Your First Month: A Referral Plan for CX and Contact Center Consultants

As a CX or contact center consultant, you frequently engage with companies rich in customer interaction data. This data, when properly licensed, can be a valuable asset for AI labs and data buyers. SourceX provides the platform for managing these data licensing transactions, from sourcing to payment. Our referral program allows you to earn rewards by connecting us with suitable companies. This guide outlines a practical first-month plan to get you started.

Week 1: Understand the Program and Identify Potential Leads

Your first step is to thoroughly familiarize yourself with how the SourceX referral program works. Understanding the core mechanics will ensure you approach potential leads effectively and manage expectations.

• Review Program Details: Read through the referral program terms and FAQs. Pay close attention to what SourceX is and is not: SourceX is the enterprise data transaction layer for AI, managing data licensing, and does not train AI models (F09, F10).
• Understand Reward Structure: Note that partners earn 25% of the eligible platform fees SourceX collects, capped at $100,000 per referred company (F01, F02). Rewards are payable after SourceX receives its fee (F03). The reward is a share of SourceX's fee and is never deducted from what the company receives (F07).
• Identify Ideal Company Profile: Focus on US companies with 50+ full-time employees at peak, years of operating records, rights to license the data, and an authorized sponsor (F06).
• Initial Client Screening: Go through your current and recent client list. Which companies might fit the baseline profile? Look for those with mature operations and significant customer interaction data assets that they might be willing to license.

Week 2: Deep Dive into Lead Qualification

With a shortlist of potential companies, this week focuses on more detailed qualification to ensure they meet SourceX's criteria and have a clear path to introduction.

• Verify Employee Count: For your shortlisted companies, confirm they have 50+ full-time employees at peak. This excludes contractors.
• Assess Data Licensing Potential: Does the company have data that could be valuable for AI model training? Are they likely to have the rights to license this data? Consider types of data like anonymized interaction logs, call transcripts, or operational metrics.
• Identify Potential Sponsors: Within each qualified company, who is the decision-maker or key stakeholder who could champion a data licensing initiative? This is crucial, as an authorized sponsor is required (F06).

Week 3: Prepare for Introduction and Initial Outreach

This week prepares you to make an informed introduction to SourceX, leveraging your existing relationships.

• Confirm Sponsor Authority: Before making any introduction, ensure the potential sponsor you've identified has the authority to explore data licensing for the company. This might involve a brief, high-level conversation with them.
• Educate the Sponsor (Briefly): Explain to the sponsor what SourceX does: it helps companies license their data to AI labs and data buyers, managing the entire transaction process. Emphasize that SourceX handles the complexities, allowing the company to monetize its data assets.
• First Valid Referrer Rule: Remember that credit goes to the first valid referrer whose introduction leads to a verified company application within the attribution window (F04). This highlights the importance of timely and clear introductions.
• Gather Necessary Information: For your introduction, you'll need the company's name, the sponsor's name, title, and contact information. Be ready to briefly explain how the company fits the SourceX profile.

Week 4: Make the Introduction and Set Up Tracking

Your final step for the first month is to make the introduction and establish a system to track your referrals.

• Make the Introduction: Use the SourceX referral portal to submit your qualified lead. Be clear and concise in your introduction, providing the verified information about the company and its sponsor.
• Implement a Tracking System: Set up a simple system (e.g., a spreadsheet) to track:

• Company Name
• Sponsor Name & Contact
• Date of Introduction
• SourceX Referral ID (if provided)
• Any follow-up notes

• Understand Payout Trigger: Keep in mind that rewards become payable only after the buyer pays and SourceX receives its fee. A lead, meeting, or signed agreement alone does not trigger payment (F03).
• Continue Screening: As you engage with new and existing clients, keep the SourceX company baseline in mind. Every consultation is an opportunity to identify a new potential referral.

By following this structured first-month plan, you can efficiently integrate data licensing referrals into your existing CX and contact center consulting practice, creating a new avenue for value creation for your clients and rewards for you.

Refer a company · How rewards work