A policy nobody wrote down is a dispute on a schedule. Answer the seven questions every attribution policy must settle and leave with one in writing. Our defaults are marked; disagreeing is allowed.
The seven questions and the recommended defaults come from Partner-sourced vs partner-influenced revenue, which argues the two rules worth defending hardest are exclusivity and first-documented-wins, because they keep the arithmetic auditable. The policy is only as good as the records under it: every clause assumes introductions are logged the day they arrive, which is the job of a referral tracking layer.
This tool assembles a starting draft from your selections, for general informational purposes only. It is not legal advice. Adjust the numbers to your sales motion and have counsel review before the policy becomes part of a partner agreement, especially in regulated industries where referral compensation is restricted.