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1. Performance Standards: Used when specific quality metrics or service levels need to be maintained

2. Training and Support: Include when one party needs to provide training or support to the other

3. Marketing and Promotion: Added when parties need to specify how marketing of the referral relationship will be handled

4. Non-Compete: Include when parties wish to restrict competition during or after the agreement

5. Data Protection: Required when significant personal data processing is involved

6. Dispute Resolution: Include when parties want to specify particular dispute resolution mechanisms

7. Insurance Requirements: Added when specific insurance coverage needs to be maintained

8. Compliance with Industry Regulations: Include when referrals involve regulated industries or activities

1. Schedule 1 - Compensation Structure: Detailed breakdown of referral fees, commission rates, and calculation methods

2. Schedule 2 - Referral Criteria: Specific criteria for qualified referrals and any exclusions

3. Schedule 3 - Reporting Requirements: Templates and timing for required reports and tracking

4. Schedule 4 - Territory Definition: If applicable, defines geographical or market segments covered

5. Appendix A - Referral Process Workflow: Detailed step-by-step process for handling referrals

6. Appendix B - Required Forms: Standard forms used in the referral process