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Article 707: PARTNER AGREEMENT LIBRARY

This section of the Partner Handbook serves as the central library for vetted client agreement  examples — reviewed and made available for reference across the BF Solutions Partner network. Templates available here have been contributed by active Partners, evaluated for quality, and made available for customization by any Partner managing meaningful client relationships.

Important: This library is a business training and consulting resource. The templates housed here are provided as examples only. They do not constitute legal advice or legal counsel. BF does not warrant that any template is suitable for your specific business situation, jurisdiction, or client relationship. You are strongly encouraged to consult with your own attorney before using, adapting, or presenting any agreement to a client.

What This Library Is

A formal client service agreement is one of the most important business tools a Partner can use to protect an account, establish professional expectations, and provide recourse if billing disputes or competitive encroachment arise. This library exists so Partners do not have to start from scratch. Every template here has been shared by a fellow Partner, white-labeled, and made available as a starting point for your own use. These are real-world examples from Partners in the field — not legal documents drafted or reviewed on your behalf.

All templates are provided as editable starting points. You have full rights to modify, adapt, or replace any language to fit your business needs — and we encourage you to do so in consultation with your own legal counsel.

When to Use a Client Agreement

Not every client relationship requires a formal agreement — but the right ones do. Consider formalizing client engagements when:

  • The account represents meaningful annual shipping volume (typically several hundred thousand dollars or more)
  • You have invested significant time and effort in acquiring the business outside of a BFAM handoff
  • The client profile carries real risk of carrier displacement, competitive poaching, or billing disputes
  • You want to establish mutual expectations and signal a professional, long-term partnership

What a Strong Agreement Covers

Templates in this library have been reviewed against a consistent standard as a business training resource. A well-constructed client agreement will typically address:

  • Clear identification of both parties
  • Defined scope of services and any exclusions
  • Exclusivity language, where applicable
  • Pricing, fees, payment terms, and rate adjustment provisions
  • Confidentiality and non-disclosure obligations
  • Term length, auto-renewal, and termination notice requirements
  • Post-termination obligations (account numbers, gain-share, transition)
  • Claims process and carrier liability definitions
  • Force majeure and governing law provisions
  • Signature blocks for both parties, including any pricing addendum

This is not a legal checklist. It is a practical reference based on what Partners across the network have found useful. Your attorney is the right person to evaluate whether your agreement adequately protects you.

Contribute to This Library

This library grows as Partners share what is working in the field. If you have a client agreement you would like to contribute, reach out to Carolyn. Submissions are reviewed for quality and relevance — those that meet the standard will be white-labeled and added here for network-wide use.

Available Templates: 

Client Transportation Agreement
Preferred Customer Program Agreement
Credit Application and Service Terms  
Credit Card Autopay Enrollment Form
ACH AutoPay Enrollment Form