Blank Lead Generation Agreement Template

The Lead Generation Agreement is a formal document that outlines the terms between a company, such as Bullseye Interactive Group, and an agent interested in purchasing leads for annuity products. This agreement specifies the obligations of both parties regarding lead development, pricing, compliance, and payment. To get started, fill out the form by clicking the button below.

Article Structure

The Lead Generation Agreement form serves as a crucial document for establishing the relationship between a lead generation company, such as Bullseye Interactive Group, and an agent seeking to purchase leads. This agreement outlines the responsibilities and expectations of both parties, including the development and sale of annuity leads. The Company commits to generating leads that meet specific qualifications while ensuring that each lead is sold exclusively to one agent. It also clarifies that agents must comply with all relevant laws and regulations when utilizing these leads. The form details the cost structure for leads, including provisions for notification of any price changes, and stipulates the payment process, requiring agents to prepay for a minimum number of leads. Furthermore, it addresses compliance issues, lead flow, and the conditions under which agents can suspend or terminate their participation in the program. The agreement emphasizes the importance of timely communication with leads, as well as the responsibilities agents hold regarding the handling of personal information. Ultimately, this document serves to protect both the Company and the agent, ensuring clarity and accountability in their business relationship.

Form Sample

Lead Generation Agreement

Whereas Bullseye Interactive Group (Company) desires to develop annuity leads (Leads) and to sell the leads to __________________________________ (Agent), and the Agent desires to purchase the leads

from the Company, the Company and the Agent agree to the following.

The date of this agreement is the _______ day of _____________ 20 ______.

Lead Development

The Company agrees to develop leads through its online lead generation & database programs. The Company will make every effort to insure the leads meet the qualifications as defined in the Company’s policies. A lead will only be sold to one Agent. The Company cannot determine or insure that the individual providing information in the lead has not made inquiries with other lead provider companies and is not working with or getting information from other Agents not affiliated with the Company.

Annuity Lead

An annuity lead is defined as 1). A lead with information about an individual that is requesting information specifically about annuities or other savings or investment programs or products. 2). A lead with information about an individual that is requesting information, product comparisons or services related to income or retirement planning.

Lead Cost and Notification

The Agent agrees to pay the Company for leads provided to the Agent from the Company per this agreement. The cost for each lead provided by the Company to the Agent is $ ________. The Company

may change the cost of the lead by providing the Agent notification via the email address provided to the Company by the Agent. The Agent has the right to decline to accept the new cost by withdrawing from the lead program within 48 hours of the notification. If the Agent does not withdraw from the lead program within the time allotted, the Agent agrees to accept and pay for the leads provided at the new cost. The new cost will not apply until the prepaid leads with the prior cost have been provided to the Agent.

Compliance

The Agent agrees to comply with all applicable local, state, national laws and regulations in connection with its use of the leads purchased from the Company, including those related to data privacy, international communications and the transmission of personal data, and export.

Result Expectations

The Company makes no expressed or implied representations as to the sales and income results of the Company’s lead program.

Agent Lead Notification

Notification of the Agent’s leads will be emailed to the Agent immediately after the lead has been validated and qualified by the Company per its policies. Leads are emailed the following day with all the

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Bullseye Interactive Group • 410 McKenzie Trail, Alpharetta, GA 30004 • (770) 753-1477	06/2015

contact information; we cannot stress the importance of contacting this lead within 24 hours. The Agent agrees to accept all leads provided except as provided in the Company’s lead suspension policy.

