Multi-touch sales clause: Copy, customize, and use instantly
Introduction
A multi-touch sales clause defines the terms related to the use of multiple interactions or touchpoints in the sales process. It outlines the responsibilities of the parties involved in the sales process and how compensation or credit for a sale is handled when multiple interactions occur between the buyer and seller.
Below are templates for multi-touch sales clauses tailored to different scenarios. Copy, customize, and insert them into your agreement.
Standard multi-touch sales clause
This version includes basic provisions for multi-touch sales.
The parties acknowledge that the sale process may involve multiple interactions or "touchpoints" between the buyer and the seller. Compensation or credit for a sale will be assigned based on the contributions made by the parties involved in each touchpoint, as outlined in this Agreement.
Multi-touch sales clause with provision for tracking touchpoints
This version applies to tracking touchpoints.
The [Seller] agrees to track all interactions or touchpoints between the buyer and any sales representatives. The seller shall provide regular updates to the [Buyer] to confirm the number and type of touchpoints involved. Commission or credit for the sale will be assigned based on the final interaction that results in a successful transaction.
Multi-touch sales clause with provision for multiple sales representatives
This version applies to multiple sales representatives.
If multiple sales representatives are involved in the same sale, each representative shall be credited with their respective contribution to the sale process. The final allocation of credit and commission will be determined by mutual agreement between the parties, based on the value of each representative's interaction with the buyer.
Multi-touch sales clause with provision for commission split
This version applies to commission split.
In the case of a multi-touch sale, where multiple sales representatives are involved, the commission shall be split between the parties based on the contribution of each representative. The exact split will be agreed upon in writing prior to the execution of the sale and shall be in accordance with the sales guidelines outlined in this Agreement.
Multi-touch sales clause with provision for delayed sales credit
This version applies to delayed sales credit.
The credit for a sale resulting from multi-touch interactions may be delayed until the final purchase decision is made. The credit for the sale will be assigned to the party who last interacted with the buyer before the purchase is finalized. The parties agree to cooperate in ensuring accurate tracking of all touchpoints.
Multi-touch sales clause with provision for credit based on lead qualification
This version applies to lead qualification.
Credit for a sale resulting from multi-touch interactions will be based on the qualification of the lead provided by the [Sales Representative]. If a lead is qualified through multiple touchpoints, the representative who initially qualified the lead will receive the primary credit for the sale, with secondary credits assigned to subsequent touchpoints that contribute to closing the sale.
Multi-touch sales clause with provision for tracking and reporting
This version applies to tracking and reporting.
The [Seller] agrees to provide monthly reports detailing all multi-touch sales interactions, including the date, sales representatives involved, and the final result of the sale. These reports will be used to determine how commission is allocated between the parties involved in the sales process.
Multi-touch sales clause with provision for exclusivity
This version applies to exclusivity.
If a multi-touch sale involves exclusive interactions with a specific sales representative, that representative will receive full credit for the sale, regardless of the involvement of other representatives. The representative will be entitled to the agreed-upon commission as if the sale had been a single-touch transaction.
Multi-touch sales clause with provision for extended sales cycle
This version applies to extended sales cycles.
In cases where the sales process extends over a prolonged period, the parties agree to track and assign credit for each touchpoint as it occurs. The commission or credit for the sale will be distributed based on the stage of the sales cycle in which each representative contributed to the buyer's decision.
Multi-touch sales clause with provision for role-based credit
This version applies to role-based credit.
Credit for a multi-touch sale will be allocated based on the role played by each sales representative. For example, the initial contact may be credited with generating the lead, while the representative who closes the deal may be credited with finalizing the transaction. The exact allocation of credits will be agreed upon before the sales process begins.
Multi-touch sales clause with provision for conversion tracking
This version applies to conversion tracking.
The [Seller] agrees to track the conversion of leads into sales, with specific attention to the interactions that led to the final purchase. If multiple representatives were involved in the process, credit will be given to the representative whose touchpoint contributed most significantly to the final conversion.
Multi-touch sales clause with provision for pre-sale and post-sale touchpoints
This version applies to pre-sale and post-sale touchpoints.
If a sale involves both pre-sale and post-sale touchpoints, credit will be assigned separately for each phase. Pre-sale touchpoints, such as lead generation and qualification, will be credited to the relevant sales representative, while post-sale touchpoints, such as onboarding or customer support, will be credited to the representative responsible for those actions.
Multi-touch sales clause with provision for automated touchpoint tracking
This version applies to automated tracking.
