Lead Referral Agreement Template for Germany

1. Non-Compete: Restrictions on competing activities, used when parties want to prevent referrer from working with competitors

2. Service Levels: Specific performance metrics and response times, relevant for high-volume or time-sensitive referral arrangements

3. Training and Support: Details of any training or support provided by recipient to referrer, important for complex products/services

4. Marketing and Branding: Guidelines for using recipient's branding in lead generation activities, relevant when referrer conducts active marketing

5. Audit Rights: Rights to audit lead tracking and payments, important for high-value or volume-based arrangements

6. Insurance Requirements: Specific insurance obligations, relevant in regulated industries or high-risk sectors

7. Regulatory Compliance: Specific regulatory requirements, necessary for regulated industries like financial services

1. Schedule 1 - Fee Structure: Detailed breakdown of referral fees, commission tiers, and bonus structures

2. Schedule 2 - Lead Qualification Criteria: Specific criteria for qualified leads and information requirements

3. Schedule 3 - Data Processing Agreement: Detailed GDPR-compliant data processing terms and security requirements

4. Schedule 4 - Reporting Template: Standard format for lead tracking and reporting

5. Schedule 5 - Territory Definition: Detailed description of geographical or sector-specific coverage

6. Appendix A - Contact Details: Key contact information for both parties

7. Appendix B - Lead Submission Form: Standard form for submitting lead information