Referral Agreement

Referral Agreement
  • Description
  • Contents
  • FAQs
Paid referrals? All you need to get you started - GDPR for data sharing, record keeping, defining who gets paid when and for how long, with onboarding videos and support.  With data privacy you can no longer do this on a handshake.  Use your referral agreement as often as you like as you scale out your business. Choose the option for paying a commission if you are paying for referrals. Or the option for receiving a commission if you are getting paid. Choose your level (for more information view https://www.koffeeklatch.co.uk/contract-options/ This agreement is suitable for b2b arrangements only and should not be used for employees.  It is not suitable if you are assigning a geographic territory to a professional sales rep unless you also add in the appropriate termination arrangements.

Included in the Referral Agreement:

  1. Referral Agreement Terms (Choose between receiving commission or paying commission)

Not sure which level you need? Compare contract options here

What do the levels mean?
Your documents and support options are explained here >

Which level should I choose?
If in doubt choose a lower level. You can upgrade later to a higher level to extend your support period or get more flexibility on where you can edit your documents

What do I get in the support period?
You get access to unlimited support in the KoffeeKlatch Facebook customer group.

You get access to updates and additional material at no additional charge during your support period

You get access to our growing library of support material in the ‘KoffeeKlatch zone’ designed to help you manage clients comfortably using your legal documents as a positive tool.

Who writes these documents?
These documents are written by our team of business and legal experts and then reviewed by key customers to check they reflect the way you work today.

Are all the levels editable?
The Booking and Data Processing forms are designed to help you collect and gather the information that is unique to your contract with your client.

The main agreement can be modified by using the appropriate forms in the Booking form.

If you have an established business model and want to edit the main agreement, or add it in html format to your website, you will need to purchase or upgrade to Premium level.

Why do you lock down the other levels?
Most legal templates are sold without support and advice being included. If you go to a legal team for advice it will cost you hundreds of pounds. We are able to include advice within your purchase by having a streamlined document system where we know what terms you are on and where to find any changes you have made. Without that, we could not offer advice and support. People come for the contracts but stay for the training, advice and support. Few people go into business understanding all the issues your contracts cover – and the law itself changes regularly. By having a standardised format, we can easily update you on what has changed, train you, advise you, and prepare the help you need within the group – all at a price few legal teams could offer.

Will my documents make me compliant?
Your documents will help you comply with your legal obligations (and give yourself some extra protection and advantages too). They are designed to go along side good practise and an understanding of your rights and obligations. If you do not work in accordance with the options set out on the documents, or make changes to the documents that reduce your rights or increase your obligations, you will not be compliant.

Why can’t I remove the KoffeeKlatch copyright claim from my documents?
Our documents remain our copyright. We assign to you a right to use them in accordance with our terms. The copyright claim is there to alert other people who may think of using them that they need to contact us before using our copyright material.

What is the difference between Global and UK options?
If both you and your client are in the UK, the UK version is fine. You can add in what you need for Scotland or NI. If either of you is not in the UK you need the global version. See here for more information >

Can I get phone or private support?
Your purchase does not include one to one support, but there is an option to purchase one to one support if you decide you need it. Find out more here >

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We value your privacy

Any information we collect on you is used in accordance with our Data Privacy Policy. We’re not here to hassle you – just trying to serve you better.

Paying for referrals? Paying people to refer business to you can be a great way to build your business.   Are you just doing it on a handshake or a verbal agreement? These days you need to be very clear about things like data privacy.   You need to sort out exactly what you pay for (and when) and how you are going to handle GDPR and confidentiality. This referral agreement handles all the things you need to make paying for referrals an easy part of your business.