Referral / Profit-Share Agreement

Free template. Fill in every blank (________) before signing. The hints in italics are examples, not terms we've agreed to. Want to refer someone to us? Get in touch and we'll fill it in together.

Referral / Profit-Share Agreement

This Referral / Profit-Share Agreement ("Agreement") is entered into as of ________ between:

• Dostal Technology LLC ("Company"), and
• ________ (referrer's full legal name) ("Referrer"),

collectively the "Parties."

1. Purpose

Referrer may introduce Company to prospective clients ("Referrals"). If a Referral results in a signed engagement, Company will pay Referrer a share of the resulting revenue as described below.

2. Qualifying Referral

A Referral qualifies for payment under this Agreement only if all of the following are true:

1. Referrer introduces Company to a prospective client Company was not already in conversation with (no self-sourced or already-in-pipeline leads).
2. The introduction is made directly — by email, call, or warm intro naming both parties — not merely a name dropped in passing.
3. The lead does not come through a platform or channel Company already uses to source engagements — see Section 3 (No Double-Dipping) below.
4. The introduction results in a signed Statement of Work or engagement agreement between Company and the prospective client within 12 months of the introduction.

3. No Double-Dipping

Referrer is not eligible for a profit-share payment if the lead is sourced through, or the resulting engagement is billed through, any platform or channel Company is already using to source work, including but not limited to:

• GoFractional, Bolster, TechCXO, Toptal, Cerius

These platforms already take their own placement fee or revenue share; this Agreement exists for warm, direct introductions outside those channels, so Company isn't paying twice on the same engagement. If a platform is added to or removed from Company's active-channel list, Company will update this exclusion list accordingly; the version in effect at the time of introduction controls.

4. Profit-Share Terms

• Share: 10% of billings for up to the first year, negotiable up to 20%.
• Payment timing: ________ (for example, within 30 days of each client payment received)
• Payment method: ________ (for example, ACH or check)
• Tax reporting: Company will collect a completed Form W-9 from Referrer before any payment is made, and will issue a Form 1099-NEC if total payments to Referrer in a calendar year meet the applicable IRS reporting threshold.

5. Term & Termination

This Agreement covers introductions made while it is in effect. Either Party may terminate with ________ days' written notice; termination does not affect Company's obligation to pay for Referrals that already qualified under Section 2 before the termination date.

6. Not a Partnership or Employment Relationship

Referrer is not an employee, agent, partner, or joint venturer of Company. Referrer has no authority to bind Company to any agreement, make representations on Company's behalf, or negotiate terms with a prospective client. Referrer's sole role is making the introduction.

7. Confidentiality

Referrer will not disclose the terms of this Agreement, or any non-public information about Company's clients, pricing, or pipeline learned in the course of making introductions, without Company's written consent.

8. Governing Law

This Agreement is governed by the laws of the State of ________, without regard to conflict-of-law principles.

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Company — Dostal Technology LLC

Signature: _______________________ Name: ________ Date: ________

Referrer

Signature: _______________________ Name: ________ Date: ________