# AI data referral program scorecard | SourceX

Canonical: https://refer.sourcex.si/guides/ai-data-referral-program-comparison-scorecard
Last updated: 2026-11-04

A useful scorecard records what each program's written terms say on twelve fields: who pays the reward, the calculation base, the rate or amount, the cap, the cap's scope, the payment trigger, the deadline, reversals, discretion, attribution, company eligibility and the terms version. Score each field on disclosure, not size. Leave a field marked "not published" rather than guessing, and never treat a blank as zero.

## Which fields belong in an evidence-based company-data referral program scorecard?

The fields that change what you would actually be paid, and when. A headline maximum is only one of them; the base, the trigger and the discretion clauses usually matter more.

Referral pages lead with one number because it is easy to read. An introducer deciding where to send a company's decision-maker needs the rest of the sentence: a percentage of what, capped per what, payable after which event, and reducible by whom. The scorecard below forces each of those into its own row, with the source and the date beside it.

## The scorecard

Checked on 2026-10-18 against each program's own pages. "Not published" means the reviewed pages did not answer the field. Program columns other than SourceX are as reported by those programs, not verified with them.

| # | Field | What to record | SourceX (terms v2026-11-04) | micro1 (company referral) | Mercor (data) |
|---|---|---|---|---|---|
| 1 | Who pays the reward | Program, or deducted from the company | SourceX, separately; never deducted from the company | micro1 | Not published |
| 2 | Calculation base | What the percentage applies to | Compensation SourceX actually pays the company | Deal value: 7.5% above the $700,000 (enterprise) or $1 million (defunct-company) threshold and for licensing agreements not listed in its portal; terms default of 7.5% of license or purchase price paid to the company where no payout is listed | Not published |
| 3 | Rate or amount | Percentage or fixed sum | the greater of $50,000 plus 5% and 15% of Actual Supplier Payout on a company's first qualifying transaction; 15% on further qualifying transactions first agreed within 12 months | $50K (enterprise) or $75K (defunct company) up to the threshold, then 7.5% (checked 2026-10-26) | Not published |
| 4 | Cap | Maximum, with currency | None: no cap per transaction, per company or in total | None published above the thresholds (checked 2026-10-26) | Not published |
| 5 | Cap scope | Per referral, per agreement, or per company for life | Not applicable; the USD 50,000 floor applies once per company, to its first qualifying transaction, and not again on a repeat, renewal or amendment | Not published | Not published |
| 6 | Payment trigger | The event that makes it payable | A reward becomes payable after SourceX has paid the referred company under its signed agreement and the payout conditions in the program terms are met, including finance approval and your tax and payment details.| Workflow: onboarding plus minimum revenue threshold; Corpus: data accepted | When the company goes live and starts earning |
| 7 | Deadline | Days after the trigger | 60 days after the later of final approval and completed handoff | Not published | Not published |
| 8 | Reversals | What happens if the company's pay drops | Reduced proportionately with the supplier payout | Program may withhold, delay or reduce | Not published |
| 9 | Discretion | Who can refuse or condition payment | Conditions listed; disputed decisions reviewed by SourceX on submitted evidence | Broad: may withhold, condition or refuse | Not published |
| 10 | Attribution | How credit is decided | First valid introduction in 90 days, credited on verified application | Company must apply through the referral link | Not published |
| 11 | Company eligibility | Size, geography, rights | 50+ full-time employees at peak, rights, authorized contact | 30+ employees | Not published |
| 12 | Terms version and date | So you can prove what applied | Versioned and dated | Terms page; advertised figure changed from $25,000 (June 2026 forum post) to up to $50K (checked 2026-10-18), then to the deal-size schedule (checked 2026-10-26) | Not published |

Two cautions. micro1's 7.5% default applies, per its terms, only where no payout is listed on its site, and its company page, checked 2026-10-26, lists $50K or $75K up to each threshold plus 7.5% for licensing agreements not listed in its portal, so read both together and ask which governs your introduction. Mercor runs a separate expert referral program with a published rate; that program covers individuals, not companies, so it does not fill the blanks in Mercor's column. The [Mercor comparison](/guides/mercor-vs-sourcex-data-referral) and the [micro1 comparison](/compare/sourcex-vs-micro1-company-referral) discuss each in more depth.