Lead Payment and Crediting

The Agent agrees to pay the Company for five leads in advance of receipt of the lead and minimum initial start-up of 20 leads. Once the five leads have been provided to the Agent, the Company will bill the Agent’s credit card for the next order of five leads. The Company will provide a credit for a lead that has been determined to be invalid due to having an invalid telephone number, email address, or the lead information being that of an insurance agent or other financial services professional. Crediting will be fulfilled by providing the Agent a replacement lead. If an Agent terminates this lead agreement with proper notification and maintains a credit balance for leads not provided, the Company will refund to the Agent the amount of the credit. The Company will not refund any credit balance in the event the Agent suspends lead flow. After the initial start-up, and agent can order as many leads as possible based on the demand of the market. Agent can cap the leads per week or per month, but a minimum of 20 leads must be purchased each month to keep your rotation in the lead program. Agent can cancel at any time given a 48 hour notice.

Territory and Market Exclusivity

The Company makes no guarantees either expressed or implied as to any territorial agreement of exclusivity to the Agent. The Agent agrees to accept all leads provided within the Designated Market Area (s) (DMA) selected by the Agent on the Lead Request Form provided by the Company and is part of this agreement.

Lead Flow and Suspension

The Company makes no guarantees either expressed or implied to the number of leads that can be provided to Agent or in what time frame other than as provided for below. The Agent may select the maximum number of leads the Agent desires on a weekly and monthly basis on the Lead Request Form provided by the Company. The Agent agrees to commit to purchasing a minimum of ______ leads to be

provided by the Company at a rate of no less than 20 leads per month or the maximum number of leads the Company is able to provide the Agent, whichever is the lesser.

Once the minimum lead requirement has been met by the Agent, the Agent may stop or suspend lead flow with a 48 hour notification to the Company. Any leads sent to the Agent prior to expiration of the notification period will be considered received and must be paid for by the Agent. During the initial minimum requirement period, if the Company is unable to provide the Agent with a minimum of five leads within forty-five days of billing the Agent, the Agent may terminate this agreement with proper notification and any remaining credits will be refunded to the Agent.

Hold Harmless

It is the Agent’s responsibility to comply with all compliance rules of the carriers the Agent represents. The Agent further agrees that the Company provides no business or legal advice and that it is the Agent’s responsibility to comply with all local, state and federal regulations regarding and pertaining to the conduct of the Agent. The Agent agrees to be responsible for safe and proper handling and storage of all personal information contained in the lead and abide by all local, state and federal laws pertaining to privacy and handling of personal information. The Agent agrees that the Agent is solely responsible for any and all insurance, financial or other advice provided to the individual whose name was provided by the Company in the lead. The Agent agrees to hold harmless and indemnify all parties, officer, agents, employees, directors, and owners of the Company against any and all claims, demands, actions,

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Bullseye Interactive Group • 410 McKenzie Trail, Alpharetta, GA 30004 • (770) 753-1477	06/2015

judgments, liabilities, losses, damages, expenses and costs including attorney’s fees that may arise from any action of the Agent at any time, including but not limited to those stated above.

Governing State

Both parties agree that any dispute or legal action arising out of this agreement shall be interpreted under the laws of the state of Georgia. Should any claim arise out of this agreement result in an action for damages from the Company, the sole amount of damages available to the Agent shall be no more than the amount paid by the Agent for the specific lead (s).

Agent	Company
_______________________________	________________________________
Agent Name	Company Name
_______________________________	________________________________
Agent Address	Company Address
_______________________________	________________________________
City, State, Zip	City, State, Zip
_______________________________	________________________________
Agent Signature	Company Signature
_______________________________	________________________________
Agent Email	Title
_______________________________	________________________________
Date	Date

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Bullseye Interactive Group • 410 McKenzie Trail, Alpharetta, GA 30004 • (770) 753-1477	06/2015

Lead Generation Agreement

Whereas Bullseye Interactive Group (Company) desires to develop annuity leads (Leads) and to sell the leads to __________________________________ (Agent), and the Agent desires to purchase the leads

from the Company, the Company and the Agent agree to the following.

The date of this agreement is the _______ day of _____________ 20 ______.

