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Software Referral Agreement
"I need a Software Referral Agreement for my Vancouver-based SaaS company to establish a partnership with technology consultants, offering a 15% commission structure for qualified leads and including standard data protection clauses under Canadian law."
1. Parties: Identification of the parties entering into the agreement (software company and referral partner)
2. Background: Context of the agreement and brief description of the business relationship
3. Definitions: Key terms used throughout the agreement including 'Software', 'Qualified Lead', 'Referral Fee', etc.
4. Appointment and Scope: Terms of appointment as referral partner and scope of referral services
5. Referral Process: Detailed process for submitting and tracking referrals
6. Compensation: Referral fee structure, calculation method, and payment terms
7. Obligations of Referral Partner: Duties, responsibilities, and performance standards for the referral partner
8. Obligations of Software Company: Commitments regarding lead handling, support, and communication
9. Intellectual Property: Protection of IP rights and usage of trademarks/branding
10. Confidentiality: Protection of confidential information shared between parties
11. Term and Termination: Duration of agreement and conditions for termination
12. Data Protection and Privacy: Compliance with privacy laws and data handling requirements
13. General Provisions: Standard clauses including governing law, notices, and amendment procedures
1. Non-Solicitation: Prevents parties from soliciting each other's employees or customers, include when there's significant risk of poaching
2. Training and Support: Details of training provided to referral partner, include when complex products require significant knowledge
3. Marketing and Promotion: Guidelines for marketing activities and brand usage, include when referral partner will conduct active promotion
4. Audit Rights: Right to audit referral records, include when dealing with high-volume or high-value referrals
5. Insurance Requirements: Required insurance coverage, include when referral activities carry significant risks
6. Territory Restrictions: Geographic limitations on referral activities, include when territorial exclusivity is granted
7. Dispute Resolution: Specific procedures for resolving disputes, include when parties prefer alternative dispute resolution
8. Compliance with Anti-Corruption Laws: Specific anti-corruption provisions, include when dealing with government entities or international referrals
1. Schedule A - Referral Fee Structure: Detailed breakdown of referral fees, commission tiers, and bonus structures
2. Schedule B - Software Products: List and description of software products covered by the referral agreement
3. Schedule C - Referral Submission Process: Step-by-step process and requirements for submitting referrals
4. Schedule D - Reporting Templates: Standard forms and templates for referral reporting
5. Schedule E - Service Level Agreement: Performance metrics and service levels for lead handling
6. Appendix 1 - Approved Marketing Materials: Pre-approved marketing content and guidelines
7. Appendix 2 - Data Protection Requirements: Specific procedures and requirements for handling personal data
Authors
Information Technology
Software Development
Technology Consulting
Cloud Services
Digital Services
Systems Integration
Business Services
Professional Services
SaaS (Software as a Service)
Technology Distribution
E-commerce
Legal
Sales
Business Development
Partner Relations
Revenue Operations
Commercial Operations
Partnerships
Alliance Management
Contract Administration
Compliance
Business Development Manager
Channel Partner Manager
Sales Director
Legal Counsel
Contract Manager
Partnership Manager
Chief Revenue Officer
Sales Operations Manager
Alliance Manager
Commercial Director
Partner Success Manager
Chief Legal Officer
VP of Sales
Partner Development Representative
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