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1. Non-Solicitation: Prevents parties from directly soliciting each other's clients or employees - include when there's significant client contact

2. Non-Competition: Restricts parties from competing in specific areas - include when sharing sensitive business information

3. Intellectual Property: Addresses ownership and use of IP - include when referrals involve branded materials or technology

4. Data Protection: Additional privacy and data handling requirements - include when sharing personal or sensitive data

5. Marketing and Promotion: Guidelines for how parties can market the referral relationship - include when public promotion is intended

6. Audit Rights: Rights to verify referral tracking and payments - include for high-volume or high-value referral arrangements

7. Insurance Requirements: Specific insurance coverage requirements - include for regulated industries or high-risk activities

8. Dispute Resolution: Alternative dispute resolution procedures - include for international or high-value agreements

1. Schedule A - Fee Schedule: Detailed breakdown of referral fees, including any tiered pricing or special rates

2. Schedule B - Referral Criteria: Specific criteria for qualified referrals and any exclusions

3. Schedule C - Reporting Template: Standard format for tracking and reporting referrals

4. Schedule D - Territory Definition: Geographic or market scope of the referral arrangement

5. Appendix 1 - Referral Process Workflow: Detailed step-by-step process for handling referrals

6. Appendix 2 - Compliance Requirements: Industry-specific compliance requirements and procedures