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Checklist Drafting Joint Promotion Agreements

This checklist assists businesses in drafting comprehensive joint promotion agreements, ensuring all critical aspects are covered for a successful collaborative marketing campaign. It is intended for use when two or more entities wish to partner on a promotional activity.

Updated 15d ago
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Company Letterhead

{{company_name}}

{{company_address}}

Phone: {{phone}}

Email: {{email}}

Website: {{website}}

I. Agreement Parties

1.1. Full legal names of all collaborating parties: {{party_1_legal_name}}, {{party_2_legal_name}}.

1.2. Registered addresses: {{party_1_address}}, {{party_2_address}}.

1.3. Contact persons and details for each party: {{party_1_contact_person}}, {{party_1_contact_email}}, {{party_1_contact_phone}}; {{party_2_contact_person}}, {{party_2_contact_email}}, {{party_2_contact_phone}}.

II. Purpose and Objectives of Joint Promotion

2.1. Clearly define the shared objective(s) of the joint promotion.

2.2. Identify target audience(s): {{target_audience}}.

2.3. Specify Key Performance Indicators (KPIs) for measuring success: {{kpis}}.

III. Scope of Promotional Activities

3.1. Detailed description of promotional activities to be undertaken.

3.2. Channels to be used (e.g., social media, print, in-store): {{marketing_channels}}.

3.3. Start and end dates of the promotional period: {{start_date}} to {{end_date}}.

IV. Contributions and Responsibilities

4.1. Breakdown of each party's specific contributions (e.g., financial, resources, intellectual property).

4.2. Clear assignment of responsibilities for execution of each activity.

4.3. Budget allocation and financial contributions: {{party_1_financial_contribution}}, {{party_2_financial_contribution}}.

V. Intellectual Property and Brand Usage

5.1. Guidelines for the use of each other's trademarks, logos, and brand assets: {{brand_usage_guidelines}}.

5.2. Ownership of new intellectual property created during the promotion.

5.3. Permissions and licenses required for using existing IP.

VI. Costs, Revenue, and Profit Sharing

6.1. Agreement on how costs will be shared.

6.2. Method for tracking and reporting revenue generated.

6.3. Formula for profit sharing, if applicable: {{profit_sharing_formula}}.

VII. Marketing Materials and Approvals

7.1. Process for creation and approval of all marketing materials: {{approval_process_description}}.

7.2. Deadlines for material submission and feedback: {{submission_deadline}}, {{feedback_deadline}}.

VIII. Confidentiality

8.1. Clauses protecting confidential information shared between parties.

8.2. Duration of confidentiality obligations: {{confidentiality_duration}}.

IX. Dispute Resolution and Governing Law

9.1. Specified process for resolving disputes (e.g., mediation, arbitration): {{dispute_resolution_method}}.

9.2. Identification of the governing law and jurisdiction: {{governing_law}}, {{jurisdiction}}.

X. Termination Clauses

10.1. Conditions under which the agreement can be terminated.

10.2. Notice period for termination: {{notice_period}}.

10.3. Obligations of parties upon termination.

Signature Block

Agreed and Accepted by the Parties:

For: {{party_1_legal_name}}

Name: {{party_1_signatory_name}}

Title: {{party_1_signatory_title}}

Signature: _________________________

Date: {{date}}

For: {{party_2_legal_name}}

Name: {{party_2_signatory_name}}

Title: {{party_2_signatory_title}}

Signature: _________________________

Date: {{date}}

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