Effective Date: This Agreement shall be effective as of the date you agreed to its terms via the submission of the form on the Knowify Advisor Program page found here https://www.knowify.com/advisor-program/
The Knowify Advisor Program (the “Program”) is offered by Knowify Inc. (“Knowify”). Under the Program, you will be able to earn certain referral fees, discounts, and other benefits for leads you introduce to Knowify, subject to the terms of this Agreement.
Participation in the Program
To participate in the Program, you must:
- Accept the terms and conditions set out in this Agreement.
- Comply with Knowify’s Terms of Service (link).
- Adhere to Knowify’s Privacy Policy (link).
Knowify reserves the right to accept or reject any application at its sole discretion.
Program Details
- Referrals: Customers you refer to Knowify (“Referrals”) must complete the sign-up procedure in accordance with the guidelines described in the ‘requirements’ section below. In order to be deemed a “Referral”, the customer must not have had any prior direct contact with Knowify.
- Discounts: Referrals will receive 20% off the listed annual price of new annual subscriptions (not including user licenses), or 10% off the listed monthly price of new monthly subscriptions (not including user licenses) for the client’s first 12 months. Discounts will not be applied retroactively.
- Retention Commission: For each Referral on an annual subscription, you will receive 10% of the Referral’s base subscription cost, excluding user charges, (a “Retention Commission”) each time the Referral’s subscription renews. You must notify your Knowify contact that you opt-in to receiving this commission for each client, and do so within 7 days of the client account’s first payment. Payment shall be paid out via bill.com within 30 days of the end of each calendar quarter, provided that renewal came at least 60 days prior to the end of such calendar quarter. If 60 days have not passed, payment will be made in the following quarter.
- Your Responsibilities:
- Subject to the terms of this Agreement, you shall refer, onboard, and support your Referrals. Knowify Customer Support should be considered a secondary support channel.
- Actively promote Knowify using the Licensed Marks and Marketing Materials (as defined below), in compliance with the terms of this Agreement.
- Requirements:
- Pass Knowify’s Advisor Certification test, found here: https://ccan.knowify.com/courses/Knowify-advisor-certification
- Renew your certification every 2 years.
- Meet once per year with your primary Knowify contact to discuss involvement in the program.
- If you and your client part ways and end your relationship, you agree to hand off the customer to your Knowify point of contact via email.
- To take advantage of program benefits, you will need to add your clients to Knowify via your advisor account, or by emailing an introduction to cam@knowify.com
- Additional Benefits:
- A free user license for you within each of your managed Referral accounts..
- A free sandbox account for experimentation and demonstrations.
- A master account from which you can manage all of your clients on Knowify.
- Priority client support for technical errors, billing issues, or unexpected product behavior.
- Occasional opportunities for co-marketing activities with Knowify.
Term and Termination
This Agreement is month-to-month and may be terminated by either party upon 30 days’ written notice.
Failure to Perform
Failure to meet Program responsibilities may result in Knowify notifying you of deficiencies. You will have 30 days to address these issues. Continued deficiencies may lead to ceased payment of any amounts due under this Agreement.
Associated Charges
You are responsible for all taxes, duties, and governmental charges on the Retention Commission. .
License
Knowify grants you a non-exclusive, non-transferable, revocable license to market and distribute the Knowify Service using provided trademarks and marketing materials. This license is subject to Knowify’s Trademark Usage Guidelines.
Marketing Activities
You agree to:
- Use Licensed Marks in approved forms without modification.
- Avoid associating Marketing Materials with unlawful or objectionable content.
- Refrain from spamming or illegal mass electronic communications.
Independent Contractor and Liabilities
You act as an independent contractor, not as an agent or representative of Knowify. You are solely responsible for your operations under this Agreement, including the legality of your materials. You agree to defend and indemnify Knowify against claims related to your marketing materials.
Non-Disparagement
During the term and for five years thereafter, you agree not to disparage Knowify or its personnel. Disparagement includes any negative statements, written or oral, about Knowify or its staff.
Indemnification
You agree to indemnify and hold Knowify harmless from and against all loss or damage, including reasonable attorneys’ fees, costs and expenses incurred by Knowify as a result of any claims related to or arising out of your performance of your duties to your Referrals, unless such loss or damage shall arise from Knowify’s gross negligence or willful misconduct. In the foregoing sentence, the words “loss or damage” include, but are not limited to, loss or damage arising directly or indirectly from any actions or omissions of any employee or authorized representative of either party.
Confidentiality
You will not disclose proprietary information about Knowify, treating such information as strictly confidential even after the termination of this Agreement. Upon termination, you will return all Knowify-related materials.
Entire Agreement
This Agreement constitutes the entire agreement between the parties, superseding all prior agreements.
Severability
If any provision is found invalid or unenforceable, the remaining provisions will continue in effect. Invalid provisions will be modified to be enforceable.
Changes
Knowify reserves the right to modify the terms of the Program at any time.