1. Exclusivity: Used when the referral partner is granted exclusive rights in certain territories or for specific products

2. Training and Support: Include when the principal provides specific training or support services to the referral partner

3. Marketing and Branding: Required when the referral partner will use the principal's branding or marketing materials

4. Performance Targets: Include when setting specific referral targets or minimum performance requirements

5. Audit Rights: Used when the principal needs rights to audit referral partner's records

6. Insurance: Include when specific insurance coverage is required for the referral activities

7. Intellectual Property: Required when IP licensing or usage rights are part of the arrangement

8. Dispute Resolution: Include when specific dispute resolution procedures (mediation/arbitration) are preferred

1. Schedule 1 - Products and Services: Detailed list of products/services eligible for referral

2. Schedule 2 - Commission Structure: Detailed breakdown of commission rates, tiers, and calculation methods

3. Schedule 3 - Referral Process Flow: Detailed workflow and procedures for making and processing referrals

4. Schedule 4 - Territory Definition: Specific geographical areas or market segments covered by the agreement

5. Schedule 5 - Reporting Requirements: Templates and procedures for referral tracking and reporting

6. Appendix A - Lead Qualification Criteria: Specific criteria for qualifying leads and referrals

7. Appendix B - Compliance Requirements: Specific regulatory or compliance requirements applicable to the referral activities