Terms & Conditions

These Terms and Conditions ("Terms") govern your use of the Referist website and services ("Services") provided by Referist LLC ("we," "us," or "our"). By accessing or using our Services, you agree to be bound by these Terms. If you do not agree, please do not use the Services.

1. Membership Eligibility

To use our Services, you must be at least 18 years of age and provide accurate, complete information during the application process. Membership is not automatic — all applicants are subject to a brief interview and review before acceptance. We reserve the right to reject any application or terminate any membership at our sole discretion, with or without cause.

2. Application and Group Formation

Upon submitting an application, you may be contacted for a short interview. Conditionally accepted applicants are asked to submit a $10 refundable deposit to secure their spot while their group is being assembled.

• Groups are formed with 8–15 members, one professional per industry, with a local market focus.
• Groups launch once a viable set of members has been assembled.
• If a suitable group does not launch within 90 days of your deposit, you may request a full refund of your deposit.
• If your group launches, your deposit is applied toward your first month or held as a placement fee, as communicated at the time of acceptance.

3. Membership Plans, Fees & Payments

Referist offers the following membership plans, billed monthly via Stripe:

• Core — $59/month. Local referral circle, category exclusivity, referral tracking, and resource library.
• Forum — $99/month. Everything in Core, plus access to a national peer circle of non-competing professionals in your industry.
• Engage+ — Add-on to Core ($159/month) or Forum ($199/month). Includes a dedicated Network Guide, monthly 1:1 growth calls, and quarterly strategy sessions.

All fees are billed on a recurring monthly basis beginning on your group's launch date. If a payment fails, you will have a 7-day grace period to update your billing information before your account is suspended. All fees are non-refundable except as expressly stated in these Terms.

4. Minimum Commitment & Cancellation

Because meaningful referral relationships take time to develop, all memberships carry a 6-month minimum commitment beginning on your group's launch date. You will be billed for all 6 months regardless of usage during that period.

After your initial 6-month period, you may cancel your membership at any time by providing 30 days' written notice to [email protected]. You will continue to have access to the platform and will be billed through the end of the 30-day notice period. No refunds are issued for partial billing periods.

5. Acceptable Use

By using the Services, you agree to:

• Use the platform solely for legitimate professional networking, including referrals, one-on-one meetings, and peer collaboration.
• Treat all circle members and Referist staff with professionalism and respect.
• Maintain the confidentiality of information shared within your circle. What members share in the context of their group — including business strategies, client referrals, and personal insights — should be treated as confidential and not shared outside the group without consent.
• Maintain only one account. Accounts may not be transferred to another individual or business without prior written approval from Referist LLC.
• Respect the exclusivity model: one professional per industry per group. You may not refer a direct competitor into your circle.
• Refrain from spamming, harassing, or engaging in any conduct that disrupts the experience of other members.

We reserve the right to monitor platform usage and to suspend or terminate any account that violates these standards. In the event of termination for cause, no refund of prepaid fees will be issued.

6. Intellectual Property & Content License

All platform content, branding, technology, and design created by Referist LLC is our exclusive intellectual property. You may not reproduce, distribute, or create derivative works from our content without written permission.

By using our Services, you grant Referist LLC a perpetual, royalty-free, worldwide license to use, reproduce, display, and distribute content you contribute to the platform — including but not limited to testimonials, uploaded resources, profile information, and aggregated or anonymized usage data (such as total referrals given, membership statistics, or industry participation rates) — for any business purpose, including marketing, product development, and platform improvement.

This license does not allow us to identify you personally in public-facing materials without your explicit consent.

7. Disclaimer & Limitation of Liability

Our Services are provided "as is" and "as available" without warranties of any kind, express or implied. We do not guarantee any particular business outcomes, referral volume, or revenue results from participation in a Referist circle or forum.

To the fullest extent permitted by law, Referist LLC shall not be liable for any indirect, incidental, special, or consequential damages, including but not limited to lost profits, lost referrals, or business interruption, arising out of your use of the Services.

Our total liability to you for any claim arising under these Terms shall not exceed the total fees you paid to Referist LLC in the six months preceding the claim.

8. Dispute Resolution

In the event of a dispute, we encourage you to contact us first at [email protected] so we can try to resolve the matter informally. Most issues can be resolved quickly without formal proceedings.

If informal resolution is unsuccessful, any dispute arising from or relating to these Terms shall be resolved through binding arbitration in accordance with the rules of the American Arbitration Association, conducted in Wisconsin. You waive any right to participate in a class action lawsuit or class-wide arbitration against Referist LLC.

9. Governing Law

These Terms are governed by and construed in accordance with the laws of the State of Wisconsin, without regard to its conflict of law principles. Any legal proceedings not subject to arbitration shall be brought exclusively in the state or federal courts located in Wisconsin.

10. Changes to These Terms

We may update these Terms from time to time. When we do, we will post the revised Terms on this page with an updated effective date. Your continued use of the Services after changes are posted constitutes your acceptance of the updated Terms. We encourage you to review this page periodically.

11. Contact Us

If you have questions about these Terms, please contact us at [email protected].