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Sales And Marketing Services Agreement Template for United States

A comprehensive legal agreement governed by U.S. law that establishes the terms and conditions under which one party provides sales and marketing services to another. The agreement covers service scope, compensation, performance metrics, intellectual property rights, and compliance with federal and state marketing regulations. It includes provisions for data protection, consumer privacy, and industry-specific requirements while adhering to U.S. federal trade laws and state-specific regulations.

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What is a Sales And Marketing Services Agreement?

The Sales And Marketing Services Agreement is essential for businesses seeking to formalize relationships with external marketing and sales service providers in the United States. This document is particularly relevant when companies want to outsource their marketing and sales functions while maintaining clear performance standards and regulatory compliance. The agreement addresses crucial aspects such as service scope, compensation structures, performance metrics, and intellectual property rights, while ensuring compliance with U.S. federal and state regulations, including FTC requirements, privacy laws, and industry-specific standards. It's designed to protect both parties' interests while establishing clear operational guidelines and expectations.

What sections should be included in a Sales And Marketing Services Agreement?

1. Parties: Identifies and defines the contracting parties - typically the service provider and client

2. Background/Recitals: Provides context and purpose of the agreement

3. Definitions: Defines key terms used throughout the agreement

4. Scope of Services: Details the marketing and sales services to be provided

5. Term and Termination: Duration of agreement and termination conditions

6. Compensation: Payment terms, fees, commissions, and billing procedures

7. Performance Metrics: KPIs, targets, and measurement criteria

8. Intellectual Property Rights: Ownership and usage rights of marketing materials and content

9. Confidentiality: Protection of sensitive information

What sections are optional to include in a Sales And Marketing Services Agreement?

1. Territory Rights: Defines geographical scope of services - used when services are limited to specific regions

2. Exclusivity: Terms of exclusive relationship - used when parties agree to exclusive arrangements

3. Marketing Budget: Budget allocation and management - used when service provider manages client's marketing budget

4. Training and Support: Details of training provided - used when service provider offers training services

5. Data Protection: GDPR and privacy compliance - used when handling personal data

What schedules should be included in a Sales And Marketing Services Agreement?

1. Service Level Agreement: Detailed performance standards and metrics

2. Fee Schedule: Detailed breakdown of fees and commission structures

3. Marketing Plan: Detailed marketing strategy and tactics

4. Territory Map: Visual representation of geographical coverage

5. Approved Marketing Materials: Pre-approved templates and content

6. Reporting Templates: Standard formats for performance reporting

7. Contact Details: Key personnel and escalation procedures

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents

Jurisdiction

United States

Publisher

Genie AI

Document Type

Marketing Agreement

Sector

Marketing

Cost

Free to use

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