1. Non-Compete: Restricts referrer from working with competitors - used when referrer has access to sensitive information

2. Training and Support: Details company's commitment to train referrer - used when specific product knowledge is required

3. Marketing and Branding: Guidelines for using company's brand - used when referrer will represent company publicly

4. Compliance Requirements: Specific regulatory compliance obligations - used in regulated industries

5. Data Protection: Detailed data handling requirements - used when significant personal data is involved

6. Service Levels: Performance metrics and standards - used in high-volume referral relationships

7. Dispute Resolution: Specific dispute handling procedures - used for high-value or complex relationships

8. Insurance Requirements: Required insurance coverage - used when referrer faces significant liability risks

1. Schedule A - Referral Fee Structure: Detailed breakdown of fee calculations, tiers, and special circumstances

2. Schedule B - Referral Process Flow: Step-by-step process diagrams and procedures for making referrals

3. Schedule C - Approved Marketing Materials: Pre-approved marketing content and guidelines

4. Schedule D - Reporting Templates: Standard forms for tracking and reporting referrals

5. Appendix 1 - Territory Definition: Geographic or market segment limitations if applicable

6. Appendix 2 - Product/Service Description: Details of products or services eligible for referral program