1. INTRODUCTION

This Appendix 5 (“Termination Notice Templates“) forms part of the Smackdab Inc. General Partner Agreement (“General Agreement“), the Smackdab Inc. Solution & Affiliate Partner Agreement (“S&A Agreement“), and the Smackdab Inc. Technology Partner Agreement (“Technology Agreement“). It provides standardized templates for various termination scenarios to ensure proper documentation of the termination process. This Appendix supplements Section 5 (Term and Termination – General Provisions) of the General Agreement and the termination provisions in the applicable type-specific agreements. Capitalized terms not defined herein shall have the meanings ascribed to them in the applicable agreement.

2. GENERAL INSTRUCTIONS FOR ALL TERMINATION NOTICES

2.1. Delivery Requirements

All termination notices must be delivered in accordance with Section 11.2 (Notices) of the General Agreement. Specifically:

2.1.1. All notices must be in writing.

2.1.2. Notices may be delivered by: (a) Personal delivery; (b) Certified or registered mail, return receipt requested, postage prepaid; or (c) Email (except for notices of termination or indemnification claims, which must be delivered by methods (a) or (b)).

2.1.3. Notices to Smackdab must be addressed to:
Smackdab Inc.
372 Live Oak Ln
Marco Island, FL 34145
Attention: Legal Department
Email: [email protected]

2.1.4. Notices to Partner must be addressed to the contact information provided by Partner in the Partner Portal or Partner application.

2.2. Timing Requirements

2.2.1. Termination for Convenience: At least sixty (60) days before the desired termination date.

2.2.2. Termination for Cause (curable breach): At least thirty (30) days before the desired termination date, allowing for the cure period.

2.2.3. Termination for Cause (non-curable breach): May be effective immediately.

2.2.4. Cure Notice: Must provide thirty (30) days for the breaching party to cure the breach.

2.3. Documentation and Record-Keeping

2.3.1. The party sending any termination notice must maintain: (a) A copy of the notice; (b) Proof of delivery; (c) Any response received; and (d) Documentation of subsequent communications.

2.3.2. All termination-related documentation should be retained for at least five (5) years following termination.

2.4. Electronic Execution

2.4.1. Electronic signatures on termination notices shall have the same legal effect as handwritten signatures, in accordance with Section 11.21 (Electronic Records and Signatures) of the General Agreement.

2.4.2. Each party shall maintain appropriate systems and procedures to ensure the integrity and authenticity of electronically signed termination notices.

3. TERMINATION FOR CONVENIENCE NOTICE

3.1. TEMPLATE: TERMINATION FOR CONVENIENCE NOTICE

[LETTERHEAD OF SENDING PARTY]

TERMINATION FOR CONVENIENCE NOTICE

[DATE]

[RECIPIENT NAME] [RECIPIENT ADDRESS] [RECIPIENT CITY, STATE, ZIP]

Re: Termination of Partner Agreement

Dear [RECIPIENT REPRESENTATIVE]:

Pursuant to Section 5.2 (Termination for Convenience) of the Smackdab Inc. General Partner Agreement dated [EFFECTIVE DATE] (the “General Agreement“) [and Section [SECTION NUMBER] of the [TYPE-SPECIFIC AGREEMENT] dated [EFFECTIVE DATE] (the “Type-Specific Agreement“)], [PARTY NAME] hereby provides notice of termination for convenience.

Effective Date of Termination: The termination will be effective on [DATE, which must be at least 60 days after the date of this notice].

Governing Provisions: This termination is governed by Section 5.2 (Termination for Convenience) of the General Agreement [and Section [SECTION NUMBER] of the Type-Specific Agreement].

Post-Termination Obligations: Following the effective date of termination, the parties shall comply with their respective post-termination obligations as set forth in Section 5.4 (Effect of Termination) of the General Agreement [and Section [SECTION NUMBER] of the Type-Specific Agreement], including but not limited to:

  1. Termination of all licenses granted under the Agreement(s);

  2. Cessation of use of intellectual property;

  3. Cessation of representation as a Smackdab Partner;

  4. Return or destruction of Confidential Information;

  5. Termination of access to the Partner Portal; and

  6. [List any additional post-termination obligations from the Type-Specific Agreement].