Lead Development

Annuity Lead

Lead Cost and Notification

The Agent agrees to pay the Company for leads provided to the Agent from the Company per this agreement. The cost for each lead provided by the Company to the Agent is $ ________. The Company

Compliance

Result Expectations

The Company makes no expressed or implied representations as to the sales and income results of the Company’s lead program.

Agent Lead Notification

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Bullseye Interactive Group • 410 McKenzie Trail, Alpharetta, GA 30004 • (770) 753-1477	06/2015

Lead Payment and Crediting

The Agent agrees to pay the Company for (30) thirty leads in advance of receipt of the leads by invoice. Once payment has arrived, the (30) thirty leads will be provided to agent per the destination DMA or State for one month. The agent can determine the cap per day or per week. After the initial order, the agent can re-order more leads by invoice payment or credit card billing. The Company will bill the Agent’s credit card for the next order of _________ Monthly Leads. The Company will provide a credit

for a lead that has been determined to be invalid due to having an invalid telephone number, email address, or the lead information being that of an insurance agent or other financial services professional. Crediting will be fulfilled by providing the Agent a replacement lead. If an Agent terminates this lead agreement with proper notification and maintains a credit balance for leads not provided, the Company will refund to the Agent the amount of the credit. The Company will not refund any credit balance in the event the Agent suspends lead flow. After the initial start-up, and agent can order as many leads as possible based on the demand of the market. Agent can cap the leads per week or per month, but a minimum of 20 leads must be purchased each month to keep your rotation in the lead program. Agent can cancel at any time given a 48 hour notice.

Territory and Market Exclusivity

Lead Flow and Suspension

be provided by the Company per month.

Once the minimum lead requirement has been met by the Agent, the Agent may stop or suspend lead flow with a 48 hour notification to the Company. Any leads sent to the Agent prior to expiration of the notification period will be considered received and must be paid for by the Agent. During the initial minimum requirement period, if the Company is unable to provide the Agent with a minimum of twenty leads within forty-five days of billing the Agent, the Agent may terminate this agreement with proper notification and any remaining credits will be refunded to the Agent.

Hold Harmless

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Bullseye Interactive Group • 410 McKenzie Trail, Alpharetta, GA 30004 • (770) 753-1477	06/2015

judgments, liabilities, losses, damages, expenses and costs including attorney’s fees that may arise from any action of the Agent at any time, including but not limited to those stated above.

Governing State

Agent	Company
_______________________________	________________________________
Agent Name	Company Name
_______________________________	________________________________
Agent Address	Company Address
_______________________________	________________________________
City, State, Zip	City, State, Zip
_______________________________	________________________________
Agent Signature	Company Signature
_______________________________	________________________________
Agent Email	Title
_______________________________	________________________________
Date	Date

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Bullseye Interactive Group • 410 McKenzie Trail, Alpharetta, GA 30004 • (770) 753-1477	06/2015

Lead Generation Request Form

Our Online Lead Generation program is segmented into Designated Market Areas (DMAs) or States. Agents may choose to work within more than one DMA or the entire State. Choose DMA’s or States, if you have any zip codes within the DMA or State that you would prefer as a priority, please list those zip codes. However we cannot guarantee that all the leads we generate in your DMA will come from those selected zip codes. Please understand, you are responsible for all leads within the DMA or State whichever you select, but we will try our best to secure leads in your selected zip codes.

DMA Selection:	_______________________	________________________
	_______________________	________________________
	_______________________	________________________
	_______________________	________________________
State Selection:	_______________________	________________________
	_______________________	________________________

Key Zip Codes within Your DMA

__________ __________ ___________ __________ __________ _________ ___________

___________ ___________ ___________ __________ __________ _________ ___________

___________ ___________ ___________ __________ __________ __________ ___________

Lead Flow Caps
Weekly Cap ________________	Monthly Cap ________________

Monthly caps begin the first full calendar month of the lead generation agreement.

Once the monthly cap is met, no additional leads will be provided until the beginning on the next month. Minimum Monthly cap is 20 Leads. Billed minimum five (5) leads per transaction.

