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Consulting Referral Fee Agreement
"I need a Consulting Referral Fee Agreement for my IT consulting firm based in Amsterdam, where we'll pay 10% commission to referral partners for qualified leads in the Benelux region, with quarterly payments and a minimum deal size of €50,000."
1. Parties: Identification of the parties entering into the agreement - the referrer and the consulting company
2. Background: Context of the agreement and brief description of the parties' business relationship
3. Definitions: Key terms used throughout the agreement including 'Referral', 'Qualified Lead', 'Referral Fee', and 'Services'
4. Scope of Agreement: Details of the referral arrangement and what constitutes a valid referral
5. Referral Process: Step-by-step process for making and accepting referrals
6. Referral Fee Structure: Details of fee calculation, payment terms, and conditions for fee eligibility
7. Payment Terms: Timing of payments, invoicing requirements, and payment methods
8. Obligations of the Referrer: Responsibilities and commitments of the party making referrals
9. Obligations of the Company: Responsibilities of the consulting company receiving referrals
10. Term and Termination: Duration of the agreement and circumstances for termination
11. Confidentiality: Protection of confidential information exchanged during the referral process
12. Intellectual Property: Protection of IP rights and usage of trademarks/logos in referral activities
13. Data Protection: Compliance with GDPR and handling of personal data
14. Governing Law and Jurisdiction: Specification of Dutch law as governing law and jurisdiction for disputes
1. Non-Solicitation: Prevents parties from soliciting each other's employees or clients - include when there's significant risk of talent or client poaching
2. Non-Compete: Restrictions on competing activities - include when the referrer has access to sensitive business information
3. International Payments: Special provisions for cross-border payments - include when parties are in different countries
4. Compliance with Industry Regulations: Specific regulatory requirements - include when operating in regulated industries
5. Force Majeure: Provisions for unforeseen circumstances - include when long-term relationship is anticipated
6. Assignment: Rights to assign the agreement - include when parties might undergo corporate changes
7. Marketing and Promotion: Guidelines for promotional activities - include when referrer will actively market services
8. Audit Rights: Right to audit referral records - include when high-value or volume of referrals expected
1. Schedule 1 - Fee Structure: Detailed breakdown of referral fees, calculation methods, and payment tiers
2. Schedule 2 - Eligible Services: List of consulting services covered under the referral agreement
3. Schedule 3 - Referral Process Flow: Detailed workflow for referral submission, acceptance, and tracking
4. Schedule 4 - Reporting Template: Standard format for tracking and reporting referrals
5. Schedule 5 - Compliance Requirements: Specific compliance checklist and requirements for referral activities
6. Appendix A - Contact Information: Key contacts for both parties for various aspects of the agreement
7. Appendix B - Approved Marketing Materials: Pre-approved materials and guidelines for referral marketing
Authors
Professional Services
Management Consulting
IT Consulting
Financial Services
Business Advisory
Technology Services
Healthcare Consulting
Legal Services
Human Resources Consulting
Environmental Consulting
Strategy Consulting
Digital Transformation
Business Development
Legal
Finance
Sales
Operations
Commercial
Partnership Management
Marketing
Strategy
Client Relations
Compliance
Corporate Development
Business Development Manager
Managing Partner
Sales Director
Consulting Partner
Network Development Manager
Chief Executive Officer
Commercial Director
Partnership Manager
Legal Counsel
Finance Director
Operations Manager
Client Relations Manager
Strategy Director
Marketing Manager
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