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Referral Agreement

Why you need a Referral Agreement

Finding clients can be half the battle. Whether you wish to refer, or be referred by another party, a Referral Agreement should be in place.

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What is a Referral Agreement?

A Referral Agreement contains the parameters of the partnership between referrer and referee, containing details of referral procedure, standards of etiquette and commission. This agreement has been designed to answer questions and provide both parties with a mutually beneficial deal.

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Frequently Asked Questions

Q: Do you have to pay a referral fee? 

A: If a company has a Referral Agreement in place with a introducer (someone who makes referrals and introduction between the company and prospective clients) then usually the introducer will want some kind of compensation. This could be a fixed amount or a percentage of the fees for the new project.

Q: At what point to you pay a referral fee?

A:In our Referral Agreement, the introducer can only be paid if a contract has been entered into by the prospective client and the company.

Q: Can an introducer make promises and deals on behalf of a company?

A: No, under our Referral Agreement, the introducer may not make any commitments, representations or warranties on behalf of the company.

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Table of contents

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Sample table of contents

Key facts

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For these Microsoft Partners

  • Managed Services Provider
  • ISV, Software, Apps and IP
  • System Integrators Professional Services Consultancy Partners
  • Hosting Partners
  • Licensing Partners

This is a 'Forever template'

We will continually update this template with the frequent Microsoft updates such as CSP and other flow down terms, plus we will update the relevant terms to ensure you can claim as many rebates as possible, and get recognised by Microsoft such as CPoR, (Claims Partner of Record) DPoR (Digital Partner of Record), and PAL (Partner Admin Link).

We will also continually update this template as the law changes, for example, GDPR (General Data Protection Regulation) and the effects of Brexit on our laws, as we untangle ourselves from the European Union.

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