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Bullseye Interactive Group • 410 McKenzie Trail, Alpharetta, GA 30004 • (770) 753-1477	06/2015

Payment Information

Invoice:	________ (Please mark an X. We need the following for an invoice)
Name:	_____________________________________________________
Company: ____________________________________________________
Title:	_____________________________________________________
Address:	______________________________________________________
City:	______________________________________________________
State:	___________
Zip Code: ___________
Phone:	__________________________________
Email:	__________________________________

(Leads are sent once payment is cleared, most clients pay by Credit Card, faster process in getting leads)

Visa/MC/AMEX/Discover (Circle One) Credit Card Number ______________________

3 – 4 Digit Code on Card _______Exp. Date (MO/YEAR) ____________

Billing Address (on card) _________________________________________________

Name as it Appears on Card_______________________________________________

Phone Number _________________________________________________________

Email _________________________________________________________________

Signature _________________________________ Date ___________________

This document is referenced in the Lead Generation Agreement between the signed Agent and Bullseye Interactive Marketing dated ________________, 20 ____ and is an addendum to the agreement.

Bullseye Signature ____________________________ Date _________________

Please return forms to one of the following. Thank you!

Email: [email protected] or [email protected]

Contact: Tina Mathews, VP of Marketing or Rick (770) 753-1477

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Bullseye Interactive Group • 410 McKenzie Trail, Alpharetta, GA 30004 • (770) 753-1477	06/2015

⇩ PDF

Document Specifications

Fact Name	Details
Parties Involved	The agreement is between Bullseye Interactive Group (Company) and the Agent who purchases leads.
Lead Definition	An annuity lead is information about individuals requesting details on annuities or retirement planning.
Payment Terms	The Agent must pay in advance for leads, with a minimum of 20 leads required each month.
Governing Law	This agreement is governed by the laws of the state of Georgia.

Steps to Filling Out Lead Generation Agreement

Filling out the Lead Generation Agreement form is straightforward. Once you complete the form, it will be processed, allowing you to begin your lead generation journey. Here’s how to fill it out:

Write the date at the top of the form in the format: day, month, year.
In the blank space for "Agent," enter your name or the name of your business.
Fill in the cost of each lead in the designated space.
Provide your email address where notifications will be sent.
Write your full address, including city, state, and zip code.
Sign the form where it says "Agent Signature." Make sure to print your name below your signature.
Fill in your title in the space provided.
Finally, write the date again at the bottom of the form.

More About Lead Generation Agreement

What is a Lead Generation Agreement?

A Lead Generation Agreement is a contract between a company, like Bullseye Interactive Group, and an agent who wishes to purchase leads for annuity products. This agreement outlines the responsibilities of both parties, including how leads are generated, the costs associated with them, and compliance with legal regulations.

How are leads developed and what qualifies as an annuity lead?

The company develops leads through its online lead generation and database programs. An annuity lead is defined as a lead that contains information about an individual seeking details on annuities or related investment products. It can also include individuals interested in income or retirement planning services.

What are the payment terms for leads?

The agent agrees to pay a specified amount for each lead, as outlined in the agreement. Payment is made in advance for a minimum number of leads. If the company changes the cost of leads, it will notify the agent via email. The agent has 48 hours to decline the new cost by withdrawing from the lead program.

What happens if a lead is invalid?

If a lead is found to be invalid due to an incorrect phone number or email address, the company will provide a replacement lead at no additional cost. The agent must report invalid leads to the company to receive this credit.

Can the agent cancel the agreement?

Yes, the agent can cancel the agreement at any time with a 48-hour notice. However, if the agent has a credit balance for leads not provided, they will receive a refund. No refunds are issued if the agent suspends lead flow.

What are the compliance responsibilities of the agent?

