Partner Protection and No-Solicitation Rules

In writing Before any access is shared

Never In front of your clients

12 months Protection after the last statement of work

In short

Will LOKAL solicit or cross‑sell to my client?

No, we will not pitch, cross-sell or contract directly with a client you register, for as long as protection applies.

If we already knew the company, or the client comes to us on its own, we tell you and follow the written process in your agreement.

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Registration

Protection starts before the introduction

The partner registers the company, brands and relevant market before LOKAL receives access.

Any material pre-existing relationship is disclosed before the account is accepted. Work and communication remain inside your agency.

Protected company: The company and brands you register, named before access.
Commercial owner: The partner who owns the relationship and the proposal.
Boundary: A territory or vertical edge, only when the model needs one.
Exceptions: Any accepted exception, recorded in writing.

Commercial ownership

The proposal, price and client relationship stay with the partner

LOKAL performs the agreed work under your brand.

The team does not use account access to pitch another service, move the client into a direct contract or present its own proposal to the client.

Communication and data

Use only what the account requires

We never face your clients.

Your agency owns the relationship and communication; LOKAL prepares recommendations and reporting for your team to review and present. Access is limited to the team doing the agreed work. Account files and information are kept separate and are not reused for prospecting.

AI stays inside the account boundary. Any AI used on your accounts runs in LOKAL’s business, team or enterprise accounts, under terms that stop the AI companies training on your client’s data. Account material is never used to train a model, never mixed with another client’s account and never reused for prospecting. A LOKAL specialist reviews AI-assisted work before it reaches your team, and your agency approves anything that publishes. You can pass this clause to your clients as written.

Publicity

No case study by implication

LOKAL names no partner, client or relationship without written permission for that specific use.

This applies to case studies, logos, awards, proposals and social posts. An anonymised reference must also stay within the agreed boundary.

Exit

The files leave cleanly; the protection does not vanish overnight

On termination, LOKAL stops new work, records open decisions, removes access and returns or transfers the agreed files during the paid transition.

Protection and no-solicitation stay in place for 12 months after your last active statement of work, unless your signed agreement sets a different period.

250+ Organisations worked with since 2017

100% Philippine client retention since 2024

In practice

What this looks like when the work starts

Use these examples to prepare the account context and decisions your team needs to make.

LOKAL already knows the company: We disclose the relationship before accepting protection. The parties write down whether that prior scope is excluded, paused or makes the account unsuitable.
The client contacts LOKAL directly: We log the enquiry, tell the partner and do not turn it into an independent sale while protection applies. Any exception needs the written process in the signed agreement.
The partner wants a named case study: Permission is specific: client name, numbers, channel, wording, placement and review date. Approval for one deck is not approval for the public website.

Before signature

Questions to settle before signature.

Does protection apply by account, territory or vertical?

Account protection always identifies the registered company. Territory or vertical boundaries are added only when the commercial model genuinely requires them and the signed terms define the edge.

What if LOKAL already works with the company?

LOKAL discloses a material pre-existing relationship before accepting the account. The parties then document the exception or decide not to proceed.

Can LOKAL speak directly with the client?

We never face your clients. Your agency owns the relationship and communication; LOKAL prepares recommendations and reporting for your team to review and present.

Can LOKAL use the work in a case study?

Only with written permission for the exact public use. By default, partner names, client names, logos, results and the existence of the relationship remain private.

What happens to access after termination?

LOKAL returns or transfers agreed files, records open decisions, removes account access and completes the paid handover. Legally required security, invoice or dispute records may be retained but not used for selling.

Start with one account

What would you hand over first?

You’ll speak with someone responsible for the work. Thirty minutes, no finished scope needed.

The brief