Client Transition: [For Solution Partners and Technology Partners] To ensure a smooth transition for Clients, please provide a Client Transition Document within ten (10) business days of receipt of this notice, in accordance with Section 10.2.5 of the S&A Agreement [or Section 13 of the Technology Agreement].

Commission Payments: [For Solution Partners and Affiliate Partners] Any accrued but unpaid Commissions will be paid in accordance with Section 10.3 of the S&A Agreement. [SELECT ONE: (a) For Partner termination: “Any accrued but unpaid Commissions as of the effective date of termination, plus Commissions for Qualified Sales that occur during the Lead Protection Period, will be paid in accordance with Section 10.3.1 of the S&A Agreement.” OR (b) For Smackdab termination: “Any accrued but unpaid Commissions as of the effective date of termination, Commissions for Qualified Sales that occur during the Lead Protection Period, and Commissions for renewals that occur within six (6) months after termination, at 50% of the applicable Commission rate, will be paid in accordance with Section 10.3.2 of the S&A Agreement.”]

Transition Meeting: We request a transition meeting within fifteen (15) business days before the effective termination date to review and finalize the transition plan. Please contact [CONTACT NAME] at [CONTACT EMAIL] to schedule this meeting.

Surviving Provisions: Please note that certain provisions of the Agreement(s) survive termination, including but not limited to Sections [LIST RELEVANT SECTIONS] of the General Agreement [and Sections [LIST RELEVANT SECTIONS] of the Type-Specific Agreement].

We value the relationship we have built and thank you for your partnership. If you have any questions regarding this termination or the transition process, please contact [CONTACT NAME] at [CONTACT EMAIL] or [CONTACT PHONE].

Sincerely,

[SIGNATURE]

[NAME] [TITLE] [COMPANY]

4. TERMINATION FOR CAUSE NOTICE

4.1. TEMPLATE: TERMINATION FOR CAUSE NOTICE (CURABLE BREACH)

[LETTERHEAD OF SENDING PARTY]

TERMINATION FOR CAUSE NOTICE (CURABLE BREACH)

[DATE]

[RECIPIENT NAME] [RECIPIENT ADDRESS] [RECIPIENT CITY, STATE, ZIP]

Re: Notice of Material Breach and Intent to Terminate

Dear [RECIPIENT REPRESENTATIVE]:

Pursuant to Section 5.3 (Termination for Cause) of the Smackdab Inc. General Partner Agreement dated [EFFECTIVE DATE] (the “General Agreement“) [and Section [SECTION NUMBER] of the [TYPE-SPECIFIC AGREEMENT] dated [EFFECTIVE DATE] (the “Type-Specific Agreement“)], [PARTY NAME] hereby provides notice of material breach and intent to terminate the Agreement(s).

Nature of the Breach: You have materially breached the Agreement(s) by: [DETAILED DESCRIPTION OF THE BREACH, INCLUDING SPECIFIC INSTANCES, DATES, AND RELEVANT FACTS].

Breached Provisions: Your actions constitute a breach of the following provisions of the Agreement(s):

  1. Section [NUMBER] of the [AGREEMENT], which provides that “[QUOTE RELEVANT LANGUAGE]”;

  2. Section [NUMBER] of the [AGREEMENT], which provides that “[QUOTE RELEVANT LANGUAGE]”; and

  3. [ADD ADDITIONAL BREACHED PROVISIONS AS APPLICABLE].

Required Cure: To cure this breach, you must:

  1. [SPECIFIC ACTION REQUIRED];

  2. [SPECIFIC ACTION REQUIRED];

  3. [SPECIFIC ACTION REQUIRED]; and

  4. Provide written confirmation of the completed cure actions to [EMAIL] within the cure period.

Cure Period: You have thirty (30) days from receipt of this notice (the “Cure Period“) to cure the breach described above. The Cure Period will expire on [DATE, which must be at least 30 days after the date of this notice].

