Trident 3PL Referral Program

• We pay for referrals. Help a company find better warehousing and fulfillment.

Payout: 10% of inbound fees plus 10% of the first month’s storage rent on a successful referral.

Who qualifies as a referral

• A new client you introduce that is not already in our pipeline.

• They sign our Service Agreement and complete onboarding.

• First invoice is paid. That is a successful referral.

What “10%” covers

• Inbound fees: receiving, check‑in, palletization, labeling, and related project charges on the initial inbound.

• First month’s rent: pallet/bin/shelf storage for month one after go‑live.

• Excludes: pass‑through freight, carrier charges, parcel postage, and taxes.

When you get paid

• We pay within 15 business days after the client’s first payment clears.

• Paid by ACH or check. W‑9 required for totals over $600 per year.

Example

• Initial inbound project: $4,000

• First month storage: $2,500

• Your payout: 10% of $4,000 ($400) + 10% of $2,500 ($250) = $650

Simple rules

• One referrer per client. If two people refer, we pay the first documented introduction.

• No cap on the number of referrals.

• Valid for new Clients only.

• Referrals must fit Trident 3PL service scope and safety limits. Trident 3PL may decline prospects that are not an operational fit.

• If the client receives credits or adjustments on the first invoice, the payout is based on net Inbound Fees and net First Month’s Storage Rent after those adjustments.

• If the referred client cancels before completing the first full month of storage, only the Inbound Fees portion is eligible for payout.

Taxes and Compliance

• Trident 3PL may require a completed IRS Form W-9 prior to payment.

• If cumulative payments to a referrer reach $600 in a calendar year, Trident 3PL will issue a Form 1099-NEC.

• If a valid W-9 is not provided or the IRS notifies of TIN mismatch, Trident 3PL will apply backup withholding as required by law.

• Referrers are responsible for reporting and paying any applicable taxes on referral income.

Conflicts, Ethics, and Conduct

• Referrers must only use lawful, non-deceptive methods to identify and introduce prospects.

• No spam, misrepresentation, or unauthorized use of confidential information.

• Referrers shall disclose any ownership or agency relationship with the prospect at the time of referral.

• Trident 3PL may disqualify referrals obtained through unethical or prohibited conduct.

Data Privacy

• Trident 3PL will handle personal data in line with applicable privacy laws.

• W-9 and payment data will be stored securely with restricted access.

Recordkeeping

• Sales and Finance will maintain referral logs, eligibility decisions, payout calculations, and tax forms.

• Records are retained per Trident 3PL retention schedules.

Disputes

• Disputes must be submitted to [email protected] within 30 days of payout notice.

• Trident 3PL will review and decide within 15 business days. The decision will be final.

Program Changes and Termination

• Trident 3PL may modify or terminate this policy at any time.

• Changes apply to referrals submitted after the effective date of the change. Referrals already accepted will be honored per the version in effect at acceptance.

How to refer

• Email [email protected] with: your contact info, referral company name, contact, what they need, and your connection.

• Or fill out and submit the referral form on our website.

Questions?

• Questions about eligibility or payments: [email protected]