Learn/Mutual Marketing and Referral Agreement

Mutual Marketing and Referral Agreement

Whether you’re launching your first co-marketing initiative or formalizing an existing referral program, the Marketing & Referral Agreement Playbook gives you the legal scaffolding to do it right—and do it fast.

What's Included

This guide provides a ready-to-use agreement template and a breakdown of key deal terms to help you create mutual growth opportunities with clear incentives, responsibilities, and legal protection.

Roles, Responsibilities & Brand Placement

Defines how each party promotes the other’s product—including dashboard placement, email inclusion, and other agreed placements.

Referral Tracking & Payments

Outlines discount code usage, eligibility criteria, referral fees and timing.

Legal Framework

Covers core contract elements: confidentiality, intellectual property, liability limits, and term length.

Marketing Safeguards

Ensures fair representation, approved materials only, and clear separation of authority (no binding power or misrepresentations).

Non-Exclusivity & Flexibility

Clarifies that both parties can pursue other partnerships—while keeping this one clean and effective.