Your First Month: A Data Referral Plan for MSPs

As a Managed Service Provider (MSP), you already have deep relationships with businesses and understand their IT infrastructure. This puts you in a unique position to help them monetize their data assets and earn referral fees by introducing them to SourceX.

SourceX is the enterprise data transaction layer for AI, managing data licensing from sourcing and rights review to delivery and payment. We focus on connecting companies with valuable data to AI labs and data buyers.

This guide outlines a structured first-month plan to help you integrate data licensing referrals into your service offerings.

Week 1: Understand the Opportunity and Identify Candidates

Your first step is to internalize how the SourceX referral program works and identify the right clients within your existing portfolio.

• Review program facts: Familiarize yourself with the referral program's mechanics. Understand that you earn 25% of the eligible platform fees SourceX actually collects from the referred company's licensing deals, up to $100,000 cumulative per referred company. Rewards become payable only after the buyer pays and SourceX receives its fee.
• Identify eligible clients: Focus on US companies that meet the baseline criteria: 50+ full-time employees at peak (contractors excluded), years of operating records, clear rights to license the data, and an authorized sponsor who can champion the initiative. These are the ideal candidates.
• Initial screening: List 3-5 potential clients. Consider which ones you have the strongest relationships with and where you know there might be valuable, licensable data.

Week 2: Educate and Qualify

Now that you have a short list, it's time to engage these clients about the data licensing opportunity.

• Prepare your talking points: Explain that SourceX manages data licensing transactions and does not train AI models. Emphasize that the partner reward is a share of SourceX's fee and is never deducted from what the company receives.
• Initial outreach: Schedule brief calls or meetings with your chosen clients. The goal is to gauge their interest and further qualify their suitability. Ask questions like:

• "Have you ever considered licensing your operational data?"
• "Are you aware of the growing demand for enterprise data by AI labs and data buyers?"
• "Do you have clear ownership and rights to license your data?"

• Focus on their value: Frame the conversation around how data licensing can create a new revenue stream for them, utilizing data they already possess.

Week 3: Prepare for Introduction

Once a client expresses interest, prepare for a formal introduction to SourceX.

• Gather essential details: For interested clients, collect basic information needed for an introduction. This includes company name, a primary contact's name and title, and a brief description of the type of data they might consider licensing.
• Client buy-in: Ensure the client understands that you will be making a direct introduction to SourceX. Explain that attribution credit goes to the first valid referrer whose introduction leads to a verified company application within the attribution window. This transparent approach builds trust.
• Confirm readiness: Before making the referral, confirm that the client is genuinely ready and willing to explore this opportunity with SourceX. They should have an authorized sponsor ready to engage.

Week 4: Make the Introduction and Track Progress

With everything in place, it's time to make your first official referral.

• Submit your referral: Use the SourceX partner portal to submit the referral. This initiates the tracking process for the attribution window.
• Warm hand-off: Facilitate a warm introduction between your client and SourceX, ensuring a smooth transition. This could be an email introduction or a joint initial call.
• Monitor the attribution window: Understand that your introduction starts a period during which your referral is linked to you. While specific timelines aren't disclosed, it's crucial for the client to complete their verified company application within this period.
• Support, but don't interfere: Remain available to both SourceX and your client for any clarifying questions. Remember, partners never handle company data. SourceX will manage the licensing process from here.

By following this structured first-month plan, you can effectively launch your data referral program, identify promising leads, and lay the groundwork for a new revenue stream for your MSP.

Refer a company · How rewards work