Guides: Helping Clients License Business Data to AI Labs

As a client-facing advisor, you can connect companies with SourceX to explore licensing their operational data to AI labs. This guide provides information to help you discuss this opportunity effectively with your clients.

How can advisors help clients license business data to AI labs?

Advisors introduce eligible companies to SourceX. These companies control data scope, review anonymized outputs, and approve all licensing. SourceX manages assessment, pricing, and anonymization. Advisors receive a reward of 25% of the platform fee SourceX collects, capped at $100,000, paid upon successful data licensing and fee receipt.

Your role as an advisor is to identify and introduce suitable companies to SourceX. An eligible company has 50 or more full-time employees at peak and US operations. Once introduced, SourceX assesses and anonymizes the company's data. Clients maintain full control, defining the data scope, reviewing anonymization, and approving all transactions. No data is ever licensed without client approval.

Your reward is 25% of the platform fee SourceX collects from the AI lab or data buyer. This reward is conditional, paid only after the buyer selects and pays for the data, and SourceX receives its fee. There is a cap of $100,000 per referred company.

How should you answer a client who wants to sell operational data?

Confirm the client's rights to license their data and the need for an authorized sponsor. Explain they approve the data scope and delivery. Avoid promising specific pricing or timelines, as SourceX assesses these aspects after introduction.

When a client expresses interest in selling operational data, start by confirming their rights to license the data. Emphasize that the client retains control over what data is considered and its scope. They will approve all anonymization and any data delivery. It is also important to identify an authorized sponsor within their organization to oversee the process.

Explain that SourceX will conduct an assessment to determine data value and potential applications. Do not promise specific pricing or exact timelines, as these depend on the data's nature and buyer interest. Focus on the client's control and the potential for a new revenue stream from their existing assets.

How do you explain monetizing business data through licensing?

Explain that companies with years of operating records can license this data to AI labs. Privacy and de-identification requirements must be assessed, and the company approves the scope. Nothing is delivered without their explicit approval, with any proceeds conditional on an agreed, completed licensing transaction.

Monetizing business data through licensing means a company can generate revenue from the historical operational records it already possesses. Imagine a company with years of support tickets, emails, or operational logs.

SourceX facilitates the anonymization and licensing of this data to AI labs and data buyers. Key points to convey:

• Company Control: The client always defines the scope of data considered.
• Privacy review: SourceX and the company assess de-identification and restrictions; do not promise complete removal of every personal or sensitive detail before review.
• Approval: No data is ever delivered or licensed without the client's explicit final approval.
• Potential proceeds: An agreed licensing transaction may create proceeds from existing records; no transaction or recurring income is promised.

Which client operating records are worth discussing?

Focus on structured and unstructured operational records like support tickets, email and chat archives, CRM history, standard operating procedures (SOPs), and engineering histories. The company must confirm it has the clear rights to license these data types.

When discussing potential data with clients, consider these types of operating records, provided the company has clear rights to license them:

• Customer Support Data: Support tickets, call transcripts, chat logs, email archives.
• CRM History: Customer interactions, sales pipeline data, service records.
• Operational Procedures: Standard Operating Procedures (SOPs), manuals, process documents.
• Engineering and Product Data: Engineering logs, design documents, historical project data.
• Internal Communications: De-identified email and chat archives from internal teams.

Emphasize the importance of the company's legal rights to license these records. SourceX will verify these rights during the assessment process.

How do you distinguish client licensing proceeds from your referral fee?

The client's proceeds are distinct from your reward. The client receives compensation for licensing their data directly from SourceX. Your reward is 25% of the eligible platform fee SourceX collects, capped at $100,000 per referred company, and is conditional upon successful licensing and fee receipt.

It is crucial to clarify that the client's licensing proceeds are entirely separate from your referral reward. The client enters a direct agreement with SourceX for the licensing of their data to AI labs or data buyers, receiving their agreed-upon compensation for that data.

Your reward, as an advisor, is for the successful introduction. It is 25% of the eligible platform fee that SourceX collects. This reward is capped at $100,000 per referred company. This payment is conditional, occurring only after the buyer has selected and paid for the data, and SourceX has received its fee.

What should you ask before introducing a client to SourceX?

Confirm the company had 50 or more full-time employees at peak, possesses multiple years of operating records, holds clear rights to license that data, and has an authorized executive sponsor. Partners never handle any client data.

Before making an introduction, ask your client these qualifying questions:

• Company Size: Did the company have 50 or more full-time employees at its peak (excluding contractors)?
• Data Longevity: Does the company possess multiple years of historical operating records?
• Licensing Rights: Does the company have clear legal rights to license its operational data?
• Executive Sponsor: Is there an authorized owner or executive sponsor willing to engage?

Reiterate that as an advisor, you will never handle any client data directly. Your role is solely to facilitate the introduction to SourceX, which then manages the data assessment and licensing process with the client.