Referral Partner Agreement

Parties

1. Purpose

This Agreement establishes a referral partnership where the Referral Partner introduces qualified businesses to CMOB for the AI Readiness Audit & Workshop and related services. In return, the Referral Partner receives a commission on all revenue generated from successfully referred clients.

This is a referral arrangement. The Referral Partner is not required to sell, deliver, or be involved in service execution. CMOB handles all sales conversations, delivery, and client management.

2. How Referrals Work

The referral process is simple and designed to protect the Referral Partner's relationship with their client.

• Step 1: Identify. The Referral Partner identifies a business that could benefit from understanding their AI readiness.
• Step 2: Introduce. The Referral Partner makes a warm introduction via email (cc: tommy@cmob.com.au) or connects the prospect directly with Tommy Leung. A brief message or phone call is all that is needed.
• Step 3: CMOB qualifies. Tommy runs a no-pressure discovery conversation with the prospect to assess fit and interest.
• Step 4: CMOB delivers. If the prospect proceeds, CMOB delivers the AI Readiness Audit & Workshop and any subsequent services.
• Step 5: Partner gets paid. The Referral Partner receives 20% of all revenue generated from that client, for as long as the client remains active with CMOB.

3. Commission Structure

The Referral Partner receives 20% of all gross revenue generated from each successfully referred client. This applies across every CMOB service the client purchases.

*$3,000 introductory rate while building case studies. RRP $6,000. Commission increases as pricing increases.

4. Qualifying Criteria

For a referral to qualify for commission, the referred business must meet the following criteria at the time of introduction:

• Location: Australian-based business
• Size: 10 or more employees
• Revenue: Annual revenue above $500,000
• Digital maturity: Uses a CRM or digital tools for sales and/or marketing
• Intent: Leadership is curious about AI or open to exploring business technology improvements

CMOB will assess qualification during the discovery conversation. If a referral does not meet these criteria, CMOB will inform the Referral Partner promptly and no commission obligation arises.

5. Partner Obligations

The Referral Partner agrees to:

• Make genuine, warm introductions to businesses they believe would benefit from CMOB's services
• Not misrepresent CMOB's services, pricing, capabilities, or guarantees
• Notify CMOB of the referral before or at the time of introduction (so CMOB can properly attribute the referral)
• Allow CMOB to manage the sales and delivery process without interference
• Maintain professional conduct that reflects well on both parties

There is no minimum referral volume required. The Referral Partner refers when opportunities naturally arise.

6. CMOB Obligations

CMOB agrees to:

• Treat every referred prospect with professionalism and care, protecting the Referral Partner's reputation
• Run a no-pressure discovery conversation (not a hard sell)
• Keep the Referral Partner informed of the referral's progress (qualified, converted, or declined)
• Deliver all services to the same high standard CMOB applies to direct clients
• Pay the Referral Partner's commission on time, every time, as outlined in Section 7
• Provide a quarterly commission statement showing all referred clients, revenue, and commission earned
• Never approach the Referral Partner's other clients or contacts without the Referral Partner's explicit permission

7. Payment Terms

• CMOB invoices clients directly for all services
• The Referral Partner's 20% commission is calculated on gross revenue received from referred clients (excluding GST)
• Commission is paid within 14 days of CMOB receiving client payment
• Payment method: AUD bank transfer to the Referral Partner's nominated account
• A quarterly commission statement is provided showing: client name, services delivered, revenue received, and commission payable
• The Referral Partner has 30 days from receipt of a commission statement to raise any queries or disputes about the amounts shown

8. Intellectual Property

All intellectual property in CMOB's audit methodology, dashboard platform, automation systems, tools, and delivery processes remains the exclusive property of CMOB. This Agreement does not grant the Referral Partner any licence to use, reproduce, or distribute CMOB's IP, tools, or branded materials beyond what is needed to describe CMOB's services when making a referral.

CMOB may provide the Referral Partner with a one-page overview of services (the Referral Partner Pack) for use when introducing prospects. This document remains CMOB's property and must be used in its original form.

9. Client Relationships

• The referred client's pre-existing relationship with the Referral Partner is respected. CMOB will not use access to the client to sell unrelated services or undermine the Referral Partner's business.
• CMOB will not contact the Referral Partner's broader client base, network, or contacts unless the Referral Partner explicitly introduces them.
• If a referred client independently contacts CMOB for additional services beyond the initial referral scope, the Referral Partner's commission still applies to all revenue from that client.
• Attribution: a referral is attributed to the Referral Partner if CMOB had no prior commercial relationship with the prospect at the time of introduction. If there is a dispute about attribution, both parties will discuss it in good faith.

10. Term & Termination

• Initial Term: 12 months from the date of execution
• Renewal: Automatically renews for successive 12-month periods unless either party provides 30 days written notice of non-renewal
• Termination: Either party may terminate this Agreement at any time with 30 days written notice
• Termination for Cause: Either party may terminate immediately if the other party materially breaches this Agreement and fails to remedy the breach within 14 days of written notice

11. Confidentiality

Both parties agree to keep confidential all business information, client data, pricing structures, commission rates, and commercial terms shared under this Agreement. Neither party will disclose the other's confidential information to any third party without prior written consent.

This obligation survives for 2 years following termination of the Agreement.

12. Dispute Resolution

• Good Faith Negotiation: Any dispute shall first be addressed through good faith discussion between Tommy Leung (CMOB) and the Referral Partner's nominated contact within 30 days
• Mediation: If unresolved, disputes proceed to mediation in Newcastle, NSW, Australia
• Governing Law: This Agreement is governed by the laws of New South Wales, Australia

13. General

• This Agreement constitutes the entire understanding between the parties regarding referrals
• Any amendments must be in writing and agreed by both parties
• Neither party may assign this Agreement without the other's written consent
• The Referral Partner is an independent contractor, not an employee, agent, or representative of CMOB
• If any clause is found to be invalid or unenforceable, the remaining clauses continue in full force
• Nothing in this Agreement creates an exclusive arrangement. Both parties are free to enter into referral or partnership arrangements with other parties.