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Checklist Co-Branding Agreement

This Co-Branding Agreement Checklist outlines the key considerations and clauses necessary when two or more companies collaborate to market a product or service under combined brand identities. It is used to ensure all critical legal, marketing, and operational aspects are addressed before entering into a co-branding partnership.

Updated 15d ago
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Company Letterhead Block

{{company_name}}

{{company_address}}

{{phone}}

{{email}}

{{website}}

Agreement Parties

This Co-Branding Agreement Checklist is made and entered into as of {{date}} by and between:

Party A: {{party_a_company_name}}, a company duly incorporated under the laws of {{party_a_jurisdiction}}, with its principal place of business at {{party_a_address}} (hereinafter referred to as '{{party_a_short_name}}').

AND

Party B: {{party_b_company_name}}, a company duly incorporated under the laws of {{party_b_jurisdiction}}, with its principal place of business at {{party_b_address}} (hereinafter referred to as '{{party_b_short_name}}').

(Each a 'Party' and collectively, the 'Parties').

Purpose of Co-Branding

Clearly define the objective and scope of the co-branding initiative.

Description of the co-branded product/service: {{product_service_description}}

Target market: {{target_market}}

Desired brand perception and messaging: {{brand_perception_messaging}}

Brand Usage and Guidelines

Detailed guidelines for the use of each party's brand assets (logos, trademarks, slogans, etc.).

Permitted uses of {{party_a_short_name}}'s brand assets by {{party_b_short_name}}: {{party_a_brand_usage_guidelines}}

Permitted uses of {{party_b_short_name}}'s brand assets by {{party_a_short_name}}: {{party_b_brand_usage_guidelines}}

Approval process for marketing materials: {{marketing_material_approval_process}}

Brand consistency and quality control measures: {{brand_consistency_measures}}

Marketing and Promotional Activities

Outline the responsibilities of each party regarding marketing, advertising, and promotional efforts.

Joint marketing plan: {{joint_marketing_plan_details}}

Allocation of marketing costs: {{marketing_cost_allocation}}

Channels and platforms for promotion: {{promotion_channels}}

Roles and responsibilities for content creation: {{content_creation_responsibilities}}

Intellectual Property Ownership

Address ownership of existing and newly created intellectual property.

Ownership of pre-existing intellectual property: {{pre_existing_ip_ownership}}

Ownership of jointly developed intellectual property: {{jointly_developed_ip_ownership}}

Licensing arrangements for co-branded assets: {{licensing_arrangements}}

Revenue Sharing and Financials

Define how revenue, costs, and profits will be shared, if applicable.

Revenue sharing model: {{revenue_sharing_model}}

Cost allocation for production, distribution, etc.: {{cost_allocation_details}}

Reporting and payment schedules: {{reporting_payment_schedules}}

Term and Termination

Specification of the agreement duration and conditions for termination.

Commencement date: {{commencement_date}}

Duration of agreement: {{agreement_duration}}

Conditions for early termination by either party: {{early_termination_conditions}}

Post-termination obligations and brand usage: {{post_termination_obligations}}

Dispute Resolution

Mechanism for resolving potential disagreements between the parties.

Mediation clause: {{mediation_clause_details}}

Arbitration clause: {{arbitration_clause_details}}

Governing law and jurisdiction: {{governing_law_jurisdiction}}

Confidentiality

Protection of sensitive information shared during the collaboration.

Definition of confidential information: {{confidential_information_definition}}

Obligations of confidentiality: {{confidentiality_obligations}}

Exclusions from confidentiality: {{confidentiality_exclusions}}

Warranties and Indemnities

Assurances and protection against liabilities.

Warranties provided by each party: {{warranties_details}}

Indemnification clauses: {{indemnification_clauses_details}}

Signature Block

IN WITNESS WHEREOF, the Parties have executed this Co-Branding Agreement Checklist as of the date first above written.

FOR AND ON BEHALF OF {{party_a_company_name}}:

_______________________________

Name: {{party_a_signatory_name}}

Title: {{party_a_signatory_title}}

Date: {{party_a_signature_date}}

FOR AND ON BEHALF OF {{party_b_company_name}}:

_______________________________

Name: {{party_b_signatory_name}}

Title: {{party_b_signatory_title}}

Date: {{party_b_signature_date}}

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