Sales Referral Agreements

Finding new business is hard.  The Referral Agreement is a means to compensate and motivate someone outside of Lab651 to bring business to us.

The process works like this:

1. Sales works directly with referring entity and is responsible for the complete process
2. A new folder with the referring entities name is created here
3. Copy this agreement to the newly created folder and edit reflecting the entity name dates etc.
4. Create a.pdf of the agreement and have it sent for DocuSign signature by Kara Snider
5. Once signed, place the signed copy in the folder created earlier
6. Notify Kara to set up entity for payment
   1. W9
   2. Quickbooks setup
   3. % Payment from Project xxx for yyy amount of time
7. Sales to monitor Project invoices and entity payments for accuracy