## How to score a row

Use three values and keep the evidence beside each one.

| Score | Meaning | Example |
|---|---|---|
| 2 | Published, specific, and in written terms you can cite by version | "the greater of $50,000 plus 5% and 15% of compensation actually paid to the company" |
| 1 | Published but vague, discretionary or only on a marketing page | "Up to" a figure, "depending on partnership value" |
| 0 | Not published on the pages reviewed | A blank you must ask about |

Then do not add the columns into a winner. A total measures how much you can know before an introduction, which is worth knowing, but it is not expected earnings. Read rows 2, 5, 6 and 9 together: they decide whether the headline number is reachable at all.

## A worked comparison with visible assumptions

Illustrative only, not a quote or a completed deal. Assume a 180-person managed IT provider licenses ticket history and its company is paid $250,000 for a completed handoff.

| Program | Assumption needed | Illustrative reward |
|---|---|---|
| SourceX | None beyond the stated payout, which clears the USD 100,000 Minimum Transaction | $62,500 (the greater of $50,000 plus 5% and 15% of Actual Supplier Payout, with no cap: here USD 50,000 plus 5% exceeds 15%) |
| micro1 | That the deal is an enterprise data partnership worth $250,000, the revenue threshold is met and nothing is withheld or set off | $50K, the flat amount up to $700,000 (checked 2026-10-26) |
| micro1, same assumptions on a $1,400,000 deal | The deal is above $700,000 | $105,000 (reading micro1's 7.5% as applying to the whole deal value; confirm with micro1), 7.5% of the deal value with no published cap |
| Mercor | Any formula at all | Cannot be calculated |

The point is not that one number is larger. It is that only SourceX's row can be computed without extra assumptions: micro1's rows hold only if its listed schedule applies and nothing is withheld, and Mercor's cannot be computed at all. If the same company were later paid a further $250,000 under a transaction first agreed within 12 months of the first Closing, the SourceX reward on it would be 15%, $37,500, because the USD 50,000 floor applies once per company and nothing above it is capped. Field 5 is the row that tells you this.

## Which company questions sit beside the program scorecard?

Program terms only matter if the company is a fit. Keep a second, short block per company, filled from conversation at metadata level:

- Record types, systems and the years they span
- Who created the records and whether customer contracts allow reuse
- Who can authorize a licensing discussion
- Headcount at peak, excluding contractors
- Country, and the language of the records

For SourceX: Companies in the U.S., Canada and the EU qualify, as do companies in the UK, Australia, New Zealand, India, Singapore, South Africa, Latin America, the UAE and Saudi Arabia when at least 70% of the data is in English. Partners [referring from outside the U.S.](/guides/global-partners-referring-us-businesses) can use the same block. Never collect raw records to fill it.

## What the scorecard cannot tell you

Acceptance rates, typical company compensation, time to payment and dispute outcomes are not published by any of the programs above. A scorecard built from terms tells you the rules, not the odds. If a program offers cohort figures, record the date, the definition and the sample, and treat them as that program's claim. For how first-valid and last-touch attribution differ, see [referral attribution compared](/compare/referral-attribution-first-vs-last); for the structural difference between programs, see [enterprise data partnership models](/guides/enterprise-data-partnership-models-compared). If you are new to the vocabulary, start with [what a referral program is](/questions/what-is-a-referral-program).

## Next step

> **Refer a company. No cap on rewards.** Default reward on a company's first qualifying transaction: the greater of $50,000 plus 5% and 15% of Actual Supplier Payout, with no cap; further qualifying transactions first agreed within 12 months of the first Closing pay 15%. Eligibility and payment conditions apply, including the USD 100,000 Minimum Transaction, and a signed Schedule A or addendum can differ. A lead, meeting or signature alone does not trigger payment.

When your scorecard shows the rows you need are written down, [register as a partner](/register), check the company against [who qualifies](/who-qualifies), and cite the [program terms](/terms) version you scored; the [rewards page](/rewards) shows how each status is reached.

## Sources

- https://refer.sourcex.si/terms
- https://www.micro1.ai/company-referral
- https://www.micro1.ai/forum/company-data-partnerships-referral-program
- https://www.micro1.ai/legal/referral-terms
- https://www.mercor.com/data/