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Referral Contract
"I need a Referral Contract under German law for my software company to establish a partner network of IT consultants who will refer corporate clients to us, with a tiered commission structure and exclusive territories in major German cities, starting from March 2025."
1. Parties: Identification and details of the referring party and the recipient of referrals
2. Background: Context of the referral arrangement and business relationship
3. Definitions: Key terms used throughout the agreement including 'Referral', 'Referred Customer', 'Referral Fee'
4. Scope of Agreement: Nature and extent of referral services to be provided
5. Referral Process: Detailed procedure for making and accepting referrals
6. Obligations of the Referring Party: Duties in identifying and referring potential customers, including quality standards
7. Obligations of the Recipient: Responsibilities in handling referrals and maintaining service standards
8. Referral Fees and Payment Terms: Compensation structure, calculation method, and payment procedures
9. Data Protection and GDPR Compliance: Obligations regarding handling of personal data and ensuring GDPR compliance
10. Confidentiality: Protection of confidential information exchanged during the referral process
11. Term and Termination: Duration of agreement and conditions for termination
12. Non-Solicitation: Restrictions on soliciting referred customers or employees
13. Representations and Warranties: Basic guarantees by both parties regarding capacity and authority
14. Liability and Indemnification: Allocation of risks and responsibilities between parties
15. General Provisions: Standard clauses including notices, amendments, governing law, and jurisdiction
1. Exclusivity: Used when the referring party is granted exclusive rights in specific territories or sectors
2. Marketing and Branding: Include when parties need to coordinate on marketing activities or brand usage
3. Training and Support: Required when the recipient provides training to the referring party
4. Service Level Agreement: Include for arrangements with specific performance metrics
5. Audit Rights: Used in high-value referral arrangements to verify fee calculations
6. Insurance Requirements: Include when specific insurance coverage is required
7. Non-Compete: Used when restricting parties from competing activities
8. Dispute Resolution: Include specific arbitration or mediation procedures if desired
1. Schedule 1 - Referral Fee Structure: Detailed breakdown of fee calculations and payment tiers
2. Schedule 2 - Referral Process Flow: Step-by-step process diagram for handling referrals
3. Schedule 3 - Data Processing Agreement: Detailed GDPR-compliant data processing terms
4. Schedule 4 - Approved Marketing Materials: Templates and guidelines for referral marketing
5. Schedule 5 - Territory Definition: Geographic or sector-specific scope of referral rights
6. Schedule 6 - Service Quality Standards: Performance metrics and quality requirements
7. Appendix A - Contact Details: Key contact information for both parties
8. Appendix B - Reporting Templates: Standard forms for referral tracking and reporting
Authors
Professional Services
Financial Services
Information Technology
Management Consulting
Real Estate
Healthcare
Legal Services
Insurance
Software and Technology
Digital Marketing
Education and Training
Business Services
Business Development
Legal
Sales
Partnerships
Marketing
Finance
Compliance
Operations
Commercial
Account Management
Business Development Manager
Sales Director
Partnership Manager
Legal Counsel
Commercial Director
Chief Executive Officer
Marketing Director
Channel Manager
Affiliate Manager
Operations Manager
Compliance Officer
Chief Financial Officer
Account Manager
Business Relations Manager
Sales Operations Manager
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