This Sales Referral Agreement template is designed for use in the Australian business context where companies seek to formalize arrangements for receiving qualified business referrals from partners. It is particularly relevant when establishing new sales channels or expanding market reach through partner networks. The agreement ensures compliance with Australian federal and state regulations, including consumer protection laws, privacy requirements, and fair trading provisions. It covers essential elements such as referral mechanisms, commission structures, performance expectations, and compliance obligations. This document is commonly used by businesses looking to grow their customer base through structured referral partnerships while maintaining legal compliance and protecting both parties' interests.
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1. Parties: Identifies and provides full legal details of all parties to the agreement
2. Background: Sets out the context and purpose of the agreement, including the business relationship context
3. Definitions: Defines key terms used throughout the agreement
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 accepting referrals
6. Compensation and Payment Terms: Specifies referral fees, commission structures, payment timing, and calculation methods
7. Obligations of the Referrer: Lists the referrer's duties, responsibilities, and performance standards
8. Obligations of the Company: Details the company's commitments and responsibilities regarding referred customers
9. Intellectual Property: Addresses the use of trademarks, logos, and other IP in the referral process
10. Confidentiality: Establishes confidentiality obligations for both parties
11. Term and Termination: Specifies the agreement duration and termination provisions
12. General Provisions: Contains standard legal provisions including governing law, notices, and assignment
1. Non-Compete: Restricts the referrer from engaging in competing activities - include when protecting market position is crucial
2. Training and Support: Details any training or support provided to the referrer - include when specific expertise is required
3. Marketing and Promotion: Outlines approved marketing activities and materials - include when referrer will conduct marketing
4. Compliance Requirements: Specific regulatory compliance obligations - include for regulated industries
5. Data Protection: Detailed data handling requirements - include when significant personal data is involved
6. Service Levels: Specific performance metrics and standards - include when quantitative targets are important
7. Dispute Resolution: Detailed dispute resolution procedures - include for high-value or complex arrangements
8. Insurance Requirements: Specific insurance obligations - include when activities carry significant risks
1. Commission Structure: Detailed breakdown of commission rates, tiers, and calculation methods
2. Referral Requirements: Specific criteria for qualified referrals and documentation requirements
3. Approved Marketing Materials: List and examples of approved marketing materials and usage guidelines
4. Territory Definition: Detailed description of any geographical or market segment limitations
5. Service Level Metrics: Detailed performance metrics and measurement criteria
6. Reporting Templates: Standard forms and templates for referral reporting
7. Contact Details: Key contact information for both parties
8. Compliance Procedures: Detailed compliance requirements and procedures
Relevant legal definitions
Clauses
Relevant Industries
Professional Services
Financial Services
Technology and Software
Real Estate
Insurance
Telecommunications
Healthcare
Education and Training
Consulting Services
Manufacturing
Retail
Business Services
Relevant Teams
Sales
Business Development
Legal
Compliance
Operations
Partner Management
Commercial
Finance
Risk Management
Marketing
Relevant Roles
Business Development Manager
Sales Director
Channel Partner Manager
Chief Revenue Officer
Partnership Manager
Sales Operations Manager
Legal Counsel
Commercial Manager
Account Executive
Business Development Representative
Chief Executive Officer
Managing Director
Operations Manager
Compliance Officer
Contract Manager
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