First-Month Referral Plan for M&A Advisors

M&A advisors are uniquely positioned to identify valuable data assets within their client portfolios. By partnering with SourceX, you can unlock new revenue streams for your clients and for your practice by referring companies with high-quality data. This guide outlines a structured first-month plan to integrate data licensing referrals into your M&A advisory services.

Week 1: Client Identification & Education

Your first step is to identify potential referral candidates among your current or past clients. Look for companies that meet SourceX's criteria:

• US-based companies with 50+ full-time employees at peak.
• Years of operating records indicating deep historical data.
• Clear rights to license their data assets.
• An authorized sponsor within the company to champion the initiative.

During your regular client interactions, subtly introduce the concept of data licensing. Explain that SourceX helps companies manage data licensing from sourcing and rights review to delivery and payment. Emphasize that SourceX does not train AI models and that partner rewards are a share of SourceX's fee, never deducted from what the company receives.

• [ ] Review client list for potential candidates.
• [ ] Research eligible companies' data assets.
• [ ] Prepare a brief, high-level introduction to data licensing for client discussions.

Week 2: Deeper Dive & Value Proposition

This week focuses on engaging identified client candidates more directly. Schedule follow-up discussions to explore their data assets in more detail.

Key discussion points:

• Data Types: What kind of data do they collect and manage? Transactional, behavioral, operational, sensor, etc.
• Data Volume & Velocity: How much data do they have, and how quickly does it grow?
• Data Quality & Structure: Is the data well-organized, clean, and accessible?
• Existing Licensing Efforts: Have they considered or attempted data licensing before?

Position data licensing with SourceX as a strategic opportunity for clients to monetize underutilized assets, potentially creating new revenue streams or enhancing existing ones. Stress that SourceX is the enterprise data transaction layer for AI labs and data buyers.

• [ ] Conduct deeper client conversations about their data assets.
• [ ] Address client questions about data licensing and SourceX's role.
• [ ] Identify an authorized sponsor within the client company.

Week 3: Facilitating Introductions & Tracking

Once a client expresses genuine interest and meets the criteria, facilitate an introduction to SourceX. Ensure the introduction is a warm one, with the client understanding the next steps. Remember, credit for a referral goes to the first valid referrer whose introduction leads to a verified company application within the attribution window.

It is crucial to set up a robust tracking system for your referrals.

Rewards become payable only after the buyer pays and SourceX receives its fee. A lead, meeting, or signed agreement alone does not trigger payment. Partners earn 25% of the eligible platform fees SourceX actually collects from the referred company's licensing deals, capped at $100,000 cumulative per referred company.

• [ ] Make formal introductions between clients and SourceX.
• [ ] Start tracking all referrals and introduction dates diligently.
• [ ] Confirm client applications are verified after introduction.

Week 4: Follow-up & Portfolio Expansion

Continue to monitor your initial referrals and maintain communication with both SourceX and your client, without handling any company data yourself. Use this week to also broaden your referral efforts.

• Review & Refine: Reflect on the success of your initial client engagements. What worked well? What could be improved for future referrals?
• Expand Your Pipeline: Apply the refined process to identify more potential clients from your network. Anyone can join the program, from any supported country. However, licensed professionals should check their own rules on referral fees.

By following this structured first-month plan, M&A advisors can effectively leverage their client relationships to generate new opportunities through data licensing referrals with SourceX.

Refer a company · How rewards work