The parties agree to use automated tools or systems to track all touchpoints between the buyer and the seller throughout the sales process. This system will automatically assign credit based on the interactions recorded, and any disputes regarding the allocation of credit will be resolved based on the system’s data.
Multi-touch sales clause with provision for credit adjustment
This version applies to credit adjustment.
If a multi-touch sale is subject to adjustments, such as changes in the total sale amount, the credit given to each representative may be adjusted accordingly. The final credit distribution will reflect the adjusted sale amount and the contributions made by each representative.
Multi-touch sales clause with provision for different commission structures
This version applies to different commission structures.
The parties may establish different commission structures for different types of touchpoints, such as a higher commission for the final closing stage or for generating a high-value lead. These structures will be outlined in a separate addendum to this Agreement and agreed upon by both parties prior to the sale.
Multi-touch sales clause with provision for joint credit allocation
This version applies to joint credit allocation.
In the case of a multi-touch sale, credit for the sale will be jointly allocated between the sales representatives involved, based on the degree of involvement of each party. The parties will agree to a fair and equitable split of the credit before any commission is paid.
Multi-touch sales clause with provision for multi-channel touchpoints
This version applies to multi-channel touchpoints.
If the sales process involves multiple channels, such as phone calls, emails, or in-person meetings, credit will be assigned based on the type and number of touchpoints involved. The parties will determine the value of each channel and how it contributes to the overall success of the sale.
Multi-touch sales clause with provision for specific touchpoint recognition
This version applies to specific touchpoint recognition.
The [Seller] agrees to recognize and assign credit to specific touchpoints that significantly influenced the buyer’s decision-making process. For example, if a particular demonstration or follow-up meeting is identified as the key factor in closing the deal, the representative responsible for that touchpoint will receive credit for the sale.
Multi-touch sales clause with provision for shared responsibility
This version applies to shared responsibility.
The parties agree that responsibility for the final sale may be shared among multiple sales representatives. Each representative will be credited based on their contribution, but the overall responsibility for completing the sale will be considered a joint effort between the representatives involved.
Multi-touch sales clause with provision for tracking key touchpoints
This version applies to tracking key touchpoints.
The parties agree to track key touchpoints throughout the sales process. Each touchpoint, such as the initial inquiry, product demonstration, or final negotiation, will be documented, and the representative responsible for each touchpoint will receive credit for their contribution to the final sale.
Multi-touch sales clause with provision for equal distribution of credit
This version applies to equal distribution of credit.
In cases where multiple sales representatives are equally involved in closing a deal, the credit for the sale will be distributed equally among the representatives. If any disputes arise regarding the division of credit, the parties agree to resolve the matter through negotiation.
Multi-touch sales clause with provision for credit allocation based on stage
This version applies to stage-based credit allocation.
The credit for the sale will be allocated based on the stage of the sales process where the sales representative made their contribution. The representative responsible for the lead generation will receive credit for that phase, while the representative closing the deal will receive credit for the final stage.
Multi-touch sales clause with provision for early-stage lead qualification
This version applies to early-stage lead qualification.
If the lead qualification process spans multiple touchpoints, the representative responsible for qualifying the lead will receive credit for initiating the sales process, regardless of the involvement of other representatives in later stages.
Multi-touch sales clause with provision for credit for follow-up interactions
This version applies to follow-up interactions.
The sales representative who conducts follow-up interactions with the buyer will be credited with facilitating the final stages of the sales process. Follow-up calls, emails, or meetings that significantly contribute to closing the deal will be recognized in the final credit distribution.
Multi-touch sales clause with provision for differentiated commission based on touchpoint
This version applies to differentiated commission based on touchpoint.
The parties agree to assign different commission rates for different touchpoints in the sales process. For example, higher commission rates may be assigned to representatives who handle more complex or high-value stages of the process, such as contract negotiation or closing the deal.
Multi-touch sales clause with provision for credit allocation based on impact
This version applies to credit allocation based on impact.
Credit for the sale will be allocated based on the impact of each sales representative’s contribution. For example, if a representative’s actions directly resulted in the buyer making a purchasing decision, they will be allocated a higher percentage of the credit.
Multi-touch sales clause with provision for exclusion of non-sales related touchpoints
This version applies to exclusion of non-sales touchpoints.
The parties agree that only sales-related touchpoints will be credited toward the final sale. Non-sales interactions, such as administrative support or customer service inquiries, will not be considered in the credit allocation for the sale.
Multi-touch sales clause with provision for tracking conversion rates
This version applies to tracking conversion rates.
The parties agree to track the conversion rates for each touchpoint in the sales process. This data will be used to determine the effectiveness of each sales representative’s contribution and will influence the final credit allocation.
