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Consulting Referral Fee Agreement
"I need a Consulting Referral Fee Agreement for my Jakarta-based IT consulting firm to engage with individual tech professionals who will refer potential clients to us, with a tiered commission structure and exclusivity provisions for certain market segments."
1. Parties: Identification of the referrer and the consulting company, including their full legal names, registration numbers, and addresses
2. Background: Context of the agreement, explaining the consulting company's services and the referrer's role in introducing potential clients
3. Definitions: Key terms used throughout the agreement, including 'Referral', 'Successful Introduction', 'Referral Fee', and 'Qualified Client'
4. Scope of Referral Services: Detailed description of the referral services, including the process for making introductions and qualifying potential clients
5. Referral Fee Structure: Terms of payment, including fee calculation method, payment timing, and conditions for fee eligibility
6. Rights and Obligations: Specific duties and responsibilities of both parties, including quality standards and communication requirements
7. Payment Terms: Details of payment process, currency, tax implications, and invoice requirements under Indonesian law
8. Term and Termination: Duration of the agreement and conditions for termination by either party
9. Confidentiality: Obligations regarding confidential information and client data protection
10. Non-Solicitation: Restrictions on soliciting clients or employees during and after the agreement
11. Compliance with Laws: Commitment to comply with Indonesian laws, including anti-corruption and business regulations
12. Dispute Resolution: Process for resolving disputes, including jurisdiction and governing law provisions
13. General Provisions: Standard clauses including force majeure, severability, and entire agreement provisions
1. Exclusivity: Optional clause defining whether the referrer has exclusive rights in certain territories or client segments
2. Training and Support: Include when the consulting company will provide training or materials to the referrer
3. Insurance Requirements: Include when specific insurance coverage is required for the referral activities
4. Marketing Guidelines: Include when the referrer will be conducting marketing activities using the consulting company's name or materials
5. Data Protection: Detailed section on data protection obligations when handling sensitive client information
6. Foreign Currency Provisions: Include when payments will be made in non-Indonesian currency
7. Non-Compete Clause: Include when restricting the referrer from working with competitors
1. Schedule 1 - Referral Fee Calculation: Detailed breakdown of fee calculations, including percentages, tiers, and examples
2. Schedule 2 - Referral Process: Step-by-step procedure for making and qualifying referrals
3. Schedule 3 - Approved Marketing Materials: List of approved materials and guidelines for their use
4. Schedule 4 - Reporting Templates: Standard forms for tracking and reporting referrals
5. Schedule 5 - Territory Definition: Detailed description of any geographical or sector-based limitations
6. Appendix A - Required Documentation: List of documents required for processing referrals and payments
7. Appendix B - Contact Details: Key contact information for both parties for various purposes
Authors
Management Consulting
Information Technology
Financial Services
Professional Services
Business Advisory
Human Resources
Strategy Consulting
Digital Transformation
Healthcare Consulting
Environmental Consulting
Education and Training
Legal Services
Legal
Business Development
Compliance
Finance
Operations
Sales
Partnerships
Contract Administration
Risk Management
Commercial
Business Development Manager
Managing Director
Legal Counsel
Compliance Officer
Partnership Manager
Chief Executive Officer
Operations Manager
Finance Director
Contract Administrator
Sales Director
Channel Manager
Relationship Manager
Chief Operating Officer
Business Consultant
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