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Referral Agent Agreement
"I need a Referral Agent Agreement for my software company based in Amsterdam, where we'll appoint multiple agents to refer enterprise clients across the Benelux region, with a tiered commission structure based on deal size and a minimum of 5 successful referrals per quarter."
1. Parties: Identification and details of the Principal and the Referral Agent
2. Background: Context of the agreement and brief description of the business relationship
3. Definitions: Key terms used throughout the agreement
4. Appointment and Scope: Terms of appointment and territorial scope of the referral agent's activities
5. Agent's Obligations: Detailed responsibilities of the referral agent, including referral process and reporting requirements
6. Principal's Obligations: Responsibilities of the principal, including support and information provision
7. Compensation: Commission structure, calculation method, and payment terms
8. Intellectual Property: Usage rights for trademarks, logos, and marketing materials
9. Confidentiality: Protection of 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 and restrictions after agreement ends
13. General Provisions: Standard clauses including notices, amendments, governing law, and jurisdiction
1. Non-Competition: Restrictions on agent's activities with competitors (include if exclusivity is required)
2. Training and Support: Details of training provided by principal (include if significant training is involved)
3. Performance Targets: Minimum performance requirements (include if specific targets are needed)
4. Marketing and Promotion: Guidelines for marketing activities (include if agent will conduct marketing)
5. Insurance: Required insurance coverage (include if agent needs specific insurance)
6. Compliance with Industry Regulations: Specific regulatory requirements (include for regulated industries)
7. Sub-Agents: Terms for appointing sub-agents (include if sub-agents are allowed)
8. Force Majeure: Provisions for unforeseen circumstances (include if requested by parties)
1. Commission Structure: Detailed breakdown of commission rates and calculation methods
2. Referral Process: Step-by-step procedure for making and tracking referrals
3. Approved Marketing Materials: List of approved marketing materials and usage guidelines
4. Reporting Templates: Standard forms for activity reporting and commission calculations
5. Territory Description: Detailed description of geographical or market territory
6. Data Processing Agreement: GDPR-compliant data processing terms and procedures
7. Service Level Agreement: Performance standards and response time requirements
Authors
Professional Services
Financial Services
Information Technology
Real Estate
Healthcare
Manufacturing
Consulting
Software and SaaS
Telecommunications
Education and Training
Business Services
Insurance
Legal
Sales
Business Development
Compliance
Commercial
Partner Relations
Revenue Operations
Marketing
Finance
Contract Administration
Business Development Manager
Sales Director
Channel Partner Manager
Legal Counsel
Commercial Director
Partnership Manager
Chief Revenue Officer
Sales Operations Manager
Account Executive
Marketing Director
Compliance Officer
Contract Manager
Business Development Representative
Partner Success Manager
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