Stop leaving referrals to chance
Access your free Strategic Partnership Agreement Template, further below and start turning your best business relationships into a structured growth channel. If you’d first like to find out ‘Why strategic partnerships beat other marketing channels for growth’ read the blog article here.
You already know that your best clients come through people who know, like and trust you. The problem is, most B2B, professional services firms and small businesses never formalise those relationships, so referrals arrive unpredictably, if at all. This free template changes that.
What you’ll get
A ready to use two page Word document that helps you:
- Define your Ideal Client Profile so partners know exactly who to refer to you
- Set clear expectations on referrals, contra arrangements and co-marketing opportunities
- Protect both parties with simple confidentiality and non-exclusive terms
- Build a partnership built on mutual value, goodwill and good intentions
There is no legal jargon and no complicated setup. Just a practical, transparent framework you can adapt and sign, with a business that you’d like to partner with, within the hour.
Why it matters
Referred leads close up to four times faster than cold outbound, and referred clients carry a 16% higher lifetime value. Yet most small businesses treat referrals as a happy accident rather than a deliberate strategy. This template helps you turn that goodwill into a growth channel, and one that compounds over time.
Clear marketing advice and quick wins
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Really clear and easy to follow. There were some quick wins with ideas we used to help improve engagement and support growth.
🟦 Northants small business owner
Services
Marketing Management
Strategy & Growth
Content, Copywriting & Digital
Email & Social Media
Partnerships & Events
Sectors
Professional Services
Accountants, HR, Health
Recruitment, Education
SaaS, B2B, SME



