How to recognize linked task instructions and completed outputs

Understanding Referral Progress: Instructions and Outputs

Navigating the SourceX referral program involves a clear sequence of actions and outcomes. For partners, recognizing these 'linked task instructions' means understanding the steps that drive a referral forward, and 'completed outputs' refer to the status updates and reward eligibility milestones that indicate progress.

The Six Stages of a Referral: Your Guide to Progress

The referral process is structured into six distinct stages. Each stage represents a set of internal 'instructions' or actions taken by various parties, leading to a visible 'output' or status change:

1. Register and get your referral link.

Instruction: Complete free registration. Output: Access to your personal referral link and dashboard. (See /how-it-works)

1. Introduce an eligible business.

Instruction: Share your link or submit an introduction directly from your dashboard. Output: A new referral entry appears in your dashboard, typically with an 'Estimated' status.

1. SourceX reviews the opportunity.

Instruction: SourceX assesses the company's operating history, documentation, data rights, and relevance to buyer programs. Output: The referral status remains 'Estimated' while under review, or may be marked ineligible if it does not meet criteria. (Refer to /who-qualifies for eligibility criteria)

1. The company completes a qualifying licensing deal.

Instruction: The referred company agrees to license data, defining scope and commercial terms with SourceX. Output: Internal agreement is in place; the referral status in your dashboard continues to reflect ongoing progress.

1. Data is accepted and buyer payment is received.

Instruction: The AI buyer accepts the data delivery, and SourceX collects its platform fees. Output: This is a critical output! Your referral status will typically update towards 'Eligible' or 'Approved' for reward payment, pending finance review.

1. Your reward becomes eligible for approval and payment.

Instruction: SourceX finance reviews the collected fee and approves the reward for payment. Output: The referral status updates to 'Approved', indicating you can request a payout. Following payout, it becomes 'Paid'.

What Each Party Controls and How it Affects Outputs

Understanding who is responsible for which 'task' helps interpret outputs:

You control the initial introduction. Your output is a new referral in the system. You are not responsible for sharing company data. The company controls whether to proceed, what data scope to offer, and the terms. Their decisions directly influence whether Stage 4 ('qualifying licensing deal') is reached. SourceX* manages evaluation, contracting, data preparation, delivery, and payment collection. Our actions are designed to move the referral through Stages 3-6.

Recognizing What Does Not Trigger a Reward Output

It's important to differentiate between progress indicators and reward triggers. Certain 'tasks' or 'outputs' do not, on their own, lead to a reward being paid:

Submitting a lead or making an introduction. A meeting, a call, or even a signed agreement before buyer payment is received by SourceX. * A company that was already in discussion with SourceX (this goes to duplicate review). (See /faq for more details on attribution)

The definitive 'output' for your reward eligibility is SourceX receiving its collected platform fee, followed by finance approval.

Tracking Your Referral Status Outputs

Your dashboard is your primary tool for recognizing the 'completed outputs' of the referral process. You will see statuses such as:

Estimated: An initial indication while the opportunity is progressing through early stages. Eligible: SourceX has received a qualifying fee from the buyer. Approved: Finance has reviewed and approved your reward. Paid: The payout has been recorded as completed.

These status updates directly reflect the completion of the 'tasks' and 'instructions' described above, providing a clear picture of your referral's journey.