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1. Non-Solicitation: Prevents parties from directly soliciting each other's clients or employees. Include when protecting client relationships is crucial

2. Exclusivity: Establishes whether the referral arrangement is exclusive. Include when parties want to restrict ability to enter other referral arrangements

3. Intellectual Property: Addresses the use of trademarks and marketing materials. Include when branding and marketing are significant aspects of the arrangement

4. Dispute Resolution: Details specific dispute resolution procedures. Include when parties want to specify alternative dispute resolution methods

5. Insurance Requirements: Specifies required insurance coverage. Include for high-risk or regulated industries

6. Data Protection: Detailed provisions for handling personal data. Include when significant customer data sharing is involved

7. Service Levels: Defines performance metrics and standards. Include when specific service quality levels need to be maintained

8. Training and Support: Outlines any training or support to be provided. Include when technical or specialized knowledge is required

1. Fee Schedule: Detailed breakdown of referral fees, commission structures, and calculation methods

2. Referral Process Flowchart: Visual representation of the referral process and procedures

3. Approved Marketing Materials: Templates and guidelines for marketing and promotional materials

4. Compliance Checklist: List of regulatory requirements and compliance procedures

5. Reporting Templates: Standard forms for tracking and reporting referrals

6. Contact Details: Key contacts and escalation points for both parties