Sales Referral Agreement for Germany

Sales Referral Agreement Template for Germany

A Sales Referral Agreement under German law establishes a formal relationship between a company and a referral partner who introduces potential customers or business opportunities. The agreement, governed by German civil and commercial law, particularly the German Civil Code (BGB) and Commercial Code (HGB), outlines the terms of referral activities, compensation structure, and mutual obligations. It includes specific provisions for data protection under GDPR, competition law compliance, and tax considerations, while defining clear processes for referral submission, tracking, and commission payments.

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What is a Sales Referral Agreement?

The Sales Referral Agreement is essential for businesses operating in Germany who wish to expand their market reach through formal referral partnerships. This document type is commonly used when a company wants to incentivize third parties to refer potential customers or business opportunities in exchange for commission-based compensation. The agreement must comply with German legal requirements, including the German Civil Code (BGB), Commercial Code (HGB), and data protection regulations (GDPR). It typically covers referral processes, commission structures, compliance obligations, and relationship management terms. This document is particularly important in B2B contexts where formal referral networks need to be established with clear legal and operational frameworks.

What sections should be included in a Sales Referral Agreement?

1. Parties: Identification and details of the principal company and the referrer

2. Background: Context of the agreement and brief description of the parties' business relationship

3. Definitions: Key terms used throughout the agreement

4. Appointment and Scope: Terms of referrer's appointment and scope of authorized activities

5. Referral Process: Detailed process for making and tracking referrals

6. Obligations of the Referrer: Referrer's duties, responsibilities, and conduct requirements

7. Obligations of the Company: Company's commitments regarding referral handling and support

8. Compensation and Payment Terms: Referral fee structure, calculation method, and payment terms

9. Intellectual Property: Usage rights for trademarks, logos, and marketing materials

10. Confidentiality: Protection of confidential information and trade secrets

11. Data Protection: GDPR compliance and data handling requirements

12. Term and Termination: Duration of agreement and termination provisions

13. Post-Termination: Obligations and rights after agreement ends

14. General Provisions: Standard legal provisions including governing law, notices, and amendments

What sections are optional to include in a Sales Referral Agreement?

1. Training and Support: Used when the company provides specific training or support systems to the referrer

2. Marketing and Promotion: Include when referrer has specific marketing rights or obligations

3. Performance Targets: Add when agreement includes minimum referral requirements or performance metrics

4. Territory Restrictions: Include when referrer is limited to specific geographic areas

5. Exclusivity: Used when either party has exclusive rights or obligations

6. Compliance with Industry Regulations: Add for regulated industries (e.g., financial services, healthcare)

7. Insurance Requirements: Include when referrer must maintain specific insurance coverage

8. Anti-Corruption: Add for international referral relationships or high-value transactions

What schedules should be included in a Sales Referral Agreement?

1. Schedule 1 - Compensation Structure: Detailed breakdown of referral fees, commission rates, and calculation methods

2. Schedule 2 - Referral Process Workflow: Step-by-step process flow for referral submission and tracking

3. Schedule 3 - Approved Marketing Materials: List of approved marketing materials and usage guidelines

4. Schedule 4 - Data Processing Requirements: Detailed GDPR compliance requirements and data handling procedures

5. Schedule 5 - Reporting Templates: Standard forms for referral submission and tracking

6. Appendix A - Contact Details: Key contact information for both parties

7. Appendix B - Product/Service Description: Details of products or services eligible for referral

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Jurisdiction

Germany

Publisher

Genie AI

Document Type

Sales Agreement

Sector

Sales

Cost

Free to use
Clauses
Relevant Industries

Professional Services

Information Technology

Financial Services

Management Consulting

Real Estate

Software and SaaS

Manufacturing

Healthcare

Telecommunications

Business Services

Education and Training

Industrial Equipment

Relevant Teams

Legal

Sales

Business Development

Compliance

Partner Operations

Commercial Operations

Contract Administration

Revenue Operations

Partner Success

Account Management

Relevant Roles

Business Development Manager

Sales Director

Channel Partner Manager

Legal Counsel

Compliance Officer

Commercial Director

Partnership Manager

Chief Revenue Officer

Sales Operations Manager

Contract Manager

Account Executive

Partner Success Manager

Chief Commercial Officer

Business Operations Manager

Industries
Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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