CleanTech Docs, Inc.
Referral Agreement
Referral Agreement
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About this template
- Who it's for
- Sales & Lead Generation
- What you get
- Instant digital download after checkout. Templates are editable, with bracketed fields to fill in for your project.
- Jurisdiction
- General U.S. version. Adapt it to your state and project before use.
- Before you use it
- This is a template, not legal advice, and buying it does not create an attorney-client relationship. Have a licensed attorney in your state review the finished document, especially for large projects or unusual terms.
Referral partners can become one of your best lead sources. A clear agreement makes sure everyone knows when a fee is earned and protects your brand along the way.
This Referral Agreement is for promoting cleantech products and services in exchange for referral fees on leads that turn into sales. Referral arrangements help you build a network of people and businesses that send you customers.
The template includes:
- Requirements that must be met before any referral fee is earned
- Territory restrictions
- Responsibilities of the referral agent and limits on their authority
- Protection of your intellectual property, including trademarks, in promotional activities
- Confidentiality, termination and other terms that protect both parties
It's built for solar and cleantech companies paying referral fees to individuals, businesses and partner organizations.
Drafted by clean energy attorneys with 20+ years of experience.
Related documents:
- Working with a dedicated lead generator? See the Lead Generator Services Agreement or Solar Project Origination Agreement.
- Learn more: read our blog post Are Referral Fees Legal?
Customize this template with AI
Customize this template with AI
This template is a ready-to-edit starting point. Upload the Word file to an AI tool to fill in the bracketed fields and tailor it to your project, while keeping any required legal notices exactly as written. Check every change before you use it.
License options
License options
The standard price is a single-user license. Where offered, a company license lets everyone at your business use the template. Our All-Access Library includes every template with a company license.
Questions? Ask the community
Questions? Ask the community
Clean energy owners, installers and experts share experiences and answer questions in the Avanti Cleantech forum.
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