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Referral Partner Program Agreement
"I need a Referral Partner Program Agreement for my SaaS company based in Amsterdam to onboard technology partners across the EU, with strong GDPR compliance provisions and a tiered commission structure that increases with the partner's performance; the agreement should be ready for use by January 2025."
1. Parties: Identifies and provides full details of the contracting parties - the company operating the referral program and the referral partner
2. Background: Explains the context of the agreement and the parties' intentions to establish a referral relationship
3. Definitions: Defines key terms used throughout the agreement, including 'Referral', 'Qualified Lead', 'Referral Fee', etc.
4. Appointment and Scope: Establishes the referral partner's role, territory, and whether the appointment is exclusive or non-exclusive
5. Referral Process: Details the mechanics of how referrals should be submitted, tracked, and validated
6. Compensation: Specifies referral fees, payment terms, calculation methods, and payment conditions
7. Obligations of the Company: Lists the company's commitments regarding lead handling, support, and communication
8. Obligations of the Referral Partner: Details the referral partner's responsibilities, including ethical conduct and compliance requirements
9. Intellectual Property: Addresses usage rights for trademarks, logos, and marketing materials
10. Confidentiality: Protects confidential information exchanged during the relationship
11. Data Protection: Ensures GDPR compliance and establishes data handling protocols
12. Term and Termination: Specifies agreement duration, renewal terms, and termination conditions
13. Post-Termination: Addresses obligations and rights after agreement termination
14. General Provisions: Contains standard legal clauses including governing law, notices, and amendment procedures
1. Non-Compete: Restricts the referral partner from engaging with competitors, used when sharing sensitive market information or strategies
2. Training and Support: Details training programs and ongoing support, included when the company provides extensive partner enablement
3. Marketing Guidelines: Specifies rules for marketing the company's products/services, needed when partners conduct active promotion
4. Service Levels: Establishes performance metrics and standards, used in more sophisticated referral programs
5. Audit Rights: Grants the company rights to audit referral claims, important for high-value referral programs
6. Insurance Requirements: Specifies required insurance coverage, relevant for high-risk or regulated industries
7. Compliance with Industry Regulations: Added for referral programs in regulated industries like finance or healthcare
1. Schedule 1 - Compensation Structure: Detailed breakdown of referral fees, tiers, bonuses, and calculation methods
2. Schedule 2 - Referral Submission Process: Step-by-step process flow for submitting and tracking referrals
3. Schedule 3 - Approved Marketing Materials: List of pre-approved marketing materials and usage guidelines
4. Schedule 4 - Technical Requirements: Any technical specifications or systems requirements for participating in the program
5. Schedule 5 - Territory Definition: Detailed description of geographical or market segment boundaries
6. Appendix A - Data Processing Agreement: GDPR-compliant data processing terms and conditions
7. Appendix B - Service Level Agreement: Detailed performance metrics and service standards
Authors
Technology
Professional Services
Financial Services
Software
Consulting
Healthcare
Real Estate
Telecommunications
Manufacturing
Education
E-commerce
Business Services
Legal
Business Development
Sales
Compliance
Partner Operations
Commercial Operations
Revenue Operations
Contract Administration
Partner Success
Risk Management
Business Development Manager
Partner Program Manager
Sales Director
Channel Manager
Legal Counsel
Compliance Officer
Commercial Director
Partnership Director
Chief Revenue Officer
Sales Operations Manager
Account Manager
Partner Success Manager
Chief Legal Officer
Business Operations Manager
Contract Manager
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