How to use an approved referral case study without promising the same result

A real example makes the referral program tangible. It also creates risk: the moment a case study sounds like a guarantee, you have overpromised — and overpromising damages your credibility and ours. This guide explains how to use an approved SourceX case study the right way.

What "approved" means

Only use a case study SourceX has shared with you directly or published on this site. Approval means the facts in it — the type of company, the kind of data, the shape of the process — may be repeated as written. It does not mean you can extrapolate: "a company like yours earned X" is never an approved statement unless SourceX has given you that exact sentence.

If you are unsure whether a detail is approved, leave it out or ask us first.

What you may say

• The process is real. You can describe the steps: introduction, qualification, evaluation, and — when a deal completes and is paid — a referral reward.
• The reward structure is public. Partners earn 25% of the eligible platform fees SourceX actually collects from a referred company's licensing deals, capped at $100,000 cumulative per referred company.
• The criteria are public. Companies should be US-based, established, with 50 or more full-time employees at their peak, and must own or control the rights to license their data.

What you must not say

• No earnings promises. A past result — even a real, approved one — does not predict a new company's outcome. Never say "you would earn" or "partners earn $X per deal." Rewards depend entirely on whether a deal completes and is paid.
• No invented figures. Do not attach numbers to a case study that are not in the approved text. "As reported" figures are illustrative, not a forecast.
• No buyer names. Refer to "AI labs and data buyers," never a specific buyer.
• No terms negotiation. Pricing, exclusivity and timelines are between SourceX and the company. Your role ends at the introduction.

A simple script that stays safe

"SourceX licenses company data to AI labs and data buyers. I'm a referral partner — if your company qualifies and a deal completes, I earn a share of SourceX's fee, at no cost to you. There's a real example of how it works I can send you, and if you're interested, the next step is a short application."

That script is honest, complete, and promises nothing.

When in doubt, hand off

The moment a contact asks about pricing, deal size or timelines, point them to the application form. A lead, meeting or signed agreement alone does not trigger a reward — payment follows only after a buyer pays and SourceX receives its fee. Keeping that boundary clear is what lets a case study build trust instead of eroding it.

Refer a company · How rewards work · When you get paid