How to introduce a company to SourceX

The best referrals start with a short note to someone who can decide for the company, asking if they’d like an introduction. Then submit the referral on SourceX’s form with their contact details and a few specific lines about the data. Here’s what to say, what to include and what to leave out.

Last updated October 3, 2026

Before you reach out

Check the company against the qualification criteria: 20 or more full-time employees, several years of documented operations, and records in business systems.
Find the person who can decide: usually the CEO, COO, CTO or general counsel. For a company winding down, whoever now controls its assets.
Know your own obligations. Licensed professionals and board members may need to disclose a referral fee.

A message you can send

Edit the bracketed parts. Keep the fee disclosure; it builds trust.

Subject: Licensing [Company]’s historical data to AI developers Hi [Name], I’ve come across SourceX, which helps businesses license operational data, such as support tickets, code history and call recordings, to AI developers. With [Company]’s [years of history in Zendesk / engineering archive / recorded calls], I think you could be a strong fit. The data is licensed, not sold. You’d approve the scope, permitted use and terms before anything is shared. Would you like me to introduce you? Full disclosure: SourceX may pay me a referral fee if a deal closes. [Your name]

What to put in the referral form

The form on sourcex.si/refer asks for your details, the company’s name, website and industry, a contact person, and why you think its data has value. That last field matters most. Be specific:

Vague	Specific
They have lots of data.	Zendesk since 2017, about 40 agents, tickets tagged by product, CSAT on most tickets.
Big engineering team.	Code and Jira since 2019, about 60 engineers, pull requests linked to tickets. Shutting down in December; tools stay active until November 30.
They record calls.	In-house contact center, 120 seats, recorded calls with disclosure since 2020, weekly QA scoring.

What not to send

Data samples, exports or screenshots of internal systems
Passwords, API keys or account access
Internal documents, even if you have them
Promises about price or timing

After you refer

From there, SourceX handles qualification and the conversation with the company. The company decides whether to go ahead and on what terms. If its deal closes, you can earn up to $100,000 in referral fees, paid after the buyer accepts the data and SourceX receives payment, under the referral terms in effect when you referred.

Questions

Should I copy SourceX on my first email to the company?

No. Ask the contact first. Once they agree, submit the referral with their details, and SourceX will take it from there.

What if I only know someone junior at the company?

Ask them who decides on data, contracts or partnerships, and get an introduction to that person. Referrals reach a decision faster when the contact can approve them.

Know a company with years of records?

Introduce the company to SourceX. If its data deal closes, you can earn up to $100,000 in referral fees, paid after the buyer accepts the data and SourceX receives payment.

Refer a company See what qualifies