Multi-touch sales clause with provision for credit reassignment
This version applies to credit reassignment.
If it is determined that a sales representative was mistakenly excluded from the credit allocation, the parties agree to reassign the appropriate credit, ensuring that the representative is properly compensated for their role in the sale process.
Multi-touch sales clause with provision for allocation of credit for upselling
This version applies to upselling credit allocation.
If a representative is responsible for upselling additional products or services during the sales process, they will receive additional credit for that portion of the sale. The credit for upselling will be allocated separately from the initial sale amount.
Multi-touch sales clause with provision for credit for cross-selling
This version applies to cross-selling credit allocation.
The representative who introduces complementary products or services during the sales process, leading to a cross-sell, will receive credit for the cross-sell portion of the deal. The credit for cross-selling will be assigned separately from the primary sale.
Multi-touch sales clause with provision for touchpoint weighting
This version applies to touchpoint weighting.
The parties agree to assign weight to each touchpoint based on its significance in closing the sale. For example, initial outreach may be weighted less than the final negotiation or product demonstration, and commission will be adjusted based on these weights.
Multi-touch sales clause with provision for special recognition of critical touchpoints
This version applies to special recognition of critical touchpoints.
Certain touchpoints in the sales process, such as the initial introduction or final close, will be given special recognition for credit purposes. These critical touchpoints will be assigned a higher weight in the overall credit allocation.
Multi-touch sales clause with provision for credit in case of return or cancellation
This version applies to returns or cancellations.
If the buyer returns the purchased product or cancels the transaction after the sale has been completed, the parties agree to adjust the credit for the involved sales representatives accordingly. The credit will be recalculated based on the returned or canceled portion of the sale.
Multi-touch sales clause with provision for team-based credit distribution
This version applies to team-based credit distribution.
In the case of team-based sales, credit for the sale will be distributed among all team members who contributed to the sale. Each representative’s share of credit will be based on their specific contributions, as agreed upon by the team prior to the sale.
Multi-touch sales clause with provision for non-commissioned roles
This version applies to non-commissioned roles.
Sales representatives who assist with the sales process in non-commissioned roles, such as providing product information or supporting negotiations, may receive credit for their contributions without being eligible for commission. These credits will be recognized in the final sales report.
Multi-touch sales clause with provision for credit for post-sale support
This version applies to post-sale support.
A representative who provides significant post-sale support, such as assisting with product setup, troubleshooting, or customer inquiries, will receive credit for their role in ensuring customer satisfaction and repeat business, in addition to the credit for the original sale.
Multi-touch sales clause with provision for exclusivity in credit assignment
This version applies to exclusivity in credit assignment.
In the event that multiple sales representatives are involved in a deal, only one representative will be assigned credit for closing the deal. The parties will determine which representative is credited based on the stage of the sales process at which the deal was finalized.
Multi-touch sales clause with provision for transparency in credit allocation
This version applies to transparency in credit allocation.
The parties agree to provide full transparency in the allocation of credit for each sales interaction. Each touchpoint will be documented, and representatives will be notified of the credit allocated to them based on their contribution to the sale.
Multi-touch sales clause with provision for credit reassignment
This version applies to credit reassignment.
If a sales representative has been assigned incorrect credit for a sale due to an error in tracking, the parties agree to reassess the situation and reassign the appropriate credit to the representative who was most responsible for closing the deal.
Multi-touch sales clause with provision for sales cycle time tracking
This version applies to tracking sales cycle time.
The parties agree to track the length of the sales cycle, with credit for the sale assigned based on the time each representative contributed to the cycle. The representative involved in the closing stage of the cycle will receive the majority of the credit, but earlier contributors will receive partial credit based on their involvement.
Multi-touch sales clause with provision for new lead touchpoints
This version applies to new lead touchpoints.
If a new lead is generated through any sales representative’s efforts, the representative will receive credit for that lead. If the lead progresses to a sale, the representative responsible for nurturing the lead through to closure will be credited for the conversion, with appropriate acknowledgment for the initial lead generator.
Multi-touch sales clause with provision for multi-team credit allocation
This version applies to multi-team credit allocation.
In the case where multiple teams are involved in a sale, credit will be assigned to the teams based on the specific roles and tasks each team undertakes. The final credit split will be determined by the sales management team, considering the value added by each team in the sales process.
Multi-touch sales clause with provision for cross-department collaboration
This version applies to cross-department collaboration.
If multiple departments (e.g., marketing, customer service, and sales) contribute to closing a sale, the credit for the sale will be distributed across the departments based on their respective contributions to the overall sales process.