The agent is responsible for complying with all applicable laws and regulations related to data privacy and the handling of personal information. The company does not provide legal advice, so it is crucial for the agent to ensure they are following all necessary rules and regulations in their business practices.

Common mistakes

Incomplete Information: Failing to fill in all required fields can lead to delays. Ensure every section is completed to avoid unnecessary back-and-forth.
Incorrect Email Address: Providing an incorrect email address may result in missing important notifications regarding lead costs or updates. Double-check this detail before submitting.
Ignoring the Minimum Lead Requirement: Not adhering to the minimum lead purchase requirement can affect your participation in the program. Remember, at least 20 leads must be purchased monthly.
Failure to Understand Lead Definitions: Misunderstanding what constitutes an annuity lead can lead to mismatched expectations. Familiarize yourself with the definitions provided in the agreement.
Neglecting Compliance Responsibilities: Overlooking the compliance rules can have serious consequences. It is crucial to understand your obligations regarding data privacy and local regulations.
Not Reviewing Cost Changes: Ignoring notifications about changes in lead costs can result in unexpected charges. Stay alert to any communications from the Company regarding pricing.
Missing the 48-Hour Withdrawal Window: If you wish to decline a new cost, failing to act within 48 hours will result in acceptance of the new terms. Be proactive in managing your agreement.
Not Contacting Leads Promptly: Delaying contact with leads can diminish your chances of conversion. Aim to reach out within 24 hours of receiving lead information.

Documents used along the form

When entering into a Lead Generation Agreement, several other forms and documents often accompany it. These documents help clarify roles, responsibilities, and expectations for both parties involved. Here are some commonly used forms that can be beneficial in conjunction with the Lead Generation Agreement:

Lead Request Form: This form allows the Agent to specify their desired market area and the number of leads they wish to purchase. It serves as a guideline for the Company to tailor its lead generation efforts to meet the Agent's needs.
Payment Authorization Form: This document provides the Company with permission to charge the Agent’s credit card for lead purchases. It outlines payment terms and ensures that transactions are processed smoothly.
Lead Validation Form: Used to confirm the authenticity of leads, this form allows the Agent to report any invalid leads. It helps maintain the quality of leads and ensures that the Agent receives replacements for any leads deemed invalid.
Compliance Acknowledgment Form: This form confirms that the Agent understands and agrees to comply with relevant laws and regulations regarding lead usage. It emphasizes the importance of adhering to data privacy and communication standards.
Termination Notice Form: In the event that the Agent wishes to terminate the Lead Generation Agreement, this form formalizes the request. It outlines the necessary steps and timelines for proper termination, ensuring that both parties are on the same page.
Marketing Authorization Form: If the Agent intends to use the leads for marketing purposes, this document grants permission to do so. It clarifies how the leads can be utilized while ensuring compliance with marketing regulations.

These documents play a crucial role in the lead generation process, fostering clear communication and understanding between the Company and the Agent. By utilizing these forms, both parties can work together more effectively, ensuring a successful partnership.

Similar forms

The Lead Generation Agreement shares similarities with a Sales Agreement, which outlines the terms and conditions under which goods or services are sold. Like the Lead Generation Agreement, a Sales Agreement specifies the responsibilities of both the seller and the buyer, including payment terms, delivery, and what happens if either party fails to meet their obligations. Both documents aim to protect the interests of each party while providing a clear framework for the transaction.

Another document akin to the Lead Generation Agreement is a Service Agreement. This type of agreement details the services to be provided, the costs involved, and the expectations for both parties. Similar to the Lead Generation Agreement, a Service Agreement requires compliance with applicable laws and regulations. Both documents emphasize the importance of timely communication and notification regarding any changes in terms, ensuring that both parties remain informed and can make necessary adjustments.

A Non-Disclosure Agreement (NDA) also bears resemblance to the Lead Generation Agreement, particularly in its focus on confidentiality. While the Lead Generation Agreement deals with the sharing of leads, an NDA protects sensitive information exchanged between parties. Both agreements emphasize the importance of safeguarding proprietary information and outline the consequences of failing to maintain confidentiality, reinforcing trust between the involved parties.

