What Is a Sales Consultant Agreement?
A sales consultant agreement defines the relationship between a sales consultant (an independent contractor) and a client. Many companies use this agreement to hire sales consultants to analyze operations and increase profits. The form provides information about the consultant’s services, compensation, requirements, and timeline.
Legal Templates’s free sales contractor agreement offers customizable and compliant terms. Use our guided form to record and communicate expectations when hiring a sales consultant.
How to Write a Sales Consultant Agreement
Writing a sales consultant agreement requires you to consider and record the desired parameters. Evaluate your needs to find terms that work for both parties. Use the following steps to create an effective sales consultant contract.
Step 1 – Identify the Parties
Begin by providing the client’s name and address. Also note whether the client is an individual or entity, and provide the business address if applicable. Then, provide the sales consultant’s name and address, and state whether they are an individual or a business.
Step 2 – Define the Consulting Services
Describe the services and deliverables expected from the sales consultant. A consultant aims to improve and report sales performance. Their tasks may include the following:
- Learning about your service and product lines, and the sales terms
- Reviewing all sales and marketing materials
- Evaluating business metrics and setting new goals for the sales department
- Working with the sales and marketing leaders to analyze progress
- Studying and presenting relevant business and market trends
- Evaluating competitors and how the business stacks up against them
- Finding new leads and untapped potential audiences to target
- Continuously coaching and motivating the sales team
- Reporting progress and significant changes to leadership
You can define the services in your sales consultant agreement or attach an exhibit with this information.
Step 3 – Set Compensation Methods
Include all compensation information for the consultant. Note if pay will be at a fixed rate or hourly, and define any sales commission rates when applicable. Also, set the amount and whether the payment will be via cash, check, or deposit. Provide reimbursement details and list eligible costs, like equipment or travel expenses.
The Bureau of Labor Statistics (BLS) notes an average pay of $37,460 per year for sales occupation. You can use this figure as a starting point, but a sales consultant’s pay will vary widely depending on their location, experience, and area of expertise.
Step 4 – Note the Timeline
Outline the expected duration and timeline of the consultant’s work. Provide the start date as the time of signing for the agreement or at a later date. Set the expected end date or note whether it will operate as an indefinite agreement. The end date may be dependent on the end of the project or a specific sales reporting period.
Consider using a retainer agreement to establish a long-term professional relationship.
Step 5 – Add Extra Provisions
Attach and reference any extra provisions for the consultant. Set requirements for insurance coverage or hold harmless agreements. Also include ownership terms for intellectual property created during the consultant’s service period. The most common clauses for sales consultant contractors include non-compete and non-disclosure clauses. These agreements protect sensitive data and help the client maintain a competitive advantage.
Step 6 – Establish Legal Terms
Finish your sales consultant agreement by establishing the legal guidelines. Determine whether you will resolve potential disputes via arbitration, litigation, or mediation.
Also, record which state laws will govern the contract. Typically, the client’s primary operating location determines which state laws apply. Then, set the effective date to establish the sales contract’s timeline and duration.
Sample Sales Consultant Agreement
Use Legal Templates’s free sales consultant agreement template with customizable terms to set expectations. Once you complete our guided questionnaire, the final contract will be available to download in PDF or Word format.
