Client Referral Agreement Template

Recommendation agreements can be complicated and take many forms, but a good agreement will always contain some essential clauses. Be sure to define and answer these essential questions: 1. Recommendations. Each party may, from time to time, refer potential customers („interested“) to the other party by providing and providing a prospectus recommendation form in the attached form in Appendix A, either a) online (b) by e-mail (b), or (c) by fax to the company or partner of the recommendation, when the corresponding notification provided in this agreement or agreed by the company or referral partner. If the person concerned is not an existing or former client of the recipient and has not yet been contacted by the recipient or returned to the recipient, the recipient will inform the referendum of its consent to the person`s recommendation within five (5) working days (by email or fax to the email address or fax number to refer indicated in this contract). If the authorization is not granted within five (5) working days, the prospectus`s recommendation is deemed rejected. The recipient has the exclusive power to authorize or deny a return of prospectuses, including the resolution of disputes between two or more stakeholders, discoverers or other persons. It is expected that Referrer will cooperate with the recipient and, if requested by the recipient, remain actively involved in the recipient`s sales campaign with respect to each prospect recommendation and support the recipient`s solution, as proposed by the recipient for the person concerned. 8. Limitation of liability.

Under no circumstances is any of the parties liable for indirect, accidental, economic, special, punishable or consecutive damages, whether for non-compliance, negligence or other means, resulting from the dismissal of persons foreseen by this agreement. 5. When does the payment period for the transfer expire? An important difference is that the referral fee agreement should not be confused with the Finder royalty agreement, which allows business owners to enter into contracts with another party in order to find potential customers and investors for their business for a commission or commission. This is more common for a relationship between a broker such as real estate, investors or financial services. The purpose of the Reference Agreement on Carenic Licensing is to reach agreement on initial and current responsibilities for the management of licensing cases and the ongoing maintenance of licensed relative homes. If the service has not transferred to the ascendants within 50 calendar days from the date of mediation for licensing, the department is responsible for completing the license for that parent. It`s a big one. A qualified recommendation is a business manager who has already been reviewed and communicated by your agent.

On the other hand, an unqualified recommendation may be as little as a name or phone number. If you only want a list of potential stakeholders, all you need is unqualified recommendations. However, if you are looking for qualified leads, be sure to specify it. 4. Act only as a discoverer; Non-exclusivity. It goes without saying that Referrer acts only as a discoverer and is not entitled to enter into agreements, obligations or obligations on behalf of the beneficiary or to negotiate the terms of prospect contracts with the beneficiary.

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