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1. Exclusivity: Optional section used when the referrer is granted exclusive rights or when there are restrictions on working with competitors

2. Training and Support: Include when the recipient will provide training or systems to help the referrer identify leads

3. Marketing and Branding: Used when the agreement needs to control how the referrer represents the recipient's brand

4. Performance Targets: Include when the agreement includes minimum referral requirements or performance metrics

5. Dispute Resolution: Optional detailed dispute resolution procedures, including mediation or arbitration provisions

6. Insurance Requirements: Include when specific insurance coverage is required for the referral activities

7. Compliance with Industry Regulations: Add for regulated industries like financial services or healthcare

1. Schedule 1 - Referral Fee Structure: Detailed breakdown of fee calculations, including any tiered structures or bonuses

2. Schedule 2 - Lead Qualification Criteria: Specific criteria that define what constitutes a qualified lead

3. Schedule 3 - Referral Process Workflow: Step-by-step process flow for lead submissions and tracking

4. Schedule 4 - Data Protection Requirements: Detailed data handling procedures and compliance requirements

5. Appendix A - Reporting Templates: Standard forms for lead submission and tracking

6. Appendix B - Approved Marketing Materials: Templates or guidelines for any approved marketing materials