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Mutual Marketing and Referral Agreement

Set out the terms of a co-marketing or referral partnership: each party’s responsibilities, how referrals are tracked and paid, and the safeguards around the relationship.

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An agreement template and explanation of key terms for a marketing and referral partnership.

01

Roles, Responsibilities & Brand Placement

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

02

Referral Tracking & Payments

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

03

Legal Framework

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

04

Marketing Safeguards

Covers fair representation, approved materials and clear limits on each party’s authority.

05

Non-Exclusivity & Flexibility

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

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