a basic template, then expand on the terms section to outline any additional layers of compensation.

What if the parties involved are in different states—should I include choice-of-law provisions?

This collection doesn’t include default choice-of-law clauses, as those depend on the specific states involved and their laws. If the referral spans state lines, consider adding a brief provision (e.g., ‘This agreement shall be governed by the laws of [State]’) or consult a lawyer to ensure compliance with both jurisdictions’ regulations, especially for payment or dispute resolution.

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