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Referral Agreement

A Referral Agreement is essential for a business that is receiving referrals of clients or customers from another business. Customisable and ready to use in under 10 minutes.
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4.6 (13 reviews)
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Under 10 minutes
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Suitable for Australia
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Document Overview

This Referral Agreement is essential for a business that is receiving referrals of clients or customers from another business. Customisable and ready to use in under 10 minutes.

Use this Referral Agreement if:

  • You would like to incentivise people or businesses for referring users to your business.
  • You already receive customer or client referrals from another business, and you want to formalise the relationship.

What does the Referral Agreement cover?

  • User referral
  • Method of referral
  • Fees associated with referral
  • Privacy protection
  • Restrictions
  • Agency
  • Term
  • Indemnity
  • General provisions

Helpful Hints

Checklist for Referral Agreement

You will need to know:

  • Name of business
  • Name of referrer
  • What product or services the business is providing
  • Method of referral
  • How referral will be finalised
  • Link to privacy policy
  • Referral payment details

Steps to take after completing the agreement

  • Check that the information is correct
  • Store document in secure location for future reference

Get Advice

It may be worth noting that in some industries and professions some referral arrangements are subject to disclosure obligations. If necessary, get advice from your business adviser, union, professional association or lawyer before negotiating or signing. A lawyer can also review your contract to make sure it is legally enforceable.


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