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1. Parties: Identification of the contracting parties - the company receiving referrals and the referrer
2. Background: Context of the agreement, including the company's business and the referrer's role
3. Definitions: Key terms used throughout the agreement including 'Referral', 'Qualified Lead', 'Referral Fee', etc.
4. Appointment and Scope: Terms of referrer's appointment and scope of referral services
5. Referral Process: Detailed process for making and tracking referrals
6. Referral Fees and Payment: Fee structure, payment terms, and conditions for earning referral fees
7. Obligations of the Referrer: Referrer's duties, responsibilities, and performance standards
8. Obligations of the Company: Company's commitments regarding referral handling and payment
9. Confidentiality: Protection of confidential information and trade secrets
10. Privacy and Data Protection: Compliance with Privacy Act 2020 and data handling requirements
11. Term and Termination: Duration of agreement and termination provisions
12. General Provisions: Standard legal provisions including governing law, notices, and assignment
1. Non-Compete: Restrictions on referrer's ability to refer to competitors, used when protecting market position is crucial
2. Training and Support: Details of any training or support provided by the company, included when the referral process requires specific knowledge or tools
3. Marketing and Branding: Guidelines for using company branding and marketing materials, included when referrer will be representing the company
4. Dispute Resolution: Specific procedures for handling disputes, included in higher-value or complex arrangements
5. Insurance Requirements: Specific insurance coverage requirements for the referrer, included when referrals involve high-value transactions or regulated industries
6. Performance Targets: Specific referral targets or quotas, included when the arrangement is performance-based
7. Compliance Requirements: Industry-specific compliance obligations, included for regulated industries like financial services
1. Schedule 1 - Referral Fee Structure: Detailed breakdown of referral fees, commission tiers, and bonus structures
2. Schedule 2 - Referral Process Flowchart: Visual representation of the referral process and procedures
3. Schedule 3 - Approved Marketing Materials: List or samples of approved marketing materials and messaging
4. Schedule 4 - Reporting Templates: Standard forms for referral submission and tracking
5. Schedule 5 - Territory Definition: Geographic or market segment boundaries for referral activities
6. Appendix A - Code of Conduct: Guidelines for ethical business practices and professional conduct
7. Appendix B - Privacy Policy: Detailed privacy and data protection procedures
Business Day
Commencement Date
Company
Confidential Information
Customer
Effective Date
Intellectual Property Rights
Lead
Personal Information
Products
Qualified Lead
Qualified Sale
Referral
Referral Fee
Referral Period
Referrer
Services
Successful Referral
Territory
Commission
Conversion
Contact Information
Disqualified Lead
Documentation
Exclusivity Period
Force Majeure Event
Initial Term
Payment Period
Performance Metrics
Prohibited Activities
Renewal Term
Representative
Term
Scope of Services
Territory
Exclusivity
Referral Process
Commission Structure
Payment Terms
Performance Requirements
Obligations
Representations and Warranties
Confidentiality
Intellectual Property
Data Protection
Privacy
Non-Compete
Non-Solicitation
Term and Duration
Termination
Force Majeure
Indemnification
Limitation of Liability
Insurance
Compliance with Laws
Record Keeping
Audit Rights
Assignment
Relationship of Parties
Notices
Dispute Resolution
Governing Law
Entire Agreement
Variation
Severability
Survival
Professional Services
Financial Services
Real Estate
Information Technology
Management Consulting
Insurance
Healthcare
Education
Telecommunications
Legal Services
Business Services
Software and Technology
Retail
Sales
Business Development
Legal
Compliance
Finance
Marketing
Operations
Commercial
Partner Relations
Contract Administration
Business Development Manager
Sales Director
Channel Partner Manager
Chief Revenue Officer
Legal Counsel
Compliance Officer
Partnership Manager
Sales Operations Manager
Marketing Director
Account Executive
Business Partner Manager
Commercial Manager
Contract Administrator
Chief Executive Officer
Small Business Owner
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