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1. Parties: Identifies the parties entering into the agreement - typically the referrer and the company receiving referrals
2. Background: Explains the context of the agreement and the parties' intentions to enter into a referral arrangement
3. Definitions: Defines key terms used throughout the agreement including 'Referral', 'Qualified Lead', 'Commission', etc.
4. Appointment and Scope: Establishes the referrer's appointment and defines the scope of referral services
5. Referral Process: Details the specific process for making and tracking referrals
6. Commission Structure: Outlines the commission rates, calculation method, and payment terms
7. Obligations of the Referrer: Lists the referrer's duties, responsibilities, and performance standards
8. Obligations of the Company: Specifies the company's commitments regarding referral processing and commission payments
9. Confidentiality: Protects confidential information shared between parties during the referral process
10. Intellectual Property: Addresses the use of trademarks, logos, and other IP in the referral activities
11. Term and Termination: Specifies agreement duration and termination provisions
12. General Provisions: Includes standard clauses like governing law, notices, and amendment procedures
1. Non-Compete: Restricts referrer from working with competitors - include when dealing with sensitive markets or high-value referrals
2. Training and Support: Details company's commitment to train referrer - include when complex products/services are involved
3. Marketing Materials: Governs use of marketing materials - include when referrer will conduct active marketing
4. Data Protection: Detailed data handling requirements - include when significant personal data processing is involved
5. Service Level Agreement: Specific performance metrics - include when setting formal performance standards
6. Territory Restrictions: Defines geographical limitations - include when territory exclusivity is granted
7. Audit Rights: Allows audit of referral records - include for high-value or volume-based arrangements
8. Insurance Requirements: Specifies required insurance coverage - include for high-risk industries
1. Schedule 1 - Commission Structure: Detailed breakdown of commission rates, tiers, and calculation methods
2. Schedule 2 - Referral Products/Services: List of products or services eligible for referral commission
3. Schedule 3 - Referral Process Flow: Detailed step-by-step process flow for referrals
4. Schedule 4 - Reporting Templates: Standard formats for referral tracking and commission reports
5. Appendix A - Approved Marketing Materials: Pre-approved marketing materials and usage guidelines
6. Appendix B - Contact Details: Key contact persons and escalation matrix for both parties
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