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Referral Finder's Fee Agreement
"I need a Referral Finder's Fee Agreement for our tech startup to establish a network of independent IT consultants who will refer potential SaaS clients to us, with a tiered commission structure and exclusive territory rights in Ireland."
1. Parties: Identification of the referrer and the company/recipient of referrals
2. Background: Context of the agreement and business relationship
3. Definitions: Key terms including 'Qualified Referral', 'Referral Fee', 'Referral Period'
4. Appointment and Scope: Terms of appointment and scope of referral services
5. Referral Process: Detailed procedure for making and accepting referrals
6. Fee Structure and Payment Terms: Calculation of fees, payment timing, and conditions
7. Obligations of the Referrer: Responsibilities and commitments of the referring party
8. Obligations of the Company: Responsibilities of the party receiving referrals
9. Data Protection and GDPR Compliance: Requirements for handling personal data and ensuring GDPR compliance
10. Confidentiality: Protection of confidential information shared during the referral process
11. Term and Termination: Duration of agreement and termination provisions
12. General Provisions: Standard legal clauses including governing law, notices, and entire agreement
1. Non-Compete Clause: Restrictions on referrer's ability to refer to competitors (used in exclusive arrangements)
2. Marketing and Branding: Guidelines for using company branding in referral activities (used when referrer will promote the company)
3. Training and Support: Details of any training provided to referrer (used in complex product/service referrals)
4. Performance Targets: Minimum referral requirements and consequences (used in professional or high-volume arrangements)
5. Dispute Resolution: Specific procedures for resolving disputes (used in high-value arrangements)
6. Insurance Requirements: Insurance obligations for referrer (used in regulated industries or high-risk referrals)
7. Compliance with Industry Regulations: Specific regulatory requirements (used in regulated sectors like financial services)
1. Schedule 1 - Fee Calculator: Detailed breakdown of fee calculations and examples
2. Schedule 2 - Referral Process Flowchart: Visual representation of the referral process
3. Schedule 3 - Referral Form Template: Standard form for submitting referrals
4. Schedule 4 - Data Processing Requirements: Detailed GDPR compliance procedures and requirements
5. Appendix A - Qualified Referral Criteria: Specific criteria for what constitutes a valid referral
6. Appendix B - Reporting Templates: Standard formats for referral tracking and reporting
Authors
Business Day
Commencement Date
Company
Confidential Information
Data Protection Laws
Effective Date
Expiry Date
Fee Schedule
Initial Term
Intellectual Property Rights
Personal Data
Qualified Lead
Qualified Referral
Referral
Referral Fee
Referral Form
Referral Period
Referral Process
Referrer
Referred Client
Referred Business
Renewal Period
Services
Successful Referral
Target Market
Term
Territory
Termination Date
Qualifying Criteria
Conversion Period
Commission
Payment Period
Exclusivity Period
Competing Business
Referral Network
Referral Portal
Required Information
Acceptance Criteria
Valid Referral
Appointment
Scope of Services
Referral Process
Qualification Criteria
Fee Structure
Payment Terms
Commission Calculation
Obligations
Representations and Warranties
Data Protection
GDPR Compliance
Confidentiality
Intellectual Property
Non-Compete
Non-Solicitation
Term and Duration
Termination
Force Majeure
Assignment
Entire Agreement
Severability
Notices
Governing Law
Dispute Resolution
Indemnification
Insurance
Record Keeping
Audit Rights
Compliance with Laws
Anti-Bribery
Marketing and Promotion
Performance Reporting
Amendment
Waiver
Third Party Rights
Relationship of Parties
Exclusivity
Good Faith
Financial Services
Professional Services
Technology
Real Estate
Recruitment
Management Consulting
Legal Services
Healthcare
Education
Software and IT
Business Services
Marketing and Advertising
Legal
Business Development
Sales
Finance
Compliance
Operations
Commercial
Partnerships
Risk Management
Marketing
Business Development Manager
Sales Director
Partnership Manager
Legal Counsel
Compliance Officer
Chief Financial Officer
Commercial Director
Channel Manager
Relationship Manager
Operations Manager
Contract Administrator
Chief Executive Officer
Head of Business Development
Marketing Director
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