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1. Parties: Identification of the employer company and the salesperson
2. Background: Context of the agreement, including the salesperson's role and need for access to confidential information
3. Definitions: Key terms including 'Confidential Information', 'Trade Secrets', 'Customer Information', and 'Proprietary Information'
4. Scope of Confidential Information: Detailed description of what constitutes confidential information in the sales context
5. Obligations of Confidentiality: Core confidentiality obligations including non-use, non-disclosure, and security measures
6. Permitted Disclosures: Circumstances under which confidential information may be disclosed in the course of sales duties
7. Return of Confidential Information: Requirements for returning or destroying confidential information upon termination
8. Duration of Obligations: Time period for which confidentiality obligations remain in effect
9. Breach and Remedies: Consequences of breach and available remedies including injunctive relief
10. General Provisions: Standard clauses including governing law, entire agreement, and severability
1. Non-Solicitation: Optional restrictions on soliciting customers or employees, include if there's significant customer relationship risk
2. Non-Competition: Optional restrictions on competing activities, include if permitted by provincial law and if salesperson has access to highly sensitive information
3. Data Privacy Compliance: Detailed privacy obligations, include if salesperson handles personal information subject to PIPEDA
4. Social Media Usage: Guidelines for social media use, include if salesperson uses social media for business
5. Remote Work Provisions: Additional security measures for remote work, include if salesperson works remotely
6. International Sales Provisions: Additional provisions for cross-border activities, include if salesperson operates internationally
1. Schedule A - Specific Confidential Information: Detailed list of types of confidential information specific to the sales role
2. Schedule B - Security Protocols: Specific security measures and protocols to be followed
3. Schedule C - Customer List: List of customers considered confidential, if applicable
4. Schedule D - Sales Territory: Definition of sales territory if relevant to confidentiality obligations
5. Appendix 1 - Acknowledgment Form: Form for periodic reaffirmation of confidentiality obligations
6. Appendix 2 - Exit Certification: Form to certify compliance upon termination of employment
Company
Salesperson
Trade Secrets
Proprietary Information
Customer Information
Prospect Information
Sales Territory
Intellectual Property
Products
Services
Price Lists
Marketing Strategies
Sales Methodologies
Commission Structure
Customer Database
Lead Generation Tools
Sales Tools
CRM System
Business Opportunities
Competitive Information
Market Intelligence
Business Plans
Revenue Forecasts
Sales Targets
Customer Contracts
Vendor Information
Technical Information
Digital Assets
Social Media Accounts
Company Network
Authorized Recipients
Permitted Purpose
Confidentiality Period
Termination Date
Effective Date
Affiliated Companies
Parent Company
Subsidiaries
Sales Materials
Performance Metrics
Trade Names
Trademarks
Copyrighted Materials
Documentation
Representative
Territory
Restricted Period
Non-Disclosure
Data Protection
Privacy Compliance
Information Security
Return of Materials
Permitted Use
Permitted Disclosure
Duration
Survival
Intellectual Property
Trade Secrets
Customer Protection
Social Media Usage
Digital Assets
Remote Work Security
Breach Notification
Injunctive Relief
Remedies
Damages
Assignment
Severability
Governing Law
Jurisdiction
Entire Agreement
Amendment
Notice
Third Party Rights
Waiver
Force Majeure
Termination
Exit Procedures
Acknowledgment
Independent Legal Advice
Representation and Warranties
Technology
Pharmaceuticals
Financial Services
Manufacturing
Professional Services
Retail
Telecommunications
Software
Healthcare
Real Estate
Industrial Equipment
Consumer Goods
Business Services
Insurance
Energy
Sales
Business Development
Account Management
Sales Operations
Revenue Operations
Commercial
Customer Success
Sales Engineering
Sales Enablement
Deal Desk
Strategic Accounts
Channel Sales
Direct Sales
Enterprise Sales
Inside Sales
Sales Representative
Account Executive
Business Development Manager
Sales Manager
Regional Sales Director
Territory Manager
Inside Sales Representative
Outside Sales Representative
Sales Engineer
Technical Sales Specialist
Key Account Manager
Channel Sales Manager
Sales Operations Manager
VP of Sales
Chief Revenue Officer
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Genie’s Security Promise
Genie is the safest place to draft. Here’s how we prioritise your privacy and security.
Your documents are private:
We do not train on your data; Genie’s AI improves independently
All data stored on Genie is private to your organisation
Your documents are protected:
Your documents are protected by ultra-secure 256-bit encryption
We are ISO27001 certified, so your data is secure
Organizational security:
You retain IP ownership of your documents and their information
You have full control over your data and who gets to see it


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