Cure Plan: Please provide a written plan to cure the breach within ten (10) business days of receiving this notice. The plan should include:

  1. The specific actions you will take to cure the breach;

  2. The timeline for implementing each action; and

  3. The person responsible for each action.

Consequences of Failure to Cure: If the breach is not cured to our reasonable satisfaction within the Cure Period, termination will be effective immediately following the expiration of the Cure Period without further notice. Upon termination, you must comply with all post-termination obligations as set forth in Section 5.4 (Effect of Termination) of the General Agreement [and Section [SECTION NUMBER] of the Type-Specific Agreement].

Reservation of Rights: This notice is provided without prejudice to any other rights or remedies we may have under the Agreement(s) or applicable law, including the right to seek damages for breach.

If you would like to discuss this matter, please contact [CONTACT NAME] at [CONTACT EMAIL] or [CONTACT PHONE].

Sincerely,

[SIGNATURE]

[NAME] [TITLE] [COMPANY]

4.2. TEMPLATE: TERMINATION FOR CAUSE NOTICE (NON-CURABLE BREACH)

[LETTERHEAD OF SENDING PARTY]

TERMINATION FOR CAUSE NOTICE (NON-CURABLE BREACH)

[DATE]

[RECIPIENT NAME] [RECIPIENT ADDRESS] [RECIPIENT CITY, STATE, ZIP]

Re: Termination for Cause – Immediate Effect

Dear [RECIPIENT REPRESENTATIVE]:

Pursuant to Section 5.3 (Termination for Cause) of the Smackdab Inc. General Partner Agreement dated [EFFECTIVE DATE] (the “General Agreement“) [and Section [SECTION NUMBER] of the [TYPE-SPECIFIC AGREEMENT] dated [EFFECTIVE DATE] (the “Type-Specific Agreement“)], [PARTY NAME] hereby provides notice of termination for cause, effective immediately.

Nature of the Breach: You have materially breached the Agreement(s) in a manner that cannot be cured by: [DETAILED DESCRIPTION OF THE BREACH, INCLUDING SPECIFIC INSTANCES, DATES, AND RELEVANT FACTS].

Breached Provisions: Your actions constitute a breach of the following provisions of the Agreement(s):

  1. Section [NUMBER] of the [AGREEMENT], which provides that “[QUOTE RELEVANT LANGUAGE]”;

  2. Section [NUMBER] of the [AGREEMENT], which provides that “[QUOTE RELEVANT LANGUAGE]”; and

  3. [ADD ADDITIONAL BREACHED PROVISIONS AS APPLICABLE].

Effective Date of Termination: This termination is effective immediately as of the date of this notice.

Basis for Immediate Termination: This breach is not capable of cure because: [EXPLAIN WHY THE BREACH CANNOT BE CURED, SUCH AS FRAUDULENT ACTIVITY, IRREPARABLE HARM TO REPUTATION, VIOLATION OF LAW, ETC.].

Post-Termination Obligations: You must immediately comply with all post-termination obligations as set forth in Section 5.4 (Effect of Termination) of the General Agreement [and Section [SECTION NUMBER] of the Type-Specific Agreement], including but not limited to:

  1. Termination of all licenses granted under the Agreement(s);

  2. Cessation of use of intellectual property;

  3. Cessation of representation as a Smackdab Partner;

  4. Return or destruction of Confidential Information;

  5. Termination of access to the Partner Portal; and

  6. [List any additional post-termination obligations from the Type-Specific Agreement].

Client Transition: [For Solution Partners and Technology Partners] To ensure a smooth transition for Clients, please provide a Client Transition Document within five (5) business days of receipt of this notice, in accordance with Section 10.2.5 of the S&A Agreement [or Section 13 of the Technology Agreement].

Commission Payments: [For Solution Partners and Affiliate Partners] [SELECT ONE: (a) For Partner material breach: “In accordance with Section 10.3.3 of the S&A Agreement, Smackdab may, in its sole discretion, withhold any unpaid Commissions.” OR (b) For Smackdab material breach: “Any accrued but unpaid Commissions as of the effective date of termination, Commissions for Qualified Sales that occur during the Lead Protection Period, and Commissions for renewals that occur within twelve (12) months after termination, at the full applicable Commission rate, will be paid in accordance with Section 10.3.4 of the S&A Agreement.”]

Reservation of Rights: This termination is provided without prejudice to any other rights or remedies we may have under the Agreement(s) or applicable law, including the right to seek damages for breach.

