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1. Parties: Identification of the parties entering into the agreement - the referrer and the company receiving referrals
2. Background: Context of the agreement and brief description of the business relationship
3. Definitions: Key terms used throughout the agreement including 'Qualified Referral', 'Finder's Fee', 'Successful Transaction'
4. Scope of Services: Details of the referral services to be provided and any territorial restrictions
5. Referral Process: Step-by-step process for making and accepting referrals
6. Fee Structure: Calculation method for finder's fees and payment terms
7. Payment Terms: Timeline for payments, invoicing requirements, and payment methods
8. Term and Termination: Duration of the agreement and conditions for termination
9. Confidentiality: Protection of confidential information shared between parties
10. Data Protection: GDPR compliance and data handling requirements
11. Non-Solicitation: Restrictions on soliciting referred clients or employees
12. Representations and Warranties: Standard warranties about capacity to contract and service delivery
13. Liability and Indemnification: Limitations of liability and indemnification obligations
14. General Provisions: Standard boilerplate clauses including notices, assignment, and governing law
1. Exclusivity: Used when the referrer is granted exclusive rights in certain territories or for certain types of referrals
2. Marketing and Promotion: Include when parties need to agree on specific marketing activities or use of branding
3. Training and Support: Required when the company provides training or support to the referrer
4. Compliance with Laws: Extended section needed for regulated industries or when specific regulatory compliance is required
5. Audit Rights: Include when one party needs the right to audit referral records
6. Non-Compete: Used when restricting the referrer from working with competitors
7. Service Level Requirements: Include when setting specific performance standards for referral quality or quantity
8. Dispute Resolution: Detailed dispute resolution procedures, particularly useful for international agreements
1. Schedule 1 - Fee Schedule: Detailed breakdown of fee structures, commission tiers, and calculation methods
2. Schedule 2 - Referral Criteria: Specific criteria for qualifying referrals and documentation requirements
3. Schedule 3 - Reporting Template: Standard format for tracking and reporting referrals
4. Schedule 4 - Territory Definition: Detailed description of geographical or market territories if applicable
5. Schedule 5 - Data Processing Agreement: Detailed GDPR compliance requirements and data processing terms
6. Appendix A - Contact Details: Key contact information for both parties
7. Appendix B - Service Standards: Detailed service level requirements and performance metrics if applicable
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