Unlock Referral Opportunities During Microsoft Outlook Projects

Microsoft Outlook is a central hub for business communication and data, making Microsoft 365 advisors uniquely positioned to identify valuable referral opportunities for SourceX. As you help clients optimize their Outlook environments, you're often exposed to the core of their operational history and data assets.

SourceX facilitates data licensing for AI labs and data buyers. Your role as a referrer is to introduce US companies that meet specific criteria, enabling them to monetize their data ethically and efficiently.

Understanding the SourceX Referral Program

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 ourselves but manage the licensing transactions. By referring a qualified company, you can earn a share of the fees SourceX collects.

• Reward Structure: Partners earn 25% of the eligible platform fees SourceX actually collects from the referred company's licensing deals. Rewards are capped at $100,000 cumulative per referred company.
• Payout Trigger: Rewards become payable only after the buyer pays and SourceX receives its fee. A lead, meeting, or signed agreement alone does not trigger payment.
• Attribution: Credit goes to the first valid referrer whose introduction leads to a verified company application within the attribution window.
• Partner Eligibility: Anyone can join, from any supported country. Licensed professionals should check their own rules on referral fees.
• Reward vs. Company Proceeds: The partner reward is a share of SourceX's fee and is never deducted from what the company receives.

Identifying Qualified Companies During Outlook Engagements

During your Microsoft Outlook projects, pay close attention to cues that indicate a company might be a strong candidate for data licensing through SourceX. We are looking for US companies with specific characteristics:

• US Companies with 50+ FTEs at Peak: This is a crucial baseline. While working with Outlook, you might get insights into company size from user counts, licensing tiers, or internal directories. Look for companies that have had 50 or more full-time employees at their peak (contractors are excluded from this count).
• Years of Operating Records: Outlook projects often involve migrating archives, setting retention policies, or optimizing historical data access. This work inherently surfaces the length and depth of a company's digital footprint. Companies with extensive operating records typically possess valuable historical data.
• Rights to License the Data: As you discuss data governance, compliance, or information architecture within Outlook, inquire about their data ownership and licensing policies. Do they clearly understand who owns their operational data? Have they established procedures for data sharing or monetization? Companies must have the clear rights to license their data.
• Authorized Sponsor: Successful data licensing initiatives require internal champions. During project discussions, identify individuals in leadership roles (e.g., CIO, Head of Data, General Counsel) who have the authority and interest to explore data monetization opportunities.

Example Scenarios During Outlook Projects:

• Archive Migrations: A client migrating years of email archives (e.g., from on-prem Exchange to Exchange Online) demonstrates a long operating history and a significant volume of historical communication data.
• Compliance and Retention Policies: Discussions around e-discovery, data retention, or regulatory compliance in Outlook often reveal the types of data they collect, how long they keep it, and their understanding of data governance.
• Collaboration Tool Integrations: When integrating Outlook with other business applications (CRM, ERP), you might learn about the broader data ecosystem and how data flows through their organization.

Remember, your role is simply to introduce us to a potential client. You never handle company data yourself. SourceX will engage directly with the referred company to assess their data assets and manage the entire licensing process.

By keeping these criteria in mind, you can transform your Outlook expertise into a valuable referral pipeline, helping US companies unlock the value of their data while earning significant rewards.

Refer a company · How rewards work