Sincerely,

[SIGNATURE]

[NAME] [TITLE] [COMPANY]

5. CURE NOTICE

5.1. TEMPLATE: CURE NOTICE

[LETTERHEAD OF SENDING PARTY]

CURE NOTICE

[DATE]

[RECIPIENT NAME] [RECIPIENT ADDRESS] [RECIPIENT CITY, STATE, ZIP]

Re: Notice of Material Breach

Dear [RECIPIENT REPRESENTATIVE]:

Pursuant to Section 5.3 (Termination for Cause) of the Smackdab Inc. General Partner Agreement dated [EFFECTIVE DATE] (the “General Agreement“) [and Section [SECTION NUMBER] of the [TYPE-SPECIFIC AGREEMENT] dated [EFFECTIVE DATE] (the “Type-Specific Agreement“)], [PARTY NAME] hereby provides notice of material breach.

Nature of the Breach: You have materially breached the Agreement(s) by: [DETAILED DESCRIPTION OF THE BREACH, INCLUDING SPECIFIC INSTANCES, DATES, AND RELEVANT FACTS].

Breached Provisions: Your actions constitute a breach of the following provisions of the Agreement(s):

  1. Section [NUMBER] of the [AGREEMENT], which provides that “[QUOTE RELEVANT LANGUAGE]”;

  2. Section [NUMBER] of the [AGREEMENT], which provides that “[QUOTE RELEVANT LANGUAGE]”; and

  3. [ADD ADDITIONAL BREACHED PROVISIONS AS APPLICABLE].

Required Cure: To cure this breach, you must:

  1. [SPECIFIC ACTION REQUIRED];

  2. [SPECIFIC ACTION REQUIRED];

  3. [SPECIFIC ACTION REQUIRED]; and

  4. Provide written confirmation of the completed cure actions to [EMAIL] within the cure period.

Cure Period: You have thirty (30) days from receipt of this notice (the “Cure Period“) to cure the breach described above. The Cure Period will expire on [DATE, which must be at least 30 days after the date of this notice].

Cure Plan: Please provide a written plan to cure the breach within ten (10) business days of receiving this notice. The plan should include:

  1. The specific actions you will take to cure the breach;

  2. The timeline for implementing each action; and

  3. The person responsible for each action.

Consequences of Failure to Cure: If the breach is not cured to our reasonable satisfaction within the Cure Period, we reserve the right to terminate the Agreement(s) in accordance with Section 5.3 of the General Agreement [and Section [SECTION NUMBER] of the Type-Specific Agreement].

Reservation of Rights: This notice is provided without prejudice to any other rights or remedies we may have under the Agreement(s) or applicable law.

If you would like to discuss this matter, please contact [CONTACT NAME] at [CONTACT EMAIL] or [CONTACT PHONE].

Sincerely,

[SIGNATURE]

[NAME] [TITLE] [COMPANY]

6. RESPONSE TO TERMINATION OR CURE NOTICE

6.1. TEMPLATE: RESPONSE TO TERMINATION OR CURE NOTICE

[LETTERHEAD OF SENDING PARTY]

RESPONSE TO [TERMINATION/CURE] NOTICE

[DATE]

[RECIPIENT NAME] [RECIPIENT ADDRESS] [RECIPIENT CITY, STATE, ZIP]

Re: Response to [Termination/Cure] Notice dated [DATE]

Dear [RECIPIENT REPRESENTATIVE]:

We acknowledge receipt of your [Termination/Cure] Notice dated [DATE] regarding [BRIEF DESCRIPTION OF ALLEGED BREACH OR TERMINATION].

Response Type: [SELECT ONE:

[FOR ACKNOWLEDGMENT OF TERMINATION FOR CONVENIENCE:] We acknowledge the termination for convenience effective [DATE]. We will comply with all post-termination obligations as specified in your notice and the applicable agreement(s).

[FOR DISPUTE OF TERMINATION FOR CAUSE:] We dispute the alleged breach for the following reasons:

  1. [FACTUAL DISPUTES OR EXPLANATIONS];

  2. [INTERPRETATION OF AGREEMENT PROVISIONS]; and

  3. [OTHER RELEVANT INFORMATION].

