Define what counts as a referral
A name in an email is not a referral. Agree that a referral is an introduction with context — who the client is, what they need, why this partner fits — and that both parties know it is being made.
On B2B.ID this is what Request Introduction does by design: the context travels with the request and both B2B IDs are visible.
Decide whether terms are involved
Some agencies refer purely reciprocally. Others agree a finder’s fee or revenue share when a referral closes. Either is fine; what matters is that it’s agreed before the first introduction.
Any terms are between the two agencies. B2B.ID does not set, require or take a share of referral terms.
Agree how you’ll keep each other informed
Who follows up, how quickly, and how the referring agency learns whether it closed. A short update keeps a partner sending you their best clients.
Make it a verified partnership
Send a Request Partnership with the model set to referral partner. Once confirmed, it appears on both B2B IDs, and introductions between you carry that verified relationship.