The agreement, in six pages.

What the Practice gets

Plan and routes

The Practice starts with the first-month trial. After it, the Practice may choose one plan. On every route, a rep visits 5 matched businesses and introduces the Practice to their staff.

The matched businesses

• Our business matching software maps the businesses around the Practice and ranks the non-competing ones that share its customers.
• The Practice approves the list for its first route before signing. Each later route gets its own list, approved by the Practice before any visit.
• We skip any business the Practice already works with, unless the Practice asks us to include it.

At each visit, the rep will

• Introduce the Practice to the staff, in wording the Practice has approved.
• Leave the Practice’s printed materials, with the business’s permission.
• Give each staff member met a personal tap-and-scan code (NFC tag and QR code). A tap opens the Practice’s first-visit offer, tagged with who sent it.
• Offer the Practice’s staff courtesy to every staff member met.

The dashboard

• Every sign-up appears in the Practice’s client portal right away: name, phone, the service asked about, and which business and staff member sent them.
• The Practice’s front desk calls each sign-up back from the dashboard.

The visit log. After every field day, we send the Practice a written visit log within 5 business days: the businesses visited, who we spoke with and the materials left.

What it costs

Courtesy and money

The staff courtesy

• The Practice sets the courtesy, and every staff member at a partner business gets the same one. For the trial the default is a complimentary consultation. The Practice may choose something else, like a complimentary add-on or a product sample.
• The courtesy is the same for every staff member and is given whether or not they ever send anyone. It is a courtesy, not a payment for referrals.
• The Practice provides its printed materials and its staff courtesy. We program and supply the tap-and-scan tags at no charge.

The fee

• The Practice pays the fee for its plan, as set out on Sheet 2: $450 for the first-month trial, then $600 or $1,100 a month for Neighborhood or Community.
• It is one flat fee. It never moves with referrals, leads or bookings.

Term and notice

• The trial lasts one month. After it, nothing renews unless the Practice chooses a plan.
• Plans run month to month. A plan ends with 30 days’ written notice. Email counts.

The fee does not move with referrals. It is a flat amount, set before signing, and none of it goes to any business or anyone we visit. Nobody is paid per referral or per patient.

What stays the Practice’s

Ownership and wording

Ownership

• The Practice’s lists, photos and materials stay its own. We use them only for this agreement.
• The Practice confirms it holds the rights to the materials it gives us.
• If a trial guarantee applies and the $450 comes back, the Practice still keeps its partner relationships.
• Our business matching software stays ours.

Approved wording only

• We describe the Practice and its treatments only in words the Practice has approved.
• We make no medical claims and promise no treatment outcomes.

No patient information

• No patient information is shared under this agreement. We never see the Practice’s patient records, and no partner business receives any patient information.

Exclusivity. The partners we sign for the Practice agree to promote one med spa, the Practice, for as long as the Practice is a client.

How we work together

Responsibilities

Representing the Practice

• We act as an independent contractor. We introduce the Practice; we do not give medical advice.
• We visit each business with its permission, and leave materials only where it agrees.
• Clinical decisions and care stay with the Practice.

The partner agreement

• Every partner business signs a one-page agreement: mutual promotion, nobody is paid per referral or per patient, no patient records are shared.
• The Practice sees it and the courtesy terms before the Practice signs anything.

Confidentiality

• Each side keeps the other’s private business information confidential, and uses it only for this agreement.
• This continues after the agreement ends, unless the law requires otherwise.

Liability

• We do not promise a number of sign-ups, bookings or revenue. The only guarantees are the two trial guarantees on Sheet 3.
• To the fullest extent the law allows, our responsibility for any claim is limited to the fees the Practice paid for the work the claim relates to. We are not responsible for indirect losses, like lost profits or lost bookings.
• Nothing here limits any liability that the law does not allow to be limited.

Agreed and signed

Signatures

By signing below, the parties agree to this Referral Routes Agreement: the first-month trial for $450, the matched businesses on Schedule A, and any plan chosen after the trial, month to month with 30 days’ notice.