Dovetail Referral Program Terms & Conditions

These terms govern participation in the Dovetail Referral Program (the “Program”) operated by FormlyAI Inc. d/b/a Dovetail, a Delaware corporation with its principal place of business at 39 Mariners Cay Drive, Folly Beach, SC 29439, USA (“Dovetail”, “we”, “us”, “our”).

By submitting the Program sign-up form and ticking the box to confirm you have read and agree to these terms, you (“you”, the “Participant”) enter into a binding agreement with Dovetail on these terms. If you do not agree, do not sign up for or take part in the Program.

“Referral”: the introduction of a Referred Party to Dovetail that you make through the Program.

“Referred Party”: the individual or organisation you introduce.

“Qualified Referral”: a Referral that Dovetail accepts as meeting the Program criteria set out in clause 4 and on the Program page, as confirmed by Dovetail.

“Reward”: any payment, credit or benefit offered for a Qualified Referral or a resulting customer, as set out in Schedule A.

“Program page”: the Dovetail web page describing the current Program and its eligibility criteria, as updated from time to time.

“Schedule A”: the schedule of current Rewards at the end of these terms, which Dovetail may update from time to time.

“Affiliate”: any entity that controls, is controlled by, or is under common control with Dovetail.

“Qualifying event”: the step a Referred Party must complete for a Reward to become payable (for example, becoming a qualified lead, or signing as a customer), as described in Schedule A.

“Participant”: you, the individual or organisation that joins the Program by completing the sign-up form and accepting these terms.

To take part in the Program you must:

• be at least 18 years old and able to enter into a binding contract;
• provide accurate registration details and keep them up to date;
• comply with all laws, regulations and any professional, employer or contractual obligations that apply to you, including any rules that restrict you from receiving referral fees; and
• not be a Dovetail employee, contractor or affiliate, unless Dovetail has confirmed in writing that you are eligible to take part.

Dovetail may decline any application to join the Program at its discretion.

Joining. You join by completing the sign-up form on the Program page and agreeing to these terms. No signature is required; ticking the box and submitting the form is your acceptance.

Making a referral. You introduce a Referred Party to Dovetail using the method described on the Program page (for example, a referral form, a unique referral link, or a warm introduction logged with Dovetail). You are responsible for ensuring each Referral is recorded using that method so it can be attributed to you.

Consent. Before introducing a Referred Party, you must have their permission to share their details with Dovetail and to be contacted by us about Dovetail’s products and services.

A Referral may become a Qualified Referral, and a Reward may become payable, only where Dovetail is reasonably satisfied that all of the following apply:

• the Referred Party is a genuine prospect that fits the Program criteria described on the Program page (for example, the intended customer profile);
• the Referred Party is new to Dovetail: not already an existing customer, not someone Dovetail has been in active conversation with previously, and not already recorded in Dovetail’s systems (for example, as an existing contact, lead or opportunity) at the time of the Referral;
• the Referral was submitted through the correct method and attributed to you before any qualifying event;
• the Referred Party completes the step required for the relevant Reward (for example, becoming a qualified lead, or signing as a customer), as described on the Program page; and
• the Referred Party and your conduct comply with these terms.

Dovetail decides, acting reasonably, whether a Referral qualifies and which Reward (if any) applies. Where the same Referred Party is introduced by more than one Participant, Dovetail will generally attribute the Referral to the first valid, correctly recorded introduction.

What you earn. The Rewards available according to the events that trigger them and any conditions or caps are set out in Schedule A. Dovetail may update Schedule A from time to time; the Rewards that apply to a Referral are those in effect on the date the Referral was received by Dovetail. Dovetail does not otherwise guarantee any particular level of Reward.

Confirmation and timing. A Reward becomes payable only once Dovetail confirms the Referral as a Qualified Referral and the relevant trigger has occurred (for example, once Dovetail has been paid by the customer, where the Reward is tied to a sale). Dovetail pays confirmed Rewards on the payment cadence set out in Schedule A, using an agreed payment method. Dovetail may set a minimum payout threshold, in which case Rewards accrue until it is met.

Eligibility to receive payment. You are responsible for confirming you are permitted to receive a Reward. If accepting a Reward would breach any law or any obligation you owe to a third party (such as an employer or client), you must not claim it. You also confirm this when you sign up (see the sign-up form).

You are solely responsible for any tax, social security or similar liabilities arising from any Reward you receive, and for reporting them to the relevant authorities. Before Dovetail pays any Reward, you must provide a completed tax form (a Form W-9 if you are a US person, or a Form W-8BEN/W-8BEN-E if you are not) and valid payment details. Rewards are stated exclusive of any such amounts. Where Dovetail is required by law to withhold or report any amount, it may do so.

