The referral partner agreement is short and straightforward. It covers fee structure, referral attribution, payment terms, and what both sides are committing to. There is no exclusivity requirement and no minimum referral volume.
What the agreement covers
The referral partner agreement establishes the working relationship between you and Pulse. It defines:
- The referral fee — 20% of year-one contract value for introductions that convert to paid accounts
- How referrals are registered and attributed to ensure you receive credit
- Payment terms — fees are paid within 30 days of client account activation and initial payment confirmation
- Confidentiality obligations on both sides
- How disputes about attribution are handled
- The term of the agreement and how either party can end it
What you are not committing to
The agreement does not require exclusivity. You can recommend other tools, refer clients to other platforms, and maintain your existing vendor and partner relationships without restriction.
There is no minimum referral quota. If you make one referral in a year, the agreement stays active. If you make ten, the same terms apply.
There is no required training, certification, or ongoing involvement with clients after making an introduction. The referral agreement covers the introduction-to-fee process only. If you want a deeper co-delivery arrangement that involves ongoing advisory work with clients, that requires a separate co-delivery agreement.
Exclusivity and non-compete
The agreement does not create an exclusive relationship. Pulse does not restrict who else you work with, what other tools you recommend, or what other vendors or platforms you partner with. We believe the best referral relationships come from genuine conviction that the tool fits the client's needs — and that conviction should not be coerced by exclusivity clauses.
How to get the agreement
The referral partner agreement is shared directly during the partnership conversation. We do not publish the full agreement text publicly, but the terms described here accurately reflect its scope. If you have specific questions about any terms before committing to a conversation, book a meeting and ask them there.
The agreement is typically signed before you make your first formal referral. You can make an informal introduction to test the client's interest before signing — we ask that the agreement is in place before you register a referral for fee tracking purposes.
Review the agreement before your first referral
Book a conversation with the Pulse team. We will walk through the agreement, answer any questions, and get the paperwork in place so you are ready to refer.
Frequently Asked Questions
How long does the partner agreement last?
The agreement has an initial term and auto-renews annually unless either party terminates. Either side can end the agreement with 30 days written notice. Referrals made while the agreement was active are still honored — if a client you registered converts after the agreement ends, you still receive the fee.
Can I refer clients in other countries?
Pulse currently operates primarily in the US market. If you work with clients in other countries, contact us before making the introduction. We will let you know whether we can serve that client effectively and whether the standard referral terms apply.
What happens if there is a dispute about referral attribution?
Attribution disputes are handled directly between the partner and the Pulse partnerships team. The agreement defines a clear process for resolving these — typically a direct conversation that references the date and method of registration. We keep records of all registered referrals to support this process.