Screening Companies in Client Conversations

Guiding Your Client: Screening for SourceX Fit

As a SourceX partner, your role in identifying suitable companies is crucial. This guide provides a practical approach to discussing SourceX with potential referrals, ensuring they meet the program's criteria while setting clear expectations about data control and transactions.

What to Ask: Identifying a Good Fit

When speaking with a potential referral, focus on gathering key information to determine if they align with what SourceX and AI labs are seeking. Remember, we are looking for US companies with specific characteristics. Here are the core questions to weave into your conversation:

• Employee Count & Operating History: "Could you share a bit about your company's scale? Specifically, how many full-time employees have you had at your peak, and for how many years has your company been operating?" (We're looking for US companies with 50+ full-time employees at peak and a solid operating history, based on F06).
• Data Rights: "Regarding any data assets you might consider licensing, does your company hold the necessary rights to license this data to third parties?" (This confirms they have the legal standing to engage, as per F06).
• Internal Sponsorship: "Within your organization, is there an authorized sponsor or a specific team member who would champion an initiative like data licensing?" (An authorized sponsor is vital for moving forward, as per F06).

What to Share: Introducing SourceX

Once you've gathered initial insights, introduce SourceX clearly and concisely. Focus on our value proposition without making assumptions about their specific data or needs. Based on F09 and F10:

• SourceX's Role: "SourceX is the enterprise data transaction layer for AI. We specialize in managing the entire data licensing process – from identifying data sourcing opportunities and conducting rights reviews to facilitating delivery and managing payments. Our goal is to streamline how companies like yours can license your valuable data assets to AI labs and data buyers."
• What SourceX is NOT: "It's important to understand that SourceX manages data licensing transactions; we do not train AI models ourselves. We act as a secure and efficient conduit for these transactions."
• Reward Model: "As a partner, I earn 25% of the eligible platform fees SourceX collects, up to $100,000 per referred company. This reward comes from SourceX's fee and is never deducted from what your company receives (F07)."

Clarifying Data Control and Scope

It's critical to reassure companies that they maintain full control over their data and the scope of any potential licensing agreement. This builds trust and clarifies SourceX's facilitative role.

• Company Control: "To be absolutely clear, your company always retains complete control. Nothing is ever delivered or licensed without your explicit approval and direct involvement in defining the scope. SourceX's role is to facilitate these transactions, not to make decisions on your behalf or handle your data directly (F06)."
• No Obligation: "Engaging with SourceX is always at your company's discretion. There's no obligation to proceed unless you see a clear benefit and are comfortable with all terms."

Key Takeaways for the Conversation:

• Listen Actively: Understand their potential data assets and business goals.
• Be Transparent: Clearly articulate SourceX's function and the criteria.
• Empower the Company: Emphasize their control over their data and any licensing decisions.
• Focus on US Companies: Remind them we are looking for US companies.

By following this approach, you can conduct productive screening conversations, identify high-potential referrals, and build strong, trusting relationships.

Refer a company · How rewards work