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1. Non-Solicitation: Prevents parties from directly soliciting each other's employees or clients - include when protecting against poaching is important

2. Intellectual Property: Addresses ownership and usage of trademarks, logos, and marketing materials - include when branded materials will be shared

3. Marketing and Promotion: Sets guidelines for marketing activities and brand representation - include when referrer will actively promote recipient

4. Audit Rights: Grants right to audit lead tracking and payment calculations - include for high-volume or high-value referral arrangements

5. Service Levels: Establishes performance metrics and response times - include when specific service standards are required

6. Competition Restrictions: Addresses exclusivity or restrictions on working with competitors - include when protecting market position

7. Insurance Requirements: Specifies required insurance coverage - include for high-risk industries or regulatory compliance

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

2. Schedule 2 - Lead Qualification Criteria: Specific criteria and requirements for qualified leads

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

4. Schedule 4 - Approved Marketing Materials: List of approved marketing materials and usage guidelines

5. Schedule 5 - Data Processing Requirements: Detailed data protection and processing procedures

6. Schedule 6 - Service Level Agreement: Detailed service levels and performance metrics if applicable

7. Appendix A - Contact Details: Key contact information for both parties