Your First Month: A Referral Plan for Implementation Partners

As a software implementation partner, you're uniquely positioned to identify companies that could benefit from licensing their data. Your existing client relationships provide a natural bridge to introduce them to SourceX. This guide outlines a practical, step-by-step plan for your first month, focusing on identifying, engaging, and referring suitable US companies.

Week 1: Understanding the Opportunity and Baseline

Begin by familiarizing yourself with the SourceX program and the ideal company profile. This foundational understanding will save you time and focus your efforts.

• Review Program Details: Understand how rewards work: you earn 25% of the eligible platform fees SourceX collects from referred companies, capped at $100,000 per company. Remember, rewards become payable only after SourceX receives its fee from the buyer.
• Define the Ideal Referral: SourceX works with US companies that meet specific criteria. Look for businesses that:
  • Have 50+ full-time employees at peak (excluding contractors).
  • Possess years of operating records.
  • Hold rights to license their data.
  • Have an authorized sponsor who can champion the initiative internally.
• What SourceX Does: SourceX is the enterprise data transaction layer for AI, managing data licensing from sourcing and rights review to delivery and payment. We do not train AI models.

Week 2: Client Screening and Identification

Now, apply your understanding to your current client roster. This week is about identifying potential candidates within your existing network.

• Internal Brainstorming: Review your client list. Which US companies stand out as potentially having valuable data or a strong need for data monetization?
• Initial Baseline Check: For each potential candidate, ask yourself:
  • Are they a US company?
  • Do they likely have 50+ full-time employees?
  • Do they have a history of operations and data generation?
  • Is there a clear authorized sponsor (e.g., a data leader, CTO, CEO) who understands data assets?
• Prioritize Promising Leads: Focus on those clients where you have a strong existing relationship and direct access to a decision-maker or data steward.

Week 3: Pre-Engagement and Sponsor Confirmation

Before making an introduction, ensure your selected clients meet the authorized sponsor requirement. This often involves a preliminary, informal conversation.

• Identify the Sponsor: Determine who within the client organization would be the primary point of contact and decision-maker for a data licensing initiative. This person needs to be authorized to explore licensing their company's data assets.
• Initial Outreach (Informal): During your regular check-ins or project meetings, weave in questions about their data strategy, data assets, or potential for data monetization. For example:
  • "Have you ever considered the value of your operational data beyond internal use?"
  • "Are you exploring new revenue streams from your data assets?"
  • "Who at your company manages data strategy or data partnerships?"
• Confirm Sponsor Interest: Gauge their interest and confirm they are the appropriate, authorized individual to discuss data licensing opportunities.

Week 4: Making the Introduction and Tracking

With identified, qualified clients and a confirmed sponsor, it's time to make the referral. Remember, credit goes to the first valid referrer whose introduction leads to a verified company application within the attribution window.

• The Warm Introduction: Use a personal email or an in-person meeting to introduce your client to SourceX. A good introduction highlights the potential benefit for their company, framing SourceX as a solution for unlocking value from their data.
  • Example Introduction: "Hi [Client Name], based on our conversations about your [type of data/operations], I thought of SourceX. They help companies like yours license their unique data assets to AI labs and data buyers, creating new revenue streams without impacting your core business. I'd be happy to make an introduction if that's something you'd like to explore."
• Submit Your Referral: Once you have consent from your client, submit their details through your partner portal.
• Monitor Your Referrals: Keep track of your introductions. You can monitor the status of your referred companies within the partner dashboard. This is crucial for understanding progress and ensuring proper attribution.

By following this plan, you'll establish a systematic approach to identifying and referring valuable companies to SourceX, leveraging your position as a trusted implementation partner.

Refer a company · How rewards work