How to refer a multi-location business

How to Refer a Multi-Location Business

Referring a multi-location business to SourceX requires an understanding of how these organizations manage their operations and data. While the core referral process remains the same as for any eligible company, identifying the right contact and understanding their data landscape are key.

Identify the Authorized Sponsor

For businesses with multiple branches, franchises, or offices, it's crucial to identify an authorized sponsor who can approve a discussion about data licensing. This is often an owner, executive, or a designated individual with overall responsibility across the entire organization, not just a single location.

Illustrative: A national restaurant chain might have individual managers for each restaurant, but the decision to license operational data (e.g., supply chain logs, customer service records across all locations) would likely rest with a corporate executive, such as a CEO, COO, or Head of Data Strategy.

SourceX looks for an authorized sponsor to ensure any discussions about data licensing are properly sanctioned at the organizational level, especially given that the data being considered often reflects the entire company's operations rather than just one site.

Verify Operational Data and Rights to License

Multi-location businesses often generate vast amounts of proprietary operational data, such as:

Standard Operating Procedures (SOPs) applied across all locations. Internal knowledge bases used by staff nationwide. Centralized project histories or QA records. Support workflows and ticketing systems spanning multiple sites.

When considering a referral, assess whether the company owns this material or can license it without breaching client confidentiality, employee privacy, or third-party contracts. For multi-location businesses, this might involve reviewing policies that cover all their distributed sites.

What SourceX Seeks in Eligible Companies

SourceX assesses all referred opportunities based on criteria relevant to buyer programs. For multi-location businesses, particular attention is given to:

Operating maturity: Many buyer programs prefer companies with significant operating history, potentially across numerous locations, indicating robust and consistent data generation. While 20+ full-time employees and several years in operation are often a general guideline, this could be interpreted across the total employee base and operational history of all locations combined. Original documentation: The value often lies in internal material that the company itself created and uses consistently across its locations. Relevance to buyer demand:* The material from a multi-location business might be particularly valuable if it demonstrates consistent processes or data trends across diverse geographical or operational contexts.

To pre-screen a potential referral, you can use the company fit checker. This tool provides a preliminary, non-binding assessment based on key criteria.

The Referral Process Remains Consistent

The fundamental steps for referring a multi-location business are the same as for any other company:

1. Register and get your referral link or submit directly from your dashboard.
2. Introduce an eligible business by sharing your link with the authorized contact.
3. SourceX reviews the opportunity, assessing data relevance and eligibility.
4. The company completes a qualifying licensing deal, deciding what scope of data to provide.
5. Data is accepted and buyer payment is received.
6. Your reward becomes eligible for approval and payment.

You control the introduction; the company controls what data to share and under what terms. SourceX manages the evaluation, contracting, and delivery. Learn more about how it works.

Never send actual company data yourself. The company will decide what to share directly with SourceX, always with proper owner consent.

Tracking Your Referral

Your dashboard allows you to track the progress of each referral, showing its current stage and reward status. This includes referrals for multi-location businesses, providing transparency as the opportunity progresses through Estimated, Eligible, Approved, and Paid stages.

Rewards are calculated as 25% of SourceX's eligible collected platform fees, capped at $100,000 per referred company. A lead, meeting or signed agreement alone does not trigger payment. See the program terms.