We request that you withdraw the Termination Notice based on the information provided above. If you are unwilling to withdraw the notice, we propose [ALTERNATIVE RESOLUTION OR DISPUTE RESOLUTION PROCESS].

[FOR CURE PLAN:] In response to the identified breach, we will implement the following cure plan:

  1. [SPECIFIC ACTION]: To be completed by [DATE] by [RESPONSIBLE PERSON]

  2. [SPECIFIC ACTION]: To be completed by [DATE] by [RESPONSIBLE PERSON]

  3. [SPECIFIC ACTION]: To be completed by [DATE] by [RESPONSIBLE PERSON]

We will provide written confirmation upon completion of each action and full cure of the breach.

[FOR NOTICE OF COMPLETED CURE:] We have completed the following actions to cure the breach identified in your notice:

  1. [SPECIFIC ACTION COMPLETED]: Completed on [DATE]

  2. [SPECIFIC ACTION COMPLETED]: Completed on [DATE]

  3. [SPECIFIC ACTION COMPLETED]: Completed on [DATE]

Supporting documentation evidencing the completed cure is attached to this response. We believe these actions fully address and cure the identified breach.

[FOR REQUEST FOR ADDITIONAL INFORMATION:] To properly respond to your notice, we require additional information regarding:

  1. [SPECIFIC INFORMATION NEEDED];

  2. [SPECIFIC INFORMATION NEEDED]; and

  3. [SPECIFIC INFORMATION NEEDED].

Please provide this information within five (5) business days to enable us to properly address the issues raised in your notice.

Contact Information: If you would like to discuss this matter, please contact [CONTACT NAME] at [CONTACT EMAIL] or [CONTACT PHONE].

Reservation of Rights: This response is provided without prejudice to any rights or remedies we may have under the Agreement(s) or applicable law.

Sincerely,

[SIGNATURE]

[NAME] [TITLE] [COMPANY]

7. TERMINATION CONFIRMATION DOCUMENT

7.1. TEMPLATE: TERMINATION CONFIRMATION DOCUMENT

[LETTERHEAD OF SMACKDAB]

TERMINATION CONFIRMATION DOCUMENT

[DATE]

[PARTNER NAME] [PARTNER ADDRESS] [PARTNER CITY, STATE, ZIP]

Re: Confirmation of Agreement Termination

Dear [PARTNER REPRESENTATIVE]:

This Termination Confirmation Document (the “Confirmation“) is issued pursuant to the Smackdab Inc. General Partner Agreement dated [EFFECTIVE DATE] (the “General Agreement“) [and the [TYPE-SPECIFIC AGREEMENT] dated [EFFECTIVE DATE] (the “Type-Specific Agreement“)] between Smackdab Inc. (“Smackdab“) and [PARTNER NAME] (“Partner“).

1. Termination Status

Smackdab confirms the termination of the Agreement(s) as follows:

Termination Type: [Termination for Convenience/Termination for Cause] Initiated By: [Smackdab/Partner] Notice Date: [DATE] Effective Termination Date: [DATE] Governing Provisions: Section [NUMBER] of the General Agreement and Section [NUMBER] of the Type-Specific Agreement

2. Post-Termination Obligations

The following post-termination obligations apply:

2.1. Intellectual Property and Licenses

2.2. Confidential Information

2.3. Partner Portal Access

2.4. Commission Payments [For Solution Partners and Affiliate Partners]

3. Client Transition Plan [For Solution Partners and Technology Partners]

The following Client transition plan has been established:

3.1. Affected Clients

3.2. Transition Timeline

3.3. Transition Coordinator

3.4. Transition Activities and Responsibilities

4. Final Payments and Financial Reconciliation

4.1. Final invoices to be submitted by [DATE] 4.2. Payment of undisputed amounts by [DATE] 4.3. Reconciliation of disputed amounts by [DATE] 4.4. [Any specific financial terms related to termination]

5. Surviving Provisions

The following provisions of the Agreement(s) survive termination:

6. Release of Claims [If applicable]

Subject to completion of the obligations set forth in this Confirmation, each party releases the other from claims arising from the Agreement(s), except for:

7. Non-Disparagement [If applicable]

The parties agree not to make disparaging statements about each other in connection with the termination of the Agreement(s).