Multi-touch sales clause with provision for credit for lead generation
This version applies to credit for lead generation.
The sales representative who initially generates the lead, regardless of whether they close the deal, will receive partial credit for the sale. This will be determined based on the agreed lead generation criteria and will be acknowledged in the final credit report.
Multi-touch sales clause with provision for credit for customer retention
This version applies to credit for customer retention.
In the case of a repeat customer or renewal sale, the representative who handled the initial sale will receive credit for retaining the customer. The representative handling the renewal will also receive a portion of the credit, based on their involvement in completing the sale.
Multi-touch sales clause with provision for handling non-sales representatives
This version applies to non-sales representatives.
Non-sales representatives, such as technical support staff or product specialists, who contribute to closing a sale by addressing client questions or concerns, may be credited with a percentage of the sale. This allocation will be determined by the sales manager based on their level of involvement.
Multi-touch sales clause with provision for percentage-based credit
This version applies to percentage-based credit allocation.
The total credit for the sale will be divided among the sales representatives involved in the process based on the percentage of effort each party contributed. The percentage allocation will be agreed upon by the parties at the beginning of the sales process and may be adjusted based on performance.
Multi-touch sales clause with provision for commission sharing
This version applies to commission sharing.
In cases of a multi-touch sale, the commission earned from the sale will be shared between the sales representatives based on their individual contributions. The sharing arrangement will be agreed upon in advance and documented in a separate commission agreement.
Multi-touch sales clause with provision for long sales cycle involvement
This version applies to long sales cycle involvement.
For sales that span an extended period, credit will be allocated to the representatives who were involved at various stages of the process, such as initial qualification, follow-up, and final negotiation. The credit distribution will reflect the length of involvement and the representative's impact on the sale.
Multi-touch sales clause with provision for shared closing credit
This version applies to shared closing credit.
In the case of multiple representatives involved in closing a deal, credit will be shared equally for the final closing phase of the sale. This ensures that all representatives who directly contributed to closing the deal are acknowledged for their efforts.
Multi-touch sales clause with provision for performance-based commission
This version applies to performance-based commission.
Sales representatives will receive commission based on the performance of their touchpoints. Representatives who successfully convert a lead into a qualified opportunity will receive a higher commission percentage than those who merely provided information or answered queries.
Multi-touch sales clause with provision for handling credit for referral sales
This version applies to credit for referral sales.
If a sale is the result of a referral from another customer or third party, the representative who facilitated the referral will receive credit for generating the lead. The representative who closes the sale will also receive credit, with the final split determined by the referral terms.
Multi-touch sales clause with provision for joint sales efforts
This version applies to joint sales efforts.
In instances where two or more sales representatives collaborate closely to close a deal, credit for the sale will be split according to their contribution to the process. This can include lead generation, negotiation, product demonstration, or closing, with each representative's role documented and agreed upon.
Multi-touch sales clause with provision for credit for post-sale follow-up
This version applies to post-sale follow-up.
Credit for a sale will also be assigned to any sales representative who handles post-sale follow-up, customer onboarding, or support, as these actions contribute to the overall success of the sale and help retain the customer for future business.
Multi-touch sales clause with provision for credit for cross-functional involvement
This version applies to cross-functional involvement.
Sales representatives who collaborate with other departments, such as marketing or product teams, to enhance the sales process will be credited for their efforts. The cross-functional involvement will be tracked, and credit will be allocated based on the collaborative contribution to closing the deal.
Multi-touch sales clause with provision for partial credit in case of cancellation
This version applies to partial credit in case of cancellation.
If a sale is canceled after the representative has contributed significantly to the process, that representative will still receive partial credit for their role. The amount of credit will be determined by the stage at which the cancellation occurs and the level of effort expended by the representative.
Multi-touch sales clause with provision for credit for long-term relationship building
This version applies to long-term relationship building.
Representatives who build long-term relationships with customers, leading to repeat sales or continued engagement, will receive credit for both initial and subsequent sales. Credit will be adjusted based on the total value of the transactions within the relationship.
Multi-touch sales clause with provision for milestone-based credit
This version applies to milestone-based credit.
Credit for the sale will be allocated based on milestones achieved during the sales process. For example, credit will be awarded when the lead is qualified, when the proposal is accepted, and when the final sale is closed, with credit distribution corresponding to the significance of each milestone.
This article contains general legal information and does not contain legal advice. Cobrief is not a law firm or a substitute for an attorney or law firm. The law is complex and changes often. For legal advice, please ask a lawyer.