When taking part in the Program, you must not:

• send spam or unsolicited communications, or make Referrals in any way that breaches anti-spam, privacy or marketing laws;
• refer yourself, your own organisation, or set up referrals through accounts or parties you control in order to obtain a Reward;
• make any false, misleading or exaggerated statement about Dovetail, its products, pricing or services, or imply any endorsement, partnership or authority you do not have;
• use the Dovetail name, logo, materials, messaging, or brand except as Dovetail expressly permits for the Program;
• offer the Referred Party an inducement that Dovetail has not authorised; or
• bring Dovetail into disrepute or act dishonestly or unlawfully in connection with the Program.

Each party will comply with applicable data protection and anti-spam laws of the region in which they are operating. You confirm you have the Referred Party’s consent to share their information with Dovetail and to be contacted about Dovetail. Dovetail will handle personal information in accordance with its Privacy Policy at www.withdovetail.com/privacy-policy. You must not share a Referred Party’s personal information with Dovetail in a way that breaches their privacy rights.

The Program does not create any employment, agency, partnership or joint venture between you and Dovetail. You are an independent and willing participant of the program. You have no authority to enter into contracts, make commitments, or take on obligations on Dovetail’s behalf, to negotiate or conclude contracts for it, or to represent that you can. You take part at your own cost and are responsible for your own expenses.

Dovetail may change, suspend or end the Program, or update these terms or the Program page, at any time. We will post the current version on the Program page and, where reasonable, give notice of material changes. Changes to the Program apply to Referrals received after the change takes effect. Your continued participation after a change takes effect means you accept the updated terms. Referrals already confirmed as Qualified Referrals before the change will be honoured on the terms in effect when they qualify.

Dovetail may withhold, reduce, cancel or reclaim any Reward, and may suspend or remove you from the Program, if it reasonably believes you have breached these terms, provided false information, engaged in fraud or abuse, or if a qualifying sale is cancelled, refunded or does not complete. This does not limit any other rights or remedies Dovetail possesses.

Nothing in these terms limits any liability that cannot be limited by law. Subject to that, Dovetail is not liable for any indirect or consequential loss, or for loss of profit, revenue or anticipated Rewards, arising from the Program. Dovetail’s total liability to you in connection with the Program is limited to the total Rewards Dovetail has paid or owes you under the Program in the 12 months before the claim. The Program is provided on an “as is” basis.

Assignment. You may not transfer your rights or obligations under these terms. Dovetail may transfer its rights and obligations to an affiliate or successor.

Severability. If any provision is found to be unenforceable, the rest remain in force.

No waiver. A delay in enforcing these terms is not a waiver of our rights.

Entire agreement. These terms and the Program page are the entire agreement between you and Dovetail about the Program and replace any earlier discussions about it.

These terms are governed by and construed in accordance with the laws of the State of South Carolina, United States, without regard to its conflict-of-laws principles. Any legal action or proceeding arising out of or relating to these terms or the Program shall be brought exclusively in the state or federal courts located in Charleston County, South Carolina. (This mirrors the governing-law clause in Dovetail’s main website Terms & Conditions; confirm with legal.)

Questions about the Program or these terms can be sent to hello@withdovetail.com.

By ticking “I agree to the Referral Program Terms & Conditions” and submitting the sign-up form, you confirm you have read, understood and accept these terms.

All amounts in US dollars. Rewards are subject to the conditions in the main terms, including the accepted-lead gate (clause 4), confirmation and timing (clause 5) and tax/payment requirements (clause 6). Dovetail may update this Schedule; the rate that applies to a Referral is the one in effect when the Referral was submitted.

1. Qualified-lead bounty US $250 for each Qualified Referral, triggered once Dovetail has completed qualification and accepts your referred prospect as a qualified lead.

2. Signed commission 5% of the total value of the referred client’s first signed contract, capped at US$3,000 per signed client, triggered once Dovetail has received the first payment from that client.

3. Sub-referral override 1% of the value of the first contract of a client signed by a Participant you referred. One tier deep only, for 12 months from the date that Participant joined the Program.

4. Referred-party benefit The Referred Party receives US $2,000 in credit toward their Dovetail engagement when they sign.

5. Payment cadence Payments will be sent within 7 days of the end of a month when a triggered event has resulted in a non-zero amount being owed to the Participant.

A Reward pays only on a Qualified Referral that meets every condition in the main terms. The same Referred Party is attributed to the first valid, correctly recorded introduction. Rewards can be withheld or reclaimed if a sale is cancelled, refunded or does not complete (clause 11).