8. Acknowledgment

By signing below, the parties acknowledge and agree to the terms of this Confirmation.

SMACKDAB INC.

By: ________________________ Name: _____________________ Title: ______________________ Date: ______________________

[PARTNER NAME]

By: ________________________ Name: _____________________ Title: ______________________ Date: ______________________

8. CLIENT TRANSITION DOCUMENT

8.1. TEMPLATE: CLIENT TRANSITION DOCUMENT

[LETTERHEAD OF PARTNER]

CLIENT TRANSITION DOCUMENT

[DATE]

Smackdab Inc. 372 Live Oak Ln Marco Island, FL 34145 Attention: Partner Transitions Team

Re: Client Transition Following Agreement Termination

Dear Smackdab Partner Transitions Team:

In accordance with Section 10.2.5 of the S&A Agreement [or Section 13 of the Technology Agreement], [PARTNER NAME] provides this Client Transition Document following the termination of our Partner Agreement effective [TERMINATION DATE].

1. Client Inventory

1.1. Active Clients

Client Name

Client ID

Subscription Level

Renewal Date

Main Contact

Contact Information

[CLIENT]

[ID]

[LEVEL]

[DATE]

[NAME]

[EMAIL/PHONE]

[CLIENT]

[ID]

[LEVEL]

[DATE]

[NAME]

[EMAIL/PHONE]

[CLIENT]

[ID]

[LEVEL]

[DATE]

[NAME]

[EMAIL/PHONE]

1.2. Pending Implementations

Client Name

Client ID

Project Phase

Expected Completion

Project Manager

Contact Information

[CLIENT]

[ID]

[PHASE]

[DATE]

[NAME]

[EMAIL/PHONE]

[CLIENT]

[ID]

[PHASE]

[DATE]

[NAME]

[EMAIL/PHONE]

1.3. Active Opportunities

Prospect Name

Opportunity Stage

Estimated Value

Expected Close Date

Sales Contact

Contact Information

[PROSPECT]

[STAGE]

[VALUE]

[DATE]

[NAME]

[EMAIL/PHONE]

[PROSPECT]

[STAGE]

[VALUE]

[DATE]

[NAME]

[EMAIL/PHONE]

2. Client Implementation and Configuration Details

2.1. System Configurations

Client Name

Client ID

Custom Modules

Custom Fields

Workflows

Integrations

[CLIENT]

[ID]

[LIST]

[LIST]

[LIST]

[LIST]

[CLIENT]

[ID]

[LIST]

[LIST]

[LIST]

[LIST]

2.2. Data Migration Status

Client Name

Client ID

Migration Status

Remaining Tasks

Source Systems

Data Volume

[CLIENT]

[ID]

[STATUS]

[TASKS]

[SYSTEMS]

[VOLUME]

[CLIENT]

[ID]

[STATUS]

[TASKS]

[SYSTEMS]

[VOLUME]

2.3. Integration Details

Client Name

Client ID

Integration Type

Connected Systems

Configuration Details

Authentication Method

[CLIENT]

[ID]

[TYPE]

[SYSTEMS]

[DETAILS]

[METHOD]

[CLIENT]

[ID]

[TYPE]

[SYSTEMS]

[DETAILS]

[METHOD]

3. Support and Maintenance Information

3.1. Open Support Tickets

Ticket ID

Client Name

Issue Description

Priority

Status

Assigned To

Last Updated

[ID]

[CLIENT]

[DESCRIPTION]

[PRIORITY]

[STATUS]

[NAME]

[DATE]

[ID]

[CLIENT]

[DESCRIPTION]

[PRIORITY]

[STATUS]

[NAME]

[DATE]

3.2. Recurring Maintenance Activities

Client Name

Client ID

Activity Type

Frequency

Last Performed

Next Due

Special Instructions

[CLIENT]

[ID]

[TYPE]

[FREQUENCY]

[DATE]

[DATE]

[INSTRUCTIONS]

[CLIENT]

[ID]

[TYPE]

[FREQUENCY]

[DATE]

[DATE]

[INSTRUCTIONS]

3.3. Known Issues and Workarounds

Client Name

Client ID

Issue Description

Current Workaround

Status

Estimated Resolution

[CLIENT]

