Playbook / Lessons / Partners and paid growth
Cash-flow businessPut referral deals in a short written agreement
Lee explains how freelancers can partner with people who offer different services and refer clients between them. The article advises writing a referral agreement that sets expectations on how referrals are made, any fees, and how the partners will keep in touch. The result, it says, is a more reliable stream of work for both sides.
“To stay accountable, create a referral agreement with your partners.”— Indiana Lee, Maximize Client Referrals by Partnering with Complementary Freelancers, Jan 2025
Do this
Draft a half-page agreement today stating how you pass leads, what fee if any is paid, and how often you check in, and you send it to your best referral partner.