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Referral Partner Agreement
"I need a Referral Partner Agreement for my software company to establish a network of IT consultants who will refer customers to our cloud services platform in Germany, with a tiered commission structure and strict GDPR compliance requirements."
1. Parties: Identification and details of the contracting parties (principal company and referral partner)
2. Background: Context of the agreement and brief description of the business relationship
3. Definitions: Key terms used throughout the agreement, including 'Referred Customer', 'Qualified Lead', 'Territory', and 'Services'
4. Appointment and Scope: Terms of appointment, exclusivity/non-exclusivity, and territorial scope
5. Referral Partner Obligations: Core duties of the referral partner, including lead generation and communication requirements
6. Principal Company Obligations: Responsibilities of the principal company, including support and training provisions
7. Commission Structure: Details of commission rates, calculation methods, and payment terms
8. Intellectual Property Rights: Protection and usage rights of trademarks, logos, and marketing materials
9. Confidentiality: Obligations regarding confidential information and trade secrets
10. Data Protection: GDPR compliance and data handling requirements
11. Term and Termination: Duration of agreement and termination provisions
12. Post-Termination Obligations: Obligations and restrictions after agreement ends
13. General Provisions: Standard legal clauses including governing law, jurisdiction, and entire agreement
1. Non-Compete Obligations: Restrictions on working with competitors (include when exclusivity is required)
2. Marketing and Promotion: Specific requirements for marketing activities (include for consumer-facing referrals)
3. Training Requirements: Mandatory training programs (include for technical or complex products)
4. Service Level Agreement: Performance metrics and standards (include for high-volume referral relationships)
5. Compliance with Industry Regulations: Specific regulatory requirements (include for regulated industries like finance or healthcare)
6. Sub-Referral Partners: Rights and restrictions regarding sub-referral partners (include when allowing indirect referrals)
7. Insurance Requirements: Mandatory insurance coverage (include for high-risk industries)
8. Audit Rights: Right to audit referral partner's activities (include for large-scale partnerships)
1. Schedule 1 - Commission Rates: Detailed commission structure, including rates for different products/services
2. Schedule 2 - Referral Process: Step-by-step process for submitting and tracking referrals
3. Schedule 3 - Approved Marketing Materials: List of approved marketing materials and usage guidelines
4. Schedule 4 - Territory Definition: Detailed description of geographical or market territory
5. Schedule 5 - Data Processing Agreement: GDPR-compliant data processing terms
6. Appendix A - Reporting Templates: Standard forms for referral reporting and commission calculations
7. Appendix B - Product/Service Description: Detailed description of products/services eligible for referral
Authors
Affiliate
Approved Territory
Business Day
Commencement Date
Confidential Information
Commission
Commission Period
Competing Business
Customer
Data Protection Laws
DSGVO/GDPR
Effective Date
Force Majeure Event
Intellectual Property Rights
Lead
Marketing Materials
Personal Data
Principal Company
Products
Qualified Lead
Qualified Sale
Referral
Referral Fee
Referral Partner
Referral Period
Referred Customer
Services
Successful Referral
Term
Territory
Trade Secrets
Trademarks
Valid Claim
Scope
Territory
Exclusivity
Referral Process
Commission
Payment Terms
Confidentiality
Data Protection
Intellectual Property
Non-Competition
Non-Solicitation
Representations and Warranties
Compliance
Term
Termination
Force Majeure
Assignment
Audit Rights
Marketing
Reporting
Training
Support Services
Liability
Indemnification
Insurance
Notice
Governing Law
Dispute Resolution
Severability
Entire Agreement
Amendment
Waiver
Sub-Contracting
Anti-Corruption
Data Processing
Technology and Software
Financial Services
Professional Services
Real Estate
Insurance
Healthcare
Manufacturing
Telecommunications
Consulting
E-commerce
Education and Training
Legal
Business Development
Sales
Compliance
Partner Relations
Commercial Operations
Revenue Operations
Partner Success
Channel Management
Contract Administration
Business Development Manager
Partner Relations Manager
Sales Director
Legal Counsel
Compliance Officer
Channel Manager
Partnership Director
Chief Revenue Officer
Commercial Director
Partner Success Manager
Business Development Representative
Account Executive
Chief Commercial Officer
Sales Operations Manager
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