Lastly, a Partnership Agreement is similar in that it outlines the roles, responsibilities, and expectations of each party involved in a business relationship. Like the Lead Generation Agreement, a Partnership Agreement sets the stage for collaboration and mutual benefit. Both documents highlight the need for compliance with relevant laws and regulations, ensuring that all parties operate within legal boundaries and adhere to agreed-upon standards for conduct.

Dos and Don'ts

When filling out the Lead Generation Agreement form, it is important to follow certain guidelines to ensure accuracy and compliance. Below is a list of things you should and shouldn't do.

Do provide accurate and complete information in all fields.
Do read the agreement thoroughly before signing.
Do keep a copy of the signed agreement for your records.
Do notify the Company of any changes to your contact information promptly.
Don't leave any required fields blank.
Don't ignore the terms regarding lead costs and payment schedules.
Don't assume you have exclusivity without confirming it in the agreement.
Don't forget to comply with all applicable laws and regulations related to data privacy.

Misconceptions

Understanding the Lead Generation Agreement is crucial for both companies and agents involved in lead purchasing. However, several misconceptions often arise regarding its terms and implications. Here are seven common misunderstandings:

Misconception 1: The Company guarantees exclusive leads to the Agent.

In reality, the Company does not guarantee exclusivity. Leads may be sold to multiple agents, which means competition exists even for leads that are purchased.

Misconception 2: Agents can cancel the agreement at any time without notice.

While agents can cancel, they must provide a 48-hour notice. This requirement ensures that both parties have clarity regarding lead flow and payments.

Misconception 3: All leads provided are guaranteed to be valid.

Not all leads will be valid. The Company will replace invalid leads, but agents must be prepared for some leads to not meet expectations.

Misconception 4: The cost of leads will remain the same throughout the agreement.

The Company reserves the right to change lead costs. Agents will be notified via email, and they have the option to withdraw if they do not agree to the new pricing.

Misconception 5: The Company is responsible for compliance with laws regarding lead usage.

It is the agent’s responsibility to comply with all applicable laws and regulations. The Company does not provide legal advice or ensure compliance.

Misconception 6: Agents can expect a specific number of leads within a set timeframe.

The Company does not guarantee the quantity of leads or the time frame for delivery. Agents can specify their desired number, but availability may vary.

Misconception 7: The Agent will receive a refund for any unused leads at any time.

Refunds are only provided if the Agent terminates the agreement properly and maintains a credit balance for leads not provided. No refunds are available if the Agent suspends lead flow.

By clarifying these misconceptions, agents can better navigate the Lead Generation Agreement and make informed decisions regarding their lead purchasing strategies.

Key takeaways

When engaging with the Lead Generation Agreement form, it is crucial to understand several key aspects that can significantly impact your experience and responsibilities. Here are some important takeaways:

Understand the Definition of Leads: The agreement specifies what constitutes an annuity lead. It is essential to recognize that these leads pertain to individuals seeking information about annuities or retirement planning.
Payment Obligations: The Agent is required to pay for leads in advance. The cost per lead should be clearly noted, and any changes to this cost will be communicated via email.
Timely Communication is Vital: Once a lead is validated, the Agent will receive an email notification. It is recommended to contact leads within 24 hours to maximize the chances of conversion.
Compliance with Laws: The Agent must adhere to all applicable laws and regulations regarding data privacy and handling personal information. Non-compliance can lead to serious consequences.
Cancellation and Refund Policies: Agents can cancel their participation with a 48-hour notice. However, refunds for unused credits are contingent upon proper termination of the agreement.
Market Exclusivity is Not Guaranteed: The Company does not provide any assurances regarding exclusivity in the market. Agents must accept leads from the designated market areas as outlined in the agreement.