[ID]

[DESCRIPTION]

[WORKAROUND]

[STATUS]

[DATE]

[CLIENT]

[ID]

[DESCRIPTION]

[WORKAROUND]

[STATUS]

[DATE]

4. Client-Specific Customizations

4.1. Custom Code

Client Name

Client ID

Customization Description

Location

Last Updated

Dependencies

Documentation Link

[CLIENT]

[ID]

[DESCRIPTION]

[LOCATION]

[DATE]

[DEPENDENCIES]

[LINK]

[CLIENT]

[ID]

[DESCRIPTION]

[LOCATION]

[DATE]

[DEPENDENCIES]

[LINK]

4.2. Custom Reports and Dashboards

Client Name

Client ID

Report/Dashboard Name

Description

Created By

Last Modified

Scheduling

[CLIENT]

[ID]

[NAME]

[DESCRIPTION]

[CREATOR]

[DATE]

[SCHEDULE]

[CLIENT]

[ID]

[NAME]

[DESCRIPTION]

[CREATOR]

[DATE]

[SCHEDULE]

4.3. Client-Specific Training and Documentation

Client Name

Client ID

Document Type

Description

Location

Last Updated

Format

[CLIENT]

[ID]

[TYPE]

[DESCRIPTION]

[LOCATION]

[DATE]

[FORMAT]

[CLIENT]

[ID]

[TYPE]

[DESCRIPTION]

[LOCATION]

[DATE]

[FORMAT]

5. Upcoming Client Milestones and Activities

5.1. Planned Implementations and Upgrades

Client Name

Client ID

Activity Type

Scheduled Date

Status

Key Stakeholders

Dependencies

[CLIENT]

[ID]

[TYPE]

[DATE]

[STATUS]

[STAKEHOLDERS]

[DEPENDENCIES]

[CLIENT]

[ID]

[TYPE]

[DATE]

[STATUS]

[STAKEHOLDERS]

[DEPENDENCIES]

5.2. Upcoming Client Meetings

Client Name

Client ID

Meeting Type

Scheduled Date

Agenda

Participants

Preparation Required

[CLIENT]

[ID]

[TYPE]

[DATE]

[AGENDA]

[PARTICIPANTS]

[PREPARATION]

[CLIENT]

[ID]

[TYPE]

[DATE]

[AGENDA]

[PARTICIPANTS]

[PREPARATION]

5.3. Renewal Discussions

Client Name

Client ID

Renewal Date

Current Status

Expansion Opportunities

Risk Factors

Next Steps

[CLIENT]

[ID]

[DATE]

[STATUS]

[OPPORTUNITIES]

[RISKS]

[STEPS]

[CLIENT]

[ID]

[DATE]

[STATUS]

[OPPORTUNITIES]

[RISKS]

[STEPS]

6. Transition Plan and Timeline

6.1. Partner’s transition availability: [START DATE] to [END DATE] 6.2. Partner transition coordinator: [NAME, TITLE, CONTACT INFORMATION] 6.3. Proposed knowledge transfer sessions: [DATES, TOPICS] 6.4. Documentation handover process: [PROCESS DESCRIPTION] 6.5. Client communication plan: [PLAN DESCRIPTION]

7. Additional Information

[ANY ADDITIONAL INFORMATION RELEVANT TO THE CLIENT TRANSITION]

8. Certification

I, [NAME], [TITLE] of [PARTNER NAME], certify that the information provided in this Client Transition Document is accurate and complete to the best of my knowledge.

Signature: ________________________ Date: ____________________________

Contact information for transition-related inquiries: Name: ____________________________ Title: _____________________________ Email: ____________________________ Phone: ____________________________

⚠️ ATTORNEY REVIEW NOTE: Review these templates to ensure they provide comprehensive documentation of the termination process while adequately protecting both parties’ legal interests. Particular attention should be paid to post-termination obligations, the Client Transition Document, and provisions related to Commissions. Consider whether additional templates are needed for specific situations, such as termination due to acquisition or bankruptcy. The templates should also be reviewed to ensure they align with all applicable notice requirements in the main agreements and create appropriate documentation for potential dispute resolution.

© 2025 Smackdab Inc. All rights reserved.

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